Daniel Cosner, Trustee signed IBEW Local 351 Surety Fund Trustees' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
IBEW Local 351 Surety Fund Trustees' EIN is 22-3431479.
Download the official 2024 Form 5500 (PDF) for IBEW Local 351 Surety Fund Trustees from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)IBEW Local 351 Surety Fund Trustees' plan includes 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | NONE | $48K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GERSON & ASSOC CPAS AND ADVISORS PC | 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 | |||
|---|---|---|---|
| FIDELITY CONTRAFUND SA-55N PRUDENTIAL RETIREMENT INS CO · EIN 06-1050034 / PN 091 | Pooled Separate Account | $146.3M | 21.6% |
| PREMIER DIVERSIFIED FUND PRUDENTIAL RETIREMENT INS CO · EIN 06-1050034 / PN 167 | Pooled Separate Account | $29.0M | 4.3% |
| VANGUARD BALANCED INDEX PRUDENTIAL RETIREMENT INS CO · EIN 06-1050034 / PN 808 | Pooled Separate Account | $6.4M | 0.9% |
| PRUDENTIAL REAL ESTATE FUND PRUDENTIAL RETIREMENT INS CO · EIN 06-1050034 / PN 544 | Pooled Separate Account | $2.8M | 0.4% |
| PRUDENTIAL/LAZARD INTERNATIONAL BLE PRUDENTIAL RETIREMENT INS CO · EIN 06-1050034 / PN 067 | Pooled Separate Account | $0 | <0.1% |
| T ROWE PRICE BLUE CHIP PRUDENTIAL RETIREMENT INS CO · EIN 06-1050034 / PN 434 | Pooled Separate Account | $0 | <0.1% |
| ROCHELLE PARK, NJ |
| NONE |
| $39K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MSPC CERTIFIED PUBLIC ACCOUNTANTS | 22-2951202 | — | NONE | $18K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| IBEW LOCAL 351 SURETY PLAN | 22-3431479 | WEST TRENTON, NJ | NONE | $767K | — |
| I.E. SHAFFER & CO | 22-1750854 | WEST TRENTON, NJ | NONE | $341K | — |
| MORGAN STANLEY SMITH BARNEY LLC | 26-4310632 | NEW YORK, NY | NONE | $30K | — |
| OBRIEN BELLAND & BUSHINSKY | 37-1467056 | — | NONE | $29K | — |
