Donna Thomas signed Asbestos Workers Syracuse Annuity Fund's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Asbestos Workers Syracuse Annuity Fund's EIN is 16-1298413.
Download the official 2024 Form 5500 (PDF) for Asbestos Workers Syracuse Annuity Fund from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Asbestos Workers Syracuse Annuity Fund's plan includes money-purchase contributions.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL INVESTMENTS | 42-0127290 | — | NONE | $132K | — |
| DERMODY, BURKE & BROWN, CPAS, LLC | 01-0723685 | — | NONE | $18K | — |
| BLITMAN & KING, LLP | 16-1047304 | — | NONE | $16K | — |
| HAZARD & SIEGEL ADVISORY SERVICES, | 20-2318765 | — | NONE | $9K |
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 | |||||
|---|---|---|---|---|---|---|
| MANNING & NAPIER NEW PROMIX MOD TRM EXETER TRUST COMPANY · EIN 02-0476209 / PN 011 | Common Collective Trust | — | $262K | $4.6M | 44.3% | |
| MANNING & NAPIER NEW PROMIX MAX TRM EXETER TRUST COMPANY · EIN 02-0476209 / PN 009 | Common Collective Trust | — | $54K | $1.5M | 14.0% | |
| PRINCIPAL/BLACK ROCK S & P 500 IN PRINCIPAL · EIN 94-3224211 / PN 001 | Common Collective Trust | — | $4K | $1.2M | 11.8% | |
| JPMorgan Price Large Cap Growth 7,086.513 Shares | Other securities | — | $7K | $593K | 5.7% | |
| Note Receivable from Participant Rates Ranging from 4.24% - 10.50% | Bonds / Notes | — | — | $452K | 4.4% | |
| STABLE RETURN FD N GALLIARD · EIN 41-6202499 / PN 001 | Common Collective Trust | — | $7K | $418K | 4.0% | |
| T Rowe Price Small Cap Growth 9,304.124 Shares | Mutual Funds | — | $9K | $405K | 3.9% | |
| MANNING & NAPIER NEW PROMIX EXT TRM EXETER TRUST COMPANY · EIN 02-0476209 / PN 010 | Common Collective Trust | — | $16K | $310K | 3.0% | |
| Vanguard Equity Income 3,035.062 Shares | Mutual Funds | — | $3K | $268K | 2.6% | |
| Vanguard Developing Markets Index Fund 13,980.142 Shares | Common Collective Trusts | — | $14K | $215K | 2.1% | |
| Vanguard Total Bond Market Index Fund 10,914.546 Shares | Common Collective Trusts | — | $11K | $103K | 1.0% | |
| Metropolitan West Bond 12,193.825 Shares | U.S. Treasuries | — | $12K | $101K | 1.0% | |
| American Europacific Growth Fd CL R6 1,535.802 Shares | Mutual Funds | — | $2K | $83K | 0.8% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| DONNA THOMAS | 16-1298413 | — | EMPLOYEE | $8K | — |
