IBEW Local 712 Welfare Trust Fund's EIN is 25-6037360.
Download the official 2024 Form 5500 (PDF) for IBEW Local 712 Welfare Trust Fund from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)IBEW Local 712 Welfare Trust Fund's plan includes health coverage, life insurance, dental coverage, vision coverage.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CDS ADMINISTRATORS | — | PITTSBURGH, PA | NONE | $280K | — |
| GRAYSTONE CONSULTING | — | SEWICKLEY, PA | NONE | $128K | — |
| AMERICAN HEALTH HOLDINGS | — | NEW ALBANY, OH | NONE | $66K | — |
| SEGAL | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $19.0M | 19.8% | |
| Vanguard Total Stock Market ETF Mutual Fund | Mutual Funds | — | $7.2M | $14.9M | 15.5% | |
| SellingPrice (c) | Other securities | — | — | $5.0M | 5.3% | |
| -20- - (i) Net gainor (loss) (h) Date | Other securities | — | — | $5.0M | 5.3% | |
| Lord Abbett Ultra Short Mutual Fund | Mutual Funds | — | $4.8M | $4.9M | 5.1% | |
| PIA MBS BOND Mutual Fund | Other securities | — | $5.0M | $4.6M | 4.8% | |
| Boyd Watterson GSA Fund, LP | Other securities | — | $4.1M | $4.1M | 4.3% | |
| PGIM High Yield Mutual Fund | Other securities | — | $4.6M | $4.1M | 4.3% | |
| PIA BBB Bond Fund Mutual Fund | Other securities | — | $4.4M | $3.9M | 4.1% | |
| Vanguard FTSE Developed Markets Mutual Fund | Mutual Funds | — | $2.8M | $3.2M | 3.4% | |
| Boyd Watterson U.S. Real Estate Investment Fund, LLC | Other securities | — | $2.5M | $2.0M | 2.1% | |
| Invesco Premier Inst. Money Market Fund | Mutual Funds | — | $1.8M | $1.8M | 1.9% | |
| USA Treasury Note 3.375% due 5/15/2033 | U.S. Treasuries | — | $1.5M | $1.5M | 1.5% | |
| BNY Mellon AFL-CIO Housing Investment Trust | Other securities | — | $1.3M | $1.2M | 1.2% | |
| USA Treasury Note 2.875% due 5/15/2032 | U.S. Treasuries | — | $801K | $773K | 0.8% | |
| USA Treasury Note 4.625% due 6/15/2027 | U.S. Treasuries | — | $736K | $735K | 0.8% | |
| USA Treasury Bond 2.250% due 2/15/2052 | U.S. Treasuries | — | $968K | $693K | 0.7% | |
| USA Treasury Bond 3.000% due 5/15/2047 | U.S. Treasuries | — | $849K | $618K | 0.6% | |
| USA Treasury Note 4.000% due 2/15/2034 | U.S. Treasuries | — | $635K | $613K | 0.6% | |
| USA Treasury Note 1.625% due 2/15/2026 | U.S. Treasuries | — | $630K | $602K | 0.6% | |
| USA Treasury Note 4.125% due 6/15/2026 | U.S. Treasuries | — | $593K | $599K | 0.6% | |
| USA Treasury Note 4.500% due 4/15/2027 | U.S. Treasuries | — | $571K | $573K | 0.6% | |
| USA Treasury Note 4.500% due 5/15/2027 | U.S. Treasuries | — | $568K | $572K | 0.6% | |
| USA Treasury Note 3.750% due 4/15/2026 | U.S. Treasuries | — | $474K | $479K | 0.5% | |
| USA Treasury Note 2.875% due 5/15/2028 | U.S. Treasuries | — | $452K | $449K | 0.5% | |
| USA Treasury Note 2.375% due 5/15/2029 | U.S. Treasuries | — | $484K | $438K | 0.5% | |
| Bank of America Corp 1.734% due 7/22/227 | Bonds / Notes | — | $365K | $383K | 0.4% | |
| USA Treasury Note 0.625% due 5/15/2030 | U.S. Treasuries | — | $369K | $324K | 0.3% | |
| USA Treasury Note 4.250% due 1/31/2026 | U.S. Treasuries | — | $289K | $288K | 0.3% | |
| Citigroup Inc 3.668% due 7/24/2028 | Bonds / Notes | — | $289K | $285K | 0.3% | |
| Wells Fargo & Co Fixed 3.526% due 3/24/2028 | Bonds / Notes | — | $273K | $283K | 0.3% | |
| Federal Home Loan Mortgage 3.500% due 6/1/2052 | Agency / Mortgage-Backed | — | $257K | $228K | 0.2% | |
| Federal Home Loan Mortgage 3.500% due 5/1/2052 | Agency / Mortgage-Backed | — | $253K | $225K | 0.2% | |
| Federal National MTG Association 3.000% due 3/1/2052 | Bonds / Notes | — | $254K | $215K | 0.2% | |
| Vmware Inc 1.400% due 8/15/2026 | Bonds / Notes | — | $178K | $192K | 0.2% | |
| JPMorgan Chase & Co Fixed 1.470% due 9/22/2027 | Bonds / Notes | — | $180K | $192K | 0.2% | |
| Mylan Inc 4.550% due 4/15/2028 | Bonds / Notes | — | $193K | $192K | 0.2% | |
| Capital One Financial Corp 1.878% due 11/2/2027 | Bonds / Notes | — | $191K | $192K | 0.2% | |
| Federal National MTG Association 2.500% due 5/1/2052 | Bonds / Notes | — | $229K | $192K | 0.2% | |
| Boeing 2.196% due 2/4/2026 | Bonds / Notes | — | $195K | $191K | 0.2% | |
| Goldman Sachs Group Inc 1.948% due 10/21/2027 | Bonds / Notes | — | $178K | $191K | 0.2% | |
| Oracle Corp 2.800% due 4/1/2027 | Bonds / Notes | — | $180K | $190K | 0.2% | |
| T-Mobile USA Inc 2.625% due 4/15/2026 | Bonds / Notes | — | $185K | $190K | 0.2% | |
| Abbvie Inc 2.950% due 11/21/2026 | Bonds / Notes | — | $187K | $189K | 0.2% | |
| Duke Energy Corp 3.150% due 8/15/2027 | Bonds / Notes | — | $184K | $189K | 0.2% | |
| Southern Co 3.250% due 7/1/2026 | Bonds / Notes | — | $186K | $189K | 0.2% | |
| Energy Transfer LP 4.950% due 5/15/2028 | Bonds / Notes | — | $189K | $189K | 0.2% | |
| Exelon Corp 3.400% due 4/15/2026 | Bonds / Notes | — | $186K | $189K | 0.2% | |
| Cigna Group 3.400% due 3/1/2027 | Bonds / Notes | — | $185K | $189K | 0.2% | |
| JPMorgan Chase & Co Fixed 3.540% due 5/1/2028 | Bonds / Notes | — | $183K | $188K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| CLEVELAND, OH |
| NONE |
| $44K |
| — |
| MEYER, UNKOVIC & SCOTT LLP | 25-4008021 | PITTSBURGH, PA | NONE | $37K | — |
| PACKER THOMAS | 34-1667340 | NEW CASTLE, PA | NONE | $23K | — |
| ALLIED TRADE ASSISTANCE PROGRAM | — | PHILADELPHIA, PA | NONE | $12K | — |
| ZAKIPOINT HEALTH | — | CAMBRIDGE, MA | NONE | $9K | — |
