Matthew Barney signed Messer Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Messer Inc.'s EIN is 20-1963972.
Download the official 2023 Form 5500 (PDF) for Messer Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Messer Inc.'s plan includes a leveraged ESOP, an S-corporation ESOP.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PNC | 25-1211909 | — | CUSTODIAN | $23K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL FINANCIAL GROUP | 42-0127290 | — | RECORDKEEPER/BOOKKEEPER | $56K |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Messer, Inc.** Company stock - 3,449,441 shares of Messer, Inc. common stock | Common Stocks | — | $7.0M | $507.0M | 81.4% | |
| Vanguard Index TR (VITSX) | Mutual Funds | — | $44.5M | $60.9M | 9.8% | |
| GCI Liberty, Inc. Common stock - GCI Liberty Inc Class A 2 JPMCB Common collective trust fund - JPMCB Strategic Property Fund | Common Collective Trusts | — | $8.7M | $8.2M | 1.3% | |
| PIMCO Diversified Income Fund I | Mutual Funds | — | $8.5M | $8.1M | 1.3% | |
| WCM Focused Intl Growth-Ins | Other securities | — | $3.6M | $5.4M | 0.9% | |
| American Funds American EuroPacific Growth Fund Class-R6 | Mutual Funds | — | $4.6M | $5.4M | 0.9% | |
| Harbor INTL Small Cap-Retire (HNISX) | Other securities | — | $4.6M | $5.4M | 0.9% | |
| USA Treasury Notes USA Treasury Notes 3.750% Due 5/31/2030 | U.S. Treasuries | — | $2.8M | $2.8M | 0.5% | |
| USA Treasury Notes USA Treasury Note 01.750% Due 08/15/2041 | U.S. Treasuries | — | $1.5M | $1.5M | 0.2% | |
| Federal Home Loan Mtg Corp Federal Home Loan Mtg Corp Pool # MA5245 5.000% | Agency / Mortgage-Backed | — | $1.0M | $1.1M | 0.2% | |
| Virginia Electric & Power Co. Virginia Elec & Power Co 5% Due 4/1/2033 | Bonds / Notes | — | $757K | $778K | 0.1% | |
| Federal Home Loan Mtg Corp Federal Home Loan Mtg Corp Pool # MA5107 2.000% | Agency / Mortgage-Backed | — | $615K | $628K | 0.1% | |
| Federal Natl Mtg Assn Federal Natl Mtg Assn Pool # MA4438 02.500% | Agency / Mortgage-Backed | — | $738K | $617K | <0.1% | |
| Meta Platforms Meta Platforms Inc 4.75% Due 8/15/2034 | Bonds / Notes | — | $596K | $602K | <0.1% | |
| Federal Home Loan Mtg Corp Federal Home Loan Mtg Corp Pool # FS9095 2.000% | Agency / Mortgage-Backed | — | $568K | $566K | <0.1% | |
| Federal Home Loan Mtg Corp Federal Home Loan Mtg Corp Pool # SD1189 5.000% | Agency / Mortgage-Backed | — | $538K | $538K | <0.1% | |
| Federal Home Loan Mtg Corp Federal Home Loan Mtg Corp Pool # SD8245 4.500% | Agency / Mortgage-Backed | — | $523K | $527K | <0.1% | |
| Baltimore Gas & Electric Baltimore Gas & Electric 5.3% Due 6/1/2034 | Bonds / Notes | — | $527K | $524K | <0.1% | |
| Federal Natl Mtg Assn Federal Natl Mtg Assn Pool # CB6031 5.00% | Agency / Mortgage-Backed | — | $474K | $493K | <0.1% | |
| Wells Fargo & Co. Wells Fargo VAR% Due 7/25/2029 | Common Stocks | — | $458K | $479K | <0.1% | |
| RTX Corp. RTX Corp 6.1% Due 3/15/2034 | Bonds / Notes | — | $426K | $453K | <0.1% | |
| Oracle Corp. Oracle Corp 4.7% Due 9/27/2034 | Bonds / Notes | — | $389K | $389K | <0.1% | |
| Broadcom Inc. Broadcom Inc 4.8% Due 10/15/2034 | Bonds / Notes | — | $379K | $380K | <0.1% | |
| Marriott International Marriot International 5.35% Due 3/15/2035 | Bonds / Notes | — | $368K | $379K | <0.1% | |
| Federal Natl Mtg Assn Federal Natl Mtg Assn Pool # CB3372 3.500% | Agency / Mortgage-Backed | — | $349K | $364K | <0.1% | |
| Federal Home Loan Mtg Corp Federal Home Loan Mtg Corp Pool # SD8372 5.500% | Agency / Mortgage-Backed | — | $346K | $352K | <0.1% | |
| Comcast Corp. Comcast Corp 4.25% Due 10/15/2030 | Bonds / Notes | — | $322K | $349K | <0.1% | |
| USA Treasury Notes USA Treasury Notes 4.375% Due 8/31/2028 | U.S. Treasuries | — | $321K | $329K | <0.1% | |
| Duke Energy Duke Energy Florida LLC 5.875% Due 11/15/2033 | Bonds / Notes | — | $309K | $317K | <0.1% | |
| Federated Hermes Government Federated Hermes Government Obligations Fund | Other securities | — | $315K | $315K | <0.1% | |
| Charles Schwab Corp. Charles Schwab Corp VAR% Due 5/19/2034 | Mutual Funds | — | $306K | $311K | <0.1% | |
| AT&T Inc. AT&T Inc 4.300% Due 2/15/2030 | Bonds / Notes | — | $289K | $310K | <0.1% | |
| Federal Natl Mtg Assn Federal Natl Mtg Assn Pool # BW9776 3.000% | Agency / Mortgage-Backed | — | $267K | $279K | <0.1% | |
| US Bancorp US Bancorp VAR% Due 7/23/2030 | Common Stocks | — | $270K | $278K | <0.1% | |
| Amphenol Corp. Amphenol Corp 2.8% Due 2/15/2029 | Bonds / Notes | — | $279K | $278K | <0.1% | |
| Alabama Power Co. Alabama Power Co 5.85% Due 11/15/2033 | Bonds / Notes | — | $273K | $273K | <0.1% | |
| Wells Fargo & Co. Wells Fargo & Company VAR% Due 06/02/2028 | Common Stocks | — | $284K | $266K | <0.1% | |
| Union Electric Co. Union Electric Co 5.2% Due 4/1/2034 | Bonds / Notes | — | $258K | $261K | <0.1% | |
| Centerpoint Energy Centerpoint Energy Houston | Other securities | — | $248K | $252K | <0.1% | |
| Duke Energy Duke Energy Carolinas Call 4.950% Rating AA3 | Bonds / Notes | — | $232K | $242K | <0.1% | |
| Nstar Electric Co. Nstar Electric Co 5.4% Due 6/1/2034 | Bonds / Notes | — | $89K | $232K | <0.1% | |
| Cisco Systems Inc. Cisco Systems Inc 4.95% Due 2/26/2031 | Bonds / Notes | — | $220K | $230K | <0.1% | |
| Republic Services Republic Services 5.2% Due 11/15/2034 | Bonds / Notes | — | $189K | $198K | <0.1% | |
| BlackRock Funding Inc. BlackRock Funding Inc 4.9% Due 1/8/2035 | Bonds / Notes | — | $189K | $196K | <0.1% | |
| Eli Lilly & Co. Eli Lilly & Co 4.6% Due 8/14/2034 | Bonds / Notes | — | $190K | $193K | <0.1% | |
| Goldman Sachs Group Inc. Goldman Sachs Group VAR% Due 5/1/2029 | Common Stocks | — | $167K | $179K | <0.1% | |
| WEC Energy Group WEC Energy Group 2.2% Due 12/15/2028 | Bonds / Notes | — | $190K | $175K | <0.1% | |
| IBM Corp. IBM Corp 3.5% Due 5/15/2029 | Bonds / Notes | — | $190K | $175K | <0.1% | |
| Federal Home Loan Mtg Corp Federal Home Loan Mtg # SD1565 3.000% | Bonds / Notes | — | $169K | $172K | <0.1% | |
| Federal Natl Mtg Assn Federal Natl Mtg Assn Pool # CB3770 3.500% | Agency / Mortgage-Backed | — | $159K | $164K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| BLUERIDGE ESOP ASSOCIATES | 13-4238973 | — | RECORDKEEPER/BOOKKEEPER | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JPMCB | 13-4994650 | — | INVESTMENT MANAGEMENT | $96K | — |
| SAWGRASS | 59-3488505 | — | INVESTMENT MANAGEMENT | $36K | — |
| MARINER INSTITUTIONAL LLC | 59-3676225 | — | INVESTMENT MANAGEMENT | $25K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALIX PARTNERS | 38-3637158 | — | VALUATION SERVICES | $55K | — |
| PLANTE & MORAN, PLLC | 33-1498605 | — | OTHER SERVICES | $25K | — |
