David Wood signed Plumbers and Pipefitters Union, Local No. 525 Health and Welfare Plan's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Plumbers and Pipefitters Union, Local No. 525 Health and Welfare Plan's EIN is 23-7283715.
Download the official 2024 Form 5500 (PDF) for Plumbers and Pipefitters Union, Local No. 525 Health and Welfare Plan from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Holdings are itemized directly on this plan's Schedule of Assets, below.
| Provider | Nondisclosure info |
|---|---|
| QUEST DIAGNOSTICS INC. | DISCLOSURE OF INDIRECT COMPENSATION, IF ANY. |
| COVERALL NORTH AMERICA INC. | DISCLOSURE OF INDIRECT COMPENSATION, IF ANY. |
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.
Plumbers and Pipefitters Union, Local No. 525 Health and Welfare Plan's plan includes health coverage, life insurance, dental coverage, vision coverage, long-term disability.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
| IRON MOUNTAIN, INC. | 23-2588479 | — | NONE | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MARATHON HEALTH | 27-0908752 | — | NONE | $3.3M | — |
| BENESYS, INC. | 38-2383171 | — | NONE | $837K | — |
| ANTHEM BLUE CROSS BLUE SHIELD | 84-0747736 | — | NONE | $601K | — |
| BROWNSTEIN HYATT FARBER SCHRECK LLP | 26-1367865 | — | NONE | $344K | — |
| RUBINBROWN LLP | 43-0765316 | — | NONE | $237K | — |
| NATIONAL INVESTMENT SERVICES OF AME | 84-3937993 | — | NONE | $213K | — |
| NEVADA HEALTH SOLUTIONS LLC | 46-2711071 | — | NONE | $205K | — |
| NURSE CANDACE CONSULTING | 81-4655974 | — | NONE | $200K | — |
| HIGHMARK INC. | 23-1294723 | — | NONE | $156K | — |
| CHEIRON, INC. | 13-4215617 | — | NONE | $139K | — |
| HARMONY HEALTHCARE | 04-3290453 | — | NONE | $139K | — |
| SMART SOURCE | 30-0830429 | — | NONE | $98K | — |
| AMERICAN TOXICOLOGY | 20-1992978 | — | NONE | $85K | — |
| LION BUFFALO, LLC | 83-0660314 | — | NONE | $75K | — |
| HAIKAL EXEMPTION TRUST | 27-7131988 | — | NONE | $65K | — |
| CIGNA HEALTH AND LIFE INSURANCE CO | 59-1031071 | — | NONE | $47K | — |
| HEALTH SERVICES COALITION | 88-0492643 | — | NONE | $26K | — |
| UA LOCAL 525 | 88-0030428 | — | AFFILIATED UNION LOCAL | $17K | — |
| NEW ENGLAND PENSION CONSULTANTS LLC | 26-1429809 | — | NONE | $15K | — |
| COVERALL NORTH AMERICA INC. | 33-0101479 | — | NONE | $14K | — |
| UNION INSURANCE GROUP | 36-4226088 | — | NONE | $9K | — |
| ALLIANT INSURANCE SERVICES | 33-0785439 | — | NONE | $8K | — |
| QUEST DIAGNOSTICS INC. | 88-0099333 | — | NONE | $8K | — |
| BMO BANK | 36-2085229 | — | NONE | $7K | — |
| NAVITUS HEALTH SOLUTIONS, LLC | 04-3608530 | — | NONE | $6K | — |
| NV ENERGY | 88-0420104 | — | NONE | $6K | — |
| ZELIS CLAIMS INTEGRITY, LLC | 84-2694744 | — | NONE | $6K | — |
| WORLDPAY, INC. | 26-4532998 | — | NONE | $6K | — |
| MIDWEST INSTITUTIONAL TRUST COMPANY | 93-1799133 | — | NONE | $6K | — |
| P1 GROUP | — | LAS VEGAS, NV | NONE | $6K | — |
| CHUBB LIMITED | 98-0091805 | — | NONE | $5K | — |
| EXPRESS SCRIPTS | 43-1420563 | — | NONE | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Limited Partnership Arena Short Duration High Yield Fund LP - Series E | Other securities | — | $10.0M | $10.7M | 17.3% | |
| Money Market Fund GS Financial Square Government Fund | Cash / Money Market | — | $4.9M | $4.9M | 7.9% | |
| BNYM MELLON AFL-CIO CF SL STOCK IND THE BANK OF NEW YORK MELLON · EIN 84-7064589 / PN 001 | Common Collective Trust | — | $3.2M | $4.4M | 7.1% | |
| US Treasury Note 4 4.625% Due 11/15/2026 | U.S. Treasuries | — | $3.8M | $3.8M | 6.1% | |
| NIS TOTAL ABSOLUTE RETURN FUND, LLC NATIONAL INVESTMENT SERVICES OF AMERICA, INC. · EIN 45-4783986 / PN 001 | Common Collective Trust | — | $2.4M | $3.2M | 5.2% | |
| US Treasury Note 2.75% Due 07/31/2027 | U.S. Treasuries | — | $2.2M | $2.3M | 3.6% | |
| US Treasury Note 3 3.875% Due 12/31/2027 | U.S. Treasuries | — | $1.9M | $1.9M | 3.0% | |
| US Treasury Note 1.50% Due 01/31/2027 | U.S. Treasuries | — | $1.3M | $1.3M | 2.2% | |
| US Treasury Note 0.75% Due 08/31/2026 | U.S. Treasuries | — | $503K | $519K | 0.8% | |
| United Airlines PT Cert Ser 2014 2 Cl A 3.75% Due 03/03/2028 | Bonds / Notes | — | $374K | $377K | 0.6% | |
| First Horizon Natl Corp Sr NT 4.00% Due 05/26/2025 | Bonds / Notes | — | $321K | $333K | 0.5% | |
| New Jersey ST Transn Tr Fd Aut 5.093% Due 6/15/2025 | Bonds / Notes | — | $310K | $311K | 0.5% | |
| PNC Finl Svcs Group Inc Sr NT Var Rate Due 10/20/2027 | Common Stocks | — | $301K | $304K | 0.5% | |
| Foreign Obligations Aercap Ireland Capital Limited Sr NT 2.45% Due 10/29/2026 | Bonds / Notes | — | $261K | $268K | 0.4% | |
| Old Rep Intl Corp Sr Glbl NT 3 3.875% Due 08/26/2026 | Bonds / Notes | — | $239K | $241K | 0.4% | |
| Royal Bank of Canada Sub Glbl NT 4.65% Due 01/27/2026 | Bonds / Notes | — | $228K | $230K | 0.4% | |
| Agco Corp Sr NT 5.45% Due 03/21/2027 | Corporate Bonds | — | $225K | $227K | 0.4% | |
| Pennsylvania Elec Co Sr NT 5.15% Due 03/30/2026 | Bonds / Notes | — | $219K | $221K | 0.4% | |
| State Str Corp Sr NT Var Rate Due 02/20/2029 | Common Stocks | — | $220K | $217K | 0.4% | |
| Take Two Interactive Software Sr NT 5.00% Due 03/28/2026 | Bonds / Notes | — | $215K | $216K | 0.3% | |
| MS BofA Ml Trust Ser 2015 C26 Cl A 4 3 3.252% Due 10/19/2048 | Bonds / Notes | — | $223K | $213K | 0.3% | |
| Realty Income Corp Sr Glbl 3.20% Due 01/15/2027 | Bonds / Notes | — | $214K | $213K | 0.3% | |
| General Mtrs Finl Co Inc Sr NT 5.40% Due 05/08/2027 | Bonds / Notes | — | $210K | $212K | 0.3% | |
| Mill City Mtg Ln Tr Ser 2016 1 Cl M3 Fltg Rate Due 04/25/2057 | Structured Credit (CLO/ABS) | — | $211K | $210K | 0.3% | |
| Wells Fargo Coml Tr Ser 2015 LC22 Cl A 3 3.572% Due 09/17/2058 | Bonds / Notes | — | $191K | $197K | 0.3% | |
| World Omni Select Auto Tr Ser 2023 A Cl B 5.87% Due 08/15/2028 | Bonds / Notes | — | $190K | $192K | 0.3% | |
| (Continued) National Secs Clearing Corp Sr 5.10% Due 11/21/2027 | Corporate Bonds | — | $193K | $192K | 0.3% | |
| Hyundai Cap Amer Fr 5.25% Due 01/08/2027 | Bonds / Notes | — | $190K | $191K | 0.3% | |
| Air Lease Corp Fr 1 1.875% Due 08/15/2026 | Bonds / Notes | — | $181K | $191K | 0.3% | |
| Lad Auto Receivables Tr Ser 2023 1 Cl A 3 5.48% Due 06/15/2027 | Bonds / Notes | — | $189K | $191K | 0.3% | |
| Louisiana LOC Govt Environment Taxable 3.615% Due 02/01/2029 | Bonds / Notes | — | $192K | $190K | 0.3% | |
| Caterpillar Finl Svcs Mtns Fr 4.40% Due 10/15/2027 | Bonds / Notes | — | $190K | $189K | 0.3% | |
| (Continued) Morgan Stanley Bk Amer Merrill Lynch 3.325% Due 05/15/2049 | Corporate Bonds | — | $181K | $186K | 0.3% | |
| Blackrock Funding Sr Glbl 4.60% Due 07/26/2027 | Bonds / Notes | — | $185K | $185K | 0.3% | |
| Bridgecrest Len Auto Ser 2024 1 Cl A 3 5.53% Due 01/18/2028 | Bonds / Notes | — | $180K | $181K | 0.3% | |
| Virginia Pwr Fuel Securiti Ext Sr SEC Snk 5 5.088% Due 05/01/2029 | Bonds / Notes | — | $179K | $180K | 0.3% | |
| Enbridge Inc Sr NT 5.90% Due 11/15/2026 | Bonds / Notes | — | $170K | $173K | 0.3% | |
| Wisconsin Pub Svc Corp Sr NT 5.35% Due 11/10/2025 | Bonds / Notes | — | $170K | $171K | 0.3% | |
| Dte Energy Co Sr NT 4.95% Due 07/01/2027 | Bonds / Notes | — | $170K | $171K | 0.3% | |
| Healthcare Trust of Amer Hldgs Sr Glbl NT 3.75% Due 07/01/2027 | Bonds / Notes | — | $170K | $170K | 0.3% | |
| Bbcms Mtg Tr Ser 2019 C5 Cl A SB 2.99% Due 11/18/2052 | Structured Credit (CLO/ABS) | — | $159K | $168K | 0.3% | |
| Accenture Capital Inc Sr NT 3.90% Due 10/04/2027 | Bonds / Notes | — | $170K | $167K | 0.3% | |
| Exeter Automobile Rec Ser 2023 5 Cl B 6.88% Due 04/17/2028 | Bonds / Notes | — | $160K | $162K | 0.3% | |
| Kimco Rlty Corp Sr Glbl 3.80% Due 04/01/2027 | Bonds / Notes | — | $163K | $162K | 0.3% | |
| Royal Bk Cda Fr Var Rate Due 07/23/2027 | Other securities | — | $160K | $161K | 0.3% | |
| Bbcms Mtg Tr Ser 2019 C4 Cl A SB 2 2.832% Due 08/16/2052 | Structured Credit (CLO/ABS) | — | $154K | $161K | 0.3% | |
| Brookfield Fin Inc Sr NT 3.90% Due 01/25/2028 | Bonds / Notes | — | $159K | $161K | 0.3% | |
| Comm Mtg Tr Ser 2019 GC44 Cl A SB Fltg Rate Due 08/17/2057 | Structured Credit (CLO/ABS) | — | $160K | $160K | 0.3% | |
| Seattle Childrens Hospital Sr Glbl 1 1.208% Due 10/01/2027 | Bonds / Notes | — | $160K | $159K | 0.3% | |
| Energy Transfer L P Sr Glbl NT 6.05% Due 12/01/2026 | Bonds / Notes | — | $155K | $158K | 0.3% |
