Board of Trustees Sheet Metal Workers Local No. 71 Pension Plan's EIN is 16-6051585.
Download the official 2024 Form 5500 (PDF) for Board of Trustees Sheet Metal Workers Local No. 71 Pension Plan from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SEGAL ADVISORS | 13-2646110 | — | NONE | $40K | — |
| UBS REALTY INVESTORS | 61-1553760 | — | NONE | $30K | — |
| Name |
|---|
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 | |||||
|---|---|---|---|---|---|---|
| Common & Collective Trust | Common Collective Trusts | — | $2.7M | $11.4M | 17.9% | |
| WTC-CIF II CORE BOND PLUS WELLINGTON TRUST COMPANY, NA · EIN 04-6913417 / PN 004 | Common Collective Trust | — | — | $11.4M | 17.9% | |
| Common & Collective Trust | Common Collective Trusts | — | $2.7M | $6.9M | 10.8% | |
| FIAM SELECT INTERNATIONAL EQUITY CO FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS · EIN 20-4659714 / PN 021 | Common Collective Trust | — | — | $6.9M | 10.8% | |
| Common & Collective Trust | Common Collective Trusts | — | $2.3M | $4.6M | 7.2% | |
| LEGAL & GENERAL S&P 500 CIT RELIANCE TRUST BANK CIT · EIN 35-7085469 / PN 005 | Common Collective Trust | — | — | $4.6M | 7.2% | |
| Common & Collective Trust | Common Collective Trusts | — | $4.1M | $4.4M | 6.9% | |
| Common & Collective Trust | Common Collective Trusts | — | $2.4M | $4.4M | 6.9% | |
| LOOMIS SAYLES SMALL MIDCAP CORE TRU LOOMIS SAYLES TRUST COMPANY LLC · EIN 84-6391546 / PN 005 | Common Collective Trust | — | — | $4.4M | 6.9% | |
| Limited Partnership | Other securities | — | $3.4M | $3.9M | 6.0% | |
| Limited Liability Company | Common Stocks | — | $2.8M | $3.2M | 5.0% | |
| EMERGING MARKETS EQUITY FUND ABRDN INC. · EIN 36-7180580 / PN 001 | 103-12 Investment Entity | — | — | $3.2M | 5.0% | |
| Common & Collective Trust | Common Collective Trusts | — | $2.5M | $3.1M | 4.8% | |
| EMERGING MARKETS BLENDED BOND COLLE PAYDEN & RYGEL COLLECTIVE INVESTMENT TRUST · EIN 37-6667944 / PN 002 | Common Collective Trust | — | — | $3.1M | 4.8% | |
| Common & Collective Trust | Common Collective Trusts | — | $2.5M | $3.1M | 4.8% | |
| MACKAY SHIELDS HIGH YIELD BOND CIT MACKAY SHIELDS COLLECTIVE INVESTMENT TRUST · EIN 47-1818241 / PN 076 | Common Collective Trust | — | — | $3.1M | 4.8% | |
| WILLIAM BLAIR EMERGING MARKETS GROW GLOBAL TRUST COMPANY · EIN 26-3761443 / PN 003 | Common Collective Trust | — | — | $3.0M | 4.6% | |
| Limited Partnership | Other securities | — | $3.0M | $3.0M | 4.6% | |
| Investment Trust | Real Estate | — | $2.6M | $2.4M | 3.7% | |
| Limited Partnership | Other securities | — | $2.6M | $2.2M | 3.5% | |
| Limited Partnership | Other securities | — | $2.2M | $2.0M | 3.2% | |
| AFL-CIO BUILDING INVESTMENT TRUST GREAT GRAY TRUST COMPANY LLC · EIN 52-6328901 / PN 001 | Common Collective Trust | — | — | $244K | 0.4% |
| EIN |
|---|
| Location |
|---|
| Relation |
|---|
| Direct comp |
|---|
| Indirect comp |
|---|
| FIAM TRUST COMPANY | 20-4659714 | — | NONE | $49K | — |
| THE SEGAL COMPANY | 13-1835864 | — | NONE | $49K | — |
| LOOMIS, SAYLES & COMPANY | 04-3200030 | — | NONE | $43K | — |
| WTC-CIF II CORE BOND PLUS | 04-2755549 | — | NONE | $29K | — |
| ABERDEEN | 36-7180580 | — | NONE | $26K | — |
| TRONCONI SEGARRA & ASSOCIATES LLP | 04-3728817 | — | NONE | $20K | — |
| LIPSITZ GREEN SCIME CAMBRIA LLP | 16-0905097 | — | NONE | $15K | — |
