Thomas P. Giblin signed Local 68 Engineers Union Annuity Fund Board of Trustees' 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Local 68 Engineers Union Annuity Fund Board of Trustees' EIN is 22-6289939.
Download the official 2023 Form 5500 (PDF) for Local 68 Engineers Union Annuity Fund Board of Trustees from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HARDMAN JOHNSTON GLOBAL ADVISORS | 13-3257590 | — | NONE | $279K | — |
| GREAT LAKES ADVISORS | 80-0292839 | — | NONE | $246K | — |
| WEDGE CAPITAL MANAGEMENT LLP |
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Local 68 Engineers Union Annuity Fund Board of Trustees' plan includes money-purchase contributions.
| 56-1557450 |
| — |
| NONE |
| $151K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INVESTMENT PERFORMANCE SVCS LLC | 58-2432390 | — | NONE | $268K | — |
| LOCAL 68 ENG UNION WELFARE FD | 22-1550500 | — | AFFILIATED FUND | $166K | — |
| CHARTWELL INVESTMENT PTRS | 36-4776242 | — | NONE | $163K | — |
| LOCAL 68 ENG UNION EDUCATION FD | 22-6066637 | — | AFFILIATED FUND | $133K | — |
| THE NORTHERN TRUST COMPANY | 36-1561860 | — | NONE | $68K | — |
| COMERICA BANK | 42-1741646 | — | NONE | $48K | — |
| BRIDGEWAY BENEFIT TECHNOLOGIES | — | MAPLE SHADE, NJ | NONE | $38K | — |
| CHRISTOPHER RUTON | 22-6289939 | — | EMPLOYEE | $31K | — |
| ORANSKY SCARAGGI & BORG PC | 22-3522685 | — | NONE | $24K | — |
| MSPC | 22-2951202 | — | NONE | $20K | — |
| WASILEWSKI & KEATING PC | 22-2676761 | — | NONE | $20K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| NT COLL. RUSSELL 1000 GROWTH IND. F THE NORTHERN TRUST CO · EIN 45-6138589 / PN 099 | Common Collective Trust | — | $88.6M | $118.3M | 12.9% | |
| NT COLL.RUSSELL 1000 VALUE IND.FUND THE NORTHERN TRUST CO · EIN 45-6138589 / PN 098 | Common Collective Trust | — | $81.7M | $92.3M | 10.0% | |
| GOLDENTREE MS FD OFFSHORE ERISA LTD GOLDENTREE ASSET MANAGEMENT · EIN 98-1018819 / PN 002 | 103-12 Investment Entity | — | $68.1M | $76.8M | 8.4% | |
| U.S. Real Estate Investment Fund LLC | Other securities | — | $72.6M | $70.9M | 7.7% | |
| Corbin Erisa Opportunity Fund LP | Other securities | — | $40.8M | $58.1M | 6.3% | |
| First Eagle Global Value Fund LP | Other securities | — | $34.0M | $38.6M | 4.2% | |
| HARDMAN JOHNSTON INT'L EQ GRP TRUST HARDMAN JOHNSTON GLOBAL ADVISORS LLC · EIN 26-6493485 / PN 001 | 103-12 Investment Entity | — | $34.4M | $37.8M | 4.1% | |
| Boyd Watterson Gsa Fund LP | Other securities | — | $34.0M | $31.5M | 3.4% | |
| Glouston Private Equity Oppor Vi Fte LP 26,769,173 | Other securities | — | $15.5M | $26.1M | 2.8% | |
| Boyd Watterson State Govt Fund LP | Other securities | — | $26.7M | $23.5M | 2.6% | |
| Hamilton Lane Secondary Feeder Fd LP 21,128,518 | Other securities | — | $15.5M | $21.3M | 2.3% | |
| AFL-CIO Housing Investment Tr | Other securities | — | $17.1M | $17.2M | 1.9% | |
| AFL-CIO BLDG INVESTMENT TRUST GREAT GRAY TRUST CO LLC · EIN 52-6328901 / PN 001 | Common Collective Trust | — | $15.5M | $14.5M | 1.6% | |
| GCM Grosvenor Secondary Fund Iii LP 11,270,294 | Other securities | — | $9.3M | $11.4M | 1.2% | |
| US Treasury 2.38% 03/31/29 | U.S. Treasuries | — | $4.9M | $4.9M | 0.5% | |
| US Government Money Market Fund 4,124,684 Varying | Cash / Money Market | — | $4.1M | $4.1M | 0.4% | |
| Transamerica | Other securities | — | $3.3M | $3.8M | 0.4% | |
| POOLED SEPARATE ACCOUNTS TRANSAMERICA RETIREMENT SOLUTIONS · EIN 04-6784256 / PN 000 | Pooled Separate Account | — | — | $3.8M | 0.4% | |
| US Treasury 1.38% 11/15/31 | U.S. Treasuries | — | $3.8M | $3.8M | 0.4% | |
| US Treasury 0.63% 08/15/30 | U.S. Treasuries | — | $3.3M | $3.3M | 0.4% | |
| US Treasury 1.25% 03/31/28 | U.S. Treasuries | — | $3.2M | $3.2M | 0.3% | |
| Fortress Transn & Infrastructure 5.50% 01/05/28 | Bonds / Notes | — | $2.8M | $2.9M | 0.3% | |
| Vici Properties Inc Pp 4.25% 12/01/26 | Bonds / Notes | — | $2.8M | $2.9M | 0.3% | |
| Prime Sec Svcs Borrower LLC / Pr 5.75% 04/15/26 | Bonds / Notes | — | $2.9M | $2.9M | 0.3% | |
| Jazz Securities Designated Activ 4.38% 01/15/29 | Bonds / Notes | — | $2.9M | $2.9M | 0.3% | |
| Vistra Operations Co LLC Pp 5.50% 09/01/26 | Bonds / Notes | — | $2.8M | $2.9M | 0.3% | |
| Kinetik Hldgs LP 6.63% 12/15/28 | Bonds / Notes | — | $2.8M | $2.9M | 0.3% | |
| Albertsons Cos Inc / Safeway Inc 3.25% 03/15/26 | Bonds / Notes | — | $2.7M | $2.8M | 0.3% | |
| AAdvantage Loyalty Ip Ltd/ Ameri 5.50% 04/20/26 | Bonds / Notes | — | $2.8M | $2.8M | 0.3% | |
| Starwood Ppty Tr Inc Pp 144a 3.63% 07/15/26 | Bonds / Notes | — | $2.6M | $2.8M | 0.3% | |
| SBA Communications Corp 3.88% 02/15/27 | Bonds / Notes | — | $2.7M | $2.8M | 0.3% | |
| Sirius XM Holdings Inc Com Pp 3.13% 09/01/26 | Bonds / Notes | — | $2.7M | $2.8M | 0.3% | |
| Boyd Gaming Corp 4.75% 12/01/27 | Bonds / Notes | — | $2.8M | $2.8M | 0.3% | |
| Centene Corp 4.25% 12/15/27 | Bonds / Notes | — | $2.7M | $2.8M | 0.3% | |
| Crown Amers LLC / Crown Amers Ca 4.75% 02/01/26 | Bonds / Notes | — | $2.8M | $2.8M | 0.3% | |
| Charter Comm Opt LLC/Cap Sr Secd 4.91% 07/23/25 | Bonds / Notes | — | $2.7M | $2.8M | 0.3% | |
| Western Digital Corp Sr Nt 4.75% 02/15/26 | Bonds / Notes | — | $2.7M | $2.8M | 0.3% | |
| US Treasury 2.25% 11/15/25 | U.S. Treasuries | — | $2.4M | $2.5M | 0.3% | |
| US Treasury 2.25% 11/15/27 | U.S. Treasuries | — | $2.4M | $2.4M | 0.3% | |
| Wyndham Destinations, Inc Pp 6.63% 07/31/26 | Bonds / Notes | — | $2.3M | $2.4M | 0.3% | |
| XPO Inc Sr Sec 6.25% 06/01/28 | Bonds / Notes | — | $2.3M | $2.4M | 0.3% | |
| US Treasury 0.25% 08/31/25 | U.S. Treasuries | — | $2.2M | $2.3M | 0.3% | |
| Tegna Inc Pp 4.75% 03/15/26 | Bonds / Notes | — | $2.0M | $2.1M | 0.2% | |
| Teva Pharmaceutical Fin Neth Iii 3.15% 10/01/26 | Bonds / Notes | — | $2.0M | $2.1M | 0.2% | |
| Bank Of America Corp 3.56% 04/23/27 | Bonds / Notes | — | $2.0M | $2.1M | 0.2% | |
| JPMorgan Chase & Co 4.01% 04/23/29 | Bonds / Notes | — | $2.0M | $2.1M | 0.2% | |
| Ford Motor Credit Co 4.06% 11/01/24 | Bonds / Notes | — | $1.9M | $2.0M | 0.2% | |
| Hilton Domestic Oper Co Inc 5.38% 05/01/25 | Bonds / Notes | — | $1.9M | $2.0M | 0.2% | |
| ESAB Corporation Sr 6.25% 04/15/29 | Bonds / Notes | — | $1.9M | $1.9M | 0.2% | |
| Western Midstream Operating LP 3.35% 02/01/25 | Bonds / Notes | — | $1.9M | $1.9M | 0.2% |
