Michael Clifford signed BAC Local 5 New York Annuity Plan's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
BAC Local 5 New York Annuity Plan's EIN is 23-7107109.
Download the official 2024 Form 5500 (PDF) for BAC Local 5 New York Annuity Plan from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)BAC Local 5 New York Annuity Plan'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 |
|---|---|---|---|---|---|
| PIMCO | 33-0239892 | — | NONE | $33K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FIXED INCOME SHARES SERIES M F CL INSTL 324396 shares | Other securities | — | $3.3M | $2.8M | 11.0% | |
| FIXED INCOME SHARES SERIES C F CL INSTL 312115 shares | Other securities | — | $3.5M | $2.8M | 10.9% | |
| U.S. TREASURY NOTE AUG 15 2027 2.25% | U.S. Treasuries | — | $1.6M | $1.5M | 5.9% | |
| NVIDIA 6930 shares | Other securities | — | $35K | $931K | 3.7% | |
| MICROSOFT CORP 1606 shares | Common Stocks | — | $527K | $677K | 2.7% | |
| SERVICENOW INC 446 shares | Common Stocks | — | $30K | $473K | 1.9% | |
| AMAZON COM INC COM 2154 shares | Common Stocks | — | $84K | $473K | 1.9% | |
| ALPHABET INC SHS CL C 2373 shares | Common Stocks | — | $65K | $452K | 1.8% | |
| U.S. TREASURY NOTE AUG 15 2032 2.75% | U.S. Treasuries | — | $458K | $449K | 1.8% | |
| U.S. TREASURY NOTE NOV 15 2032 4.13% | U.S. Treasuries | — | $470K | $444K | 1.7% | |
| U.S. TREASURY BOND NOV 15 2046 2.88% $ | U.S. Treasuries | — | $455K | $353K | 1.4% | |
| BLF FEDFUND CASH RESERVE | Cash / Money Market | — | $345K | $345K | 1.4% | |
| JPMORGAN CHASE & CO 1373 shares | Common Stocks | — | $164K | $329K | 1.3% | |
| FEDERAL NATL MTG ASSOC UNSECURED SEP 24 2026 1.88% | Agency / Mortgage-Backed | — | $311K | $321K | 1.3% | |
| U.S. TREASURY BOND AUG 15 2044 3.13% | U.S. Treasuries | — | $396K | $313K | 1.2% | |
| META PLATFORMS INCCLASS A COMMON STO 524 shares | Other securities | — | $258K | $307K | 1.2% | |
| UNITEDHEALTH GROUP INC 546 shares | Common Stocks | — | $265K | $276K | 1.1% | |
| VISA INC CL A SHRS 799 shares | Common Stocks | — | $31K | $253K | 1.0% | |
| MASTERCARD INC 409 shares | Common Stocks | — | $54K | $215K | 0.8% | |
| COSTCO WHOLESALE CRP DEL 288 shares | Other securities | — | $31K | $209K | 0.8% | |
| FNMA PMA4732 AMORTIZED FCR .86794 4.00% | Agency / Mortgage-Backed | — | $209K | $207K | 0.8% | |
| AUTOZONE INC NEVADA COM 63 shares | Common Stocks | — | $70K | $202K | 0.8% | |
| ALPHABET INC SHS CL A 999 shares | Common Stocks | — | $97K | $189K | 0.7% | |
| INTUITIVE SURGICAL INCNEW 345 shares | Other securities | — | $87K | $180K | 0.7% | |
| CROWDSTRIKE HLDGS INC CL A 522 shares | Common Stocks | — | $84K | $179K | 0.7% | |
| S&P GLOBAL INC 352 shares | Common Stocks | — | $70K | $175K | 0.7% | |
| ORACLE CORP $0.01 DEL 983 shares | Common Stocks | — | $111K | $164K | 0.6% | |
| BOSTON SCIENTIFIC CORP 1811 shares | Common Stocks | — | $71K | $162K | 0.6% | |
| SHOPIFY INC CL A 1500 shares | Common Stocks | — | $104K | $159K | 0.6% | |
| PALO ALTO NETWORKS INC COM 876 shares | Common Stocks | — | $98K | $159K | 0.6% | |
| FHLMC SD 8196 AMORTIZED FCR .73070 3.50% | Agency / Mortgage-Backed | — | $182K | $155K | 0.6% | |
| HONEYWELL INTL INC DEL 658 shares | Common Stocks | — | $135K | $149K | 0.6% | |
| PHILIP MORRIS INTL INC 1233 shares | Common Stocks | — | $120K | $148K | 0.6% | |
| CADENCE DESIGN SYS INC 484 shares | Common Stocks | — | $133K | $145K | 0.6% | |
| O'REILLY AUTOMOTIVE INC 122 shares | Common Stocks | — | $114K | $145K | 0.6% | |
| BROADCOM INC 602 shares | Common Stocks | — | $146K | $140K | 0.6% | |
| ABBVIE INC SHS 775 shares | Common Stocks | — | $130K | $138K | 0.5% | |
| TRADE (THE) DESK INC SHSCL A 1127 shares | Common Stocks | — | $20K | $132K | 0.5% | |
| ASML HLDG NV NY REG SHS 190 shares | Common Stocks | — | $51K | $132K | 0.5% | |
| LPL FINANCIAL HOLDINGSSHS 393 shares | Other securities | — | $100K | $128K | 0.5% | |
| FNMA PFS0015 AMORTIZED FCR .60814 4.00% | Agency / Mortgage-Backed | — | $145K | $127K | 0.5% | |
| SYSCO CORPORATION 1615 shares | Common Stocks | — | $125K | $123K | 0.5% | |
| WASTE CONNECTIONS INC 684 shares | Common Stocks | — | $50K | $117K | 0.5% | |
| DISCOVER FINL SVCS 677 shares | Other securities | — | $93K | $117K | 0.5% | |
| CRH PLC 1264 shares | Common Stocks | — | $67K | $117K | 0.5% | |
| GARTNER INC 241 shares | Common Stocks | — | $82K | $117K | 0.5% | |
| FHLMC SD 8243 AMORTIZED FCR .88823 3.50% | Agency / Mortgage-Backed | — | $117K | $116K | 0.5% | |
| AMER EXPRESS COMPANY 392 shares | Common Stocks | — | $66K | $116K | 0.5% | |
| CENCORA INC 509 shares | Common Stocks | — | $75K | $114K | 0.5% | |
| FIDELITY NATL INFO SVCSINC 1401 shares | Mutual Funds | — | $102K | $113K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 13-5674085 |
| — |
| NONE |
| $59K |
| — |
| PENSION AND ANNUITY PLAN OF BPF | 51-6135291 | — | NONE | $34K | — |
| TEAL, BECKER, & CHIARAMONTE CPAS PC | 14-1624930 | — | NONE | $23K | — |
| ROBECO/BOSTON PARTNERS | 98-0202744 | — | NONE | $20K | — |
| TCW GROUP | 95-2749628 | — | NONE | $17K | — |
| SCHULTHEIS & PANETTIERI LLP | 13-1577780 | — | NONE | $11K | — |
| BARNES, IACCARINO & SHEPHERD, LLP | 26-3858697 | — | NONE | $9K | — |
| THE SEGAL COMPANY (EASTERN STATES), | 13-1835864 | — | NONE | $6K | — |
