Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RWDSU/UFCW LOCAL 338 | 13-1215100 | — | AFFILIATED LABOR UNION | $431K | — |
| LOCAL 338 HEALTH & WELFARE FUND | 13-2980858 | — | AFFILIATED BENEFIT FUND | $370K | — |
| DDS SERVICES, INC. | 11-2705347 | — | NONE | $197K | — |
| FRIEDMAN & ANSPACH | 13-3403675 | — | NONE | $150K | — |
| FUSCO, BRANSTEIN & RADA | 13-2956911 | — | NONE | $68K | — |
| COMPREHENSIVE HEALTHCARE SYSTEMS |
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 | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| NEUBERGER BERMAN STRATEGIC MULTI NEUBERGER BERMAN INVESTMENT ADVISORS · EIN 84-4332954 / PN 001 | 103-12 Investment Entity |
| 47-4496373 |
| — |
| NONE |
| $51K |
| — |
| EMPLOYEE A | 13-6313146 | — | EMPLOYEE | $47K | — |
| EMPLOYEE D | 13-6313146 | — | EMPLOYEE | $46K | — |
| THE SEGAL COMPANY | 13-1835864 | — | NONE | $41K | — |
| NOVAK FRANCELLA, LLC | 61-1436956 | — | NONE | $38K | — |
| EMPLOYEE C | 13-6313146 | — | EMPLOYEE | $32K | — |
| EMPLOYEE B | 13-6313146 | — | EMPLOYEE | $28K | — |
| ALVIN BLYER, ESQ. | — | BROOKLYN, NY | NONE | $16K | — |
| REYNOLDS CONSULTING SERVICES | 16-1218195 | — | NONE | $11K | — |
| SUMMIT ACTUARIAL SERVICES, LLC | 20-3838633 | — | NONE | $7K | — |
| LUCENT CONSULTING | — | NEW YORK, NY | NONE | $5K | — |
| — |
| $3.7M |
| $3.7M |
| 47.9% |
| AMAL LONGVIEW LG CAP 500 INDEX VEBA AMALGAMATED BANK · EIN 13-4015803 / PN 008 | Common Collective Trust | — | $1.2M | $1.7M | 22.4% |
| Boyd Watterson GSA Fund, LP | — | — | $1.8M | $1.6M | 20.7% |
