IBEW Local 363 Joint Apprenticeship Training Fund's EIN is 13-6132505.
Download the official 2024 Form 5500 (PDF) for IBEW Local 363 Joint Apprenticeship Training Fund 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 |
|---|---|---|---|---|---|
| WILLIAM EDWARDS | 13-6132505 | — | EMPLOYEE | $160K | — |
| CLINTON BROWN | 13-6132502 | — | EMPLOYEE | $131K | — |
| SHAUNA BAIRD | 13-6132505 | — | EMPLOYEE | $59K | — |
| MSPC | 22-2951202 | — | NONE | $24K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in interest-bearing cash] | Other | — | — | $2.1M | 19.8% | |
| KeyBank National Association | Other securities | — | $1.6M | $1.6M | 15.7% | |
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $1.3M | 12.8% | |
| [Assets held in common stock] | Other | — | — | $1.1M | 11.0% | |
| Vanguard Growth Etf | Mutual Funds | — | $217K | $350K | 3.4% | |
| Ishares Core MSCI Int Devp Mar | Other securities | — | $268K | $290K | 2.8% | |
| JPMorgan Mortgage-Backed Sec I | Other securities | — | $263K | $264K | 2.5% | |
| TD Bank N.A. | Other securities | — | $180K | $180K | 1.7% | |
| Doubleline Total Return I | Other securities | — | $146K | $143K | 1.4% | |
| Federated Hermes Govt Obl Avr | Other securities | — | $91K | $91K | 0.9% | |
| Webster Bank National Association | Other securities | — | $84K | $84K | 0.8% | |
| PIA BBB Bond Fd-Completion Sh | Other securities | — | $96K | $82K | 0.8% | |
| Morgan Stanley Private Bank NA | Other securities | — | $71K | $71K | 0.7% | |
| GQG Partners Emrg Mkts Eq Ins | Other securities | — | $46K | $59K | 0.6% | |
| Vanguard Value Etf Index | Mutual Funds | — | $51K | $59K | 0.6% | |
| Ishares Core MSCI Emerging | Other securities | — | $55K | $59K | 0.6% | |
| US Treasury Note 2.25% 02/15/27 | U.S. Treasuries | — | $54K | $56K | 0.5% | |
| US Treasury Note 1.75% 12/31/26 | U.S. Treasuries | — | $47K | $47K | 0.4% | |
| US Treasury Note 4.00% 02/29/28 | U.S. Treasuries | — | $47K | $47K | 0.4% | |
| US Treasury Note 3.75% 12/31/30 | U.S. Treasuries | — | $48K | $46K | 0.4% | |
| US Treasury Note 2.38% 03/31/29 | U.S. Treasuries | — | $45K | $46K | 0.4% | |
| US Treasury Note 3.88% 12/31/29 | U.S. Treasuries | — | $46K | $46K | 0.4% | |
| US Treasury Note 4.00% 07/31/30 | U.S. Treasuries | — | $38K | $37K | 0.4% | |
| US Treasury Note 3.13% 08/31/27 | U.S. Treasuries | — | $37K | $37K | 0.4% | |
| US Treasury Note 3.38% 05/15/33 | U.S. Treasuries | — | $38K | $37K | 0.4% | |
| US Treasury Note 1.38% 12/31/28 | U.S. Treasuries | — | $38K | $37K | 0.4% | |
| Federal National Mtg Assn Pool AL2740 | Other securities | — | — | $32K | 0.3% | |
| JPMorgan Chase & Co 4.57% 06/14/30 | Bonds / Notes | — | $28K | $28K | 0.3% | |
| Truist Financial Corp 1.13% 08/03/27 | Bonds / Notes | — | $31K | $28K | 0.3% | |
| CVS Health Corp 4.30% 03/25/28 | Bonds / Notes | — | $28K | $28K | 0.3% | |
| US Treasury Note 1.25% 05/31/28 | U.S. Treasuries | — | $27K | $28K | 0.3% | |
| Wells Fargo & Co Fxd 4.81% 07/25/28 | Bonds / Notes | — | $27K | $28K | 0.3% | |
| US Treasury Note 4.50% 11/15/33 | U.S. Treasuries | — | $29K | $28K | 0.3% | |
| Walmart Inc 1.50% 09/22/28 | Bonds / Notes | — | $28K | $28K | 0.3% | |
| Goldman Sachs Group Inc 4.48% 08/23/28 | Bonds / Notes | — | $26K | $28K | 0.3% | |
| US Treasury Note 4.00% 10/31/29 | U.S. Treasuries | — | $27K | $28K | 0.3% | |
| PIA MBS Bond-Completion Sh | Other securities | — | $28K | $27K | 0.3% | |
| AT&T Inc 1.65% 02/01/28 | Bonds / Notes | — | $26K | $27K | 0.3% | |
| Waste Management Inc 4.88% 02/15/29 | Bonds / Notes | — | $27K | $27K | 0.3% | |
| United States Treasury Note 2.625% 05/31/27 | U.S. Treasuries | — | $26K | $27K | 0.3% | |
| Bank Of America Corp Fxd 3.97% 02/07/30 | Bonds / Notes | — | $27K | $27K | 0.3% | |
| Northrop Grumman Corp 3.25% 01/15/28 | Bonds / Notes | — | $26K | $27K | 0.3% | |
| Microsoft Corp | Common Stocks | — | $5K | $22K | 0.2% | |
| Nvidia Corporation | Common Stocks | — | $1K | $21K | 0.2% | |
| JPMorgan Chase & Co | Common Stocks | — | $10K | $21K | 0.2% | |
| Apple Inc | Common Stocks | — | $10K | $21K | 0.2% | |
| United States Treasury Note 4.250% 01/31/26 | U.S. Treasuries | — | $20K | $20K | 0.2% | |
| United States Treasury Note 4.250% 06/30/31 | U.S. Treasuries | — | $20K | $20K | 0.2% | |
| Amazon Com Inc | Common Stocks | — | $3K | $16K | 0.2% | |
| United States Treasury Note 1.250% 11/30/26 | U.S. Treasuries | — | $16K | $16K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| ARCHER BYINGTON & LEVINE LLP | 26-0873462 | — | NONE | $16K | — |
| MORGAN STANLEY | 26-4310632 | — | NONE | $12K | — |
| BERNARD & ASSOCIATES | 13-3774222 | — | NONE | $8K | — |
