Iatse Local 8 Annuity Fund's EIN is 23-2785557.
Download the official 2024 Form 5500 (PDF) for Iatse Local 8 Annuity Fund from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Iatse Local 8 Annuity Fund's plan includes money-purchase contributions.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER INSURANCE CO OF AMERICA | 06-1050034 | GREENWOOD VILLAGE, CO | NONE | $153K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ANTHONY M PONTARELLI CPA LLC | 32-0048632 | FEASTERVILLE, PA | NONE | $9K | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in pooled separate account] | Other | — | — | $40.6M | 58.4% | |
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $20.6M | 29.6% | |
| DRYDEN S&P 500 INDEX EAIC · EIN 06-1050034 / PN 123 | Pooled Separate Account | — | — | $7.5M | 10.9% | |
| LARGE CAP GROWTH/JP MORGAN EAIC · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $4.9M | 7.1% | |
| MID CAP GROWTH/ARTISAN PARTNERS EAIC · EIN 06-1040034 / PN 185 | Pooled Separate Account | — | — | $1.4M | 2.1% | |
| INCOMEFLEX SELECT LIFETIME AGGRESSI EAIC · EIN 06-1050034 / PN 511 | Pooled Separate Account | — | — | $1.4M | 2.0% | |
| [Assets held in common stock] | Other | — | — | $1.1M | 1.6% | |
| MID CAP VALUE/WELLINGTON MGT EAIC · EIN 06-1050034 / PN 187 | Pooled Separate Account | — | — | $763K | 1.1% | |
| JENNISON SMALL CAP CORE EQ EAIC · EIN 06-1050034 / PN 718 | Pooled Separate Account | — | — | $612K | 0.9% | |
| DSY ONE INCOME FLEX TARGET BALANCE EAIC · EIN 06-1050034 / PN 697 | Pooled Separate Account | — | — | $542K | 0.8% | |
| [Assets held in interest-bearing cash] | Other | — | — | $413K | 0.6% | |
| MID CAP VALUE/ROBECO BOSTON PARTNER EAIC · EIN 06-1050034 / PN 440 | Pooled Separate Account | — | — | $352K | 0.5% | |
| INTL VALUE/LSV ASSET MGT EAIC · EIN 06-1050034 / PN 415 | Pooled Separate Account | — | — | $338K | 0.5% | |
| CORE PLUS BOND/PGIM FUND EAIC · EIN 06-1050034 / PN 299 | Pooled Separate Account | — | — | $333K | 0.5% | |
| SMALL CAP VALUESILVERCREST ASSET MG EAIC · EIN 06-1050034 / PN 126 | Pooled Separate Account | — | — | $330K | 0.5% | |
| INCCOMEFLEX SELECT BALANCED FUND EAIC · EIN 06-1050034 / PN 513 | Pooled Separate Account | — | — | $325K | 0.5% | |
| INCOME FLEX SELECT CONSERVATIVE GRO EAIC · EIN 06-1050034 / PN 514 | Pooled Separate Account | — | — | $187K | 0.3% | |
| INTL GROWTH/ARTISAN PARTNERS EAIC · EIN 06-1050034 / PN 259 | Pooled Separate Account | — | — | $149K | 0.2% | |
| INCOMEFLEX SELECT GROWTH FUND EAIC · EIN 06-1050034 / PN 512 | Pooled Separate Account | — | — | $96K | 0.1% | |
| SMALL CAP VALUE/BNY EAIC · EIN 06-1050034 / PN 410 | Pooled Separate Account | — | — | $4K | <0.1% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLEARY JOSEM TRIGANNI LLP | — | PHILADELPHIA, PA | NONE | $27K | — |
| ONEILL CONSULTING CORP | 23-1719817 | WAYNE, PA | NONE | $25K | — |
| NOVAK FRANCELLA | — | BALA CYNWYD, PA | NONE | $12K | — |
