Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN LEWIS | 23-0891050 | — | NONE | $318K | — |
| EXPRESS SCRIPTS, INC. | 43-1420563 | — | NONE | $248K | — |
| THE SEGAL COMPANY | 13-1835864 | — | PERF SERV FOR REL UNION | $152K | — |
| DEBORAH RUBIN |
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 | % of plan | |||||
|---|---|---|---|---|---|---|
| LONGVIEW SHORT TERM BOND FUND AMALGAMATED BANK · EIN 92-0747061 / PN 026 | Common Collective Trust | — | $17.0M | $18.6M | 40.8% | |
| Amalgamated Bank of New York Money Market Account | Cash / Money Market | — | $9.2M | $9.2M | 20.1% | |
| LONGVIEW LARGE CAP PLUS FUND AMALGAMATED BANK · EIN 84-6967608 / PN 022 | Common Collective Trust | — | $2.4M | $4.8M | 10.6% | |
| United Federation of Teachers Health Care Chapter Benefit Fund Schedules of Administrative Expenses Years Ended December 31, 2024 and 2023 2024 2023 ADMINISTRATIVE EXPENSES Salaries | Other securities | — | $199K | $199K | 0.4% | |
| Actuarial and consulting | Other securities | — | $152K | $176K | 0.4% | |
| Employee benefits | Other securities | — | $144K | $135K | 0.3% | |
| Health care reporting costs | Other securities | — | $35K | $34K | <0.1% | |
| Auditing | Other securities | — | $28K | $31K | <0.1% | |
| Rent | Other securities | — | $23K | $26K | <0.1% | |
| Insurance | Other securities | — | $23K | $24K | <0.1% | |
| Legal | Other securities | — | $444K | $18K | <0.1% | |
| Payroll taxes | Other securities | — | $18K | $17K | <0.1% | |
| Data processing | Other securities | — | $10K | $9K | <0.1% | |
| Postage | Other securities | — | $1K | $2K | <0.1% | |
| Telephone | Other securities | — | $1K | $1K | <0.1% | |
| Domestic partner payroll taxes 43 | Other securities | — | — | $1K | <0.1% | |
| Stationery, printing and office expenses | Other securities | — | $2K | $1K | <0.1% | |
| Miscellaneous | Other securities | — | $2K | $1K | <0.1% |
| 13-5582895 |
| — |
| NONE |
| $125K |
| — |
| SLEVIN & HART | 52-1708613 | — | NONE | $107K | — |
| OTTO BILLER JR. | 13-5582895 | — | NONE | $75K | — |
| AMALGAMATED BANK | 13-4920330 | — | PERF SERV FOR REL UNION | $46K | — |
| WEAVER AND TIDWELL LLP | 75-0786315 | — | PERF SERV FOR REL UNION | $28K | — |
| MIRKIN & GORDON, P.C | 11-2609088 | — | NONE | $18K | — |
