This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PAYCHEX INC. | 16-1124166 | — | NONE | $7K | — |
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.
| % of plan | |||
|---|---|---|---|
| LONGVIEW LARGE CAP 500 INDEX FD AMALGAMATED BANK · EIN 13-4015803 / PN 009 | Common Collective Trust | $2.4M | 12.7% |
| LONGVIEW LARGECAP 500 INDEX VEBA FD AMALGAMATED BANK · EIN 13-4015803 / PN 008 | Common Collective Trust | $663K | 3.5% |
| Name |
|---|
| EIN |
|---|
| Location |
|---|
| Relation |
|---|
| Direct comp |
|---|
| Indirect comp |
|---|
| INDEPENDENCE BLUE CROSS | 23-0370270 | — | NONE | $364K | — |
| BENEFIT PROCESSING INC | 23-2204388 | — | NONE | $288K | — |
| INDEPENDENCE ADMINISTRATORS | 23-2184623 | — | NONE | $221K | — |
| PHILADELPHIA JOINT BOARD WORKERS UN | 23-0971735 | — | RELATED LABOR ORG | $153K | — |
| BRIDGEWAY BENEFIT TECHNOLOGIES | 52-1796473 | — | NONE | $121K | — |
| NOVAK FRANCELLA LLC | 61-1436956 | — | NONE | $100K | — |
| KATHLEEN LYNCH | 23-1489866 | — | EMPLOYEE | $66K | — |
| BOLTON PARTNERS INC | 52-1231144 | — | NONE | $59K | — |
| PAYER MATRIX, LLC | 81-3946362 | — | NONE | $58K | — |
| HELEN KRZYWICKI | 23-1489866 | — | EMPLOYEE | $40K | — |
| MERANZE, KATZ, GAUDIOSO & NEWLIN, P | 23-2419899 | — | NONE | $37K | — |
| CHARTWELL INVESTMENT PARTNERS | 23-2891243 | — | NONE | $24K | — |
| AMALGAMATED BANK | 13-4920330 | — | NONE | $10K | — |
| ELMCRX SOLUTIONS, LLC | 37-1853309 | — | NONE | $6K | — |
| RBC WEALTH MANAGEMENT | 41-1416330 | — | NONE | $5K | — |
