Angela Stanisz signed IBEW Local Union No. 237 Pension Plan's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
IBEW Local Union No. 237 Pension Plan's EIN is 16-6094914.
Download the official 2024 Form 5500 (PDF) for IBEW Local Union No. 237 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 MARCO ADVISORS | 13-2646110 | BRAINTREE, MA | INVESTMENT ADVISOR | $97K | — |
| WILMINGTON TRUST | 16-1486454 | BUFFALO, NY | INVESTMENT MANAGEMENT | $36K | — |
| 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 | |||||
|---|---|---|---|---|---|---|
| PIMCO Multiemployer ARPA/SFA CIT | Common Collective Trusts | — | $24.1M | $24.6M | 47.2% | |
| MARCO EQUITY GROUP TRUST SEGAL ADVISORS, INC · EIN 27-6230536 / PN 001 | 103-12 Investment Entity | — | $7.0M | $13.3M | 25.5% | |
| MARCO FIXED INCOME GROUP TRUST SEGAL ADVISORS, INC · EIN 27-6230536 / PN 001 | 103-12 Investment Entity | — | $7.9M | $8.3M | 15.9% | |
| Wilmington US Government | Other securities | — | $2.3M | $2.3M | 4.5% | |
| INDURE Build-to-Core Fund, LLC | Other securities | — | $649K | $866K | 1.7% | |
| Multi-Employer Property Trust | Other securities | — | $676K | $858K | 1.6% | |
| AFL-CIO Housing Investment Trust | Other securities | — | $660K | $588K | 1.1% | |
| PMF Endowment TEI Fund, L.P. | Other securities | — | $16K | $7K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| EIN |
|---|
| Location |
|---|
| Relation |
|---|
| Direct comp |
|---|
| Indirect comp |
|---|
| BONADIO & CO., LLP | 16-1131146 | AMHERST, NY | ACCOUNTANT | $21K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COWDEN ASSOCIATES | 25-1750131 | PITTSBURGH, PA | ACTUARY | $38K | — |
| ACRISURE MID-ATLANTIC PARTNERS LLC | 26-3554565 | WAYNE, PA | ACTUARY | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLITMAN & KING LLP | 16-1047304 | ROCHESTER, NY | ATTORNEY | $53K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| IBEW LOCAL 237 HEALTH & WELFARE FUN | 16-0834222 | NIAGARA FALLS, NY | RELATED PARTY | $37K | — |