Board of Trustees Eastern Atlantic States Carpenters Annuity Fund's EIN is 22-2406812.
Download the official 2024 Form 5500 (PDF) for Board of Trustees Eastern Atlantic States Carpenters Annuity Fund from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Board of Trustees Eastern Atlantic States Carpenters Annuity Fund's plan includes profit-sharing, ERISA 404(c) participant direction.
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location |
|---|
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 | |||
|---|---|---|---|
| GOLDENTREE MULTI-SECTOR FD OFFSHORE GOLDENTREE ASSET MANAGEMENT · EIN 98-1018819 / PN 002 | 103-12 Investment Entity | $110.3M | 4.9% |
| UBC RUSSELL 3000 INDEX TRUST INVESCO TRUST COMPANY · EIN 20-2583973 / PN 306 | Common Collective Trust | $105.2M | 4.7% |
| BNYM MELLON DB SL LRG CAP GROWTH SI THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 003 | Common Collective Trust | $99.3M | 4.4% |
| HARDMAN JOHNSTON INTL EQUITY GRP TR HARDMAN JOHNSTON GLOBAL ADVISORS LLC · EIN 26-6493485 / PN 001 | 103-12 Investment Entity | $78.2M | 3.5% |
| PROLOAN BOND FUND, LLC PROLOAN BOND FUND, LLC · EIN 26-3436991 / PN 001 | 103-12 Investment Entity | $78.0M | 3.5% |
| ULLICO SEPARATE ACCOUNT J THE UNION LABOR LIFE INSURANCE CO. · EIN 13-1423090 / PN 203 | Pooled Separate Account | $54.4M | 2.4% |
| COMMINGLED PENS TRUST FD OF JPMORG JPMORGAN CHASE BANK, N.A. · EIN 13-3869666 / PN 001 | Common Collective Trust | $54.2M | 2.4% |
| EB TEMPORARY INVESTMENT THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 023 | Common Collective Trust | $29.1M | 1.3% |
| LONGVIEW ULTRA CONST LOAN INV FD AMALGAMATED BANK · EIN 20-8434730 / PN 006 | Common Collective Trust | $27K | <0.1% |
| Relation |
|---|
| Direct comp |
|---|
| Indirect comp |
|---|
| HARDMAN JOHNSTON GLOBAL ADVISORS | 13-3257590 | — | NONE | $373K | — |
| GREAT LAKES ADVISORS LLC | 80-0292839 | — | NONE | $305K | — |
| WEDGE CAPITAL MANAGEMENT LLP | 56-1557450 | — | NONE | $241K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHULTHEIS & PANETTIERI, LLP | 13-1577780 | — | AUDITOR | $104K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LORD ABBETT & CO. LLC | 13-5620131 | — | NONE | $437K | — |
| FOUNDRY PARTNERS LLC | 46-1184506 | — | NONE | $409K | — |
| SIERRA INVESTMENT PARTNERS INC. | 68-0370668 | — | NONE | $387K | — |
| LOOMIS SAYLES & COMPANY LP | 04-3200030 | — | NONE | $352K | — |
| INVESTMENT PERFORMANCE SERVICES LLC | 58-2432390 | — | NONE | $315K | — |
| BANK OF NEW YORK MELLON | 13-5160382 | — | NONE | $159K | — |
| CHARTWELL INVESTMENT PARTNERS, LLC | 36-4776242 | — | NONE | $103K | — |
| PIOTR TONIA | 22-6032181 | — | NONE | $94K | — |
| JACQUELINE ERVIN | 22-6032181 | — | NONE | $79K | — |
| ERIC SCHECKLER | 22-6032181 | — | NONE | $76K | — |
| JOSEPH OBUCHOWICZ | 22-6032181 | — | NONE | $56K | — |
| RYAN SICA | 22-6032181 | — | NONE | $56K | — |
| ANGELICA STANOJLOVIC | 22-6032181 | — | NONE | $52K | — |
| IAN RUEGG | 22-6032181 | — | NONE | $51K | — |
| SARA MOLINA | 22-6032181 | — | NONE | $45K | — |
| MERRILYN GUARDINO | 22-6032181 | — | NONE | $45K | — |
| SUSANIN WIDMAN & BRENNAN PC | 23-2265950 | — | NONE | $42K | — |
| MARY GORDON | 22-6032181 | — | NONE | $42K | — |
| JASON GEROW | 22-6032181 | — | NONE | $40K | — |
| JARET GRANN | 22-6032181 | — | NONE | $40K | — |
| STEPHANIE ABASS-SHEREEF | 22-6032181 | — | NONE | $35K | — |
| ROBERT A PAURO | 22-6032181 | — | NONE | $34K | — |
| KROLL HEINEMAN PTASIEWICZ & PARSONS | 76-0760981 | — | NONE | $27K | — |
| DAVID LETUSHKO | 22-6032181 | — | NONE | $26K | — |
| EVELYN KUSTRA | 22-6032181 | — | NONE | $26K | — |
| RICHARD KENNEDY | 22-6032181 | — | NONE | $26K | — |
| DEBBIE KWIATEK | 22-6032181 | — | NONE | $26K | — |
