William Sproule signed Greater Pennsylvania Carpenters' Medical Plan's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Greater Pennsylvania Carpenters' Medical Plan's EIN is 23-7007718.
Download the official 2024 Form 5500 (PDF) for Greater Pennsylvania Carpenters' Medical Plan from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Greater Pennsylvania Carpenters' Medical Plan's plan includes health coverage, dental coverage, vision coverage.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| (c.) (b.) Identity of Issue, Description (a.) Borrower or Similar Party of Investments (d.) Cost (e.) Fair Value Northern Trust Comingled Trust Fund Institutional funds | Common Collective Trusts | — | $42.2M | $84.0M | 19.3% | |
| Doubleline Core Institutional funds | Other securities | — | $48.5M | $43.0M | 9.9% | |
| Doubleline Core Interest bearing cash 161 Prudential Core Bond U.S. Government securities | Cash / Money Market | — | $40.1M | $36.6M | 8.4% | |
| C.S. McKee U.S. Government securities | Other securities | — | $23.5M | $23.3M | 5.4% | |
| Jensen Quality GF Institutional funds | Other securities | — | $24.3M | $23.3M | 5.4% | |
| Vanguard TS ETF Institutional funds | Mutual Funds | — | $9.8M | $17.0M | 3.9% | |
| Intl. Equity PCA Institutional funds | Other securities | — | $17.3M | $16.4M | 3.8% | |
| Pacific Asset Management, L.P. Partnership | Other securities | — | $10.4M | $16.1M | 3.7% | |
| Vanguard International ETF Institutional funds | Mutual Funds | — | $14.6M | $15.6M | 3.6% | |
| Jo Hambro Institutional funds | Other securities | — | $14.5M | $14.7M | 3.4% | |
| Brown Brothers U.S. Government securities | Other securities | — | $11.0M | $12.9M | 3.0% | |
| Gridiron Institutional funds | Other securities | — | $13.7M | $12.8M | 2.9% | |
| C.S. McKee Corporate debt | Other securities | — | $11.8M | $11.8M | 2.7% | |
| Blackrock Adv Interest bearing cash 13 London Company Corporate common stock | Cash / Money Market | — | $7.7M | $10.5M | 2.4% | |
| Blackrock Adv Institutional funds | Other securities | — | $6.3M | $8.5M | 1.9% | |
| Vanguard International Institutional funds | Mutual Funds | — | $6.6M | $7.6M | 1.7% | |
| Brown Brothers Interest bearing cash 665 AFL-CIO HIT Institutional funds | Cash / Money Market | — | $6.9M | $6.9M | 1.6% | |
| Washington Alliance Capital II Partnership | Other securities | — | $5.7M | $6.1M | 1.4% | |
| CCA Black, LP Partnership | Other securities | — | $5.1M | $5.1M | 1.2% | |
| Atel Private Debt Fund II Partnership | Other securities | — | $4.7M | $4.7M | 1.1% | |
| CCA Longevity VI Partnership | Other securities | — | $2.5M | $4.6M | 1.1% | |
| Gridiron Interest bearing cash | Cash / Money Market | — | $3.3M | $3.3M | 0.8% | |
| Atel Instl. Venture Debt Fund Partnership | Other securities | — | $2.8M | $2.8M | 0.6% | |
| Cohen & Steers Institutional funds | Other securities | — | $3.1M | $2.7M | 0.6% | |
| Principal RE Institutional funds | Other securities | — | $3.0M | $2.7M | 0.6% | |
| Cohen & Steers Interest bearing cash 448 Federated Hermes Govt. Obligations Interest bearing cash | Cash / Money Market | — | $2.2M | $2.2M | 0.5% | |
| Vanguard International ETF Interest bearing cash | Mutual Funds | — | $2.0M | $2.0M | 0.4% | |
| Pimco Commodity Institutional funds | Mutual Funds | — | $2.4M | $1.7M | 0.4% | |
| LEM Multi-Family V, L.P. Partnership | Other securities | — | $1.3M | $1.5M | 0.3% | |
| Jensen Quality GF Interest bearing cash | Cash / Money Market | — | $1.4M | $1.4M | 0.3% | |
| Invesco Optimum Institutional funds | Mutual Funds | — | $1.5M | $1.3M | 0.3% | |
| Atel Private Debt Fund III Partnership | Other securities | — | $1.3M | $1.3M | 0.3% | |
| Vanguard TS ETF Interest bearing cash | Mutual Funds | — | $1.1M | $1.1M | 0.3% | |
| C.S. McKee Interest bearing cash | Cash / Money Market | — | $839K | $839K | 0.2% | |
| Invesco Optimum Interest bearing cash | Mutual Funds | — | $342K | $342K | <0.1% | |
| London Company Interest bearing cash | Cash / Money Market | — | $214K | $214K | <0.1% | |
| AFL-CIO HIT Interest bearing cash 29 OHA Credit Partnership | Cash / Money Market | — | $256K | $127K | <0.1% | |
| Northern Trust Comingled Trust Fund Interest bearing cash | Common Collective Trusts | — | $58K | $58K | <0.1% | |
| Pimco Commodity Interest bearing cash | Mutual Funds | — | $10K | $10K | <0.1% | |
| Vanguard International Interest bearing cash | Mutual Funds | — | $8K | $8K | <0.1% | |
| Pacific Asset Management, L.P. Interest bearing cash | Cash / Money Market | — | $6K | $6K | <0.1% | |
| Principal RE Interest bearing cash | Cash / Money Market | — | $4K | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PNC ADVISORS |
| 25-1197336 |
| PITTSBURGH, PA |
| CUSTODIAN |
| $77K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PFM ASSET MANAGEMENT LLC | 23-3087064 | HARRISBURG, PA | NONE | $56K | — |
| PNC ADVISORS | 25-1197336 | PITTSBURGH, PA | TREASURY MANAGEMENT | $30K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DELTA DENTAL | 23-1667011 | MECHANICSBURG, PA | NONE | $2.4M | — |
| INDEPENDENCE BLUE CROSS | 23-2184623 | PHILADELPHIA, PA | NONE | $1.9M | — |
| CARPENTERS COMBINED FUNDS, INC. | 25-1332392 | PITTSBURGH, PA | ADMINISTRATOR | $1.7M | — |
| EXPRESS SCRIPTS | 43-1420563 | CHICAGO, IL | NONE | $1.6M | — |
| AETNA MAP | 06-6033492 | PITTSBURGH, PA | — | $1.6M | — |
| LYTLE EAP PARTNERS | 25-1419429 | PITTSBURGH, PA | NONE | $283K | — |
| GRIDIRON PARTNERS | 83-4311543 | WEXFORD, PA | NONE | $264K | — |
| THE SEGAL CO. | 13-1975125 | CLEVELAND, OH | NONE | $218K | — |
| STEPHEN J. OBRIEN, ESQ | 25-1884429 | PITTSBURGH, PA | NONE | $185K | — |
| C.S. MCKEE | 25-1900687 | CHICAGO, IL | NONE | $108K | — |
| HENRY ROSSI & CO., LLP | 25-1698043 | MONROEVILLE, PA | NONE | $79K | — |
| LONDON COMPANY | 90-0824693 | RICHMOND, VA | NONE | $73K | — |
| CORRY CAPITAL - LONGEVITY FUND VI | 38-3889041 | PITTSBURGH, PA | NONE | $58K | — |
| HIGHMARK SIGNATURE 65 | 23-1294723 | PITTSBURGH, PA | NONE | $54K | — |
| PRUDENTIAL | 52-1679020 | NEWARK, NJ | NONE | $43K | — |
| NVA | 74-3033381 | MECHANICSBURG, PA | NONE | $39K | — |
| THE NORTHERN TRUST COMPANY | 36-2723087 | CHICAGO, IL | NONE | $37K | — |
| CANCER STUDY GROUP | 83-4163919 | WASHINGTON, DC | NONE | $31K | — |
| LEM MULTIFAMILY PARTNERSHIP | 83-1126027 | PHILADELPHIA, PA | NONE | $25K | — |
| THE WAGNER LAW GROUP | 04-3323315 | PITTSBURGH, PA | NONE | $6K | — |
| BROWN BROTHERS | 85-1862426 | NEW YORK, NY | NONE | $0 | — |
| SEGAL SELECT INSURANCE SERVICES INC | 46-0619194 | NEW YORK, NY | — | $0 | — |
