MARC Gallo signed Operative Plasterers&Cement Masons Local 29 Annuity Fund's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Operative Plasterers&Cement Masons Local 29 Annuity Fund's EIN is 22-1507478.
Download the official 2024 Form 5500 (PDF) for Operative Plasterers&Cement Masons Local 29 Annuity 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 |
|---|---|---|---|---|---|
| MORGAN STANLEY | 22-1003680 | — | NONE | $175K | — |
| OP&CM LOCAL 29 WELFARE FUND | 22-1507478 | — | AFFILIATED BENEFIT FUND | $36K | — |
| OP&CM LOCAL UNION NO. 29 | 22-1173365 | — | PARTY IN INTEREST | $18K | — |
| MSPC | 22-2951202 | — | NONE |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Morgan Stanley Bank NA Varies N/A | Other securities | — | $1.4M | $1.4M | 6.2% | |
| US Treasury Note 4.250% 04/30/29 | U.S. Treasuries | — | $1.3M | $1.3M | 5.8% | |
| Voya Fixed Account 52,455 | Other securities | — | — | $1.2M | 5.1% | |
| US Treasury Note 4.125% 11/15/27 | U.S. Treasuries | — | $856K | $856K | 3.7% | |
| US Treasury Note 4.375% 07/15/27 | U.S. Treasuries | — | $818K | $814K | 3.5% | |
| MSIF Ultra Short Income Fund N/A | Other securities | — | $652K | $650K | 2.8% | |
| US Treasury Note 4.500% 05/15/27 | U.S. Treasuries | — | $628K | $622K | 2.7% | |
| FNMA Pool MA5294 5.000% 03/01/54 | Agency / Mortgage-Backed | — | $497K | $494K | 2.1% | |
| US Treasury Note 3.875% 08/15/33 | U.S. Treasuries | — | $415K | $418K | 1.8% | |
| US Treasury Note 3.250% 06/30/29 | U.S. Treasuries | — | $415K | $407K | 1.8% | |
| US Treasury Note 1.875% 02/15/32 | U.S. Treasuries | — | $424K | $405K | 1.8% | |
| Lazard Global Listed Infrastructure Port. N/A | Other securities | — | $372K | $365K | 1.6% | |
| Citigroup Inc 3.887% 01/10/28 | Bonds / Notes | — | $366K | $350K | 1.5% | |
| Wells Fargo & Co 3.526% 03/24/28 | Bonds / Notes | — | $343K | $349K | 1.5% | |
| US Treasury Note 4.375% 11/30/28 | U.S. Treasuries | — | $334K | $333K | 1.4% | |
| FHLMC Pool SD8382 5.000% 12/01/53 | Agency / Mortgage-Backed | — | $327K | $322K | 1.4% | |
| Voya Gov't Money Market Portfolio 28,228 | Cash / Money Market | — | — | $318K | 1.4% | |
| FNMA Pool MA4580 3.500% 04/01/52 | Agency / Mortgage-Backed | — | $350K | $312K | 1.4% | |
| Voya Fixed Account A 27,118 | Other securities | — | — | $299K | 1.3% | |
| FHLMC Pool SD8243 3.500% 08/01/52 | Agency / Mortgage-Backed | — | $296K | $290K | 1.3% | |
| American Funds Growth Fund 1,561 | Mutual Funds | — | — | $272K | 1.2% | |
| Fidelity Vip Contrafund Portfolio 3,436 | Mutual Funds | — | — | $242K | 1.1% | |
| Bank of America Corp 1.730% 07/22/27 | Bonds / Notes | — | $227K | $234K | 1.0% | |
| AbbVie Inc 2.950% 11/21/26 | Bonds / Notes | — | $241K | $233K | 1.0% | |
| Toronto-Dominion Bank 4.693% 09/15/27 | Bonds / Notes | — | $230K | $232K | 1.0% | |
| Capital One Fin'l Corp 5.700% 02/01/30 | Bonds / Notes | — | $236K | $232K | 1.0% | |
| Goldman Sachs Group Inc 4.223% 05/01/29 | Bonds / Notes | — | $236K | $232K | 1.0% | |
| US Treasury Note 3.750% 05/31/30 | U.S. Treasuries | — | $235K | $231K | 1.0% | |
| Bank of America Corp 2.299% 07/21/32 | Bonds / Notes | — | $261K | $230K | 1.0% | |
| US Bankcorp 2.491% 11/03/36 | Bonds / Notes | — | $225K | $230K | 1.0% | |
| FHLMC Pool SD8349 5.500% 08/01/53 | Agency / Mortgage-Backed | — | $231K | $230K | 1.0% | |
| FNMA Pool MA4761 5.000% 09/01/52 | Agency / Mortgage-Backed | — | $219K | $218K | 0.9% | |
| American Funds Am Balanced 4,206 ** $ | Mutual Funds | — | — | $204K | 0.9% | |
| FNMA Pool MA4600 3.500% 05/01/52 | Agency / Mortgage-Backed | — | $217K | $198K | 0.9% | |
| Voya T Rowe Price Mid-Cap Growth Fund 1,938 | Mutual Funds | — | — | $188K | 0.8% | |
| Microsoft Corp N/A | Common Stocks | — | $13K | $180K | 0.8% | |
| US Treasury Bill Varies 02/06/25 | U.S. Treasuries | — | $175K | $176K | 0.8% | |
| Enterprise Prod Prtnrs LP N/A | Other securities | — | $119K | $173K | 0.8% | |
| American Funds Wash Mutual 1,100 | Mutual Funds | — | — | $171K | 0.7% | |
| Airlease Corp. 3.250% 10/01/29 | Bonds / Notes | — | $179K | $169K | 0.7% | |
| Energy Transfer Operating LP 5.250% 04/15/29 | Bonds / Notes | — | $169K | $169K | 0.7% | |
| Sabine Pass Liquefacton LLC 5.000% 03/15/27 | Bonds / Notes | — | $168K | $168K | 0.7% | |
| Amgen Inc 5.250% 03/02/30 | Bonds / Notes | — | $168K | $167K | 0.7% | |
| Kroger Co 5.000% 09/15/34 | Bonds / Notes | — | $173K | $166K | 0.7% | |
| American Electric Power Co Inc 5.625% 03/01/33 | Bonds / Notes | — | $169K | $166K | 0.7% | |
| Voya Index Plus Large Cap Portfolio 3,707 | Other securities | — | — | $157K | 0.7% | |
| Energy Transfer LP N/A | Other securities | — | $71K | $132K | 0.6% | |
| PGIM Jennison Growth Fund 1,394 | Other securities | — | — | $114K | 0.5% | |
| Broadcom Inc N/A | Common Stocks | — | $12K | $106K | 0.5% | |
| Apple Inc N/A | Common Stocks | — | $25K | $101K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
Operative Plasterers&Cement Masons Local 29 Annuity Fund's plan includes profit-sharing.
| $12K |
| — |
| ORANSKY SCARAGGI & BORG PC | 22-3522685 | — | NONE | $9K | — |
| KEATING ACCOUNTING LLC | 92-1255252 | — | NONE | $8K | — |
