Stephen Alexa signed Liuna Training of Michigan's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Liuna Training of Michigan's EIN is 23-7187036.
Download the official 2023 Form 5500 (PDF) for Liuna Training of Michigan from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 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.
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 |
|---|---|---|---|---|---|
| PAYCHEX, INC | 16-1124166 | — | NONE | $42K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DARYL K. GALLANT | 23-7187036 | — | EMPLOYEE OF THE FUND | $129K | — |
| JEFFREY D. SMRZ | 23-7187036 | — | EMPLOYEE OF THE FUND | $109K | — |
| DAVID D. KOENIG | 23-7187036 | — | EMPLOYEE OF THE FUND | $105K | — |
| SCOTT H. MCDONALD | 23-7187036 | — | EMPLOYEE OF THE FUND | $102K | — |
| WELFARE & PENSION ADMINISTRATION | 91-1363171 | — | NONE | $101K | — |
| ELLIOTT J. COOK | 23-7187036 | — | EMPLOYEE OF THE FUND | $99K | — |
| GREOGORY TAYLOR | 23-7187036 | — | EMPLOYEE OF THE FUND | $99K | — |
| TYRESE A. WEST | 23-7187036 | — | EMPLOYEE OF THE FUND | $94K | — |
| GREGORY A. BLAIR | 23-7187036 | — | EMPLOYEE OF THE FUND | $94K | — |
| JAMES D. RUBEL | 23-7187036 | — | EMPLOYEE OF THE FUND | $93K | — |
| DEREK INMAN | 23-7187036 | — | EMPLOYEE OF THE FUND | $91K | — |
| KIM L. DENNISON | 23-7187036 | — | EMPLOYEE OF THE FUND | $89K | — |
| ANTONIO CALZADIA | 23-7187036 | — | EMPLOYEE OF THE FUND | $89K | — |
| THERESA R. FREDERICK | 23-7187036 | — | EMPLOYEE OF THE FUND | $87K | — |
| DAVID P. MILLER | 23-7187036 | — | EMPLOYEE OF THE FUND | $80K | — |
| CRAIG R. PALLAS | 23-7187036 | — | EMPLOYEE OF THE FUND | $76K | — |
| LUIS PEREZ | 23-7187036 | — | EMPLOYEE OF THE FUND | $72K | — |
| TIM M. STEIN | 23-7187036 | — | EMPLOYEE OF THE FUND | $71K | — |
| TERRELL D. GARNER | 23-7187036 | — | EMPLOYEE OF THE FUND | $70K | — |
| SAWYER J. COLEMAN | 23-7187036 | — | EMPLOYEE OF THE FUND | $65K | — |
| APRIL M. HOLLEY | 23-7187036 | — | EMPLOYEE OF THE FUND | $57K | — |
| HRISAIS K. SKORNA | 23-7187036 | — | EMPLOYEE OF THE FUND | $57K | — |
| JAMIE J. RUPERT | 23-7187036 | — | EMPLOYEE OF THE FUND | $54K | — |
| DANIELLE K. LARES | 83-2893229 | — | EMPLOYEE OF THE FUND | $52K | — |
| LEROY BUNKER II | 23-7187036 | — | EMPLOYEE OF THE FUND | $48K | — |
| BENDA, GRACE, STULZ & COMPANY, P.C. | 38-2284921 | — | NONE | $25K | — |
| PNC BANK | — | WILMINGTON, DE | NONE | $23K | — |
| WATKINS PAWLICK CALATI PRIFTI PC | 83-2893229 | — | NONE | $15K | — |
| LABORERS JOINT DELIQUENCY COMM. | 38-2286296 | — | NONE | $15K | — |
| SEGALL, BRYANT & HAMILL | 41-1788385 | — | NONE | $9K | — |
| MICHIGAN LABORERS JDC | 34-2013845 | — | NONE | $7K | — |
| CLIFTONLARTSONALLEN, LO | — | SCHERERVILLE, IN | NONE | $6K | — |
| MEKETA INVESTMENT GROUP | 04-2659023 | — | NONE | $5K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $9.5M | 38.1% | |
| S Vanguard Intermediate Bond Index Admiral Fund | Mutual Funds | — | $3.8M | $3.9M | 15.6% | |
| Vanguard Malvern Fds St Ifl Inst Short Term Inflation Protected Fund | Mutual Funds | — | $2.3M | $2.3M | 9.3% | |
| Vanguard Inflation-Protected Secs Fund | Mutual Funds | — | $2.4M | $2.3M | 9.2% | |
| Vanguard FTSE Developed Dev Mkt Indes Admiral Fund | Mutual Funds | — | $1.3M | $1.6M | 6.4% | |
| RUSSELL 3000 INDEX NL FUND STATE STREET GLOBAL ADVISOR · EIN 04-0025081 / PN 042 | Common Collective Trust | — | $771K | $1.5M | 6.2% | |
| U.S. GOVERNMENT SECURITIES United States Government U.S. Treasury nt 4.500% due 04/15/2027 | Bonds / Notes | — | $119K | $122K | 0.5% | |
| United States Government U.S. Treasury bd 2.250% due 02/15/2027 | Bonds / Notes | — | $118K | $120K | 0.5% | |
| United States Government U.S. Treasury bd 2.000% due 08/15/2025 | Bonds / Notes | — | $114K | $117K | 0.5% | |
| United States Government U.S. Treasury nt 4.625% due 03/15/2026 | Bonds / Notes | — | $116K | $116K | 0.5% | |
| United States Government U.S. Treasury nt 3.250% due 06/30/2027 | Bonds / Notes | — | $111K | $113K | 0.5% | |
| United States Government U.S. Treasury bd 2.500% due 02/28/2026 | Bonds / Notes | — | $111K | $112K | 0.5% | |
| United States Government U.S. Treasury bd 2.250% due 08/15/2027 | Bonds / Notes | — | $110K | $110K | 0.4% | |
| United States Government U.S. Treasury bd 2.375% due 05/15/2027 | Bonds / Notes | — | $103K | $106K | 0.4% | |
| United States Government U.S. Treasury bd 2.625% due 01/31/2026 | Bonds / Notes | — | $101K | $103K | 0.4% | |
| United States Government U.S. Treasury nt 1.000% due 12/15/2024 | Bonds / Notes | — | $84K | $84K | 0.3% | |
| United States Government U.S. Treasury nt 4.375% due 12/15/2026 | Bonds / Notes | — | $80K | $81K | 0.3% | |
| United States Government U.S. treasury nt 1.125% due 10/31/2026 | Bonds / Notes | — | $77K | $80K | 0.3% | |
| United States Government U.S. Treasury nt 4.125% due 06/15/2023 | Bonds / Notes | — | $74K | $75K | 0.3% | |
| United States Government U.S. Treasury nt 1.125% due 01/15/2025 | Bonds / Notes | — | $71K | $74K | 0.3% | |
| United States Government U.S. Treasury bd 1.500% due 11/30/2024 | Bonds / Notes | — | $55K | $55K | 0.2% | |
| Quanta 0.950% due 10/01/2024 | Bonds / Notes | — | $50K | $50K | 0.2% | |
| United States Government U.S. Treasury nt 0.375% due 04/30/2025 | Bonds / Notes | — | $46K | $49K | 0.2% | |
| Goldman Sachs Financial Square Funds Money Market Funds | Cash / Money Market | — | $45K | $45K | 0.2% | |
| Public Service Elec & Gas 2.250% due 09/15/2026 | Bonds / Notes | — | $42K | $43K | 0.2% | |
| Allstate Corp 0.750% due 12/15/2025 | Bonds / Notes | — | $40K | $43K | 0.2% | |
| Canadian Pacific Railway 1.7505 due 12/02/2026 | Other securities | — | $41K | $42K | 0.2% | |
| Ecolab Inc 1.650% due 02/01/2027 | Bonds / Notes | — | $41K | $42K | 0.2% | |
| Public Storage 1.500% due 11/09/2026 | Bonds / Notes | — | $41K | $42K | 0.2% | |
| Kimberly Clark corp 1.050% due 09/15/2027 | Bonds / Notes | — | $40K | $41K | 0.2% | |
| O'Reilly7 Automotive 5.7505 due 11/20/2026 | Other securities | — | $40K | $41K | 0.2% | |
| Caterpillar Finl 5.000% due 05/14/2027 | Bonds / Notes | — | $40K | $41K | 0.2% | |
| General Mtrs Finl 5.350% due 07/15/2027 | Bonds / Notes | — | $40K | $41K | 0.2% | |
| Keurig Dr. Pepper 5.100% due 03/15/2027 | Bonds / Notes | — | $40K | $41K | 0.2% | |
| Kenvue Inc 5.350% due 03/22/2026 | Bonds / Notes | — | $40K | $41K | 0.2% | |
| AND NOTES-Continued Tyco Electronics Group 4.500% due 02/13/2026 | Corporate Bonds | — | $40K | $40K | 0.2% | |
| United States Government U.S. Treasury bd 1.500% due 10/31/2024 | Bonds / Notes | — | $41K | $40K | 0.2% | |
| Oncor Elec Delivery Co LLC 2.950% due 04/01/2025 | Bonds / Notes | — | $38K | $40K | 0.2% | |
| Georgia Pwr Co 3.250% due 04/01/2026 | Bonds / Notes | — | $38K | $39K | 0.2% | |
| AND NOTES-Continued Analog Devices Inc 3.450% due 06/15/2027 | Corporate Bonds | — | $38K | $39K | 0.2% | |
| Mondelez Intl Inc 1.500% due 05/04/2025 | Bonds / Notes | — | $37K | $39K | 0.2% | |
| Maritn Marietta 3.450% due 06/01/2027 | Bonds / Notes | — | $38K | $39K | 0.2% | |
| Xylem Inc 3.250% due 11/01/2026 | Bonds / Notes | — | $38K | $39K | 0.2% | |
| Duke Energy Carolinas LLC 2.950% due 12/01/2026 | Bonds / Notes | — | $37K | $39K | 0.2% | |
| National Rural Utils Coop Fin 3.050% due 04/25/2027 | Bonds / Notes | — | $38K | $39K | 0.2% | |
| CNH Industrial Capital LLC 1.875% due 01/15/2026 | Bonds / Notes | — | $37K | $39K | 0.2% | |
| Deere John Cap Corp 2.800% due 09/08/2027 | Bonds / Notes | — | $38K | $38K | 0.2% | |
| United States Government FHLMC 3.750% due 08/25/2025 | Agency / Mortgage-Backed | — | $36K | $37K | 0.1% | |
| Waste Mgmt Inc 7.100% due 08/01/2026 | Bonds / Notes | — | $37K | $37K | 0.1% | |
| Vulcan Materials 4.500% due 04/01/2025 | Bonds / Notes | — | $36K | $36K | 0.1% |
