George Serio signed Local 1158 Welfare Plan Fund's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Local 1158 Welfare Plan Fund's EIN is 22-7051778.
Download the official 2024 Form 5500 (PDF) for Local 1158 Welfare Plan Fund from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Local 1158 Welfare Plan Fund's plan includes health coverage, life insurance, dental coverage, vision coverage, long-term disability.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | 13-1912900 | NEW YORK, NY | INVESTMENT MANAGEMENT | $14K | — |
| Name | EIN | Location | Relation |
|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Morgan Stanley Smith Barney Total Bond Market Index Fund | Common Collective Trusts | — | $4.0M | $4.0M | 48.9% | |
| Morgan Stanley Smith Barney U.S. Treasury Note | U.S. Treasuries | — | $1.1M | $1.1M | 13.6% | |
| Morgan Stanley Smith Barney NY Muni Money Market Fund | Cash / Money Market | — | $542K | $542K | 6.7% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Direct comp |
|---|
| Indirect comp |
|---|
| CARELLA BYRNE | 22-2045935 | ROSELAND, NJ | LEGAL | $59K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOSEPH P. CALABRO | 22-7051778 | CLIFTON, NJ | ASSISTANT ADMINISTRATOR | $242K | — |
| GEORGE SERIO | 22-7051778 | CLIFTON, NJ | EMPLOYEE | $216K | — |
| MICHAEL TORTORELLI | 22-7051778 | CLIFTON, NJ | EMPLOYEE | $92K | — |
| CHRISTINE FAWCETT | 22-7051778 | CLIFTON, NJ | EMPLOYEE | $89K | — |
| DONNA CERNIGLIA | 22-7051778 | CLIFTON, NJ | EMPLOYEE | $83K | — |
| ROSENBERG RICH BAKER BERMAN | 22-3271252 | SOMERSET, NJ | — | $63K | — |
| SANDRA JIMEMEZ | 22-7051778 | CLIFTON, NJ | EMPLOYEE | $61K | — |
| CELESTE CALABRO | 22-7051778 | CLIFTON, NJ | EMPLOYEE | $56K | — |
| ANDREA BURGESS | 22-7051778 | CLIFTON, NJ | EMPLOYEE | $50K | — |
| ANTHONY PINADELLA | 15-4623634 | CLIFTON, NJ | CLAIMS REVIEW | $46K | — |
