IBEW Local Union 241's EIN is 15-0347948.
Download the official 2024 Form 5500 (PDF) for IBEW Local Union 241 from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)IBEW Local Union 241'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 |
|---|---|---|---|---|---|
| SEGAL ADVISORS | 13-2646110 | — | — | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SOLXSYS ADMINISTRATIVE SOLUTIONS | 83-2454243 | TROY, MI | THIRD PARTY ADMINISTRATOR |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| BNY Mellon Global Stock Y shares | Mutual Funds | — | $2.2M | $2.1M | 16.9% | |
| File Diversified Income I shares | Other securities | — | $2.3M | $2.1M | 16.5% | |
| John Hancock Income Fund R6 shares | Other securities | — | $2.3M | $2.1M | 16.2% | |
| Legg Mason BW Global Opportunities Fund Class-FI shares | Other securities | — | $2.2M | $1.9M | 15.2% | |
| Eaton Vance Atlanta Capital SMID-Cap shares | Other securities | — | $1.0M | $1.1M | 8.6% | |
| Frontier MFG Core Infrastructure Fund shares | Other securities | — | $533K | $616K | 4.9% | |
| Cohen & Steers Global Infrastructure Fund Inc. shares | Common Stocks | — | $502K | $536K | 4.2% | |
| Amalgamated cash | Cash / Money Market | — | $18K | $18K | 0.1% | |
| SIGN Signature ol DFE Date Enter name of individual signing as DFE For Paperwork Reduction Act Notice, see the lnstructions lor Form 5500. | Other securities | — | — | $3K | <0.1% | |
| Goldman Financial Square Govt-A | Other securities | — | $1K | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $83K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MENGEL METZGER BARR & CO | 16-1092347 | — | AUDITOR | $35K | — |
| MCCARTHY & ASSOCIATES | 16-1120588 | — | PAYROLL AUDITOR | $14K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BOLTON PARTNERS NORTHEAST | 22-3502478 | — | ACTUARY | $24K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLITMAN & KING | 16-1047304 | — | ATTORNEY | $35K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EXCELLUS BLUE CROSS BLUE SHIELD | 15-0329043 | — | — | $122K | — |
| LIFETIME BENEFIT SOLUTIONS | — | LIVERPOOL, NY | — | $15K | — |
