Smart Local 27 Supplemental Unemployment Fund Trustees' EIN is 22-3201971.
Download the official 2024 Form 5500 (PDF) for Smart Local 27 Supplemental Unemployment Fund Trustees from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MSPC | 22-2951202 | — | NONE | $33K | — |
| O'BRIEN,BELLAND & BUSHINSKY LLC | 37-1467056 | — | NONE | $23K | — |
| CAPTRUST | 26-0058143 | — | NONE | $12K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Total Bond | Mutual Funds | — | $590K | $581K | 28.5% | |
| Dodge & Cox Income | Mutual Funds | — | $601K | $578K | 28.3% | |
| Vanguard 500 Index Fund Admiral | Common Collective Trusts | — | $186K | $271K | 13.3% | |
| Blackrock Treasury Trust Fund | Common Collective Trusts | — | $89K | $89K | 4.4% | |
| Vanguard Index Tr Mid-Cap Index Fund Admiral Shs | Common Collective Trusts | — | $69K | $87K | 4.3% | |
| American Europacific Growth Fund | Other securities | — | $48K | $47K | 2.3% | |
| Vanguard Small Cap Index Fund Admiral Shs | Common Collective Trusts | — | $28K | $36K | 1.7% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
