Larry McGann signed National Elevator Industry Health Benefit Plan Board of Trustees' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
National Elevator Industry Health Benefit Plan Board of Trustees' EIN is 23-2790911.
Download the official 2024 Form 5500 (PDF) for National Elevator Industry Health Benefit Plan Board of Trustees from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Holdings are itemized directly on this plan's Schedule of Assets, below.
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 common stock] | Other | — | — | $674.3M | 19.7% | |
| [Assets held in common collective trust] | Other | — | — | $573.2M | 16.8% | |
| BNYM CF SL STOCK INDEX FUND THE BANK OF NEW YORK MELLON · EIN 25-6254705 / PN 001 | Common Collective Trust | — | — | $507.3M | 14.8% | |
| [Assets held in 103-12 investment entity] | Other | — | — | $346.8M | 10.1% | |
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $189.2M | 5.5% | |
| NEUBERGER BERMAN EMRG MKT DEBT FUND NEUBERGER BERMAN INVESTMENT ADVISERS LLC · EIN 46-3641083 / PN 001 | 103-12 Investment Entity | — | — | $100.0M | 2.9% | |
| INVESCO BALANCED-RISK ALLOCATION TR INVESCO ASSET MANAGEMENT · EIN 27-3783895 / PN 001 | 103-12 Investment Entity | — | — | $94.5M | 2.8% | |
| ABERDEEN EMERGING MARKETS EQUITY FD ABERDEEN ASSET MANAGEMENT · EIN 36-7180580 / PN 001 | 103-12 Investment Entity | — | — | $89.6M | 2.6% | |
| BNYM CF SL AGGREGATE BOND INDEX FD THE BANK OF NEW YORK MELLON · EIN 25-1849938 / PN 001 | Common Collective Trust | — | — | $65.9M | 1.9% | |
| J.P. MORGAN EMERGING MKTS EQUITY FD JPMORGAN CHASE BANK, N.A. · EIN 04-3395941 / PN 001 | 103-12 Investment Entity | — | — | $62.6M | 1.8% | |
| [Assets held in interest-bearing cash] | Other | — | — | $18.8M | 0.6% | |
| OAKTREE EIF (PARALLEL) FEEDER LP OAKTREE CAPITAL MANAGEMENT, L.P. · EIN 98-1076025 / PN 001 | 103-12 Investment Entity | — | — | $84K | <0.1% |
National Elevator Industry Health Benefit Plan Board of Trustees' plan includes health coverage, life insurance, dental coverage, vision coverage.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| IRON MOUNTAIN | 23-2588479 | — | NONE | $19K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JANUS HENDERSON INVESTORS | 75-3019302 | — | NONE | $1.2M | — |
| LSV ASSET MANAGEMENT | 23-2772200 | — | NONE | $819K | — |
| ABERDEEN ASSET MANAGEMENT | 51-0368279 | — | NONE | $511K | — |
| PACIFIC INVESTMENT MANAGEMENT CO | 33-0629048 | — | NONE | $335K | — |
| SEGAL MARCO ADVISORS | 13-2646110 | — | NONE | $246K | — |
| AEW CAPITAL MANAGEMENT | 04-3329433 | — | NONE | $226K | — |
| MELLON CAPITAL MANAGEMENT | 25-1442864 | — | NONE | $192K | — |
| PARAMETRIC PORTFOLIO | 20-0292745 | — | NONE | $120K | — |
| BRANDYWINE GLOBAL INVESTMENT MGMT | 51-0294065 | — | NONE | $108K | — |
| COLCHESTER GLOBAL INVESTORS LIMITED | — | — | NONE | $86K | — |
| GALLAGHER FIDUCIARY ADVISORS, LLC | 36-4291971 | — | NONE | $36K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SMART DATA SOLUTIONS INC | 41-2006324 | — | NONE | $185K | — |
| INCOME RESEARCH MANAGEMENT | 04-2955404 | — | NONE | $51K | — |
| AUTOMATIC DATA PROCESSING | 13-3036745 | — | NONE | $27K | — |
| ATLANTIC DATA SECURITY | 45-3304424 | — | NONE | $11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HCSC | 36-1236610 | — | NONE | $14.7M | — |
| EXPRESS SCRIPTS (MEDCO) | 22-3461740 | — | NONE | $7.0M | — |
| KINGSMAN HOLDINGS INC DBA KEPRO | 82-1167587 | — | NONE | $4.8M | — |
| LYRA HEALTH, INC. | 47-2935915 | — | NONE | $3.4M | — |
| EMPLOYEE HEALTH INSURANCE MGMT INC | 38-2776173 | — | NONE | $3.4M | — |
| VIRTA MEDICAL | 36-4841662 | — | NONE | $2.4M | — |
| — |
| TRUSTEE |
| $10K |
| — |
| TRUSTEE H | 23-0725260 | — | TRUSTEE | $9K | — |
| TRUSTEE I | 13-5583389 | — | TRUSTEE | $7K | — |
| TRUSTEE J | 34-1270056 | — | TRUSTEE | $5K | — |
| 20-5388701 |
| — |
| NONE |
| $1.9M |
| — |
| NEWMARK KNIGHT FRANK | 45-4867781 | — | NONE | $933K | — |
| BASYS INC | 52-1796473 | — | NONE | $692K | — |
| LOOMIS SAYLES & CO | 04-3200030 | — | NONE | $513K | — |
| JPM GLOBAL EMERGING MARKET | 04-3395941 | — | NONE | $508K | — |
| SEGAL COMPANY | 13-1835864 | — | NONE | $484K | — |
| DANIEL A. WINTERS & CO | 23-2586736 | — | NONE | $470K | — |
| LORD ABBETT & COMPANY LLC | 13-5620131 | — | NONE | $447K | — |
| ZELIS CLAIMS INTEGRITY INC | 86-1040704 | — | NONE | $411K | — |
| MEPT EDGEMORE | — | — | NONE | $372K | — |
| INVESCO IBRA | 58-1707262 | — | NONE | $354K | — |
| MEDICAL REVIEW INST OF AMERICA | 87-0515201 | — | NONE | $309K | — |
| O'DONOGHUE & O'DONOGHUE | 53-0120528 | — | NONE | $299K | — |
| BROOKFIELD US INC. | 22-3335453 | — | NONE | $274K | — |
| OPTUM HEALTH CARE SOLUTIONS | 41-1591944 | — | NONE | $259K | — |
| ELAVON MERCHANT SERVICES | 58-1916822 | — | NONE | $232K | — |
| GUARDIAN LIFE INSURANCE | 13-5123390 | — | NONE | $229K | — |
| STANDARD REGISTER | 41-0852411 | — | NONE | $223K | — |
| EMPLOYEE A | 23-6209769 | — | EMPLOYEE | $218K | — |
| TIERPOINT LLC | 27-2877647 | — | NONE | $210K | — |
| FIRST AMERICAN ADMINISTRATORS INC | 86-0773195 | — | NONE | $204K | — |
| MACKAY SHIELDS LLC | 13-5582869 | — | NONE | $186K | — |
| EMPLOYEE B | 23-6209769 | — | EMPLOYEE | $184K | — |
| VERIZON BUSINESS NETWORK SVCS | 13-2745892 | — | NONE | $177K | — |
| CDW DIRECT LLC | 36-3310735 | — | NONE | $165K | — |
| OPTIV SECURITY INC | 43-1806449 | — | NONE | $165K | — |
| ORACLE AMERICA INC | 94-2805249 | — | NONE | $146K | — |
| GENERAL DYNAMICS INFORMATION TECH | 54-1194322 | — | NONE | $146K | — |
| EMPLOYEE C | 23-6209769 | — | EMPLOYEE | $138K | — |
| THE BANK OF NEW YORK MELLON | 13-5160382 | — | NONE | $135K | — |
| HDMS | 23-3009341 | — | NONE | $127K | — |
| EMPLOYEE D | 23-6209769 | — | EMPLOYEE | $123K | — |
| EMPLOYEE E | 23-6209769 | — | EMPLOYEE | $118K | — |
| EMPLOYEE F | 23-6209769 | — | EMPLOYEE | $114K | — |
| EMPLOYEE G | 23-6209769 | — | EMPLOYEE | $114K | — |
| WELLS FARGO BANK NA | 94-1347393 | — | NONE | $112K | — |
| EMPLOYEE H | 23-6209769 | — | EMPLOYEE | $110K | — |
| EMPLOYEE I | 23-6209769 | — | EMPLOYEE | $94K | — |
| EMPLOYEE J | 23-6209769 | — | EMPLOYEE | $94K | — |
| EMPLOYEE K | 23-6209769 | — | EMPLOYEE | $92K | — |
| EMPLOYEE L | 23-6209769 | — | EMPLOYEE | $86K | — |
| EMPLOYEE M | 23-6209769 | — | EMPLOYEE | $86K | — |
| EMPLOYEE N | 23-6209769 | — | EMPLOYEE | $85K | — |
| EMPLOYEE O | 23-6209769 | — | EMPLOYEE | $84K | — |
| EMPLOYEE P | 23-6209769 | — | EMPLOYEE | $83K | — |
| ALLSUP INC | 37-1170934 | — | NONE | $80K | — |
| EMPLOYEE Q | 23-6209769 | — | EMPLOYEE | $79K | — |
| EMPLOYEE R | 23-6209769 | — | EMPLOYEE | $77K | — |
| EMPLOYEE S | 23-6209769 | — | EMPLOYEE | $77K | — |
| EMPLOYEE T | 23-6209769 | — | EMPLOYEE | $76K | — |
| EMPLOYEE U | 23-6209769 | — | EMPLOYEE | $75K | — |
| PREMIER TECHNOLOGY SOLUTIONS INC | 13-3933805 | — | NONE | $74K | — |
| EMPLOYEE V | 23-6209769 | — | EMPLOYEE | $72K | — |
| EMPLOYEE W | 23-6209769 | — | EMPLOYEE | $72K | — |
| EMPLOYEE X | 23-6209769 | — | EMPLOYEE | $72K | — |
| EMPLOYEE Y | 23-6209769 | — | EMPLOYEE | $70K | — |
| EMPLOYEE Z | 23-6209769 | — | EMPLOYEE | $69K | — |
| EMPLOYEE AA | 23-6209769 | — | EMPLOYEE | $69K | — |
| EMPLOYEE AB | 23-6209769 | — | EMPLOYEE | $68K | — |
| EMPLOYEE AC | 23-6209769 | — | EMPLOYEE | $66K | — |
| EMPLOYEE AD | 23-6209769 | — | EMPLOYEE | $65K | — |
| SEYFARTH SHAW LLP | 36-2152202 | — | NONE | $65K | — |
| EMPLOYEE AE | 23-6209769 | — | EMPLOYEE | $64K | — |
| EMPLOYEE AF | 23-6209769 | — | EMPLOYEE | $64K | — |
| EMPLOYEE AG | 23-6209769 | — | EMPLOYEE | $64K | — |
| EMPLOYEE AH | 23-6209769 | — | EMPLOYEE | $63K | — |
| EMPLOYEE AI | 23-6209769 | — | EMPLOYEE | $63K | — |
| EMPLOYEE AJ | 23-6209769 | — | EMPLOYEE | $63K | — |
| EMPLOYEE AK | 23-6209769 | — | EMPLOYEE | $63K | — |
| EMPLOYEE AL | 23-6209769 | — | EMPLOYEE | $62K | — |
| EMPLOYEE AM | 23-6209769 | — | EMPLOYEE | $62K | — |
| COMCAST CABLE COMMUNICATIONS | 23-1709202 | — | NONE | $62K | — |
| EMPLOYEE AN | 23-6209769 | — | EMPLOYEE | $61K | — |
| EMPLOYEE AO | 23-6209769 | — | EMPLOYEE | $61K | — |
| RINGCENTRAL, INC. | 94-3322844 | — | NONE | $59K | — |
| EMPLOYEE AP | 23-6209769 | — | EMPLOYEE | $57K | — |
| EMPLOYEE AQ | 23-6209769 | — | EMPLOYEE | $56K | — |
| EMPLOYEE AR | 23-6209769 | — | EMPLOYEE | $56K | — |
| DEARBORN LIFE INSURANCE COMPANY | 36-2598882 | — | NONE | $54K | — |
| EMPLOYEE AS | 23-6209769 | — | EMPLOYEE | $54K | — |
| EMPLOYEE AT | 23-6209769 | — | EMPLOYEE | $54K | — |
| EMPLOYEE AU | 23-6209769 | — | EMPLOYEE | $54K | — |
| EMPLOYEE AV | 23-6209769 | — | EMPLOYEE | $53K | — |
| EMPLOYEE AW | 23-6209769 | — | EMPLOYEE | $53K | — |
| EMPLOYEE AX | 23-6209769 | — | EMPLOYEE | $53K | — |
| ELIRE | 20-2930767 | — | NONE | $52K | — |
| EMPLOYEE AY | 23-6209769 | — | EMPLOYEE | $51K | — |
| EMPLOYEE AZ | 23-6209769 | — | EMPLOYEE | $51K | — |
| EMPLOYEE BA | 23-6209769 | — | EMPLOYEE | $50K | — |
| EMPLOYEE BB | 23-6209769 | — | EMPLOYEE | $49K | — |
| EMPLOYEE BC | 23-6209769 | — | EMPLOYEE | $49K | — |
| EMPLOYEE BD | 23-6209769 | — | EMPLOYEE | $48K | — |
| EMPLOYEE BE | 23-6209769 | — | EMPLOYEE | $48K | — |
| EMPLOYEE BF | 23-6209769 | — | EMPLOYEE | $47K | — |
| EMPLOYEE BG | 23-6209769 | — | EMPLOYEE | $47K | — |
| EMPLOYEE BH | 23-6209769 | — | EMPLOYEE | $47K | — |
| EMPLOYEE BI | 23-6209769 | — | EMPLOYEE | $46K | — |
| AVAYA INC | 22-3713430 | — | NONE | $46K | — |
| EMPLOYEE BJ | 23-6209769 | — | EMPLOYEE | $46K | — |
| EMPLOYEE BK | 23-6209769 | — | EMPLOYEE | $46K | — |
| EMPLOYEE BL | 23-6209769 | — | EMPLOYEE | $43K | — |
| EMPLOYEE BM | 23-6209769 | — | EMPLOYEE | $42K | — |
| KELLY PRESS | 52-0975591 | — | NONE | $42K | — |
| EMPLOYEE BN | 23-6209769 | — | EMPLOYEE | $41K | — |
| EMPLOYEE BO | 23-6209769 | — | EMPLOYEE | $41K | — |
| EMPLOYEE BP | 23-6209769 | — | EMPLOYEE | $41K | — |
| EMPLOYEE BQ | 23-6209769 | — | EMPLOYEE | $40K | — |
| EMPLOYEE BR | 23-6209769 | — | EMPLOYEE | $40K | — |
| EMPLOYEE BS | 23-6209769 | — | EMPLOYEE | $40K | — |
| EMPLOYEE BT | 23-6209769 | — | EMPLOYEE | $39K | — |
| EMPLOYEE BU | 23-6209769 | — | EMPLOYEE | $39K | — |
| EMPLOYEE BV | 23-6209769 | — | EMPLOYEE | $39K | — |
| EMPLOYEE BW | 23-6209769 | — | EMPLOYEE | $39K | — |
| EMPLOYEE BX | 23-6209769 | — | EMPLOYEE | $39K | — |
| EMPLOYEE BY | 23-6209769 | — | EMPLOYEE | $38K | — |
| EMPLOYEE BZ | 23-6209769 | — | EMPLOYEE | $37K | — |
| EMPLOYEE CA | 23-6209769 | — | EMPLOYEE | $37K | — |
| EMPLOYEE CB | 23-6209769 | — | EMPLOYEE | $37K | — |
| EMPLOYEE CC | 23-6209769 | — | EMPLOYEE | $36K | — |
| EMPLOYEE CD | 23-6209769 | — | EMPLOYEE | $36K | — |
| EMPLOYEE CE | 23-6209769 | — | EMPLOYEE | $36K | — |
| EMPLOYEE CF | 23-6209769 | — | EMPLOYEE | $35K | — |
| EMPLOYEE CG | 23-6209769 | — | EMPLOYEE | $35K | — |
| EMPLOYEE CH | 23-6209769 | — | EMPLOYEE | $35K | — |
| AUDIONET AMERICA | 45-4018387 | — | NONE | $34K | — |
| EMPLOYEE CI | 23-6209769 | — | EMPLOYEE | $34K | — |
| EMPLOYEE CJ | 23-6209769 | — | EMPLOYEE | $34K | — |
| EMPLOYEE CK | 23-6209769 | — | EMPLOYEE | $34K | — |
| EMPLOYEE CL | 23-6209769 | — | EMPLOYEE | $34K | — |
| EMPLOYEE CM | 23-6209769 | — | EMPLOYEE | $33K | — |
| EMPLOYEE CN | 23-6209769 | — | EMPLOYEE | $33K | — |
| EMPLOYEE CO | 23-6209769 | — | EMPLOYEE | $31K | — |
| EMPLOYEE CP | 23-6209769 | — | EMPLOYEE | $31K | — |
| EMPLOYEE CQ | 23-6209769 | — | EMPLOYEE | $30K | — |
| EMPLOYEE CR | 23-6209769 | — | EMPLOYEE | $29K | — |
| EMPLOYEE CS | 23-6209769 | — | EMPLOYEE | $29K | — |
| EMPLOYEE CT | 23-6209769 | — | EMPLOYEE | $28K | — |
| EMPLOYEE CU | 23-6209769 | — | EMPLOYEE | $26K | — |
| EMPLOYEE CV | 23-6209769 | — | EMPLOYEE | $25K | — |
| PITNEY BOWES GLOBAL FINANCIAL SVCS | 20-1344287 | — | NONE | $24K | — |
| PEOPLESHARE LLC | 20-2128046 | — | NONE | $18K | — |
| FRASER ADVANCED INFORMATION SYSTEMS | 23-1975860 | — | NONE | $18K | — |
| NCCMP | 52-1041104 | — | NONE | $15K | — |
| HARTFORD FIRE INSURANCE COMPANY | 06-0383750 | — | NONE | $14K | — |
| ASSETSURE, LLC | — | WEST CHESTER, PA | NONE | $11K | — |
| VERIZON WIRELESS | 22-3723921 | — | NONE | $10K | — |
| STAPLES | 04-3390816 | — | NONE | $9K | — |
| CANON FINANCIAL SERVICES | 22-3056822 | — | NONE | $9K | — |
| GILBERT & SACKMAN A LAW CORP | 95-2906951 | — | NONE | $6K | — |
| CONSUMER WELLNESS SOLUTIONS | 20-0231080 | — | NONE | $6K | — |
| CHANGE HEALTHCARE BUS FULFILLMENT | 20-5731067 | — | NONE | $6K | — |
| CONVERGEONE, INC | 41-1763228 | — | NONE | $6K | — |
| SEGAL SELECT INSURANCE SERVICES INC | 46-0619194 | — | NONE | $0 | — |
