Angela Stanisz signed IBEW Local Union No 237 Annuity Fund's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
IBEW Local Union No 237 Annuity Fund's EIN is 16-1378286.
Download the official 2024 Form 5500 (PDF) for IBEW Local Union No 237 Annuity Fund from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)IBEW Local Union No 237 Annuity Fund's plan includes profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SEGAL MARCO ADVISORS | 13-2646110 | BRAINTREE, MA | INVESTMENT ADVISOR | $60K | — |
| WILMINGTON TRUST | 16-1486454 | BUFFALO, NY | INVESTMENT MANAGEMENT | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Total Market IDX-FAI | Common Collective Trusts | — | $4.1M | $7.7M | 34.6% | |
| PGIM Core Bond Fund | Other securities | — | $5.7M | $5.5M | 24.7% | |
| Baird Core Plus Bond Fund CL | Other securities | — | $3.5M | $3.2M | 14.4% | |
| Harbor Div INT ALL CAP-INST | Other securities | — | $2.2M | $2.3M | 10.2% | |
| Multi-Employer Property Trust | Other securities | — | $1.1M | $1.4M | 6.2% | |
| INDURE Build-to-Core Fund, LLC | Other securities | — | $505K | $671K | 3.0% | |
| Wilmington US Government | Other securities | — | $434K | $434K | 2.0% | |
| AFL-CIO Housing Investment Trust | Other securities | — | $480K | $428K | 1.9% | |
| PMF Endowment TEI Fund, L.P. | Other securities | — | $8K | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| BONADIO & CO., LLP | 16-1131146 | AMHERST, NY | ACCOUNTANT | $20K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLITMAN & KING, LLP | 16-1047304 | ROCHESTER, NY | ATTORNEY | $29K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| IBEW LOCAL 237 HEALTH & WELFARE FUN | 16-0834222 | NIAGARA FALLS, NY | RELATED PARTY | $28K | — |
