Richard Sweeney signed Iron Workers Local 399 Annuity Fund's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Iron Workers Local 399 Annuity Fund's EIN is 22-2563067.
Download the official 2023 Form 5500 (PDF) for Iron Workers Local 399 Annuity Fund from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Iron Workers Local 399 Annuity Fund's plan includes money-purchase contributions.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MICHELE FOY | 22-2563067 | — | EMPLOYEE | $120K | — |
| EMILIA MATTSON | 22-2563067 | — | NONE | $112K | — |
| ANITA SAKOWSKI | 22-2563067 | — | NONE | $91K | — |
| BENEFIT PLAN ADMINISTRATORS, INC. | 16-1503696 | — | NONE | $74K |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in common collective trust] | Other | — | — | $110.5M | 90.3% | |
| SEI TARGET DATE COLLECTIVE TRUST SEI TRUST COMPANY · EIN 26-2148925 / PN 031 | Common Collective Trust | — | — | $110.5M | 90.3% | |
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $10.3M | 8.4% | |
| [Assets held in participant loans] | Other | — | — | $631K | 0.5% | |
| [Assets held in interest-bearing cash] | Other | — | — | $537K | 0.4% |
| — |
| CLEARY, JOSEM & TRIGIANI, LLP | — | PHILADELPHIA, PA | NONE | $18K | — |
| GUY BISCARDI | — | PHILADELPHIA, PA | NONE | $16K | — |
| FISCHER DORWART, P.C. | 23-2247478 | — | NONE | $16K | — |
