IBEW Local 269 Welfare Fund's EIN is 22-3693537.
Download the official 2024 Form 5500 (PDF) for IBEW Local 269 Welfare Fund from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)IBEW Local 269 Welfare Fund's plan includes health coverage, life insurance, dental coverage, vision coverage.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VANGUARD INSTITUTIONAL INVESTOR SER | 13-1423090 | PHILADELPHIA, PA | NONE | $20K | — |
| Name | EIN |
|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Inter-Term Bond Idx Inst | Common Collective Trusts | — | $10.5M | $9.8M | 20.3% | |
| Short Term Bond Index Inst | Other securities | — | $9.0M | $9.0M | 18.5% | |
| Ultra-Short-Term Bond Fund Admiral | Other securities | — | $3.3M | $3.5M | 7.2% | |
| Golub Capital Partners Int’l 12, LP | Other securities | — | $540K | $555K | 1.1% | |
| Federal Money Market Fund | Cash / Money Market | — | $536K | $536K | 1.1% | |
| ATEL Private Debt Partners II, LLC | Other securities | — | $400K | $369K | 0.8% |
| Location |
|---|
| Relation |
|---|
| Direct comp |
|---|
| Indirect comp |
|---|
| PFM ASSET MANAGEMENT, LLC | 23-3087064 | PHILADELPHIA, PA | NONE | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MSPC CERTIFIED PUBLIC ACCOUNTANTS | 22-2951202 | CRANFORD, NJ | NONE | $65K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LABOR FIRST LLC | 06-1750191 | MOUNT LAUREL, NJ | NONE | $1.1M | — |
| I.E. SHAFFER & CO. | 22-1750854 | WEST TRENTON, NJ | NONE | $475K | — |
| AETNA LIFE INSURANCE CO | 06-6033492 | HARTFORD, CT | NONE | $378K | — |
| CAPITAL RX, INC. | — | NEW YORK, NY | NONE | $212K | — |
| DELTA DENTAL OF NJ | 22-1896118 | PARSIPPANY, NJ | NONE | $69K | — |
| PELLETTIERI, RABSTEIN & ALTMAN | 22-2353673 | LAWRENCE TOWNSHIP, NJ | NONE | $35K | — |
| PRINCETON HEALTHCARE SYSTEM EAP | 21-0635009 | PRINCETON, NJ | NONE | $20K | — |
| MILLIMAN INC. | 91-0675641 | PEPPER PIKE, OH | NONE | $11K | — |
| THE MCKEOGH COMPANY | — | WEST CONSHOHOCKEN, PA | NONE | $10K | — |
