Michael Clifford signed BAC Local #5 New York Pension Plan's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
BAC Local #5 New York Pension Plan's EIN is 14-6016608.
Download the official 2024 Form 5500 (PDF) for BAC Local #5 New York Pension Plan from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)BAC Local #5 New York Pension Plan's plan includes a frozen benefit (no new accruals).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 | — | BROKERAGE | $232K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BANK OF AMERICA | 94-1687665 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF 35,740 shares | Common Collective Trusts | — | $14.4M | $21.0M | 32.7% | |
| U.S. TREASURY STRIP AUG 15 2032 ZERO | Other securities | — | $4.9M | $4.7M | 7.3% | |
| U.S. TREASURY BILL MAR 20 2025 ZERO | Other securities | — | $4.1M | $4.1M | 6.4% | |
| U.S. TREASURY STRIP FEB 15 2039 ZERO | Other securities | — | $3.8M | $3.5M | 5.4% | |
| U.S. TREASURY STRIP NOV 15 2039 ZERO | Other securities | — | $2.3M | $2.1M | 3.2% | |
| BLF FEDFUND CASH RESERVE | Cash / Money Market | — | $1.3M | $1.3M | 2.0% | |
| U.S. TREASURY PRIN STRIP MAY 15 2043 ZERO | Other securities | — | $793K | $692K | 1.1% | |
| RESOLUTION FUNDING CORP PRINCIPAL STRIPS APR 15 2030 ZERO | Common Stocks | — | $595K | $532K | 0.8% | |
| BANK OF AMERICA CORP SER MTN JAN 21 2044 5.000% | Bonds / Notes | — | $495K | $467K | 0.7% | |
| NVIDIA shares | Other securities | — | $102K | $455K | 0.7% | |
| JPMORGAN CHASE & CO GLB MAY 15 2038 6.400% | Bonds / Notes | — | $468K | $448K | 0.7% | |
| GOLDMAN SACHS GROUP INC GLB JAN 26 2027 3.850% | Bonds / Notes | — | $363K | $365K | 0.6% | |
| MICROSOFT CORP shares | Common Stocks | — | $266K | $331K | 0.5% | |
| U.S. TREASURY STRIPS AUG 15 2030 ZERO | Other securities | — | $332K | $321K | 0.5% | |
| HSBC HOLDINGS PLC GLB MAR 31 2030 4.950% | Bonds / Notes | — | $305K | $304K | 0.5% | |
| BARCLAYS BANK PLC GLB MAY 16 2029 VAR% | Common Stocks | — | $274K | $272K | 0.4% | |
| USD BARCLAY PLC MAR 16 2025 3.650% | Bonds / Notes | — | $250K | $249K | 0.4% | |
| SERVICENOW INC shares | Common Stocks | — | $117K | $231K | 0.4% | |
| AMAZON COM INC COM shares | Common Stocks | — | $147K | $229K | 0.4% | |
| ALPHABET INC SHS CL C shares | Common Stocks | — | $147K | $222K | 0.3% | |
| LLOYDS BANK PLC SUBORDINATED GLB MAR 24 2026 4.650% | Bonds / Notes | — | $206K | $209K | 0.3% | |
| WELLS FARGO & COMPANY SUB D SER GMTN GLB NOV 17 2045 4.900% | Bonds / Notes | — | $204K | $195K | 0.3% | |
| BROADCOM INC COMPANY GUARNT GLB NOV 15 2032 4.300% | Bonds / Notes | — | $188K | $179K | 0.3% | |
| AT&T INC GLB SEP 15 2055 3.550% | Bonds / Notes | — | $173K | $168K | 0.3% | |
| MORGAN STANLEY GLB JUL 24 2042 6.375% | Bonds / Notes | — | $177K | $167K | 0.3% | |
| META PLATFORMS INCCLASS A COMMON STOCK shares | Common Stocks | — | $126K | $150K | 0.2% | |
| IBM CORP GLB FEB 09 2027 2.200% | Bonds / Notes | — | $139K | $143K | 0.2% | |
| JPMORGAN CHASE & CO shares | Common Stocks | — | $76K | $142K | 0.2% | |
| CITIGROUP INC SUBORDINATED SEP 29 2027 4.450% | Bonds / Notes | — | $133K | $133K | 0.2% | |
| MORGAN STANLEY SUBORDINATED GLB APR 23 2027 3.950% | Bonds / Notes | — | $130K | $132K | 0.2% | |
| AT&T INC GLB FEB 01 2032 2.250% | Bonds / Notes | — | $135K | $132K | 0.2% | |
| AMGEN INC GLB MAR 02 2053 5.650% | Bonds / Notes | — | $135K | $130K | 0.2% | |
| UNITEDHEALTH GROUP INC shares | Common Stocks | — | $125K | $127K | 0.2% | |
| VISA INC CL A SHRS shares | Common Stocks | — | $88K | $124K | 0.2% | |
| GOLDMAN SACHS GROUP INC GLB JUL 23 2035 VAR% | Common Stocks | — | $127K | $123K | 0.2% | |
| VERIZON COMMUNICATIONS GLB MAR 15 2032 2.355% | Bonds / Notes | — | $118K | $120K | 0.2% | |
| CVS HEALTH CORP GLB AUG 21 2027 1.300% | Bonds / Notes | — | $119K | $118K | 0.2% | |
| VERIZON COMMUNICATIONS GLB MAR 21 2031 2.550% | Bonds / Notes | — | $109K | $112K | 0.2% | |
| MASTERCARD INC shares | Common Stocks | — | $71K | $107K | 0.2% | |
| PFIZER INVESTMENT ENTERCOMPANY GUARNT GLB MAY 19 2053 5.300% | Bonds / Notes | — | $111K | $103K | 0.2% | |
| FORD MOTOR CREDIT CO LLC GLB SEP 06 2029 5.303% | Bonds / Notes | — | $105K | $103K | 0.2% | |
| ABBVIE INC GLB NOV 21 2029 3.200% | Bonds / Notes | — | $105K | $102K | 0.2% | |
| COSTCO WHOLESALE CRP DEL shares | Other securities | — | $61K | $102K | 0.2% | |
| DUKE ENERGY CORP GLB SEP 01 2046 3.750% | Bonds / Notes | — | $95K | $92K | 0.1% | |
| PACIFIC GAS AND ELEC COM 1ST MORTGAGE GLB JUL 01 2050 4.950% | Bonds / Notes | — | $82K | $91K | 0.1% | |
| USD TORONTO DOM BANK SER GMTN APR 05 2029 4.994% | Bonds / Notes | — | $90K | $90K | 0.1% | |
| INTUITIVE SURGICAL INCNEW shares | Other securities | — | $46K | $89K | 0.1% | |
| ANHEUSER-BUSCH INBEV WOR COMPANY GUARNT GLB JAN 23 2049 5.550% | Bonds / Notes | — | $94K | $89K | 0.1% | |
| CROWDSTRIKE HLDGS INCCL A shares | Common Stocks | — | $46K | $87K | 0.1% | |
| S&P GLOBAL INC shares | Common Stocks | — | $70K | $87K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| TRUSTEE |
| $9K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE SEGAL COMPANY (EASTERN STATES), | 13-1835864 | — | NONE | $60K | — |
| PENSION AND ANNUITY PLAN OF BRICKLA | 51-6135291 | — | NONE | $47K | — |
| TEAL, BECKER, & CHIARAMONTE CPAS PC | 14-1624930 | — | NONE | $38K | — |
| SCHULTHEIS & PANETTIERI LLP | 13-1577780 | — | NONE | $14K | — |
| BARNES, IACCARINO & SHEPHERD, LLP | 26-3858697 | — | NONE | $9K | — |
| TCW GROUP INC | 95-2749628 | — | NONE | $8K | — |
| BOSTON PARTNERS | 98-0202744 | — | NONE | $8K | — |
