| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | 11-3658445 | — | INVESTMENT ADVISOR | $262K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MENGEL, METZGER, BARR & CO. LLP | 16-1092347 | — | AUDITOR | $22K | — |
| JUDITH J GUSH | 47-2595681 | — | OUTSIDE ACCOUNTANT | — | — |
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSULLIVAN ASSOCIATES | 22-1837827 | — | ACTUARY | $28K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SHEET METAL WORKERS LOCAL 112 | 16-0578131 | — | ADMINISTRATION | $27K | — |
| SMW LOCAL 112 WELFARE FUND | 16-6052225 | — | UNION BENEFIT FUND | $21K | — |
| CHEMUNG CANAL TRUST COMPANY | 16-0380815 | — | PROCESS PENSION CHECKS | $8K | — |
| LORD ABBETT FUNDS | 13-3731507 | — | INVESTMENT PROVIDER | — | — |
| DOUBLELINE FUNDS TRUST | 39-1982827 | — | INVESTMENT PROVIDER | — | — |
| AMERICAN BEACON FUNDS | 75-2401150 | — | INVESTMENT PROVIDER | — | — |
| KKR FUNDS | — | — | INVESTMENT PROVIDER | — | — |
| BNY MELLON FUNDS | 04-3106135 | — | INVESTMENT PROVIDER | — | — |
