Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MR. MICROCHIP SOFTWARE CENTER | — | EAST MEADOW, NY | IT CONSULTANTS | $55K | — |
| BOLTON PARTNERS | — | TRENTON, NJ | CONSULTANTS | $32K | — |
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | INVESTMENT ADVISORY | $18K | — |
| HIGHLAND CAPITAL MANAGEMENT | — | MEMPHIS, TN | INVESTMENT MANAGEMENT | $13K | — |
| REYNOLDS CONSULTING SERVICES, LLC | — | HICKSVILLE, NY | INVESTMENT ADVISORY | $5K | — |
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 | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Peapack-Gladstone Bank - Interest Bearing Cash | — | — | — | $25.3M | 47.4% | |
| Empower #557450-E3 4.30% | — | — | $9.0M | $8.8M | 16.5% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINDABURY MCCORMICK ESTABROOK | 22-1943351 | WESTFIELD, NJ | ATTORNEY | $17K | — |
| LARRY MAGARIK, ESQ | — | NEW YORK, NY | ATTORNEY | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HORIZON BLUE CROSS BLUE SHIELD | 22-1412244 | — | MEDICAL CLAIMS PROCESSING | $527K | — |
| LABOR FIRST | — | MOUNT LAUREL, NJ | MEDICAL COVERAGE | $269K | — |
| KIM E. DEVIZIO | 22-1516999 | WARREN, NJ | EMPLOYEE | $133K | — |
| MARTA K TIRTADJAJA | 22-1516999 | WARREN, NJ | EMPLOYEE | $89K | — |
| MSPC CPAS & ADVISORS, P.C. | 22-2951202 | CRANFORD, NJ | IQPA | $54K | — |
| ELIZABETH LODGE | — | WARREN, NJ | EMPLOYEE | $41K | — |
| LORRIE RAMSEY | 22-1516999 | WARREN, NJ | EMPLOYEE | $37K | — |
| J2 GLOBAL INC. D/B/A KEEPITSAFE | — | PASADENA, CA | NONE | $16K | — |
| OPTUM RX | — | EDEN PRAIRIE, MN | PRESCRIPTION PROVIDER | $12K | — |
| Empower #557450-E4 4.20% | — | — | $7.5M | $7.3M | 13.7% |
| LONGVIEW LARGECAP 500 VEBA INDEX FD AMALGAMATED BANK · EIN 13-4015803 / PN 008 | Common Collective Trust | — | $4.0M | $5.1M | 9.6% |
| US Treasury Bill 4.53% 01/14/25 | — | — | $2.0M | $2.0M | 3.8% |
| US Treasury Bill 4.54% 01/02/25 | — | — | $1.5M | $1.6M | 2.9% |
| US Treasury Bill 4.77% 01/30/25 | — | — | $1.5M | $1.5M | 2.8% |
| Federal Farm Credit Bank 5.12% 09/11/30 | — | — | $145K | $145K | 0.3% |
| Federal Home Loan Mortgage Corp 5.00% 09/23/27 | — | — | $125K | $125K | 0.2% |
| Federal Home Loan Banks 5.20% 09/06/29 | — | — | $70K | $70K | 0.1% |
| Amalgamated Bank Treasury & Agency Cash Management | — | — | $18K | $18K | <0.1% |
| US Treasury Bill 4.46% 01/23/25 | — | — | $10K | $10K | <0.1% |
