Board of Trustees of Allied Welfare Fund's EIN is 22-6062974.
Download the official 2024 Form 5500 (PDF) for Board of Trustees of Allied Welfare Fund from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Board of Trustees of Allied Welfare Fund's plan includes health coverage, dental coverage, vision coverage.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLIE N. HALL SR. | 22-6062974 | — | TRUSTEE | $9K | — |
| Name | EIN |
|---|
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| LONGVIEW LARGECAP 500 VEBA INDEX AMALGAMATED BANK · EIN 13-4015803 / PN 008 | Common Collective Trust | — | $6.1M | $23.5M | 48.6% | |
| BOYD WATTERSON BOYD WATTERSON GSA FUND, LP | Other securities | — | $8.6M | $10.8M | 22.4% | |
| NHIT CORE PLUS FULL DISCRETION TR. LOOMIS SALYLES TRUST COMPANY, LLC · EIN 20-8080381 / PN 022 | Common Collective Trust | — | $6.6M | $7.2M | 14.9% | |
| ULLICO INFRASTRUCTURE TAX EXEMPT ULLICO INVESTMENT ADVISORS INC. · EIN 90-0622302 / PN 001 | 103-12 Investment Entity | — | $3.5M | $3.7M | 7.6% | |
| LONGVIEW CORE BOND VEBA FUND AMALGAMATED BANK · EIN 20-1200740 / PN 012 | Common Collective Trust | — | $1.4M | $1.5M | 3.2% |
| Location |
|---|
| Relation |
|---|
| Direct comp |
|---|
| Indirect comp |
|---|
| CALIBRE CPA GROUP, PLLC | 47-0900880 | — | NONE | $40K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CROSSROADS HEALTHCARE MGMT LLC | 74-3064316 | — | NONE | $612K | — |
| GUARDIAN NURSES HEALTHCARE ADVOCATE | — | FLOURTOWN, PA | NONE | $277K | — |
| ANTHEM BLUE CROSS | 23-7391136 | — | NONE | $165K | — |
| FRIEDMAN AND ANSPACH | 13-3403675 | — | NONE | $121K | — |
| WEAVER AND TIDWELL, L.L.P. | 75-0786316 | — | NONE | $62K | — |
| MAGNACARE ADMINISTATIVE SERVICES | 11-3410766 | — | NONE | $40K | — |
| HEALTH ADVOCATE SOLUTIONS, INC. | — | PLYMOUTH MEETING, PA | NONE | $31K | — |
| DAVID R. PFAFF, M.D. | 13-3687263 | — | NONE | $24K | — |
| REYNOLDS CONSULTING SERVICES LLC | 20-1899564 | — | NONE | $19K | — |
| DD SERVICES, INC | 11-2705347 | — | NONE | $14K | — |
| SUMMIT ACTUARIAL SERVICES | 20-3838633 | — | NONE | $14K | — |
| AMALGAMATED BANK | 13-4920330 | — | NONE | $10K | — |