Teamsters Local 445 Welfare Fund's EIN is 14-6022213.
Download the official 2024 Form 5500 (PDF) for Teamsters Local 445 Welfare Fund from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Teamsters Local 445 Welfare Fund'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 |
|---|---|---|---|---|---|
| BASIL CASTROVINCI ASSOCIATES | — | HOPATCONG, NJ | NONE | $66K | — |
| TERESA SOZIO | 14-6022213 | — | EMPLOYEE | $65K | — |
| TERESA KURTA | 14-6022213 | — | EMPLOYEE | $61K | — |
| MSPC |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Invesco Treasury | Mutual Funds | — | $212K | $212K | 4.2% | |
| U S Treasury Note 4.125% 10/31/27 | U.S. Treasuries | — | $193K | $194K | 3.8% | |
| Apple Inc | Common Stocks | — | $40K | $98K | 1.9% | |
| Nvidia Corp | Common Stocks | — | $17K | $97K | 1.9% | |
| U S Treasury Note 4.125% 11/15/32 | U.S. Treasuries | — | $89K | $88K | 1.7% | |
| U S Treasury Note 2.375% 05/15/27 | U.S. Treasuries | — | $82K | $81K | 1.6% | |
| Microsoft Corp | Common Stocks | — | $23K | $77K | 1.5% | |
| U S Treasury Note 2.000% 11/15/26 | U.S. Treasuries | — | $78K | $77K | 1.5% | |
| U S Treasury Note 2.250% 11/15/25 | U.S. Treasuries | — | $74K | $74K | 1.5% | |
| U S Treasury Note 3.500% 01/31/28 | U.S. Treasuries | — | $74K | $73K | 1.5% | |
| U S Treasury Note 3.125% 08/31/27 | U.S. Treasuries | — | $75K | $73K | 1.4% | |
| U S Treasury Note 3.250% 06/30/29 | U.S. Treasuries | — | $74K | $72K | 1.4% | |
| Amazon.Com Inc | Common Stocks | — | $28K | $67K | 1.3% | |
| Thermo Fisher Scientific Inc 1.750% 10/15/28 | Bonds / Notes | — | $58K | $54K | 1.1% | |
| U S Treasury Note 4.375% 08/31/28 | U.S. Treasuries | — | $50K | $50K | 1.0% | |
| U S Treasury Note 4.125% 06/15/26 | U.S. Treasuries | — | $50K | $50K | 1.0% | |
| Abbvie Inc 3.600% 05/14/25 | Bonds / Notes | — | $50K | $50K | 1.0% | |
| U S Treasury Note 4.250% 02/28/29 | U.S. Treasuries | — | $50K | $50K | 1.0% | |
| U S Treasury Note 4.125% 07/31/28 | U.S. Treasuries | — | $50K | $50K | 1.0% | |
| Caterpillar Financial Services 1.450% 05/15/25 | Bonds / Notes | — | $51K | $49K | 1.0% | |
| U S Treasury Note 2.500% 02/28/26 | U.S. Treasuries | — | $49K | $49K | 1.0% | |
| UnitedHealth Group Inc 1.250% 01/15/26 | Bonds / Notes | — | $51K | $48K | 1.0% | |
| Ppg Industries Inc 1.200% 03/15/26 | Bonds / Notes | — | $50K | $48K | 0.9% | |
| U S Treasury Note 3.875% 08/15/33 | U.S. Treasuries | — | $47K | $48K | 0.9% | |
| U S Treasury Note 2.250% 11/15/27 | U.S. Treasuries | — | $48K | $47K | 0.9% | |
| Meta Platforms Inc | Common Stocks | — | $27K | $47K | 0.9% | |
| U S Treasury Note 3.500% 02/15/33 | U.S. Treasuries | — | $49K | $47K | 0.9% | |
| Comcast Corp 3.400% 04/01/30 | Bonds / Notes | — | $55K | $46K | 0.9% | |
| Alphabet Inc | Common Stocks | — | $10K | $46K | 0.9% | |
| Amphenol Corp 2.800% 02/15/30 | Bonds / Notes | — | $49K | $45K | 0.9% | |
| U S Treasury Note 2.875% 05/15/32 | U.S. Treasuries | — | $49K | $45K | 0.9% | |
| Waste Management Inc 1.15% 03/15/28 | Bonds / Notes | — | $49K | $45K | 0.9% | |
| Walt Disney Co 2.000% 09/01/29 | Bonds / Notes | — | $53K | $44K | 0.9% | |
| Martin Marietta Materials Inc 0.000% 03/15/30 | Bonds / Notes | — | $52K | $44K | 0.9% | |
| Starbucks Corp 2.250% 03/12/30 | Bonds / Notes | — | $51K | $44K | 0.9% | |
| Roper Technologies Inc 2.000% 06/30/30 | Bonds / Notes | — | $51K | $43K | 0.8% | |
| U S Treasury Note 2.750% 02/15/28 | U.S. Treasuries | — | $40K | $38K | 0.8% | |
| McKesson Corp 5.100% 07/15/33 | Bonds / Notes | — | $35K | $35K | 0.7% | |
| T-Mobile USA Inc 4.750% 02/01/28 | Bonds / Notes | — | $35K | $35K | 0.7% | |
| Colgate-Palmolive Co 4.600% 03/01/33 | Bonds / Notes | — | $35K | $35K | 0.7% | |
| U S Treasury Note 3.500% 04/30/28 | U.S. Treasuries | — | $35K | $34K | 0.7% | |
| Cintas Corp No 2 4.000% 05/01/32 | Bonds / Notes | — | $33K | $33K | 0.6% | |
| U S Treasury Note 4.500% 05/15/27 | U.S. Treasuries | — | $30K | $30K | 0.6% | |
| U S Treasury Note 1.625% 05/15/31 | U.S. Treasuries | — | $35K | $30K | 0.6% | |
| Broadcom Inc | Common Stocks | — | $8K | $29K | 0.6% | |
| Burlington Northern Santa Fe L 6.750% 03/15/29 | Bonds / Notes | — | $31K | $27K | 0.5% | |
| JPMorgan Chase & Co | Common Stocks | — | $9K | $26K | 0.5% | |
| U S Treasury Note 4.625% 09/30/28 | U.S. Treasuries | — | $25K | $25K | 0.5% | |
| U S Treasury Note 4.500% 04/15/27 | U.S. Treasuries | — | $25K | $25K | 0.5% | |
| O'Reilly Automotive Inc 4.350% 06/01/28 | Bonds / Notes | — | $24K | $25K | 0.5% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 22-2951202 |
| — |
| NONE |
| $52K |
| — |
| BARNES IACCARINO & SHEPHERD LLP | — | ELMSFORD, NY | NONE | $41K | — |
| SUMMIT ACTUARIAL SERVICES LLC | 77-0645890 | MOORESTOWN, NJ | NONE | $37K | — |
| STONE CASTLE REALTY | 13-2891975 | — | RELATED FUND | $21K | — |
| STACEY BRAUN ASSOCIATES, INC. | 13-2889432 | — | NONE | $19K | — |
| BANK OF NEW YORK MELLON | 13-5160382 | — | NONE | $0 | — |
