BD of Trustees Sheet Metal Workers Local Union No. 12 Annuity Fund's EIN is 25-1478389.
Download the official 2024 Form 5500 (PDF) for BD of Trustees Sheet Metal Workers Local Union No. 12 Annuity Fund from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)BD of Trustees Sheet Metal Workers Local Union No. 12 Annuity Fund'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 |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | NONE | $167K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CENTRAL DATA SERVICES | 25-1352803 | — | NONE | $57K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $111.2M | 99.1% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MARINER INSTITUTIONAL, LLC | 59-3676225 | — | NONE | $40K | — |
| DICLAUDIO & KRAMER, LLC | 27-0889793 | — | NONE | $17K | — |
| JUBELIRER PASS & INTRIERI, P.C. | 25-1340770 | — | NONE | $13K | — |
