Bernie Corrigan signed IBEW Local Union No 102 Surety Plan Board of Trustees' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
IBEW Local Union No 102 Surety Plan Board of Trustees' EIN is 22-2347484.
Download the official 2024 Form 5500 (PDF) for IBEW Local Union No 102 Surety Plan Board of Trustees from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO | 06-1050034 | GREENWOOD VILLAGE, CO | NONE | $63K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GERSON & ASSOC, CPAS AND ADVISORS | 22-3163246 |
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 | |||
|---|---|---|---|
| LARGE CAP GROWTH / JP MORGAN INV MG EMPOWER ANNUITY INSURANCE CO · EIN 06-1050034 / PN 141 | Pooled Separate Account | $65.4M | 9.5% |
| DRYDEN S&P 500 INDEX FUND EMPOWER ANNUITY INSURANCE CO · EIN 06-1050034 / PN 123 | Pooled Separate Account | $40.4M | 5.9% |
| LARGE CAP VALUE / WELLINGTON MGMT F EMPOWER ANNUITY INSURANCE CO · EIN 06-1050034 / PN 184 | Pooled Separate Account | $28.5M | 4.2% |
| SMALL CAP GROWTH / TIMESSQUARE FUND EMPOWER ANNUITY INSURANCE CO · EIN 06-1050034 / PN 132 | Pooled Separate Account | $24.9M | 3.6% |
| INTERNATIONAL BLEND / LAZARD FUND EMPOWER ANNUITY INSURANCE CO · EIN 06-1050034 / PN 350 | Pooled Separate Account | $24.8M | 3.6% |
| SMALL CAP VALUE / KENNEDY CAP FUND EMPOWER ANNUITY INSURANCE CO · EIN 06-1050034 / PN 257 | Pooled Separate Account | $23.0M | 3.4% |
| CORE BOND ENHANCED INDEX / PGIM FUN EMPOWER ANNUITY INSURANCE CO · EIN 06-1050034 / PN 036 | Pooled Separate Account | $10.8M | 1.6% |
| MID CAP GROWTH / TIMES SQUARE FUND EMPOWER ANNUITY INSURANCE CO · EIN 06-1050034 / PN 186 | Pooled Separate Account | $9.6M | 1.4% |
| HIGH YIELD BOND / PGIM FUND EMPOWER ANNUITY INSURANCE CO · EIN 06-1050034 / PN 300 | Pooled Separate Account | $7.2M | 1.1% |
| GOVERNMENT SEC ENHANCED INDEX / PGI EMPOWER ANNUITY INSURANCE CO · EIN 06-1050034 / PN 133 | Pooled Separate Account | $757K | 0.1% |
IBEW Local Union No 102 Surety Plan Board of Trustees' plan includes profit-sharing, a default investment (QDIA).
| ROCHELLE PARK, NJ |
| NONE |
| $62K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| IE SHAFFER AND COMPANY | 22-1750854 | WEST TRENTON, NJ | NONE | $125K | — |
| MORGAN STANLEY SMITH BARNEY LLC | 20-8764829 | NEW YORK, NY | NONE | $31K | — |
| ORANSKY SCARAGGI AND BORG PC | 22-3522685 | WEST CALDWELL, NJ | NONE | $18K | — |
| TIMOTHY R HOTT PC | 22-3724341 | CLIFFWOOD, NJ | NONE | $18K | — |
