Local No. 863 Pension Plan's EIN is 22-1598194.
Download the official 2023 Form 5500 (PDF) for Local No. 863 Pension Plan from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL BANK | 42-1466678 | DES MOINES, IA | CUSTODIAN-FINANCIAL INST | $410K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JANNEY MONTGOMERY SCOTT LLC | 84-3149820 | BEDMINSTER, NJ | INVESTMENT MANAGEMENT |
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.
| % of plan | |||
|---|---|---|---|
| BNYM AFL-CIO SL STOCK INDEX FUND PRINCIPAL CUSTODY SOLUTIONS · EIN 25-6078093 / PN 340 | Common Collective Trust | $39.5M | 10.7% |
| $109K |
| — |
| KEN NOWAK, ESQ | 14-9387261 | NEW YORK, NY | LEGAL CONSULTANT | $93K | — |
| MORGAN STANLEY WEALTH MANAGEMENT | 26-4310632 | NEW YORK, NY | INVESTMENT MANAGEMENT | $49K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BEDERSON LLP | 22-2978848 | FAIRFIELD, NJ | ACCOUNTANT | $89K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE SEGAL COMPANY | 06-0839113 | NEW YORK, NY | ACTUARY | $189K | — |
