Boilermakers Lodge 154 Retirement Plan's EIN is 25-1340130.
Download the official 2024 Form 5500 (PDF) for Boilermakers Lodge 154 Retirement Plan from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Boilermakers Lodge 154 Retirement Plan's plan includes money-purchase contributions.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK | — | BOSTON, MA | NONE | $335K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| -28- (i) Net gainor (loss) $ - (h) Date | Other securities | — | $16.9M | $20.2M | 12.9% | |
| Vanguard Institutional Index | Mutual Funds | — | $7.5M | $13.8M | 8.8% | |
| Vanguard Total International Stock Index | Mutual Funds | — | $11.7M | $12.0M | 7.7% | |
| Vanguard S&P Mid-Cap 400 Growth | Mutual Funds | — | $7.8M | $9.2M | 5.9% | |
| Participant Loans, net of allowance Interest rate of 4.25% - 12.00% - | Bonds / Notes | — | — | $8.7M | 5.5% | |
| American Equity Life Insurance Company Life Insurance Contracts | Common Stocks | — | $4.6M | $4.6M | 3.0% | |
| USA Treasury Notes 3.500% Due 01/31/2030 | U.S. Treasuries | — | $4.2M | $4.2M | 2.7% | |
| USA Treasury Notes 0.625% Due 08/15/2030 | U.S. Treasuries | — | $4.3M | $4.1M | 2.6% | |
| USA Treasury Notes 1.500% Due 11/30/2028 | U.S. Treasuries | — | $3.8M | $3.8M | 2.4% | |
| USA Treasury Notes 1.625% Due 02/15/2026 | U.S. Treasuries | — | $3.5M | $3.5M | 2.2% | |
| Vanguard Federal Money Market | Mutual Funds | — | $3.3M | $3.3M | 2.1% | |
| USA Treasury Notes 3.500% Due 01/31/2028 | U.S. Treasuries | — | $2.7M | $2.7M | 1.7% | |
| Boyd Watterson GSA Fund, L.P. and Subsidiary | Other securities | — | $2.2M | $2.6M | 1.6% | |
| USA Treasury Notes 4.625% Due 09/30/2030 | U.S. Treasuries | — | $2.5M | $2.5M | 1.6% | |
| National Western Life Insurance Life Insurance Contracts | Other securities | — | $2.1M | $2.1M | 1.3% | |
| Microsoft Corp Common Stock | Common Stocks | — | $1.3M | $2.0M | 1.3% | |
| USA Treasury Notes 1.375% Due 11/15/2031 | U.S. Treasuries | — | $2.1M | $2.0M | 1.3% | |
| Nvidia Corp Common Stock | Common Stocks | — | $817K | $1.9M | 1.2% | |
| Apple Inc Common Stock | Common Stocks | — | $1.3M | $1.8M | 1.2% | |
| Fidelity Investments Govt. Money Market Fund | Mutual Funds | — | $1.6M | $1.6M | 1.0% | |
| Amazon.Com Inc Common Stock | Common Stocks | — | $902K | $1.5M | 1.0% | |
| Meta Platforms Inc Common Stock | Common Stocks | — | $1.1M | $1.4M | 0.9% | |
| USA Treasury Notes 4.000% Due 10/31/2029 | U.S. Treasuries | — | $1.2M | $1.2M | 0.8% | |
| Exeter Automobile Receivable 3.020% Due 06/15/2028 | Bonds / Notes | — | $979K | $984K | 0.6% | |
| US Bancorp Var % Due 10/21/2026 | Common Stocks | — | $960K | $961K | 0.6% | |
| JP Morgan Chase & Co Var % Due 07/25/2033 | Common Stocks | — | $944K | $929K | 0.6% | |
| USA Treasury Notes 2.875% Due 05/15/2032 | U.S. Treasuries | — | $927K | $867K | 0.6% | |
| Mastercard Inc Common Stock | Common Stocks | — | $491K | $758K | 0.5% | |
| USA Treasury Notes 3.500% Due 02/15/2033 | U.S. Treasuries | — | $745K | $721K | 0.5% | |
| Ares Capital Corp 7.000% Due 01/15/2027 | Bonds / Notes | — | $692K | $705K | 0.4% | |
| Masco Corp 1.500% Due 02/15/2028 | Bonds / Notes | — | $710K | $703K | 0.4% | |
| Capital One Financial Corp 3.650% Due 05/11/2027 | Bonds / Notes | — | $709K | $701K | 0.4% | |
| T-Mobile USA Inc 4.750% Due 02/01/2028 | Bonds / Notes | — | $695K | $700K | 0.4% | |
| Borgwarner Inc 2.650% Due 07/01/2027 | Bonds / Notes | — | $706K | $699K | 0.4% | |
| Cheniere Energy Partners LP 4.500% Due 10/01/2029 | Bonds / Notes | — | $694K | $697K | 0.4% | |
| Wells Fargo & Co Var % Due 04/22/2028 | Common Stocks | — | $694K | $696K | 0.4% | |
| Roper Technologies Inc 4.200% Due 09/15/2028 | Bonds / Notes | — | $727K | $693K | 0.4% | |
| Lennox International Inc 5.500% Due 09/15/2028 | Bonds / Notes | — | $692K | $691K | 0.4% | |
| Targa Resources Partners LP 4.875% Due 02/01/2031 | Bonds / Notes | — | $694K | $690K | 0.4% | |
| Equinix Inc 3.200% Due 11/18/2029 | Bonds / Notes | — | $684K | $689K | 0.4% | |
| CVS Health Corp 4.300% Due 03/25/2028 | Bonds / Notes | — | $716K | $688K | 0.4% | |
| Exelon Corp 4.050% Due 04/15/2030 | Bonds / Notes | — | $722K | $686K | 0.4% | |
| Lazard Group LLC 4.500% Due 09/19/2028 | Bonds / Notes | — | $678K | $684K | 0.4% | |
| Citigroup Inc Var % Due 06/11/2035 | Common Stocks | — | $696K | $675K | 0.4% | |
| Acuity Brands Inc Common Stock | Common Stocks | — | $315K | $645K | 0.4% | |
| Goldman Sachs Group Inc Common Stock | Common Stocks | — | $274K | $640K | 0.4% | |
| World Omni Auto Receivable 1.720% Due 06/15/2028 | Bonds / Notes | — | $588K | $601K | 0.4% | |
| Cisco Systems Inc Common Stock | Common Stocks | — | $462K | $588K | 0.4% | |
| EXPEDIA GROUP INC Common Stock | Common Stocks | — | $327K | $578K | 0.4% | |
| Arrow Electronics Inc 5.150% Due 08/21/2029 | Bonds / Notes | — | $584K | $577K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| CHICAGO, IL |
| NONE |
| $174K |
| — |
| CAPTRUST ADVISORS | — | RALEIGH, NC | NONE | $135K | — |
| SEIZERT CAPITAL PARTNERS | — | BIRMINGHAM, MI | NONE | $85K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSON-MCSHANE CORPORATION | — | BLOOMINGTON, MN | NONE | $200K | — |
| BOYD WATTERSON | 34-1922005 | — | NONE | $87K | — |
| FOUNDRY PARTNERS | — | CLEVELAND, OH | NONE | $75K | — |
| MANNING & NAPIER | — | FAIRPORT, NY | NONE | $44K | — |
| PACKER THOMAS | — | CANFIELD, OH | NONE | $43K | — |
| MEYER UNKOVIC & SCOTT | 25-1008021 | — | NONE | $42K | — |
| SEGAL SELECT INSURANCE SERVICES | — | NEW YORK, NY | NONE | $42K | — |
| HUB INTERNATIONAL | — | PITTSBURGH, PA | NONE | $16K | — |
