Boilermakers Lodge No. 154 Welfare Fund's EIN is 25-6036558.
Download the official 2024 Form 5500 (PDF) for Boilermakers Lodge No. 154 Welfare Fund from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Boilermakers Lodge No. 154 Welfare Fund's plan includes health coverage, dental coverage, vision coverage.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSON-MCSHANE CORPORATION | — | BLOOMINGTON, MN | NONE | $216K | — |
| WEX HEALTH | — | EDINA, MN | NONE | $28K | — |
| PACKER THOMAS | 34-1667340 | CANFIELD, OH | NONE | $22K | — |
| BOYD WATTERSON | 34-1922005 | — | NONE | $20K | — |
| MEYER UNKOVIC & SCOTT | 25-1008021 | — | NONE | $14K | — |
| CAP FINANCIAL PARTNERS LLC DBA CAPT | — | RALEIGH, NC | NONE | $10K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | Common Collective Trusts | — | $727K | $1.6M | 11.8% | |
| Date | Other securities | — | — | $1.4M | 10.3% | |
| USA Treasury Notes 2.88% Due 05/15/2028 | U.S. Treasuries | — | $932K | $922K | 6.9% | |
| USA Treasury Notes 2.00% Due 11/15/2026 | U.S. Treasuries | — | $851K | $883K | 6.7% | |
| USA Treasury Notes 1.65% Due 05/15/2026 | U.S. Treasuries | — | $730K | $753K | 5.7% | |
| USA Treasury Notes 2.25% Due 11/15/2027 | U.S. Treasuries | — | $743K | $752K | 5.7% | |
| Asset onTransaction Current Value $ - (g) | Other securities | — | — | $693K | 5.2% | |
| SellingPrice $ (c) | Other securities | — | — | $672K | 5.1% | |
| USA Treasury Notes 1.63% Due 02/15/2026 | U.S. Treasuries | — | $600K | $627K | 4.7% | |
| Vanguard Total International Stock Index Fund | Common Collective Trusts | — | $472K | $548K | 4.1% | |
| USA Treasury Notes 2.00% Due 08/15/2025 | U.S. Treasuries | — | $379K | $394K | 3.0% | |
| USA Treasury Notes 2.25% Due 11/15/2025 | U.S. Treasuries | — | $352K | $364K | 2.7% | |
| USA Treasury Notes 2.13% Due 05/15/2025 | U.S. Treasuries | — | $229K | $233K | 1.8% | |
| World Omni Auto Receivables Trust 1.04% Due 06/15/2027 | Bonds / Notes | — | $174K | $186K | 1.4% | |
| Prologis LP 2.13% Due 04/15/2027 | Bonds / Notes | — | $176K | $185K | 1.4% | |
| Charles Schwab Corp Var % Due 05/19/2029 | Mutual Funds | — | $185K | $184K | 1.4% | |
| American Express Co Var % Due 07/27/2029 | Common Stocks | — | $183K | $182K | 1.4% | |
| JP Morgan Chase & Co. Var % Due 10/23/2029 | Common Stocks | — | $181K | $182K | 1.4% | |
| Goldman Sachs Bank USA Var % Due 03/18/2027 | Other securities | — | $179K | $181K | 1.4% | |
| Ford Credit Auto Owner Trust 5.07% Due 01/15/2029 | Bonds / Notes | — | $174K | $181K | 1.4% | |
| Comcast Corp. 4.15% Due 10/15/2028 | Bonds / Notes | — | $177K | $180K | 1.4% | |
| Carmax Auto Owner Trust 5.61% Due 02/15/2028 | Bonds / Notes | — | $180K | $180K | 1.4% | |
| Aflac Inc 2.88% Due 10/15/2026 | Bonds / Notes | — | $172K | $180K | 1.4% | |
| State Street Corp. Var % Due 03/30/2026 | Common Stocks | — | $176K | $179K | 1.3% | |
| Public Service Electric 3.70% due 05/01/2028 | Bonds / Notes | — | $183K | $179K | 1.3% | |
| National Rural Utility Corporation 5.05% Due 09/15/2028 | Bonds / Notes | — | $177K | $176K | 1.3% | |
| Amazon.com Inc 4.55% Due 12/01/2027 | Bonds / Notes | — | $175K | $176K | 1.3% | |
| Duke Energy Florida LLC 3.20% Due 01/15/2027 | Bonds / Notes | — | $172K | $175K | 1.3% | |
| Enterprise Products 4.60% Due 01/11/2027 | Bonds / Notes | — | $175K | $175K | 1.3% | |
| Bank of NY Mellon Corp. Var % Due 07/24/2026 | Common Stocks | — | $177K | $175K | 1.3% | |
| Camden Property Trust 5.85% Due 11/03/2026 | Bonds / Notes | — | $171K | $173K | 1.3% | |
| Union Electric Co. 2.95% Due 06/15/2027 | Bonds / Notes | — | $170K | $173K | 1.3% | |
| Intuit Inc. 5.25% Due 09/15/2026 | Bonds / Notes | — | $170K | $172K | 1.3% | |
| Snap-On Inc 3.25% Due 03/01/2027 | Bonds / Notes | — | $165K | $170K | 1.3% | |
| EOG Resources Inc. 4.15% Due 01/15/2026 | Bonds / Notes | — | $171K | $169K | 1.3% | |
| Waste Management Inc. 4.95% Due 07/03/2027 | Bonds / Notes | — | $140K | $141K | 1.1% | |
| Drive Auto Receivables Trust 1.48% Due 03/15/2029 | Bonds / Notes | — | $132K | $135K | 1.0% | |
| Santander Drive Auto Receivable 1.33% Due 09/15/2027 | Bonds / Notes | — | $100K | $103K | 0.8% | |
| Federated Hermes Government Obligations Fund | Other securities | — | $93K | $93K | 0.7% | |
| Americredit Automobile Receivables Trust 1.06% Due 08/18/2026 | Bonds / Notes | — | $41K | $40K | 0.3% | |
| 2.250% Due 11/15/20272.875% Due 5/15/20282.000% Due 2/15/2025Government Obligations Fund | Bonds / Notes | — | $20K | $20K | 0.2% | |
| Drive Auto Receivables Trust 1.47% Due 01/15/2027 | Bonds / Notes | — | $3K | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
