Board of Trustees Opeiu Benefits Fund's EIN is 13-6110088.
Download the official 2024 Form 5500 (PDF) for Board of Trustees Opeiu Benefits Fund from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Board of Trustees Opeiu Benefits Fund'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 |
|---|---|---|---|---|---|
| QUAN VEST INVESTMENT ADVISORS | 11-2559669 | — | NONE | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CALIBRE CPA GROUP PLLC | 47-0900880 | — | AUDITOR |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Short Term Bond Index Fund | Registered Investment Companies | — | — | $2.9M | 40.7% | |
| Prudential Stable Value Contract | Insurance Contracts | — | — | $2.5M | 35.2% | |
| Vanguard 500 Index Fund | Registered Investment Companies | — | — | $764K | 10.8% | |
| Limited partnership Boyd Watterson GSA Fund LP | Other securities | — | — | $716K | 10.1% | |
| Market Value as of Investment Type Description February 28, 2025 Interest-bearing cash Amalgamated Bank M oney M arket | Cash / Money Market | — | — | $136K | 1.9% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $38K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INNOVATIVE SOFTWARE SOLUTIONS | 23-2180279 | — | NONE | $63K | — |
| THE SEGAL COMPANY | 13-1835864 | — | NONE | $63K | — |
| MARSHALL & MOSS ADMIN. SERVICES | 81-2845805 | — | NONE | $31K | — |
| FUSCO GALLAGHER PORCARO & MONROE | 20-0467468 | — | NONE | $31K | — |
| JASMIN ESTEVEZ | 13-6110088 | — | EMPLOYEE | $19K | — |
