William Kolfenbach signed Iron Workers District Council Phila Vicinity Retirement and Pension's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Iron Workers District Council Phila Vicinity Retirement and Pension's EIN is 23-6529504.
Download the official 2023 Form 5500 (PDF) for Iron Workers District Council Phila Vicinity Retirement and Pension from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)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 |
|---|---|---|---|---|---|
| WCM INVESTMENT MANAGEMENT |
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 | |||
|---|---|---|---|
| NT COLLECTIVE EAFE INDEX FUND - NON NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 024 | Common Collective Trust | $33.7M | 7.6% |
| ULLICO SEPERATE ACCOUNT J THE UNION LABOR LIFE INSURANCE COMPANY · EIN 13-1423090 / PN 203 | Pooled Separate Account | $5.7M | 1.3% |
| — |
| LAGUNA BEACH, CA |
| NONE |
| $346K |
| — |
| MANNING & NAPIER ADVISORS | 16-0995736 | — | NONE | $94K | — |
| LAZARD ASSET MANAGEMENT | 13-5545100 | — | NONE | $43K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LEADER DATA PROCESSING | — | WEST HAZLETON, PA | NONE | $36K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PATRIOT FINANCIAL, LP | — | PHILADELPHIA, PA | NONE | $599K | — |
| IRON WORKERS LOCAL 11 WELFRAE FUND | 22-6041517 | — | NONE | $431K | — |
| MORGAN STANLEY | 26-4310632 | — | NONE | $306K | — |
| THE SEGAL COMPANY | 13-1835864 | — | NONE | $141K | — |
| JP MORGAN CHASE | — | NEW YORK, NY | NONE | $138K | — |
| LORD ABBETT & CO. | 13-5620131 | — | NONE | $129K | — |
| INTERCONTINENTAL REAL ESTATE CORP | — | BRIGHTON, MA | NONE | $106K | — |
| GW&K INVESTMENTS | 80-0250512 | — | NONE | $75K | — |
| FOUNDRY PARTNERS | — | MINNEAPOLIS, MN | NONE | $63K | — |
| DOLAN MCENIRY CAPITAL | — | CHICAGO, IL | NONE | $56K | — |
| CLEARY & JOSEM, LLP | 23-2657967 | — | NONE | $54K | — |
| DANIEL JORDAN | 23-6529504 | — | EMPLOYEE | $52K | — |
| BONNIE LANDSMANN | 23-6529504 | — | EMPLOYEE | $52K | — |
| BRIDGEWAY BENEFIT TECHNOLOGIES | — | MAPLE SHADE, NJ | NONE | $50K | — |
| SUSANIN WIDMAN & BRENNAN | — | WAYNE, PA | NONE | $45K | — |
| AMALGAMATED BANK | 13-4920330 | — | NONE | $45K | — |
| FISCHER DORWART, P.C. | 23-2247478 | — | NONE | $42K | — |
| NOTHERN TRUST | — | CHICAGO, IL | NONE | $38K | — |
| ULLICO INVESTMENT COMPANY INC. | 13-1423090 | — | NONE | $36K | — |
| WEAVER BARKSDALE & ASSOCIATES | — | NASHVILLE, TN | NONE | $21K | — |
| THE PHILADELPHIA TRUST CO. | — | PHILADELPHIA, PA | NONE | $15K | — |
| OLMEC | — | DENVILLE, NJ | NONE | $6K | — |
