Robert Monahan signed Trustees Insurance Fund Local 83's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Trustees Insurance Fund Local 83's EIN is 14-1435258.
Download the official 2024 Form 5500 (PDF) for Trustees Insurance Fund Local 83 from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Trustees Insurance Fund Local 83's plan includes health coverage, life insurance, dental coverage, vision coverage.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JAMES M. SHEPPARD, CPA | 14-1753226 | — | NONE | $21K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 20-8764829 |
| — |
| NONE |
| $99K |
| — |
| MARSHALL & STERLING | 14-1747264 | — | NONE | $76K | — |
| HEALTHNOW ADMINISTRATIVE SERVICES | 16-1105741 | — | NONE | $69K | — |
| TEAL, BECKER & CHIARAMONTE CPAS | 14-1624930 | — | NONE | $42K | — |
| BPAS ACTUARIAL AND PENSION SERVICE | 30-0192194 | — | NONE | $17K | — |
| DELTA DENTAL OF NEW YORK, INC. | 11-1980218 | — | NONE | $16K | — |
| KRAKOW, SOURIS & LANDRY | 04-3363718 | — | NONE | $15K | — |
| RIGHT RX, LLC D/B/A US-RX CARE | 81-4177551 | — | NONE | $11K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PROLOAN BOND FUND, LLC PROLOAN BOND FUND, LLC · EIN 26-3436991 / PN 001 | 103-12 Investment Entity | — | $1.4M | $1.5M | 7.4% | |
| DOUBLELINE TOTAL RETURN I 165,433 shares | Other securities | — | $1.4M | $1.4M | 7.2% | |
| BSNB SAVINGS ACCOUNT | Other securities | — | $1.2M | $1.2M | 5.9% | |
| CPG FOCUSED ACCESS FUND | Other securities | — | $612K | $736K | 3.7% | |
| IRONWOOD INSTIT MS LLC | Other securities | — | $645K | $679K | 3.4% | |
| NEUBERGER BERMAN LG SH INST 36,181 shares | Other securities | — | $628K | $678K | 3.4% | |
| FS MULTI STRATEGY ALTERN I 38,543 shares | Other securities | — | $425K | $429K | 2.2% | |
| TORTOISE ENRGY INFR TOT RET I 19,926 shares | Other securities | — | $169K | $383K | 1.9% | |
| POMONA INVESTMENT FUND I | Other securities | — | $321K | $353K | 1.8% | |
| FS CREDIT REIT CL I | Common Stocks | — | $328K | $325K | 1.6% | |
| ISHARES 20+ YR TREASU BOND ETF 3,308 shares | Other securities | — | $300K | $289K | 1.5% | |
| INVESCO S&P 500 EQUAL WEIGHT E 1,589 shares | Common Collective Trusts | — | $292K | $278K | 1.4% | |
| FEDERATED HERMES GOVT OBL PRM 268,540 shares - | Other securities | — | — | $269K | 1.4% | |
| ABBEY CPTL FUTURES STRATEGY I 21,272 shares | Other securities | — | $240K | $234K | 1.2% | |
| LOCORR MARKET TREND I 21,231 shares | Other securities | — | $229K | $232K | 1.2% | |
| FLAGSTAR BK NATL HICKSVILLE NY CD 078-116320-262 1/26/2026 4.85% | Bonds / Notes | — | $225K | $227K | 1.1% | |
| CAPITAL ONE NA MCLEAN VA CD 6/30/2026 3.35% | Bonds / Notes | — | $220K | $219K | 1.1% | |
| ISHARES CORE INTL STOCK ETF 2,944 shares | Other securities | — | $200K | $195K | 1.0% | |
| BANK DEPOSIT PROGRAM | Other securities | — | $167K | $167K | 0.8% | |
| VANGUARD SMALL CAP ETF 668 shares | Mutual Funds | — | $150K | $161K | 0.8% | |
| NUV NEW YORK AMT-FREE MUNIC 13,475 shares | Other securities | — | $135K | $141K | 0.7% | |
| LM MARTIN CURRIE SMASH SER EM 15,966 shares | Other securities | — | $145K | $139K | 0.7% | |
| LEGACY BANK ROGERSVILLE MO CD 10/14/2025 4.000% | Bonds / Notes | — | $134K | $134K | 0.7% | |
| BARCLAYS BANK CD WILMINGTON DE 7/28/2025 5.10% | Bonds / Notes | — | $120K | $121K | 0.6% | |
| BANK HAPOALIM CD NEW YORK CITY 1/21/2025 5.25% | Bonds / Notes | — | $120K | $120K | 0.6% | |
| BLACKROCK MUNIHLDNG CA QUAL FD 11,025 shares | Other securities | — | $115K | $117K | 0.6% | |
| 1ST NATIONAL BANK OF SCOTIA MONEY MARKET | Cash / Money Market | — | $114K | $114K | 0.6% | |
| WESTERN ASST INFLTN LKD INM FD 14,000 shares | Other securities | — | $126K | $112K | 0.6% | |
| MS BANK NA SALT LAKE CITY UT CD 05/06/2026 4.100% | Bonds / Notes | — | $110K | $110K | 0.6% | |
| AMERICAN EXPRESS SANDY UT CD 11/6/2026 4.00% | Bonds / Notes | — | $110K | $110K | 0.6% | |
| DISCOVER BK CD GREENWOOD DE CD 11/2/2026 5.15% | Bonds / Notes | — | $100K | $102K | 0.5% | |
| DISCOVER BK CD GREENWOOD DE CD 10/31/2025 5.40% | Bonds / Notes | — | $100K | $101K | 0.5% | |
| BANK HAPOALIM CD NEW YORK CITY 4/20/2026 4.90% | Bonds / Notes | — | $100K | $101K | 0.5% | |
| WELLS FARGO BK N SIOUX FALLS SD 04/30/2025 5.500% | Bonds / Notes | — | $100K | $100K | 0.5% | |
| ISHARES 7-10 YR TREASRY BD ETF 975 shares | Other securities | — | $96K | $90K | 0.5% | |
| MICROSOFT CORP 184 shares | Common Stocks | — | $27K | $78K | 0.4% | |
| LEGATO MERGER CORP III 7,500 shares | Common Stocks | — | $77K | $77K | 0.4% | |
| ANGEL OAK FINL STRATEGIES INCM 5,950 shares | Other securities | — | $73K | $76K | 0.4% | |
| OFC CREDIT CO 3,000 shares | Common Stocks | — | $74K | $75K | 0.4% | |
| AMAZON COM INC 340 shares | Common Stocks | — | $34K | $75K | 0.4% | |
| NUVEEN CA QUALITY MUN INC FD 6,600 shares | Mutual Funds | — | $71K | $75K | 0.4% | |
| TAIWAN SMCNDCTR MFG CO LTD ADR 377 shares | Common Stocks | — | $35K | $74K | 0.4% | |
| AIM INV RED KTB07 6,250 shares | Other securities | — | $65K | $73K | 0.4% | |
| ARES ACQUISITION CORP II CL A 6,500 shares | Common Stocks | — | $69K | $71K | 0.4% | |
| HORIZON TECHNOLOGY FIN CORP CAL 2,700 shares | Common Stocks | — | $67K | $65K | 0.3% | |
| OXFORD SQUARE CAPITAL CO 2,600 shares | Common Stocks | — | $64K | $64K | 0.3% | |
| OFS CREDIT CO INC 2,600 shares | Common Stocks | — | $64K | $64K | 0.3% | |
| OXFORD LANE CAP CORP 2,600 shares | Common Stocks | — | $64K | $63K | 0.3% | |
| DT CLOUD ACQUISITION CORP 5,500 shares | Common Stocks | — | $56K | $57K | 0.3% | |
| GP-ACT III ACQISITION CRP CL A 5,600 shares | Common Stocks | — | $56K | $57K | 0.3% |
