MR. Brian Donnelly signed I.A.T.S.E. Local 21's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
I.A.T.S.E. Local 21's EIN is 22-3585682.
Download the official 2024 Form 5500 (PDF) for I.A.T.S.E. Local 21 from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)I.A.T.S.E. Local 21's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INS. & ANNUITY CO. | 71-0294708 | — | SERVICE PROVIDER | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RED BANK PENSION SERVICES, INC. | 22-2755716 | — | TPA | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| MAP CONTRACT SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE & ANNUITY CO. · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $15.6M | 87.1% | |
| S SHARES American Funds Growth Fnd R3 | Pooled Separate Accounts | — | $56K | $4.0M | 22.6% | |
| American Funds Am Balancd R3 | Mutual Funds | — | $65K | $2.5M | 13.8% | |
| * Voya Life & Annuity Company, Inc. | Guaranteed Income / GIC | — | — | $2.2M | 12.5% | |
| AmCen One Choice In Ret Pt R | Other securities | — | $73K | $1.4M | 8.0% | |
| Voya Russell LgCp Indx Prt A | Other securities | — | $25K | $1.3M | 7.6% | |
| American Funds New World R3 | Mutual Funds | — | $53K | $919K | 5.1% | |
| MFS International Intrinsic Value Fnd R2 | Mutual Funds | — | $14K | $678K | 3.8% | |
| Oppenhmr Intl Growth Fnd R | Other securities | — | $16K | $543K | 3.0% | |
| Voya Intermediate Bond Fund R | Other securities | — | $31K | $471K | 2.6% | |
| American Funds Wash Mtual R3 | Mutual Funds | — | $9K | $458K | 2.6% | |
| BlkRck Equity Dividend Fnd R | Other securities | — | $7K | $423K | 2.4% | |
| American Funds Nw Prspctv R3 | Mutual Funds | — | $7K | $402K | 2.2% | |
| AmCen One Choice 2035 Port R | Other securities | — | $15K | $355K | 2.0% | |
| AmCen One Choice 2060 Port R | Other securities | — | $10K | $200K | 1.1% | |
| Neuberg Berm Real Est Fnd R3 | Other securities | — | $8K | $196K | 1.1% | |
| Voya Russell MdCp Indx Prt A | Other securities | — | $3K | $145K | 0.8% | |
| AmCen One Choice 2045 Port R | Other securities | — | $5K | $139K | 0.8% | |
| PIMCO Real Return Fund R | Mutual Funds | — | $10K | $134K | 0.8% | |
| Voya High Yield Port Adv | Other securities | — | $5K | $130K | 0.7% | |
| Mass Investors Trust R2 | Other securities | — | $2K | $129K | 0.7% | |
| Victory Sycmr Est Vl Fd R | Other securities | — | $3K | $121K | 0.7% | |
| Voya Russell SmCp Indx Prt A | Other securities | — | $3K | $108K | 0.6% | |
| MFS Aggressive Grw Alloc Fd R2 | Mutual Funds | — | $3K | $107K | 0.6% | |
| AmCen One Choice 2055 Port R | Other securities | — | $4K | $101K | 0.6% | |
| Pioneer Strategic Income Fd(R) | Other securities | — | $4K | $89K | 0.5% | |
| Voya Mid Cap Opport Port A | Other securities | — | $2K | $88K | 0.5% | |
| ClrBrg SmCp Grw Fnd R | Other securities | — | $1K | $76K | 0.4% | |
| VY Columbia SmCp Vl II P Adv | Other securities | — | $2K | $63K | 0.3% | |
| AmCen One Choice 2025 Port R | Other securities | — | $3K | $60K | 0.3% | |
| MFS Conservative Alloc Fnd R2 | Mutual Funds | — | $3K | $54K | 0.3% | |
| AmCen One Choice 2065 Port R | Other securities | — | $3K | $35K | 0.2% | |
| AmCen One Choice 2050 Port R 605 | Other securities | — | — | $18K | <0.1% | |
| AmCen One Choice 2040 Port R 653 | Other securities | — | — | $17K | <0.1% | |
| AmCen One Choice 2030 Port R 509 | Other securities | — | — | $12K | <0.1% | |
| MFS Moderate Allocation Fd R2 451 | Mutual Funds | — | — | $10K | <0.1% | |
| MFS Growth Allocation Fd 121 | Mutual Funds | — | — | $3K | <0.1% | |
| Late to Plan Not Corrected Outside VFCP in VFCP 2002-51 $ 2,234 12 | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PKF O'CONNOR DAVIES | 22-2000222 | — | SERVICE PROVIDER | $76K | — |
| UBS FINANCIAL SERVICES | 13-2638165 | — | SERVICE PROVIDER | $0 | — |
