Karen Campbell signed Board of Trustees Elevator Division Retirement Plan's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Board of Trustees Elevator Division Retirement Plan's EIN is 13-3523453.
Download the official 2023 Form 5500 (PDF) for Board of Trustees Elevator Division Retirement Plan from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ULLICO INFRASTRUCTURE TAXEXEMPT FU | — | SILVER SPRING, MD | INVESTMENT ADVISOR | $123K | — |
| RBC GLOBAL ASSET MANAGEMENT INC. | 04-3405915 | MINNEAPOLIS, MN | INVESTMENT ADVISOR | $113K | — |
| LOOMIS SAYLES & COMPANY, L.P. |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| % of plan | |||
|---|---|---|---|
| IBEW-NECA EQUITY INDEX FUND CHEVY CHASE TRUST · EIN 31-1772714 / PN 001 | Common Collective Trust | $51.5M | 22.4% |
| LOOMIS CORE PLUS FULL DISC LOOMIS SAYLES & COMPANY, L.P. · EIN 90-1008827 / PN 001 | Common Collective Trust | $36.2M | 15.8% |
| INTERNATIONAL EQUITY FUND RBC GLOBAL ASSET MANAGEMENT · EIN 04-3405915 / PN 006 | Common Collective Trust | $12.1M | 5.3% |
| SOUTH LASALLE INTERNATIONAL EQUITIE BMO GLOBAL ASSET MANAGEMENT · EIN 04-3369476 / PN 005 | Common Collective Trust | $11.5M | 5.0% |
Board of Trustees Elevator Division Retirement Plan's plan includes a defined-benefit pension formula.
| 04-3200030 |
| BOSTON, MA |
| INVESTMENT MANAGER |
| $95K |
| — |
| COLUMBIA THREADNEEDLE INVESTMENTS | — | KANSAS CITY, MO | INVESTMENT ADVISOR | $76K | — |
| REYNOLDS SECURITIES | 11-2558102 | JERICHO, NY | INVESTMENT ADVISOR | $44K | — |
| BNY MELLON SECURITIES CORPORATION | — | NEW YORK, NY | INVESTMENT ADVISOR | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GRASSI & CO., CPA'S, P.C. | 11-3266576 | NEW YORK, NY | AUDITORS | $123K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SEGAL & CO. | 13-1835864 | NEW YORK, NY | ACTUARY | $195K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ARCHER, BYINGTON, GLENNON & LEVINE | — | MELVILLE, NY | LEGAL | $58K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KAREN CAMPBELL | 13-3523453 | LONG ISLAND CITY, NY | EMPLOYEE | $204K | — |
| SUSANNAH IFILL-WILLIS | 13-3523453 | LONG ISLAND CITY, NY | EMPLOYEE | $43K | — |
