Board of Trustees, Electrical Workers IBEW Local 163 Annuity Fund's EIN is 23-6544827.
Download the official 2024 Form 5500 (PDF) for Board of Trustees, Electrical Workers IBEW Local 163 Annuity Fund from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Board of Trustees, Electrical Workers IBEW Local 163 Annuity Fund's plan includes profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT PLAN SERVIC | 13-3646501 | BUFFALO, NY | NONE | $37K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CALIBRE CPA GROUP, PLLC | — | BETHESDA, MD | NONE | $23K |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JP M organ Large Growth R6 M F N/A 372,820 | Other securities | — | — | $28.8M | 23.0% | |
| Vanguard Instit Index (Inst) M F N/A 42,961 | Mutual Funds | — | — | $19.6M | 15.6% | |
| Fidelity Total Bond Fund K6 M F N/A 1,601,650 | Mutual Funds | — | — | $14.2M | 11.3% | |
| Vanguard Target Ret 2045 Fund M F N/A 379,138 | Mutual Funds | — | — | $11.2M | 8.9% | |
| M etlife Stable Val Ser 25157 CCT N/A | Other securities | — | $47K | $9.6M | 7.7% | |
| M FS International Value R6 M F N/A 234,625 | Other securities | — | — | $9.1M | 7.3% | |
| Vanguard Target Ret 2055 Fund M F N/A 57,841 | Mutual Funds | — | — | $3.2M | 2.6% | |
| Vanguard Target Ret Income Fd M F N/A 236,680 | Mutual Funds | — | — | $3.1M | 2.5% | |
| Vanguard Target Ret 2035 Fund M F N/A 115,545 | Mutual Funds | — | — | $2.8M | 2.2% | |
| Vanguard Target Ret 2040 Fund M F N/A 57,958 | Mutual Funds | — | — | $2.5M | 2.0% | |
| Vanguard Target Ret 2050 Fund M F N/A 49,884 | Mutual Funds | — | — | $2.5M | 2.0% | |
| T Rowe Price Capital Apprec Fd M F N/A 68,983 | Mutual Funds | — | — | $2.4M | 1.9% | |
| Vanguard Target Ret 2060 Fund M F N/A 43,145 | Mutual Funds | — | — | $2.2M | 1.8% | |
| Vanguard Target Ret 2025 Fund M F N/A 114,728 | Mutual Funds | — | — | $2.2M | 1.7% | |
| Columbia Tr Div Inc Inst 300 M F N/A 118,169 | Common Stocks | — | — | $1.5M | 1.2% | |
| M utual funds American Cent M id Cap Value R6 M F N/A 84,655 | Other securities | — | — | $1.3M | 1.1% | |
| Vanguard Target Ret 2030 Fund M F N/A 30,119 | Mutual Funds | — | — | $1.1M | 0.9% | |
| Vanguard Sm Cap Val Ind (Adm) M F N/A 11,807 | Mutual Funds | — | — | $945K | 0.8% | |
| Fidelity Small Cap Growth K6 M F N/A 55,592 | Mutual Funds | — | — | $883K | 0.7% | |
| Vanguard Target Ret 2065 Fund M F N/A 23,673 | Mutual Funds | — | — | $792K | 0.6% | |
| M FS M id Cap Growth CT M F N/A 44,973 | Other securities | — | — | $715K | 0.6% | |
| Invesco Gold & Spec M in R6 M F N/A 19,782 | Mutual Funds | — | — | $654K | 0.5% | |
| Vanguard Real Estate Index Adm M F N/A 1,623 | Mutual Funds | — | — | $208K | 0.2% | |
| American New World Fund R6 M F N/A 1,910 | Other securities | — | — | $150K | 0.1% | |
| Vanguard Target Ret 2020 Fund M F N/A 3,734 | Mutual Funds | — | — | $100K | <0.1% |
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 |
|---|---|---|---|---|---|
| CAPTRUST | — | BETHLEHEM, PA | NONE | $64K | — |
| IE SHAFFER | — | WEST TRENTON, NJ | NONE | $51K | — |
| MEYER, UNKOVIC, & SCOTT LLP | — | PITSBURGH, PA | NONE | $20K | — |
| KANG HAGGERTY & FETBROYT LLC | — | PHILADELPHIA, PA | NONE | $11K | — |
