Cynthia Katsaras signed Unite HERE's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Unite HERE's EIN is 13-3819434.
Download the official 2024 Form 5500 (PDF) for Unite HERE from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASB CAPITAL MANAGEMENT | 80-0618452 | — | NONE | $78K | — |
| WELLINGTON MANAGEMENT COMPANY LLP | 04-2755549 | — | NONE | $46K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| LONGVIEW QUANTITATIVE FUND AMALGAMATED BANK · EIN 13-4920330 / PN 002 | Common Collective Trust | — | — | $41.6M | 48.8% | |
| BlackRock Total Return Fund | Other securities | — | $17.5M | $14.6M | 17.1% | |
| Neuberger Berman Sustainable Equity Fund | Other securities | — | $8.8M | $10.9M | 12.8% | |
| LongView LargeCap 500 VEBA Index Fund | Common Collective Trusts | — | $5.3M | $10.4M | 12.2% | |
| Amalgamated Bank Money N/A | Other securities | — | $7.1M | $7.1M | 8.3% | |
| Market N/A | Other securities | — | $6.8M | $6.8M | 8.0% | |
| ASB Allegiance Real Estate Fund | Other securities | — | $6.9M | $6.6M | 7.7% | |
| MFS Institutional International Equity Fund | Mutual Funds | — | $4.8M | $6.4M | 7.5% | |
| Vanguard Small-Cap Index Fund | Common Collective Trusts | — | $2.0M | $6.1M | 7.2% | |
| WELLINGTON OPPORTUNISTIC FIXED INCO WELLINGTON TRUST · EIN 04-2755554 / PN 001 | Common Collective Trust | — | $6.5M | $5.6M | 6.6% | |
| INVESCO BALANCED RISK ALLOCATION FD INVESCO ADVISORS INC · EIN 27-3783895 / PN 001 | Common Collective Trust | — | $3.5M | $5.6M | 6.5% | |
| PIMCO All Asset Fund | Mutual Funds | — | $6.1M | $5.5M | 6.4% | |
| Vanguard Mid-Cap Index Fund | Common Collective Trusts | — | $1.3M | $4.0M | 4.7% | |
| Yucaipa American Alliance Fund II - | Other securities | — | — | $3.9M | 4.6% | |
| AFL-CIO Housing Investment Trust | Other securities | — | $2.7M | $2.8M | 3.3% | |
| Amalgamated Bank Money Market Var % | Cash / Money Market | — | $1.2M | $1.2M | 1.4% | |
| Longview Private Equity Fund Of Funds - | Other securities | — | — | $572K | 0.7% | |
| Entrust Capital Special Opportunities Fund Class A - | Other securities | — | — | $415K | 0.5% | |
| Entrust Capital Special Opportunities Fund Class D - | Other securities | — | — | $403K | 0.5% | |
| GSCP VI Parallel LP - | Other securities | — | — | $46K | <0.1% | |
| Cerberus Institutional Partners LP Series 4 - | Other securities | — | — | $14K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMALGAMATED EMPLOYEE BENEFITS ADM. | 13-3432221 | — | PARTY IN INTEREST | $957K | — |
| SEGAL CONSULTING | 13-1835864 | — | NONE | $116K | — |
| SCHULTE, ROTH AND ZABEL | 13-2633996 | — | NONE | $69K | — |
| ALIGRAPHICS, A DIVISION OF AEBA | 13-3432221 | — | PARTY-IN-INTEREST | $36K | — |
| NOVAK FRANCELLA, LLC | 61-1436956 | — | NONE | $26K | — |
| INVESCO | 58-1707262 | — | NONE | $25K | — |
| KOSKIE MINSKY LLP | — | — | NONE | $12K | — |
| AMALGAMATED BANK | 13-4920330 | — | NONE | $5K | — |
| ALLLIANT INSURANCE SERVICES, INC. | 33-0785439 | — | NONE | $0 | — |
| SS & C TECHNOLOGIES INC | 06-1169696 | — | NONE | $0 | — |
