Sheet Metal Workers Local 22 Education Fund's EIN is 22-1976682.
Download the official 2024 Form 5500 (PDF) for Sheet Metal Workers Local 22 Education 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 |
|---|---|---|---|---|---|
| MULLER BOHLIN ASSOCIATES, INC | — | LINDEN, NJ | NONE | $66K | — |
| CHARLES BEELITZ | 22-1976682 | — | NONE | $42K | — |
| JAMES W. BURKE | 22-1976682 | — | NONE | $35K | — |
| UBS FINANCIAL SERVICES INC | — | PRINCETON, NJ | NONE | $25K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $983K | 25.5% | |
| UBS Select Treasury 4.46% | Bonds / Notes | — | $466K | $466K | 12.1% | |
| Costco Wholesale Corp | Common Stocks | — | $242K | $367K | 9.5% | |
| Clearbridge Dividend | Other securities | — | $163K | $163K | 4.2% | |
| I-Shares Russell 2000 ETF | Common Collective Trusts | — | $143K | $144K | 3.7% | |
| JP Morgan Chase & Co | Common Stocks | — | $90K | $120K | 3.1% | |
| SPDR S&P 500 ETF | Common Collective Trusts | — | $115K | $117K | 3.0% | |
| Home Depot Inc | Common Stocks | — | $100K | $117K | 3.0% | |
| Chubb LTD CHF | Common Stocks | — | $105K | $111K | 2.9% | |
| The Cigna Group | Common Stocks | — | $99K | $110K | 2.9% | |
| Exxon Mobil Corp | Common Stocks | — | $100K | $108K | 2.8% | |
| Travelers Cos Inc | Common Stocks | — | $75K | $96K | 2.5% | |
| Columbia Select Mid Cap | Other securities | — | $91K | $92K | 2.4% | |
| Arista Networks Inc | Common Stocks | — | $53K | $88K | 2.3% | |
| Energy Select Sector SPDR Fund | Other securities | — | $85K | $86K | 2.2% | |
| Macquarie Mid Cap | Other securities | — | $90K | $84K | 2.2% | |
| Macquarie Small Cap | Other securities | — | $81K | $83K | 2.2% | |
| Industrial Select Sector SPDR | Other securities | — | $74K | $79K | 2.1% | |
| HCA Healthcare Inc | Common Stocks | — | $89K | $75K | 2.0% | |
| Merck & Co Inc COM | Common Stocks | — | $69K | $60K | 1.6% | |
| Elevance Health Inc | Common Stocks | — | $43K | $55K | 1.4% | |
| Clearbridge | Other securities | — | $42K | $42K | 1.1% | |
| Conoco Phillips | Other securities | — | $43K | $40K | 1.0% | |
| I-Shares Biotechnology ETF | Other securities | — | $41K | $40K | 1.0% | |
| Iovance Biotherapeutics Inc | Common Stocks | — | $49K | $30K | 0.8% | |
| OTIS Worldwide Corp | Common Stocks | — | $23K | $28K | 0.7% | |
| Carrier Global Corp | Common Stocks | — | $14K | $27K | 0.7% | |
| Kimberly Clark Corp | Common Stocks | — | $18K | $20K | 0.5% | |
| JP Morgan Mid Cap Value | Other securities | — | $15K | $13K | 0.3% | |
| UBS Insured Sweep Program 0.03% | Bonds / Notes | — | $6K | $6K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| DTM CONSULTING, LLC |
| — |
| MONTVALE, NJ |
| NONE |
| $12K |
| — |
