Michael Scotto signed Joint Board of Trustees Local 2066's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Joint Board of Trustees Local 2066's EIN is 22-6171510.
Download the official 2024 Form 5500 (PDF) for Joint Board of Trustees Local 2066 from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Joint Board of Trustees Local 2066's plan includes a frozen benefit (no new accruals).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GERSON & ASSOC. CPAS AND ADVISORS | 22-3163246 | ROCHELLE PARK, NJ | NONE | $19K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | 20-8764829 | NEW YORK, NY | NONE | $22K |
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 | |||||
|---|---|---|---|---|---|---|
| iShares Trust iShares 5-10Y Mutual Fund | Other securities | — | $1.1M | $1.0M | 29.4% | |
| NT COLLECTIVE RUSSELL 3000 INDEX FU NORTHERN TRUST INVESTMENTS INC · EIN 45-6138589 / PN 097 | Common Collective Trust | — | $220K | $758K | 21.3% | |
| IBEW NECA EQUITY INDEX FUND CHEVY CHASE TRUST · EIN 31-1772714 / PN 003 | Common Collective Trust | — | $84K | $563K | 15.8% | |
| Invesco S&P 500 Equal Weight Mutual Fund | Common Collective Trusts | — | $388K | $492K | 13.8% | |
| Lazard Global Lstd Ptf Inst Mutual Fund | Other securities | — | $358K | $425K | 11.9% | |
| Morgan Stanley MSBBA Preferred Savings Money funds | Other securities | — | $212K | $212K | 6.0% | |
| Money funds/Cash Money funds | Cash / Money Market | — | $6K | $6K | 0.2% | |
| Money funds/Cash Money funds | Cash / Money Market | — | $3K | $3K | <0.1% | |
| Money funds/Cash Money funds | Cash / Money Market | — | — | $2K | <0.1% | |
| Money funds/Cash Money funds | Cash / Money Market | — | $1K | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| FABIAN & BYRN LLC | 25-1914887 | ROSELAND, NJ | NONE | $19K | — |
| SUMMIT ACTUARIAL SERVICES LLC | 20-3838633 | MOUNT LAUREL, NJ | NONE | $7K | — |
| ORANSKY, SCARAGGI, BORG ESQ | 22-3522685 | WEST CALDWELL, NJ | NONE | $5K | — |
