Matt Nesbitt signed Iron Workers Local Union 60 Annuity Pension Fund Board of Trustees' 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Iron Workers Local Union 60 Annuity Pension Fund Board of Trustees' EIN is 16-1136534.
Download the official 2023 Form 5500 (PDF) for Iron Workers Local Union 60 Annuity Pension Fund Board of Trustees from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Iron Workers Local Union 60 Annuity Pension Fund Board of Trustees' plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT PLAN SRVCS | 01-0233346 | — | RETAINED BY EMPLOYER | $40K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UPSTATE ADVISORS, INC. | — | ROCHESTER, NY |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fd Admiral | Common Collective Trusts | — | $5.6M | $9.9M | 25.8% | |
| New York Life Insurance Company | Common Stocks | — | $3.7M | $4.0M | 10.3% | |
| Mainstay Wlw Large Cap Growth Fund | Other securities | — | $2.5M | $3.0M | 7.9% | |
| Vanguard Core Bond Admiral | Mutual Funds | — | $3.1M | $2.7M | 7.1% | |
| Janus Henderson Flex Bond I | Mutual Funds | — | $2.3M | $2.1M | 5.4% | |
| Vanguard Dev Markets Index Adm | Mutual Funds | — | $1.8M | $2.0M | 5.2% | |
| Janus Henderson Ad Risk Mng US Eqy 1 | Mutual Funds | — | $1.3M | $1.3M | 3.4% | |
| Northern Mid Cap Index Fund | Common Collective Trusts | — | $1.1M | $1.3M | 3.3% | |
| Vanguard Equity Income Fund Admiral | Mutual Funds | — | $1.1M | $1.3M | 3.3% | |
| Victory Integrity Small Value Y | Other securities | — | $1.2M | $1.2M | 3.1% | |
| Vanguard 500 Index Fd Admiral | Common Collective Trusts | — | $686K | $1.1M | 3.0% | |
| Northern Mid Cap Index Fund | Common Collective Trusts | — | $911K | $1.0M | 2.6% | |
| Vanguard High Yield Corp Admiral | Mutual Funds | — | $959K | $953K | 2.5% | |
| Eaton Vance Floating Rate I | Bonds / Notes | — | $958K | $939K | 2.4% | |
| Vanguard Emerging Markets Stk Index Admiral | Mutual Funds | — | $716K | $743K | 1.9% | |
| Vanguard 500 Index Fund Admiral | Common Collective Trusts | — | $555K | $639K | 1.7% | |
| Notes Receivable from Participants | Other securities | — | $0 | $595K | 1.5% | |
| Gateway Fund Y | Other securities | — | $440K | $492K | 1.3% | |
| Vanguard Real Estate Index Adm | Mutual Funds | — | $482K | $473K | 1.2% | |
| Vanguard Dev Markets Index Admiral | Mutual Funds | — | $415K | $461K | 1.2% | |
| Vanguard Inf-Prot Secs Admiral | Mutual Funds | — | $508K | $454K | 1.2% | |
| Vanguard Life Strategic Income Inv Sh | Mutual Funds | — | $453K | $425K | 1.1% | |
| American Funds Europacific Growth Fund | Mutual Funds | — | $331K | $359K | 0.9% | |
| Loomis Sayles Inv Grade Bond Y | Other securities | — | $261K | $232K | 0.6% | |
| JP Morgan Core Bond I | Other securities | — | $257K | $228K | 0.6% | |
| Victory Integrity Small Cap Value Y | Other securities | — | $222K | $223K | 0.6% | |
| Vanguard Core Bond Admiral | Mutual Funds | — | $230K | $213K | 0.6% | |
| Northern Mid Cap Index Fund | Common Collective Trusts | — | $152K | $162K | 0.4% | |
| Victory Integrity Small Value Y | Other securities | — | $160K | $154K | 0.4% | |
| Vanguard Emrg Mkts Stk Idx | Common Collective Trusts | — | $136K | $138K | 0.4% | |
| Loomis Sayles Inv Grade Bond Y | Other securities | — | $117K | $108K | 0.3% | |
| Vanguard Real Estate Index Adm | Mutual Funds | — | $43K | $41K | 0.1% | |
| Vanguard Life Strategic Consolidated Growth | Mutual Funds | — | $35 | $35 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| RETAINED BY EMPLOYER |
| $18K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLITMAN & KING | — | SYRACUSE, NY | RETAINED BY EMPLOYER | $36K | — |
| IRON WORKERS LOCAL 60 | — | SYRACUSE, NY | RETAINED BY EMPLOYER | $28K | — |
| DERMODY, BURKE & BROWN, CPAS LLC | 01-0723685 | — | RETAINED BY EMPLOYER | $12K | — |
| MASTERPOLE AND MURPHY AGENCY | — | SYRACUSE, NY | RETAINED BY EMPLOYER | $11K | — |
