Local Union 98 I.B.E.W. - Trustees Profit Sharing Plan's EIN is 23-2289872.
Download the official 2024 Form 5500 (PDF) for Local Union 98 I.B.E.W. - Trustees Profit Sharing Plan from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Local Union 98 I.B.E.W. - Trustees Profit Sharing Plan's plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO. | 87-0467907 | — | NONE | $169K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SEGAL MARCO ADVISORS | 13-2646110 | — | NONE | $50K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FRANK M. VACCARO & ASSOCIATES | 23-2148108 | — | NONE | $115K | — |
| CLEARY, JOSEM & TRIGIANI LLP | 23-2657967 | — | NONE | $74K | — |
| NOVAK FRANCELLA LLC | 61-1436956 | — | NONE | $63K | — |
| IBEW LOCAL 98 | 23-3094530 | — | NONE | $17K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VANGUARD TRGT RTMT. 2030 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083979 / PN 001 | Common Collective Trust | — | — | $229.5M | 18.2% | |
| Empower Mutual Funds Fidelity Large Cap Growth Index 4,628,246 | Mutual Funds | — | — | $181.3M | 14.4% | |
| Empower Guaranteed Income Fund 2,501,862 | Other securities | — | — | $149.9M | 11.9% | |
| VANGUARD TRGT RTMT. 2040 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083975 / PN 001 | Common Collective Trust | — | — | $140.5M | 11.2% | |
| VANGUARD TRGT RTMT. 2020 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083983 / PN 001 | Common Collective Trust | — | — | $94.4M | 7.5% | |
| IBEW NECA EQUITY INDEX FUND ASB CAPITAL MANAGEMENT LLC · EIN 31-1772714 / PN 003 | Common Collective Trust | — | — | $85.6M | 6.8% | |
| VANGUARD TRGT RTMT. 2050 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083969 / PN 001 | Common Collective Trust | — | — | $53.2M | 4.2% | |
| SA OFII GLOBAL STRATEGY EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 308 | Pooled Separate Account | — | — | $34.3M | 2.7% | |
| LARGE CAP VALUE - LSV ASSET MGT EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 318 | Pooled Separate Account | — | — | $30.4M | 2.4% | |
| VANGUARD TRGT RTMT. INCOME TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083968 / PN 001 | Common Collective Trust | — | — | $30.4M | 2.4% | |
| VANGUARD TRGT RTMT. 2055 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715074 / PN 001 | Common Collective Trust | — | — | $28.3M | 2.2% | |
| MID CAP GROWTH - ARTISAN PARTNERS EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 185 | Pooled Separate Account | — | — | $26.9M | 2.1% | |
| Empower Mutual Funds Vanguard Small Cap Index Fund 505,908 | Common Collective Trusts | — | — | $24.1M | 1.9% | |
| Empower Mutual Funds Vanguard Small Cap Growth Index Fund 239,886 | Common Collective Trusts | — | — | $18.9M | 1.5% | |
| VANGUARD TRGT RTMT. 2060 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799212 / PN 001 | Common Collective Trust | — | — | $17.8M | 1.4% | |
| CORE PLUS BOND - PIMCO FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 299 | Pooled Separate Account | — | — | $16.0M | 1.3% | |
| VANGUARD TRGT RTMT. 2045 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083973 / PN 001 | Common Collective Trust | — | — | $15.7M | 1.2% | |
| MID CAP VALUE - ROBECCO BOSTON EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 440 | Pooled Separate Account | — | — | $14.6M | 1.2% | |
| Empower Mutual Funds Vanguard Mid Cap Index Fund 166,618 | Common Collective Trusts | — | — | $12.0M | 1.0% | |
| VANGUARD TRGT RTMT. 2025 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083981 / PN 001 | Common Collective Trust | — | — | $9.7M | 0.8% | |
| VANGUARD TRGT RTMT. 2035 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083977 / PN 001 | Common Collective Trust | — | — | $9.0M | 0.7% | |
| Empower Mutual Funds William Blair International Leaders Fund 432,212 | Other securities | — | — | $8.4M | 0.7% | |
| VANGUARD TRGT RTMT. 2065 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6190443 / PN 001 | Common Collective Trust | — | — | $7.0M | 0.6% | |
| INTERNATIONAL VALUE LSV ASSET MGT EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 415 | Pooled Separate Account | — | — | $4.9M | 0.4% | |
| PNC interest bearing cash | Cash / Money Market | — | $3.8M | $3.8M | 0.3% | |
| Federated Hermes Government Obligation Fund | Other securities | — | $1.6M | $1.6M | 0.1% | |
| VANGUARD TRGT RTMT. 2070 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799212 / PN 001 | Common Collective Trust | — | — | $1.2M | <0.1% | |
| Participant loans 4.25-9.50 % - | Bonds / Notes | — | — | $680K | <0.1% | |
| AFL-CIO HOUSING INVESTMENT TRUST DV HAND BENEFITS & TRUST COMPANY · EIN 74-2008758 / PN 184 | Common Collective Trust | — | — | $607K | <0.1% | |
| INCOMEFLEX SELECT INCOME & EQUITY EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 515 | Pooled Separate Account | — | — | $605K | <0.1% | |
| VANGUARD TRGT RTMT. INCOME & GROWTH VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-6418227 / PN 001 | Common Collective Trust | — | — | $498K | <0.1% | |
| INCOMEFLEX SELECT AGGRESSIVE GROWTH EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 511 | Pooled Separate Account | — | — | $452K | <0.1% | |
| Empower Ret. Ins. & Annuity Co. IncomeFlex LifeTime Conservative Growth Fund 9,080 | Common Stocks | — | — | $254K | <0.1% | |
| INCOMEFLEX SELECT CONS GR FD EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 514 | Pooled Separate Account | — | — | $254K | <0.1% | |
| INCOMEFLEX SELECT BALANCED FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 513 | Pooled Separate Account | — | — | $26K | <0.1% | |
| MID CAP VALUE - COOKE & BIELER EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 411 | Pooled Separate Account | — | — | $0 | <0.1% |
