Steven Schlapp signed Board of Trustees of Local 52's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Board of Trustees of Local 52's EIN is 13-4059105.
Download the official 2024 Form 5500 (PDF) for Board of Trustees of Local 52 from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Board of Trustees of Local 52's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER LIFE & ANNUITY INSURANCE | 84-0467907 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $34K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SEGAL MARCO ADVISORS |
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 | |||||
|---|---|---|---|---|---|---|
| VANGUARD TARGET RETIREMENT 2045 TRU LOCAL 52 UNITIZED FUNDS · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $77.8M | 13.9% | |
| VANGUARD TARGET RETIREMENT 2035 TRU LOCAL 52 UNITIZED FUNDS · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $74.7M | 13.3% | |
| MassMutual Blue Chip Growth Fund | Other securities | — | — | $71.6M | 12.7% | |
| MM S&P 500(R) Index R5 | Common Collective Trusts | — | — | $66.8M | 11.9% | |
| MassMutual Guaranteed Interest Account | Other securities | — | — | $60.2M | 10.7% | |
| VANGUARD TARGET RETIREMENT 2025 TRU LOCAL 52 UNITIZED FUNDS · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $37.6M | 6.7% | |
| VANGUARD TARGET RETIREMENT 2055 TRU LOCAL 52 UNITIZED FUNDS · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $35.7M | 6.4% | |
| MassMutual Overseas Fund | Other securities | — | — | $20.0M | 3.6% | |
| T. Rowe Price New Horizons Fund | Other securities | — | — | $15.8M | 2.8% | |
| MassMutual Diversified Value | Other securities | — | — | $14.2M | 2.5% | |
| MassMutual Equity Opportunities Fd | Other securities | — | — | $13.1M | 2.3% | |
| MassMutual Mid Cap Growth Fund | Other securities | — | — | $12.5M | 2.2% | |
| Calvert Equity Fund | Other securities | — | — | $10.6M | 1.9% | |
| MassMutual Core Bond Fund | Other securities | — | — | $10.2M | 1.8% | |
| MassMutual Small Company Value Fund | Common Stocks | — | — | $7.4M | 1.3% | |
| BlackRock Global Allocation Fd | Other securities | — | — | $5.2M | 0.9% | |
| Janus Henderson Mid Cap Value Fd | Mutual Funds | — | — | $5.1M | 0.9% | |
| VANGUARD TARGET RETIREMENT INC. TRU LOCAL 52 UNITIZED FUNDS · EIN 90-6083968 / PN 001 | Common Collective Trust | — | — | $4.7M | 0.8% | |
| VANGUARD TARGET RETIREMENT 2065 TRU LOCAL 52 UNITIZED FUNDS · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $3.6M | 0.6% | |
| Vanguard Real Estate Index Fund | Common Collective Trusts | — | — | $2.7M | 0.5% | |
| Holding Account - MassMutual US Gov | Other securities | — | — | $185K | <0.1% | |
| Holding Account - Guaranteed Interest Account | Other securities | — | — | $62K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NEW YORK, NY |
| NONE |
| $32K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GOULD, KOBRICK & SCHLAPP, P.C. | 13-3082707 | NEW YORK, NY | RELATED UNION'S AUDITOR | $26K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SPIVAK LIPTON, LLP | 13-3494495 | NEW YORK, NY | RELATED UNION'S ATTORNEY | $75K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BEACON ADMINISTRATORS | 13-1544721 | MT LAUREL, NJ | NONE | $200K | — |
| ADMINISTRATIVE SERVICES ONLY | 11-2995970 | LYNBROOK, NY | NONE | $30K | — |
| THE SEGAL COMPANY | 13-1835864 | NEW YORK, NY | NONE | $30K | — |
| KOBGO ASSOCIATES INC | 13-2751089 | NEW YORK, NY | NONE | $27K | — |
