David Bruce signed United Association Local 322 Annuity Fund's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
United Association Local 322 Annuity Fund's EIN is 22-2708962.
Download the official 2024 Form 5500 (PDF) for United Association Local 322 Annuity Fund from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)United Association Local 322 Annuity Fund's plan includes money-purchase contributions, 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 | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PFM ASSET MANAGEMENT LLC | 41-2003732 | — | NONE | $27K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UA LOCAL 322 HEALTH AND WELFARE FD | 21-0699966 | — | RELATED ORG. |
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 | |||
|---|---|---|---|
| DAY ONE 2040 FUND EMPOWER ANNUITY INS CO. · EIN 06-1050034 / PN 683 | Pooled Separate Account | $17.2M | 11.6% |
| LARGE CAP GROWTH / MFS FUND EMPOWER ANNUITY INS CO. · EIN 06-1050034 / PN 350 | Pooled Separate Account | $16.3M | 11.0% |
| DAY ONE 2030 FUND EMPOWER ANNUITY INS CO. · EIN 06-1050034 / PN 681 | Pooled Separate Account | $14.7M | 9.9% |
| DRYDEN S&P 500 INDEX FUND EMPOWER ANNUITY INS CO. · EIN 06-1050034 / PN 123 | Pooled Separate Account | $13.0M | 8.8% |
| LARGE CAP VALUE WELLINGTON EMPOWER ANNUITY INS CO. · EIN 06-1050034 / PN 184 | Pooled Separate Account | $8.0M | 5.4% |
| DAY ONE 2020 FUND EMPOWER ANNUITY INS CO. · EIN 06-1050034 / PN 679 | Pooled Separate Account | $7.7M | 5.2% |
| HIGH GRADE BOND/GSAM FUND EMPOWER ANNUITY INS CO. · EIN 06-1050034 / PN 039 | Pooled Separate Account | $7.1M | 4.8% |
| DAY ONE 2055 FUND EMPOWER ANNUITY INS CO. · EIN 06-1050034 / PN 686 | Pooled Separate Account | $4.9M | 3.3% |
| DAY ONE 2050 FUND EMPOWER ANNUITY INS CO. · EIN 06-1050034 / PN 685 | Pooled Separate Account | $4.8M | 3.2% |
| PGIM QUANT SOL LG CAP CORE EQ EMPOWER ANNUITY INS CO. · EIN 06-1050034 / PN 536 | Pooled Separate Account | $3.3M | 2.2% |
| SMALL CAP VALUE I BNYM EMPOWER ANNUITY INS CO. · EIN 06-1050034 / PN 410 | Pooled Separate Account | $2.9M | 1.9% |
| MID CAP VALUE/INTEGRITY FUND EMPOWER ANNUITY INS CO. · EIN 06-1050034 / PN 441 | Pooled Separate Account | $2.7M | 1.8% |
| DAY ONE 2045 FUND EMPOWER ANNUITY INS CO. · EIN 06-1050034 / PN 684 | Pooled Separate Account | $2.6M | 1.8% |
| DAY ONE 2035 FUND EMPOWER ANNUITY INS CO. · EIN 06-1050034 / PN 682 | Pooled Separate Account | $2.5M | 1.7% |
| MID CAP GROWTH/ARTISAN PARTNERS EMPOWER ANNUITY INS CO. · EIN 06-1050034 / PN 185 | Pooled Separate Account | $2.4M | 1.6% |
| SA/INVESCO SMALL CAP GROWTH STRATEG EMPOWER ANNUITY INS CO. · EIN 06-1050034 / PN 293 | Pooled Separate Account | $2.2M | 1.5% |
| DAY ONE 2060 FUND EMPOWER ANNUITY INS CO. · EIN 06-1050034 / PN 803 | Pooled Separate Account | $2.1M | 1.4% |
| DAY ONE INCOMEFLEX TARGET BALANCED EMPOWER ANNUITY INS CO. · EIN 06-1050034 / PN 697 | Pooled Separate Account | $1.7M | 1.1% |
| DAY ONE INCOME FUND EMPOWER ANNUITY INS CO. · EIN 06-1050034 / PN 698 | Pooled Separate Account | $1.3M | 0.9% |
| PGIM QS US BROAD MKT IDX EMPOWER ANNUITY INS CO. · EIN 06-1050034 / PN 671 | Pooled Separate Account | $1.1M | 0.7% |
| CORE PLUS BOND/PGIM FUND EMPOWER ANNUITY INS CO. · EIN 06-1050034 / PN 299 | Pooled Separate Account | $1.0M | 0.7% |
| MID CAP GROWTH/WESTFIELD EMPOWER ANNUITY INS CO. · EIN 06-1050034 / PN 560 | Pooled Separate Account | $813K | 0.5% |
| DAY ONE 2065 FUND EMPOWER ANNUITY INS CO. · EIN 06-1050034 / PN 838 | Pooled Separate Account | $793K | 0.5% |
| DAY ONE 2025 FUND EMPOWER ANNUITY INS CO. · EIN 06-1050034 / PN 680 | Pooled Separate Account | $275K | 0.2% |
| DAY ONE 2015 FUND EMPOWER ANNUITY INS CO. · EIN 06-1050034 / PN 678 | Pooled Separate Account | $0 | <0.1% |
| $196K |
| — |
| JOHN SHALOO | 22-2708962 | — | EMPLOYEE | $77K | — |
| NOVAK FRANCELLA LLC | 61-1436956 | — | NONE | $35K | — |
| THE MCKEOGH COMPANY | 23-3003375 | — | NONE | $12K | — |
| LINDABURDY,MCCORMICK,ESTABROOK,COOP | 22-1943351 | — | NONE | $10K | — |
| O'DONOGHUE & O'DONOGHUE LLP | 53-0120528 | — | NONE | $9K | — |
