This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GOULD KOBRICK & SCHLAPP PC | 13-3082707 | NEW YORK, NY | UNION AUDITOR | $28K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE SEGAL COMPANY EASTERN STATES | 13-1835864 | NEW YORK, NY | NONE | $179K | — |
| PROSKAUER ROSE LLP | 13-1840454 | NEW YORK, NY | NONE | $165K | — |
| SDC - LEAGUE HEALTH FUND | 13-2958267 |
| Provider | Nondisclosure info |
|---|---|
| BNY MELLON | INFORMATION NECESSARY TO COMPLETE SCHEDULE C. |
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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| FIXED INCOME GROUP TRUST SEGAL ADVISORS, INC. · EIN 27-6230536 / PN 002 | 103-12 Investment Entity | $9.0M | 18.3% |
| NT COLLECTIVE S&P 500 INDEX FUND - |
| NEW YORK, NY |
| RELATED BENEFIT FUND |
| $142K |
| — |
| STAGE DIRECTORS & CHORE SOCIETY | 13-1915957 | NEW YORK, NY | RELATED UNION | $107K | — |
| OAKTREE CAPITAL MANAGEMENT LP | 26-0189082 | LOS ANGELES, CA | NONE | $103K | — |
| PRYOR CASHMAN LLP | 13-1859294 | NEW YORK, NY | NONE | $61K | — |
| SEGAL MARCO ADVISORS | 13-2646110 | NEW YORK, NY | NONE | $56K | — |
| WALTER SCOTT & PARTNERS LIMITED | 98-0465834 | — | NONE | $36K | — |
| SLEVIN & HART, P.C. | 52-1708613 | WASHINGTON, DC | NONE | $26K | — |
| UBS REALTY INVESTORS LLC | 06-1452020 | HARTFORD, CT | NONE | $24K | — |
| GROSVENOR MULTI-ASSET CLASS FUND | 37-1876536 | — | NONE | $22K | — |
| WESTPORT CAPITAL PARTNERS LLC | 20-3834766 | — | NONE | $17K | — |
| COMPREHENSIVE CONSULTING SOLUTIONS | — | ELLICOTT CITY, MD | NONE | $14K | — |
| TA REALTY | 82-3085243 | — | NONE | $13K | — |
| SEGAL SELECT INSURANCE SERVICES | 46-0619194 | — | NONE | — | — |
Common Collective Trust |
| $6.3M |
| 12.7% |
| NCS GROUP TRUST - INTERNATIONAL FUN BNY MELLON INVESTMENT MANAGEMENT CAYMAN LTD · EIN 76-6192146 / PN 001 | 103-12 Investment Entity | $5.3M | 10.7% |
| ROTHSCHILD SMALL-CAP TRUST ROTHSCHILD SMALL-CAP TRUST · EIN 13-2544634 / PN 001 | 103-12 Investment Entity | $0 | <0.1% |
