Insulators Local No. 23 Annuity Fund's EIN is 25-1586636.
Download the official 2023 Form 5500 (PDF) for Insulators Local No. 23 Annuity Fund from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Insulators Local No. 23 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 |
|---|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT PLAN | 13-3646501 | BUFFALO, NY | NONE | $104K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GRAYSTONE INVESTMENT GROUP | — | TAMPA, FL | NONE | $30K |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VANGUARD TARGET RETIREMENT 2030 FUND | Mutual Funds | — | $5.5M | $6.3M | 18.7% | |
| FIDELITY EQUITY GROWTH Z | Mutual Funds | — | $3.2M | $3.4M | 10.2% | |
| VANGUARD TARGET RETIREMENT 2040 FUND | Mutual Funds | — | $2.8M | $3.2M | 9.6% | |
| COLUMBIA DIVIDEND INCOME INST3 | Other securities | — | $2.2M | $3.1M | 9.1% | |
| VANGUARD TARGET RETIREMENT 2020 FUND | Mutual Funds | — | $3.1M | $2.9M | 8.7% | |
| AMG TIMESSQUARE MID CP GR Z | Other securities | — | $1.7M | $1.9M | 5.7% | |
| METLIFE GROUP ANNUITY NO 25554 GREAT GRAY TRUST COMPANY · EIN 26-0142858 / PN 094 | Common Collective Trust | — | $1.5M | $1.5M | 4.6% | |
| VANGUARD WELLINGTON FUND ADML | Mutual Funds | — | $1.3M | $1.5M | 4.3% | |
| VANGUARD TARGET RETIREMENT 2050 FUND | Mutual Funds | — | $1.1M | $1.4M | 4.3% | |
| VANGUARD TTL STK MKT INDEX ADML | Mutual Funds | — | $856K | $1.2M | 3.5% | |
| VANGUARD TARGET RETIREMENT 2025 FUND | Mutual Funds | — | $1.1M | $1.1M | 3.4% | |
| VANGUARD TARGET RETIREMENT INCOME FD | Mutual Funds | — | $1.0M | $1.0M | 3.0% | |
| VANGUARD TARGET RETIREMENT 2035 FUND | Mutual Funds | — | $607K | $621K | 1.8% | |
| VANGUARD TARGET RETIREMENT 2045 FUND | Mutual Funds | — | $538K | $614K | 1.8% | |
| VANGUARD TARGET RETIREMENT 2055 FUND | Mutual Funds | — | $500K | $604K | 1.8% | |
| S AMERICAN EUROPACIFIC GROWTH R6 | Mutual Funds | — | $502K | $542K | 1.6% | |
| VANGUARD SELECTED VALUE FD INV | Mutual Funds | — | $449K | $494K | 1.5% | |
| VANGUARD SMALL CAP INDEX FD ADML | Mutual Funds | — | $308K | $419K | 1.2% | |
| JOHN HANCOCK BOND FUND R6 | Other securities | — | $404K | $414K | 1.2% | |
| VANGUARD MID CAP INDEX ADM | Mutual Funds | — | $257K | $313K | 0.9% | |
| VANGUARD TARGET RETIREMENT 2065 FUND | Mutual Funds | — | $219K | $270K | 0.8% | |
| VANGUARD SMALL GROWTH ADML | Mutual Funds | — | $200K | $242K | 0.7% | |
| VANGUARD TARGET RETIREMENT 2060 FUND | Mutual Funds | — | $163K | $192K | 0.6% | |
| DELAWARE SMALL CAP VAL FD R6 | Other securities | — | $94K | $107K | 0.3% | |
| CASH MEMBERS 1ST FEDERAL CREDIT UNION BANK ACCOUNT | Cash / Money Market | — | $46K | $46K | 0.1% | |
| LORD ABBETT SHORT DUR INC R6 | Mutual Funds | — | $41K | $42K | 0.1% | |
| BLACKROCK HIGH YIELD BOND PRT | Other securities | — | $21K | $21K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INSULATORS LOCAL 23 | 23-1582722 | GRANTVILLE, PA | LOCAL UNION | $29K | — |
| JBM COMPUTER CONSULTANTS | — | BUFFALO, NJ | NONE | $11K | — |
| WILLIG WILLIAMS & DAVIDSON | — | PHILADELPHIA, PA | NONE | $9K | — |
| ALAN ROSS & COMPANY, PC | 20-5367494 | READING, PA | NONE | $9K | — |
