Teamsters Local 817 Welfare Fund's EIN is 13-6210566.
Download the official 2024 Form 5500 (PDF) for Teamsters Local 817 Welfare Fund from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Teamsters Local 817 Welfare Fund's plan includes health coverage, life insurance, dental coverage, vision coverage, long-term disability.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL ASSET ADVISORS | 06-1218195 | OYSTER BAY, NY | NONE | $50K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| LibreMax Core Fund, LP | Other securities | — | $26.1M | $27.4M | 27.7% | |
| LibreMax Core Securitized Credit Offshore Fund Ltd | Common Stocks | — | $11.5M | $18.8M | 19.1% | |
| Vibrant Sente Fund, Ltd | Common Stocks | — | $11.5M | $16.4M | 16.7% | |
| Vibrant Opportunity Fund, Ltd | Common Stocks | — | $6.0M | $6.4M | 6.5% | |
| DAE 3.0 Fund (ERISA), LP | Other securities | — | $3.0M | $2.7M | 2.8% | |
| Nvidia Corp | Common Stocks | — | $121K | $994K | 1.0% | |
| Apple Inc | Common Stocks | — | $99K | $933K | 0.9% | |
| Microsoft Corp | Common Stocks | — | $96K | $824K | 0.8% | |
| Amazon Com Inc | Common Stocks | — | $269K | $664K | 0.7% | |
| Meta Platforms Inc | Common Stocks | — | $194K | $439K | 0.4% | |
| Applovin Corp | Common Stocks | — | $71K | $437K | 0.4% | |
| Alphabet Inc Cl A | Common Stocks | — | $73K | $407K | 0.4% | |
| Vertiv | Other securities | — | $113K | $352K | 0.4% | |
| Broadcom Inc | Common Stocks | — | $79K | $325K | 0.3% | |
| Federated Trust For US Treasury Obligation | U.S. Treasuries | — | $322K | $322K | 0.3% | |
| Alphabet Inc Cl C | Common Stocks | — | $107K | $300K | 0.3% | |
| Exxon Mobil | Other securities | — | $192K | $260K | 0.3% | |
| Eli Lilly | Other securities | — | $65K | $259K | 0.3% | |
| J P Morgan | Other securities | — | $65K | $255K | 0.3% | |
| Arista Networks | Other securities | — | $73K | $243K | 0.2% | |
| Howmet | Other securities | — | $73K | $224K | 0.2% | |
| Wells Fargo | Other securities | — | $164K | $223K | 0.2% | |
| Evercore Inc | Common Stocks | — | $140K | $222K | 0.2% | |
| T Mobile US Inc | Common Stocks | — | $140K | $215K | 0.2% | |
| Quanta Svcs | Other securities | — | $76K | $213K | 0.2% | |
| Liberty Media Corp Del Com | Common Stocks | — | $162K | $213K | 0.2% | |
| American Express Co | Common Stocks | — | $125K | $208K | 0.2% | |
| Welltower Inc | Common Stocks | — | $165K | $205K | 0.2% | |
| Trade Desk Inc Com CL A | Common Stocks | — | $126K | $202K | 0.2% | |
| ServiceNow | Other securities | — | $96K | $201K | 0.2% | |
| TJX Companies Inc | Common Stocks | — | $146K | $193K | 0.2% | |
| Targa Resources Corp | Common Stocks | — | $165K | $192K | 0.2% | |
| Berkshire | Other securities | — | $72K | $190K | 0.2% | |
| Costco Whse | Other securities | — | $36K | $188K | 0.2% | |
| Nasdaq | Other securities | — | $136K | $187K | 0.2% | |
| Bank Of America | Other securities | — | $114K | $186K | 0.2% | |
| Palo Alto | Other securities | — | $97K | $184K | 0.2% | |
| Travelers Cos | Other securities | — | $139K | $183K | 0.2% | |
| Itron Inc | Common Stocks | — | $117K | $182K | 0.2% | |
| Marriott Intl | Other securities | — | $116K | $181K | 0.2% | |
| Wec Energy Group | Common Stocks | — | $160K | $181K | 0.2% | |
| Bellring Brands Inc | Common Stocks | — | $142K | $179K | 0.2% | |
| Boston Scientific Corp | Common Stocks | — | $136K | $179K | 0.2% | |
| Post Holdings Inc | Common Stocks | — | $179K | $177K | 0.2% | |
| Leidos | Other securities | — | $129K | $176K | 0.2% | |
| AutoZone Inc | Common Stocks | — | $138K | $176K | 0.2% | |
| Life Time Group Holdings Inc | Common Stocks | — | $160K | $174K | 0.2% | |
| Mastercard Inc | Common Stocks | — | $44K | $174K | 0.2% | |
| Vici Pptys Inc | Common Stocks | — | $189K | $172K | 0.2% | |
| Chart Inds Inc | Common Stocks | — | $179K | $172K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
| AETNA LIFE INSURANCE COMPANY | 06-6033492 | HARTFORD, CT | CONTRACT ADMINISTRATOR | $1.1M | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MSPC CERTIFIED PUBLIC ACCOUNTANTS | 22-2951202 | CRANFORD, NJ | NONE | $23K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KATHLEEN KREINBIHL | 13-6210566 | GREAT NECK, NY | EMPLOYEE | $159K | — |
| CHRISTOPHER O'DONNELL | 13-6210566 | GREAT NECK, NY | EMPLOYEE | $129K | — |
| DAVISVISION | 11-3051991 | PLAINVIEW, NY | NONE | $115K | — |
| THE SEGAL COMPANY | 13-1835864 | NEW YORK, NY | NONE | $74K | — |
| ANGELINA SARRO | 13-6210566 | GREAT NECK, NY | EMPLOYEE | $64K | — |
| NICHOLAS BERTO | 13-6210566 | GREAT NECK, NY | EMPLOYEE | $58K | — |
| KEVIN LYNCH | 13-6210566 | GREAT NECK, NY | EMPLOYEE | $57K | — |
| STACEY BRAUN ASSOCIATES, INC. | 13-2889432 | NEW YORK, NY | NONE | $52K | — |
| THOMSON REUTERS INC, | 75-1297386 | — | NONE | $23K | — |
| FRIEDMAN & ANSPACH | 13-3403675 | NEW YORK, NY | NONE | $22K | — |
| BNG CONSULTING INC | — | PLAINSBORO, NJ | NONE | $14K | — |
| US BANK | 31-0841368 | BIRMINGHAM, AL | NONE | $6K | — |
