Sheet Metal Workers Local 46 Annuity Plan Board of Trustees' EIN is 16-1168659.
Download the official 2024 Form 5500 (PDF) for Sheet Metal Workers Local 46 Annuity Plan Board of Trustees from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sheet Metal Workers Local 46 Annuity Plan Board of Trustees' plan includes profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $121K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SMW LOCAL 46 HEALTH FUND | 16-0760551 | — | RELATED ENTITY | $51K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in common collective trust] | Other | — | — | $43.6M | 92.2% | |
| M&N PRO-MIX MAXIMUM TERM EXETER TRUST · EIN 02-0476209 / PN 281 | Common Collective Trust | — | — | $18.1M | 38.2% | |
| M&N PRO-MIX MODERATE TERM EXETER TRUST · EIN 02-0476209 / PN 282 | Common Collective Trust | — | — | $10.6M | 22.5% | |
| M&N PRO-MIX EXTENDED TERM EXETER TRUST · EIN 02-0476209 / PN 280 | Common Collective Trust | — | — | $5.3M | 11.2% | |
| DRYDEN S&P 500 INDEX FUND PRUDENTIAL RETIREMENT INS. · EIN 06-1050034 / PN 123 | Pooled Separate Account | — | — | $2.4M | 5.1% | |
| M&N RETIREMENT TARGET 2030 EXETER TRUST · EIN 02-0476209 / PN 023 | Common Collective Trust | — | — | $479K | 1.0% | |
| M&N PRO-MIX CONSERV TERM EXETER TRUST · EIN 02-0476209 / PN 283 | Common Collective Trust | — | — | $378K | 0.8% | |
| M&N RETIREMENT TARGET 2050 EXETER TRUST · EIN 02-0476209 / PN 027 | Common Collective Trust | — | — | $251K | 0.5% | |
| CORE PLUS BOND/PGIM FUND PRUDENTIAL RETIREMENT INS. · EIN 06-1050034 / PN 299 | Pooled Separate Account | — | — | $157K | 0.3% | |
| M&N RETIREMENT TARGET 2035 EXETER TRUST · EIN 02-0476209 / PN 042 | Common Collective Trust | — | — | $148K | 0.3% | |
| M&N RETIREMENT TARGET 2055 EXETER TRUST · EIN 02-0476209 / PN 044 | Common Collective Trust | — | — | $138K | 0.3% | |
| M&N RETIREMENT TARGET 2045 EXETER TRUST · EIN 02-0476209 / PN 043 | Common Collective Trust | — | — | $46K | <0.1% | |
| M&N RETIREMENT TARGET 2040 EXETER TRUST · EIN 02-0476209 / PN 022 | Common Collective Trust | — | — | $18K | <0.1% | |
| M&N RET TARG INC COLL INV EXETER TRUST · EIN 02-0476209 / PN 026 | Common Collective Trust | — | — | $5K | <0.1% |
| BLITMAN & KING, LLP | 16-1047304 | — | NONE | $28K | — |
| MORGAN STANLEY SMITH BARNEY LLC | 26-4310632 | — | NONE | $22K | — |
| BONADIO & CO., LLP | 16-1131146 | — | NONE | $16K | — |
