Board of Trustees Insurance Trust Fund Private Sanitation Union Local's EIN is 13-5603868.
Download the official 2024 Form 5500 (PDF) for Board of Trustees Insurance Trust Fund Private Sanitation Union Local from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Board of Trustees Insurance Trust Fund Private Sanitation Union Local's plan includes health coverage, life insurance, dental coverage, vision coverage.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TOCQUEVILLE ASSET MANAGEMENT | 13-3547557 | — | NONE | $52K | — |
| WESTERN ASSET MANAGEMENT CO. | — | PASADENA, CA | NONE | $31K |
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 | |||||
|---|---|---|---|---|---|---|
| Market Value as of Description December 31, 2024 M arket Value per BNYM custodian report | Other securities | — | — | $53.5M | 88.9% | |
| WESTERN ASSET US CORE PLUS LLC WESTERN ASSET MANAGEMENT CO LLC · EIN 20-1575788 / PN 001 | 103-12 Investment Entity | — | — | $10.5M | 17.4% | |
| Cash Held by BNYM | Cash / Money Market | — | — | $5K | <0.1% |
| — |
| LSV ASSET MANAGEMENT | 23-2772200 | — | NONE | $14K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| C AND S CONSULTING | 87-2270288 | — | TRUSTEE | $38K | — |
| COUNSEL ADVISORS, INC. | 93-2423182 | — | TRUSTEE | $38K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CALIBRE CPA GROUP, PLLC | 47-0900880 | — | AUDITOR | $59K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AETNA LIFE INSURANCE COMPANY | 06-6033492 | — | NONE | $805K | — |
| PROSKAUER ROSE LLP | 13-1840454 | — | NONE | $212K | — |
| CAROL A. FRANKLIN | 13-5603868 | — | EMPLOYEE | $60K | — |
| DULCE M. GARCIA | 13-5603868 | — | EMPLOYEE | $54K | — |
| O'SULLIVAN ASSOCIATES INC. | 20-8199367 | — | NONE | $45K | — |
| D.D. SERVICES, INC. | 11-2705347 | — | NONE | $38K | — |
| HSSH CONSULTING, LLC | 93-3875450 | — | NONE | $33K | — |
| JEANIEVETT H. LARKINS | 13-5603868 | — | EMPLOYEE | $28K | — |
| THE BANK OF NEW YORK MELLON | 13-5160382 | — | NONE | $8K | — |
| QUAN-VEST CONSULTANTS, INC. | 11-2559669 | — | NONE | $7K | — |
| OPTUMRX, INC | 33-0441200 | — | NONE | $0 | — |
