Sheet Metal Workers Local 33 Supplemental Retiree Health Fund's EIN is 20-6576932.
Download the official 2024 Form 5500 (PDF) for Sheet Metal Workers Local 33 Supplemental Retiree Health Fund 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 |
|---|---|---|---|---|---|
| CLARK, SCHAEFER, HACKETT & CO. | 31-0800053 | — | NONE | $13K | — |
| BENESYS, INC. | 38-2383171 | — | NONE | $9K | — |
| MORGAN STANLEY SMITH BARNEY LLC | 20-8764829 | — | NONE | $8K | — |
| ALLOTTA FARLEY | 34-1316963 | — | NONE | $7K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PIMCO Income Fund Class I-2 Registered investment company | Mutual Funds | — | $584K | $587K | 26.9% | |
| TCW Metwest Total Return Bond Registered investment company | Common Stocks | — | $636K | $575K | 26.3% | |
| BlackRock Low Duration Bond Portfolio Registered investment company | Common Stocks | — | $452K | $446K | 20.4% | |
| iShares Russell 1000 Value ETF Registered investment company | Common Collective Trusts | — | $77K | $122K | 5.6% | |
| iShares Russell 1000 Growth ETF Registered investment company | Common Collective Trusts | — | $58K | $118K | 5.4% | |
| NYLI McKay High Yield Corporate Bond Fund Registered investment company | Common Stocks | — | $100K | $94K | 4.3% | |
| Invesco Premium US Government Money Portfolio Money market | Mutual Funds | — | $76K | $76K | 3.5% | |
| Vanguard International Equity Index Fund Registered investment company | Common Collective Trusts | — | $53K | $56K | 2.5% | |
| iShares S&P Mid-Cap 400 Index Registered investment company | Common Stocks | — | $22K | $34K | 1.5% | |
| iShares Core S&P Small Cap Registered investment company | Common Stocks | — | $24K | $33K | 1.5% | |
| Morgan Stanley Bank Interest bearing cash | Cash / Money Market | — | $1K | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
