Electricians Annuity Fund IBEW Local 456's EIN is 22-2180156.
Download the official 2024 Form 5500 (PDF) for Electricians Annuity Fund IBEW Local 456 from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Electricians Annuity Fund IBEW Local 456's plan includes ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | NONE | $76K | — |
| VANGUARD GROUP INC |
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 | % of plan | |||||
|---|---|---|---|---|---|---|
| PRUDENTIAL STABLE VALUE FUND PRUDENTIAL TRUST COMPANY · EIN 23-6994310 / PN 214 | Common Collective Trust | — | $115.7M | $127.6M | 35.8% | |
| American Fund Growth America R6 | Other securities | — | $40.4M | $50.7M | 14.3% | |
| Vanguard Institutional Index Instl | Mutual Funds | — | $26.1M | $38.4M | 10.8% | |
| AMER Washington Mutual R5E | Other securities | — | $23.5M | $27.0M | 7.6% | |
| T. Rowe Price Ret 2050 Fund | Other securities | — | $23.1M | $26.5M | 7.4% | |
| T. Rowe Price Ret 2040 Fund | Other securities | — | $23.7M | $26.2M | 7.4% | |
| T. Rowe Price Ret 2020 Fund | Other securities | — | $11.6M | $10.5M | 2.9% | |
| American Funds American Balanced A | Mutual Funds | — | $8.4M | $9.9M | 2.8% | |
| T. Rowe Price Ret 2030 Fund | Other securities | — | $9.6M | $9.7M | 2.7% | |
| T. Rowe Price Ret 2010 Fund | Other securities | — | $8.0M | $7.4M | 2.1% | |
| Vanguard Growth Index Adm | Mutual Funds | — | $2.7M | $2.9M | 0.8% | |
| MFS International Diversification R4 | Mutual Funds | — | $2.7M | $2.8M | 0.8% | |
| Macquarie Small Cap Core Inst | Other securities | — | $2.0M | $2.5M | 0.7% | |
| Columbia Mid Cap Index Instl 2 | Other securities | — | $2.3M | $2.2M | 0.6% | |
| Cohen & Steers Real Inc I | Common Stocks | — | $1.8M | $1.8M | 0.5% | |
| Vanguard Equity-Income Adm | Mutual Funds | — | $1.5M | $1.5M | 0.4% | |
| PGIM Total Return Bond Z | Other securities | — | $1.6M | $1.4M | 0.4% | |
| Vanguard Short-Term Federal Inv | Mutual Funds | — | $948K | $900K | 0.3% | |
| Pimco Commodity Real Return Strategy I | Mutual Funds | — | $833K | $747K | 0.2% | |
| T. Rowe Price Ret Balanced Fund | Other securities | — | $225K | $212K | <0.1% | |
| Notes Receivable from Participants | Other securities | — | — | $101K | <0.1% | |
| Interest-Bearing Cash | Cash / Money Market | — | $55K | $55K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 23-1945930 |
| — |
| NONE |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRUDENTIAL INVESTMENT MANAGEMENT SV | 37-1610226 | — | NONE | $0 | — |
| PRINCIPAL GLOBAL INVESTORS LLC | 20-4530738 | — | NONE | $0 | — |
| WELLINGTON MANAGEMENT CO LLP | 30-0835489 | — | NONE | $0 | — |
| COHEN & STEERS CAPITAL MANAGEMENT | 01-3335336 | — | NONE | $0 | — |
| COLUMBIA MGMT INVESTMENT ADVISORS | 04-3480839 | — | NONE | $0 | — |
| PACIFIC INVESTMENT MANAGEMENT CO | 33-0629048 | — | NONE | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MSPC CERTIFIED PUBLIC ACCOUNTANTS | 22-2951202 | CRANFORD, NJ | NONE | $40K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL RESEARCH & MANAGEMENT CO | 95-1411037 | — | NONE | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| IBEW LOCAL 456 ANNUITY FUND | 22-2180156 | — | NONE | $519K | — |
| I.E. SHAFFER & CO. | 22-1750854 | WEST TRENTON, NJ | NONE | $249K | — |
| UBS FINANCIAL SERVICES | 13-2638166 | — | NONE | $25K | — |
| KROLL HEINEMAN | 76-0760981 | — | NONE | $17K | — |
| NEW BRUNSWICK ELECTRICIANS CLUB | — | NORTH BRUNSWICK, NJ | NONE | $16K | — |
| LINDABURY, MCCORMICK, ESTABROOK | 22-1943351 | WESTFIELD, NJ | NONE | $11K | — |
| T. ROWE PRICE ASSOCIATES, INC. | 55-0556948 | — | NONE | $0 | — |
| DELAWARE MANAGEMENT COMPANY | 13-3465352 | — | NONE | $0 | — |
