Board of Trustees Iron Workers Locals 40, 361 & 417 Annuity Fund's EIN is 23-7299279.
Download the official 2024 Form 5500 (PDF) for Board of Trustees Iron Workers Locals 40, 361 & 417 Annuity Fund from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Board of Trustees Iron Workers Locals 40, 361 & 417 Annuity Fund's plan includes money-purchase contributions.
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BNY MELLON | 25-6078093 | — | INV CUSTODIAN | $21K | — |
| Name | EIN | Location | Relation | Direct comp |
|---|
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.
| % of plan | |||
|---|---|---|---|
| BNYM MELLON DB NSL INTL STOCK INDEX THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 213 | Common Collective Trust | $25.8M | 2.1% |
| EB TEMPORARY INVESTMENT THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 023 | Common Collective Trust | $14.5M | 1.2% |
| Indirect comp |
|---|
| MANNING & NAPIER ADVISORS LLC | 45-3240790 | — | NONE | $511K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHULTHEIS & PANETTIERI | 13-1577780 | — | AUDITOR | $76K | — |
| GRASSI AND CO CPA'S PC | 11-3266576 | — | NONE | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COLLERAN O'HARA & MILLS LLP | 11-2940050 | — | ATTORNEY | $39K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ATALANTA SOSNOFF CAPITAL LLC | 20-0461050 | — | NONE | $608K | — |
| MORGAN STANLEY SMITH BARNEY LLC | 26-4310632 | — | NONE | $440K | — |
| INSIGHT NORTH AMERICA LLC | 82-0983489 | — | NONE | $281K | — |
| F/M INVESTMENTS LLC | 93-4308588 | — | NONE | $249K | — |
| INTERCONTINENTAL REAL ESTATE CORP | 04-2895544 | — | NONE | $218K | — |
| WCM FOCUSED INTL GROWTH FUND LP | 20-8941519 | — | NONE | $133K | — |
| THE SEGAL CO. (EASTERN STATES), INC | 13-1835864 | — | NONE | $56K | — |
| STEVEN N DAVI PLLC | 82-4935807 | — | NONE | $39K | — |
