Bricklayers & Allied Craftworkers Local Buffalo Chapter Health & WELF's EIN is 16-0849723.
Download the official 2024 Form 5500 (PDF) for Bricklayers & Allied Craftworkers Local Buffalo Chapter Health & WELF from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Bricklayers & Allied Craftworkers Local Buffalo Chapter Health & WELF'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 |
|---|---|---|---|---|---|
| CARMEN O'NEAL | 16-0849723 | — | EMPLOYEE | $42K | — |
| RACHEL BOHM | 16-0849723 | — | EMPLOYEE | $34K | — |
| TRONCONI SEGARRA & ASSOCIATES LLP | 04-3728817 | — | NONE | $22K | — |
| MORGAN STANLEY SMITH BARNEY LLC | 11-3658445 | — | NONE |
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.
| $20K |
| — |
| ARCARA LENDA EUSANIO & STACEY | 47-1793720 | — | NONE | $9K | — |
| SLEVIN & HART PC | 52-1708613 | — | NONE | $7K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| WILMINGTON US GOVT Money market fund | Cash / Money Market | — | $791K | $791K | 11.1% | |
| DOUBLELINE TOTAL RETURN I (DBLTX) Mutual Fund | Other securities | — | $441K | $429K | 6.0% | |
| PROLOAN BOND FUND LLC PROLOAN BOND FUND LLC · EIN 26-3436991 / PN 001 | 103-12 Investment Entity | — | $401K | $408K | 5.7% | |
| NEUBERGER BERMAN LG SH INST (NLSIX) Mutual Fund | Other securities | — | $329K | $394K | 5.5% | |
| FS MULTI STRATEGY ALTERN I (FSMSX) Mutual Fund | Other securities | — | $287K | $291K | 4.1% | |
| CASH Interest bearing cash | Cash / Money Market | — | $280K | $280K | 3.9% | |
| IRONWOOD INSTITUTIONAL MULTI-STRATEGY LLC Limited liability company | Common Stocks | — | $202K | $207K | 2.9% | |
| TORTOISE ENRGY INFR TOT RET I (TORIX) Mutual Fund | Other securities | — | $95K | $149K | 2.1% | |
| ISHARES 20+ Exchanged Traded Fund | Other securities | — | $159K | $141K | 2.0% | |
| ISHARES CORE DIVIDEND GROWTH (DGRO) Exchanged Traded Fund | Other securities | — | $78K | $95K | 1.3% | |
| LOCORR MARKET TREND I (LOTIX) Mutual Fund | Other securities | — | $93K | $81K | 1.1% | |
| AMER BEACON AHL MNGD FUT STR Y (AHLYX) Mutual Fund | Other securities | — | $93K | $78K | 1.1% | |
| VANGUARD FTSE EMERGING MARKETS (VWO) Exchanged Traded Fund | Mutual Funds | — | $60K | $66K | 0.9% | |
| FEDERATED HERMES GOVT OBL PRM (GOFXX) Mutual Fund | Other securities | — | $62K | $62K | 0.9% | |
| LM MARTIN CURRIE SMASH SER EM (LCSMX) Mutual Fund | Other securities | — | $61K | $60K | 0.8% | |
| INVESCO S&P 500 EQUAL WEIGHT E (RSP) Exchanged Traded Fund | Common Collective Trusts | — | $50K | $52K | 0.7% | |
| VANGUARD SMALL CAP ETF (VB) Exchanged Traded Fund | Mutual Funds | — | $35K | $39K | 0.6% | |
| VANGUARD GROWTH ETF (VUG) Exchanged Traded Fund | Mutual Funds | — | $30K | $36K | 0.5% | |
| ANGEL OAK FINL Exchanged Traded Fund | Other securities | — | $34K | $35K | 0.5% | |
| WESTERN ASST INFLTN LKD INM FD (WIA) Exchanged Traded Fund | Other securities | — | $34K | $33K | 0.5% | |
| DRUGS MADE IN AMERICA ACQ CORP (DMAA) Corporate Stock | Common Stocks | — | $28K | $29K | 0.4% | |
| AIFEEX NEXUS ACQUI CORP CL A (AIFE) Corporate Stock | Common Stocks | — | $28K | $28K | 0.4% | |
| BLACKROCK MUNI CREDIT ALPHA I (MUNEX) Mutual Fund | Bonds / Notes | — | $25K | $26K | 0.4% | |
| ALPHAVEST ACQUISITION CORP (ATMV) Corporate Stock | Common Stocks | — | $23K | $26K | 0.4% | |
| OFC CREDIT CO 7.875% SER-F (OCCIM) Corporate Stock | Bonds / Notes | — | $25K | $25K | 0.3% | |
| BLACKROCK MUNIHLDNG CA QUAL FD (MUC) Exchanged Traded Fund | Other securities | — | $24K | $24K | 0.3% | |
| GREAT ELM CAP CORP (850 due 12/31/2029, 8.125%) Corporate Bond | Bonds / Notes | — | $21K | $21K | 0.3% | |
| OXFORD LANE CAP CORP (775 due 02/28/2027, 6.250%) Corporate Bond | Bonds / Notes | — | $18K | $19K | 0.3% | |
| CRESCENT CAP BDC INC NT CAL 26 (750 due 05/25/2026, 5.000%) Corporate Bond | Bonds / Notes | — | $18K | $18K | 0.3% | |
| SARATOGA INVT CORP CAL NT 27 (750 due 04/30/2027, 6.000%) Corporate Bond | Bonds / Notes | — | $18K | $18K | 0.3% | |
| RUNAWAY GROWTH FIN CO (725 due 07/28/2027, 7.500%) Corporate Bond | Bonds / Notes | — | $18K | $18K | 0.3% | |
| ALLIANCEBERNSTEIN NATL MUNI (AFB) Exchanged Traded Fund | Bonds / Notes | — | $17K | $17K | 0.2% | |
| MICROSOFT CORP Corporate Stock | Common Stocks | — | $11K | $17K | 0.2% | |
| BLACKROCK MUNIYLD NY QUAL FD (MYN) Exchanged Traded Fund | Other securities | — | $17K | $17K | 0.2% | |
| NUV NEW YORK AMT-FREE MUNIC (NRK) Exchanged Traded Fund | Other securities | — | $17K | $17K | 0.2% | |
| MELAR ACQUISITION CORP I CL A (MACI) Corporate Stock | Common Stocks | — | $16K | $17K | 0.2% | |
| PIONEER DIVERSIFIED HIGH INC (HNW) Exchanged Traded Fund | Common Stocks | — | $14K | $16K | 0.2% | |
| SARATOGA INVT CORP CAL NT 28 (650 due 04/15/2028, 8.500%) Corporate Bond | Bonds / Notes | — | $16K | $16K | 0.2% | |
| NVIDIA CORP COM Corporate Stock | Common Stocks | — | $11K | $16K | 0.2% | |
| MFS INTERMEDIATE INCOME TR SBI (MIN) Exchanged Traded Fund | Mutual Funds | — | $15K | $15K | 0.2% | |
| ALPHABET INC CL A Corporate Stock | Common Stocks | — | $10K | $15K | 0.2% | |
| TAVIA ACQUISITION CORP (TAVI) Corporate Stock | Common Stocks | — | $14K | $14K | 0.2% | |
| ISHARES 7-10 YR TREASRY BD ETF (IEF) Exchanged Traded Fund | Other securities | — | $15K | $14K | 0.2% | |
| CARLYLE CREDIT INCOME FUND (550 due 10/31/2028, 8.750%) Corporate Bond | Bonds / Notes | — | $14K | $14K | 0.2% | |
| YUM! BRANDS INC (14,000 due 04/01/2032, 5.375%) Corporate Bond | Bonds / Notes | — | $14K | $14K | 0.2% | |
| TAIWAN SMCNDCTR MFG CO LTD ADR (TSM) Corporate Stock | Common Stocks | — | $4K | $14K | 0.2% | |
| MASTERCARD INC CL A Corporate Stock | Common Stocks | — | $6K | $13K | 0.2% | |
| TRANSDIGM INC (13,000 due 11/15/2027, 5.500%) Corporate Bond | Bonds / Notes | — | $12K | $13K | 0.2% | |
| SERVICE CORP INTERNATIONAL/US (13,000 due 06/01/2029, 5.125%) Corporate Bond | Bonds / Notes | — | $14K | $13K | 0.2% | |
| AIR LIQUIDE ADR (AIQUY) Corporate Stock | Common Stocks | — | $8K | $13K | 0.2% |
