Robert Capko signed Middlesex Water Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Middlesex Water Company's EIN is 22-1114430.
Download the official 2024 Form 5500 (PDF) for Middlesex Water Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Middlesex Water Company's plan includes a defined-benefit pension formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| ISHARES RUSSELL MIDCAP FUND ETF | Other securities | — | $5.0M | $5.8M | 5.8% | |
| VANGUARD DEVELOPED MARKETS FUND | Mutual Funds | — | $4.7M | $4.6M | 4.6% | |
| VANGUARD EMERGING MARKETS FUND | Mutual Funds | — | $3.2M | $3.1M | 3.1% | |
| ISHARES RUSSELL 2000 ETF | Common Collective Trusts | — | $1.5M | $2.0M | 2.0% | |
| US TREASURY 0% 8/15/2044 AAA/AA+ BONDS | U.S. Treasuries | — | $1.8M | $1.8M | 1.8% | |
| US TREASURY 0% 8/15/2046 AAA/AA+ BONDS | U.S. Treasuries | — | $1.5M | $1.5M | 1.5% | |
| S/EXCHANGE TRADED FUNDS FULLERTHALER BEHAVIORAL SMALL CAP GROWTH FUND | Mutual Funds | — | $1.3M | $1.4M | 1.4% | |
| US TREASURY 0% 11/15/2053 AAA/AA+ BONDS | U.S. Treasuries | — | $1.3M | $1.3M | 1.3% | |
| US TREASURY 0% 8/15/2043 AAA/AA+ BONDS | U.S. Treasuries | — | $1.2M | $1.3M | 1.3% | |
| US TREASURY 0% 8/15/2048 AAA/AA+ BONDS | U.S. Treasuries | — | $1.2M | $1.2M | 1.2% | |
| ISHARES COREDIVID GROWTH | Other securities | — | $1.2M | $1.2M | 1.2% | |
| US TREASURY 4.250% 2/15/2054 AAA/AA+ BONDS | U.S. Treasuries | — | $1.1M | $1.1M | 1.1% | |
| US TREASURY 0% 8/15/2045 AAA/AA+ BONDS | U.S. Treasuries | — | $1.0M | $1.1M | 1.1% | |
| US TREASURY 0% 5/15/2054 AAA/AA+ BONDS | U.S. Treasuries | — | $1.0M | $966K | 1.0% | |
| US TREASURY 0% 8/15/2050 AAA/AA+ BONDS | U.S. Treasuries | — | $973K | $961K | 1.0% | |
| APPLE INC COMMON STOCKS | Common Stocks | — | $449K | $941K | 0.9% | |
| NVIDIA CORP COMMON STOCKS | Common Stocks | — | $233K | $872K | 0.9% | |
| US TREASURY 0% 8/15/2047 AAA/AA+ BONDS | U.S. Treasuries | — | $852K | $865K | 0.9% | |
| APPLE INC 4.375% 05/13/2045 AAA/AA+ BONDS | Bonds / Notes | — | $842K | $847K | 0.9% | |
| BANK OF AMERICA VAR% 06/14/2029 A1/A- BONDS | Other securities | — | $761K | $794K | 0.8% | |
| MICROSOFT CORP COMMON STOCKS | Common Stocks | — | $67K | $786K | 0.8% | |
| US TREASURY 0% 2/15/2054 AAA/AA+ BONDS | U.S. Treasuries | — | $799K | $781K | 0.8% | |
| VERIZON COMMUNICATIONS 4.4% 11/01/2034 BAA1/BBB+ BONDS | Bonds / Notes | — | $766K | $778K | 0.8% | |
| US TREASURY 0% 8/15/2052 AAA/AA+ BONDS | U.S. Treasuries | — | $782K | $763K | 0.8% | |
| JPMORGAN CHASE & CO VAR% 07/24/2038 A1/A BONDS | Common Stocks | — | $734K | $738K | 0.7% | |
| US TREASURY 0% 8/15/2049 AAA/AA+ BONDS | U.S. Treasuries | — | $700K | $701K | 0.7% | |
| MIDAMERICAN ENERGY CO 4.25% 07/15/2049 AA2/A BONDS | Bonds / Notes | — | $693K | $693K | 0.7% | |
| UNITEDHEALTH GROUP INC 4.625% 07/15/2035 A2/A+ BONDS | Bonds / Notes | — | $666K | $666K | 0.7% | |
| SANTANDER DRIVE ABS 2023 6.43% 02/18/2031 AA1/NR ASSET BACKED (CORPORATE) BONDS | Structured Credit (CLO/ABS) | — | $659K | $662K | 0.7% | |
| US TREASURY 4.375% 5/15/2034 AAA/AA+ BONDS | U.S. Treasuries | — | $664K | $660K | 0.7% | |
| MANUF & TRADERS TRUST CO 3.4% 08/17/2027 A3/BBB+ BONDS | Bonds / Notes | — | $601K | $616K | 0.6% | |
| NATIONAL RURAL UTIL CORP 3.7% 03/15/2029 A1/A- BONDS | Bonds / Notes | — | $588K | $602K | 0.6% | |
| BROADCOM INC COMMON STOCKS | Common Stocks | — | $231K | $596K | 0.6% | |
| DUKE ENERGY INDIANA INC 3.75% 05/15/2046 AA3/A BONDS | Bonds / Notes | — | $603K | $593K | 0.6% | |
| US TREASURY 4.5% 2/15/2044 AAA/AA= BONDS | U.S. Treasuries | — | $583K | $573K | 0.6% | |
| AMEREN ILLINOIS CO 3.7% 12/01/2047 A1/A BONDS | Bonds / Notes | — | $573K | $573K | 0.6% | |
| GOLDMAN SACHS GROUP VAR% 01/27/2032 A2/BBB+ BONDS | Common Stocks | — | $546K | $565K | 0.6% | |
| TORONTO-DOMINION BANK 4.456% 06/08/2032 A2/A- FOREIGN BONDS | Bonds / Notes | — | $542K | $550K | 0.6% | |
| US TREASURY 0% 8/15/2051 AAA/AA+ BONDS | U.S. Treasuries | — | $554K | $549K | 0.6% | |
| EXETER AUTOMOBI ABS 2024 3.02% 06/15/2028 NA/A+ ASSET BACKED (CORPORATE) BONDS | Structured Credit (CLO/ABS) | — | $530K | $546K | 0.5% | |
| ANHEUSER-BUSCH 5.45% 01/23/2039 A3/A- BONDS | Bonds / Notes | — | $534K | $541K | 0.5% | |
| COMCAST CORP 4.25% 01/15/2033 A3/A- BONDS | Bonds / Notes | — | $533K | $541K | 0.5% | |
| AMAZON.COM INC COMMON STOCKS | Common Stocks | — | $100K | $538K | 0.5% | |
| PUB SVC ELEC & GAS 3.95% 05/01/2042 A1/A BONDS | Bonds / Notes | — | $521K | $517K | 0.5% | |
| SANTANDER DRIVE ABS 2024 5.84% 06/17/2030 AA1/NA ASSET BACKED (CORPORATE) BONDS | Structured Credit (CLO/ABS) | — | $507K | $515K | 0.5% | |
| FLORIDA POWER & LIGHT CO 4.05% 10/01/2044 AA2/A+ BONDS | Bonds / Notes | — | $491K | $493K | 0.5% | |
| GENERAL MOTORS FINL CO 4.3% 04/06/2029 BAA2/BBB BONDS | Bonds / Notes | — | $479K | $493K | 0.5% | |
| ALPHABET INC-CL C COMMON STOCKS 2,577 1 | Common Stocks | — | — | $491K | 0.5% | |
| KIMCO REALTY OP LLC 6.4% 03/01/2034 BAA1/BBB+ BONDS | Bonds / Notes | — | $479K | $490K | 0.5% | |
| BP CAP MARKETS AMERICA CO 2.721% 01/12/2032 A1/A- BONDS | Bonds / Notes | — | $480K | $488K | 0.5% |
