Board of Trustees Teamsters Local No 469 Welfare Fund's EIN is 22-1552880.
Download the official 2024 Form 5500 (PDF) for Board of Trustees Teamsters Local No 469 Welfare Fund from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Board of Trustees Teamsters Local No 469 Welfare Fund's plan includes health coverage, life insurance, dental coverage, vision coverage.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| IRON MOUNTAIN | — | FREEHOLD, NJ | NONE | $15K | — |
| Name | EIN | Location |
|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Boyd Watterson GSA Fund, LP | Other securities | — | $2.1M | $2.1M | 10.3% | |
| First Am Govt OB FD CL Z | Other securities | — | $549K | $549K | 2.8% | |
| U S Treasury 0.38% 11/30/25 | Bonds / Notes | — | $288K | $299K | 1.5% | |
| U S Treasury 1.13% 08/31/28 | Bonds / Notes | — | $276K | $285K | 1.4% | |
| U S Treasury 2.13% 05/15/25 | Bonds / Notes | — | $265K | $273K | 1.4% | |
| U S Treasury 1.50% 01/31/27 | Bonds / Notes | — | $245K | $251K | 1.3% | |
| U S Treasury 2.38% 05/15/27 | Bonds / Notes | — | $243K | $249K | 1.3% | |
| U S Treasury 4.13% 09/30/27 | Bonds / Notes | — | $202K | $199K | 1.0% | |
| U S Treasury 1.63% 09/30/26 | Bonds / Notes | — | $190K | $191K | 1.0% | |
| U S Treasury 2.63% 03/31/25 | Bonds / Notes | — | $177K | $179K | 0.9% | |
| Crown Amer Cap Corp 4.75% 02/01/26 | Bonds / Notes | — | $159K | $153K | 0.8% | |
| Fortress Trans L P 5.50% 05/01/28 | Bonds / Notes | — | $148K | $152K | 0.8% | |
| Xpo Inc 6.25% 06/01/28 | Bonds / Notes | — | $151K | $151K | 0.8% | |
| Jazz Securities 4.38% 01/15/29 | Bonds / Notes | — | $148K | $151K | 0.8% | |
| Prime Sec Svcs 5.75% 04/15/26 | Bonds / Notes | — | $148K | $150K | 0.8% | |
| Vistra Operations Co 5.50% 09/01/26 | Bonds / Notes | — | $146K | $150K | 0.8% | |
| Vici Properties 4.25% 12/01/26 | Bonds / Notes | — | $144K | $148K | 0.7% | |
| International Game 6.25% 01/15/27 | Bonds / Notes | — | $146K | $146K | 0.7% | |
| Sunoco LP 6.00% 04/15/27 | Bonds / Notes | — | $152K | $145K | 0.7% | |
| Sirius Xm 3.13% 09/01/26 | Bonds / Notes | — | $135K | $144K | 0.7% | |
| Kinetik Hldgs 6.63% 12/15/28 | Bonds / Notes | — | $141K | $143K | 0.7% | |
| Albertsons Cos Inc 3.25% 03/15/26 | Bonds / Notes | — | $133K | $141K | 0.7% | |
| U S Treasury 4.63% 02/28/26 | Bonds / Notes | — | $140K | $141K | 0.7% | |
| Centene Corp 4.25% 12/15/27 | Bonds / Notes | — | $135K | $140K | 0.7% | |
| Western L P 3.10% 02/01/25 | Bonds / Notes | — | $142K | $140K | 0.7% | |
| Teva Pharmaceuticals 3.15% 10/01/26 | Bonds / Notes | — | $131K | $139K | 0.7% | |
| SBA Communication 3.88% 02/15/27 | Bonds / Notes | — | $151K | $139K | 0.7% | |
| Hillenbrand Inc 5.00% 09/15/26 | Bonds / Notes | — | $157K | $139K | 0.7% | |
| Western Digita Corp 4.75% 02/15/26 | Bonds / Notes | — | $154K | $139K | 0.7% | |
| Hilton Worldwide FN 4.88% 04/01/27 | Bonds / Notes | — | $145K | $138K | 0.7% | |
| Boyd Gaming Corp 4.75% 12/01/27 | Bonds / Notes | — | $133K | $135K | 0.7% | |
| Chater Comm 4.91% 07/23/25 | Bonds / Notes | — | $136K | $135K | 0.7% | |
| U S Treasury 3.13% 08/15/25 | Bonds / Notes | — | $124K | $124K | 0.6% | |
| American Express Co 6.34% 10/30/26 | Bonds / Notes | — | $120K | $121K | 0.6% | |
| U S Treasury 0.13% 04/15/27 | Bonds / Notes | — | $117K | $118K | 0.6% | |
| U S Treasury 3.50% 01/31/28 | Bonds / Notes | — | $118K | $117K | 0.6% | |
| Advantage Loyalty 5.44% 04/20/26 | Bonds / Notes | — | $111K | $116K | 0.6% | |
| Philip Morris Intl 4.88% 02/13/29 | Bonds / Notes | — | $114K | $115K | 0.6% | |
| U S Treasury 4.13% 10/31/26 | Bonds / Notes | — | $115K | $115K | 0.6% | |
| United Rentals 5.50% 05/15/27 | Bonds / Notes | — | $117K | $113K | 0.6% | |
| Aercap 1.75% 01/30/26 | Bonds / Notes | — | $106K | $106K | 0.5% | |
| Wyndham 6.63% 07/31/26 | Bonds / Notes | — | $105K | $106K | 0.5% | |
| Royal Bk Cda 4.51% 10/18/27 | Bonds / Notes | — | $105K | $105K | 0.5% | |
| Ichan Enterprise 5.25% 05/15/27 | Bonds / Notes | — | $97K | $99K | 0.5% | |
| Phinia Inc 7.16% 04/15/29 | Bonds / Notes | — | $96K | $97K | 0.5% | |
| Hewlert Packard 1.75% 04/01/26 | Bonds / Notes | — | $100K | $96K | 0.5% | |
| ESAB 6.46% 04/15/29 | Bonds / Notes | — | $95K | $96K | 0.5% | |
| Under Armour 3.25% 06/15/26 | Bonds / Notes | — | $99K | $92K | 0.5% | |
| GLP Capital LP Fin 5.25% 06/01/25 | Bonds / Notes | — | $96K | $90K | 0.5% | |
| MacQuarie 8.38% 05/01/28 | Bonds / Notes | — | $87K | $89K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Relation |
|---|
| Direct comp |
|---|
| Indirect comp |
|---|
| HORIZON HEALTHCARE SERVICES | 22-0999690 | — | NONE | $177K | — |
| INNOVATIVE SOFTWARE SOLUTIONS, INC. | 23-2182079 | — | NONE | $99K | — |
| FABIAN & BYRN LLC | 25-1914887 | — | NONE | $59K | — |
| MSPC | 22-2951202 | — | ACCT FOR LOCAL 469 | $57K | — |
| ACRISURE | 26-3554645 | — | NONE | $56K | — |
| CATHERINE SOMA | 22-1552880 | — | EMPLOYEE | $55K | — |
| CHARTWELL INVESTMENT PARTNERS, LP | 36-4776242 | — | NONE | $45K | — |
| KROLL HEINEMAN PTASIEWICZ & PARSONS | 76-0760981 | — | ATTY FOR LOCAL 469 | $32K | — |
| DELTA DENTAL OF NJ, INC. | 22-1896118 | — | NONE | $26K | — |
| O'SULLIVAN ASSOCIATES, INC | 20-8199367 | — | NONE | $21K | — |
| OPTUMRX, INC. | 33-0441200 | — | NONE | $14K | — |
| TOBIA & LOVELACE | 20-2110835 | — | NONE | $11K | — |
| INVESTMENT PERFORMANCE SERVICES LLC | 33-0123114 | — | NONE | $10K | — |
