Michael Mastropietro signed IBEW Local No. 236 Pension Plan's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
IBEW Local No. 236 Pension Plan's EIN is 14-1490934.
Download the official 2023 Form 5500 (PDF) for IBEW Local No. 236 Pension Plan from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SEI INVESTMENT MANAGEMENT CORP. | 23-1707341 | — | NONE | $1.1M | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS |
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 | |||||
|---|---|---|---|---|---|---|
| SEI Limited Duration Bond Fund 6,430,602 units | Other securities | — | $62.2M | $61.1M | 15.8% | |
| SIIT World Equity Ex-US Fund 4,955,446 units | Other securities | — | $59.7M | $61.0M | 15.7% | |
| SEI Core Fixed Income Fund 6,580,311 units | Other securities | — | $65.9M | $57.2M | 14.8% | |
| Federated Government Obligations 39,034,212 units | Other securities | — | $39.0M | $39.0M | 10.1% | |
| SEI Instl Inv S&P 500 Index Fund 1,674,153 units | Common Collective Trusts | — | $28.5M | $38.6M | 10.0% | |
| SEI Large Cap Disciplined Equity Fund 1,783,761 units | Other securities | — | $2.0M | $20.9M | 5.4% | |
| SEI Factor Allocation Open-End Fund 1,455,883 units | Other securities | — | $20.2M | $20.6M | 5.3% | |
| SIIT High Yield Bond Fund 1,938,466 units | Other securities | — | $16.7M | $13.6M | 3.5% | |
| SIIT Emerging Markets Debt Fund 1,580,344 units | Other securities | — | $15.5M | $13.4M | 3.5% | |
| SEI Extended Market Index Fund 748,763 units | Common Collective Trusts | — | $12.0M | $13.1M | 3.4% | |
| SEI International Emerging Markets Equity Fund 1,060,967 units | Other securities | — | $10.5M | $10.4M | 2.7% | |
| SEI Small/Mid Cap Equity Fund 970,760 units | Other securities | — | $11.0M | $9.9M | 2.6% | |
| SEI GPA IV CIT SEI TRUST COMPANY · EIN 81-5067490 / PN 103 | Common Collective Trust | — | $3.6M | $7.1M | 1.8% | |
| SEI GPA V CIT SEI TRUST COMPANY · EIN 84-3069065 / PN 136 | Common Collective Trust | — | $5.6M | $6.4M | 1.6% | |
| IBEW - NECA Equity Index Fund 51,358 units | Common Collective Trusts | — | $867K | $6.2M | 1.6% | |
| SEI GPA III CIT SEI TRUST COMPANY · EIN 46-4926606 / PN 073 | Common Collective Trust | — | — | $3.0M | 0.8% | |
| Prudential Financial, Inc. 2,741 units | Common Stocks | — | $202K | $321K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 52-1590516 |
| — |
| NONE |
| $204K |
| — |
| KEY BANK NATIONAL ASSOCIATION | 34-1974250 | — | NONE | $174K | — |
| BOLTON PARTNERS | 27-3666661 | — | NONE | $47K | — |
| SLEVIN & HART, P.C. | 52-1708613 | — | NONE | $43K | — |
| TEAL, BECKER & CHIARAMONTE, CPAS, P | 14-1624930 | — | NONE | $36K | — |
| POZEFSKY, BRAMLEY & MURPHY | 14-1601487 | — | NONE | $13K | — |
| NOVAK FRANCELLA LLC | 61-1436956 | — | NONE | $8K | — |
| COUCH DALE MARSHALL P.C. | 56-2331238 | — | NONE | $8K | — |
