Trustees of IBEW Local 363-Welfare's EIN is 13-6132502.
Download the official 2024 Form 5500 (PDF) for Trustees of IBEW Local 363-Welfare from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Trustees of IBEW Local 363-Welfare's plan includes health coverage, dental coverage, vision coverage.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MSPC CERTIFIED PUBLIC ACCOUNTANTS | 22-2951202 | CRANFORD, NJ | NONE | $22K | — |
| Name | EIN | Location | Relation |
|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Webster National Association | Other securities | — | $15.1M | $15.1M | 24.5% | |
| Vanguard Growth ETF | Mutual Funds | — | $2.3M | $3.5M | 5.8% | |
| Ishares Core MSCI Int Devp Mar | Other securities | — | $2.5M | $2.8M | 4.5% | |
| JPMorgan Mortgage-Backed SEC I | Other securities | — | $2.3M | $2.3M | 3.8% | |
| Doubleline Total Return I | Other securities | — | $1.4M | $1.3M | 2.2% | |
| United States Treasury Note 3.750% 03/31/29 | U.S. Treasuries | — | $1.1M | $1.1M | 1.8% | |
| Federated Hermes Govt Obl Avr | Other securities | — | $1.1M | $1.1M | 1.7% | |
| Vanguard Value ETF Index | Mutual Funds | — | $825K | $974K | 1.6% | |
| United States Treasury Bond 4.250% 08/15/54 | U.S. Treasuries | — | $915K | $884K | 1.4% | |
| United States Treasury Note 3.500% 01/31/28 | U.S. Treasuries | — | $685K | $681K | 1.1% | |
| Morgan Stanley Bank N.A. | Other securities | — | $614K | $614K | 1.0% | |
| United States Treasury Note 3.500% 09/30/26 | U.S. Treasuries | — | $597K | $596K | 1.0% | |
| United States Treasury Note 4.375% 07/31/26 | U.S. Treasuries | — | $565K | $566K | 0.9% | |
| GQC Partners Emrg Mkts Eq Ins | Other securities | — | $438K | $556K | 0.9% | |
| United States Treasury Note 4.375% 07/15/27 | U.S. Treasuries | — | $550K | $545K | 0.9% | |
| United States Treasury Note 4.250% 06/30/29 | U.S. Treasuries | — | $544K | $537K | 0.9% | |
| Ishares Core MSCI Emerging | Other securities | — | $476K | $517K | 0.8% | |
| United States Treasury Note 4.250% 11/15/34 | U.S. Treasuries | — | $460K | $453K | 0.7% | |
| PIA BBB Bond Fd-Completion | Other securities | — | $329K | $341K | 0.6% | |
| United States Treasury Note 4.250% 12/31/26 | U.S. Treasuries | — | $289K | $289K | 0.5% | |
| United States Treasury Note 4.875% 11/30/25 | U.S. Treasuries | — | $271K | $273K | 0.4% | |
| United States Treasury Note 4.500% 03/31/26 | U.S. Treasuries | — | $269K | $272K | 0.4% | |
| United States Treasury Note 4.250% 03/15/27 | U.S. Treasuries | — | $246K | $249K | 0.4% | |
| United States Treasury Note 2.250% 02/15/27 | U.S. Treasuries | — | $224K | $230K | 0.4% | |
| Microsoft Corp | Common Stocks | — | $47K | $228K | 0.4% | |
| United States Treasury Note Floating Rate 219,000 4.480% 10/31/26 | U.S. Treasuries | — | $219K | $219K | 0.4% | |
| Nvidia Corp | Common Stocks | — | $16K | $213K | 0.3% | |
| United States Treasury Note 4.250% 11/30/26 | U.S. Treasuries | — | $209K | $209K | 0.3% | |
| United States Treasury Note 4.125% 11/15/27 | U.S. Treasuries | — | $207K | $207K | 0.3% | |
| United States Treasury Note 1.750% 12/31/26 | U.S. Treasuries | — | $190K | $193K | 0.3% | |
| United States Treasury Note 2.375% 03/31/29 | U.S. Treasuries | — | $188K | $191K | 0.3% | |
| United States Treasury Note 4.000% 02/29/28 | U.S. Treasuries | — | $191K | $190K | 0.3% | |
| United States Treasury Note 3.750% 12/31/30 | U.S. Treasuries | — | $197K | $190K | 0.3% | |
| TD Bank NA | Other securities | — | $190K | $190K | 0.3% | |
| United States Treasury Note 3.875% 12/31/29 | U.S. Treasuries | — | $189K | $189K | 0.3% | |
| JPMorgan Chase & Co | Common Stocks | — | $74K | $186K | 0.3% | |
| Amazon Com Inc | Common Stocks | — | $65K | $185K | 0.3% | |
| United States Treasury Note 4.625% 02/28/26 | U.S. Treasuries | — | $167K | $168K | 0.3% | |
| United States Treasury Note 5.000% 08/31/25 | U.S. Treasuries | — | $165K | $166K | 0.3% | |
| FHLMC 30 Yr Gold SD8257 4.500% 10/01/52 | Agency / Mortgage-Backed | — | $160K | $153K | 0.2% | |
| United States Treasury Note 3.125% 08/31/27 | U.S. Treasuries | — | $152K | $153K | 0.2% | |
| United States Treasury Note 4.000% 07/31/30 | U.S. Treasuries | — | $154K | $152K | 0.2% | |
| United States Treasury Note 4.375% 08/15/26 | U.S. Treasuries | — | $124K | $125K | 0.2% | |
| United States Treasury Note 4.625% 10/15/26 | U.S. Treasuries | — | $123K | $125K | 0.2% | |
| Wells Fargo & Co 4.808% 07/25/28 | Bonds / Notes | — | $113K | $116K | 0.2% | |
| Waste Management Inc 4.875% 02/15/29 | Bonds / Notes | — | $114K | $116K | 0.2% | |
| AT&T Inc 1.650% 02/01/28 | Bonds / Notes | — | $111K | $116K | 0.2% | |
| Bank of America Corp 3.974% 02/07/30 | Bonds / Notes | — | $115K | $115K | 0.2% | |
| Walmart Inc 1.500% 09/22/28 | Bonds / Notes | — | $113K | $115K | 0.2% | |
| Truist Financial Corp 1.125% 08/03/27 | Bonds / Notes | — | $116K | $115K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Direct comp |
|---|
| Indirect comp |
|---|
| AETNA | 06-6033492 | — | NONE | $217K | — |
| PAMELA BROWN | 13-6132502 | — | EMPLOYEE | $180K | — |
| ARIA EMPLOYEE BENEFIT SERVICES INC | — | ROCKVILLE CENTRE, NY | NONE | $167K | — |
| MORGAN STANLEY SMITH BARNEY LLC | 26-4310632 | — | NONE | $121K | — |
| NICOLE DEFELICE | 13-6132502 | — | EMPLOYEE | $77K | — |
| HAILEY BROWN | 13-6132502 | — | EMPLOYEE | $62K | — |
| DANIELLE ADAIR | 13-6132502 | — | EMPLOYEE | $52K | — |
| TINA MORENO | 13-6132502 | — | EMPLOYEE | $52K | — |
| MILLIMAN, INC | 91-0675641 | — | NONE | $32K | — |
| ARCHER BYINGTON GLENNON | 26-0873462 | — | NONE | $19K | — |
| L. 363 JAT RE CORP. | 13-3765269 | — | AFFILIATED BENEFIT FUND | $18K | — |
| BERARD & ASSOCIATES | 13-3774222 | — | NONE | $13K | — |
