IBEW Local 712 Underemployment Subsistence TR Fund's EIN is 25-6145275.
Download the official 2024 Form 5500 (PDF) for IBEW Local 712 Underemployment Subsistence TR Fund from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FNB WEALTH MANAGEMENT | — | PITTSBURGH, PA | NONE | $19K | — |
| CDS | — | PITTSBURGH, PA | NONE | $15K | — |
| PACKER THOMAS | 34-1667340 | NEW CASTLE, PA | NONE | $8K | — |
| MEYER, UNKOVIC & SCOTT LLP | 25-4008021 | PITTSBURGH, PA | NONE | $6K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Short-Term Treasury Bond Index Fd | U.S. Treasuries | — | $1.0M | $986K | 18.7% | |
| First National Bank First Rate Money Market | Cash / Money Market | — | $837K | $837K | 15.9% | |
| Fidelity Intermediate Treasury Bond Index Fd | U.S. Treasuries | — | $689K | $641K | 12.2% | |
| Federated Intmd Hermes Corporate Bond Fund - R6 | Other securities | — | $488K | $486K | 9.2% | |
| Vanguard Short Term Corp Bond Index - Adm #1945 | Mutual Funds | — | $468K | $460K | 8.7% | |
| Ishares Core Msci EAFE | Other securities | — | $187K | $202K | 3.8% | |
| Vanguard High Dividend Yield Etf | Mutual Funds | — | $114K | $133K | 2.5% | |
| Spdr S&P 400 Value | Other securities | — | $59K | $90K | 1.7% | |
| Spdr S&P 400 Growth | Other securities | — | $55K | $88K | 1.7% | |
| Vanguard Inter Term Inv Grade Admiral #571 | Mutual Funds | — | $76K | $82K | 1.6% | |
| Federated Treasury Obligations | Other securities | — | $81K | $81K | 1.5% | |
| Spdr Gold Trust Gold Shs | Common Stocks | — | $51K | $60K | 1.1% | |
| Spdr S&P 600 Value | Other securities | — | $44K | $52K | 1.0% | |
| Spdr S&P 600 Growth | Other securities | — | $36K | $50K | 1.0% | |
| Broadcom Inc Common Stock | Common Stocks | — | $10K | $42K | 0.8% | |
| JP Morgan Chase & Co Com Common Stock | Common Stocks | — | $11K | $35K | 0.7% | |
| Microsoft Corp Com Common Stock | Common Stocks | — | $30K | $33K | 0.6% | |
| International Business Machs Com Common Stock | Common Stocks | — | $19K | $32K | 0.6% | |
| Wal Mart Stores Inc Com Common Stock | Common Stocks | — | $11K | $28K | 0.5% | |
| Abbvie Inc Common Stock | Common Stocks | — | $14K | $26K | 0.5% | |
| Morgan Stanley Com New Common Stock | Common Stocks | — | $18K | $22K | 0.4% | |
| Philip Morris Intl Inc Com Common Stock | Common Stocks | — | $16K | $21K | 0.4% | |
| Apple Inc Com Common Stock | Common Stocks | — | $11K | $20K | 0.4% | |
| Altria Group Inc Com Common Stock | Common Stocks | — | $16K | $20K | 0.4% | |
| Bank of America Corporation Com Common Stock | Common Stocks | — | $11K | $20K | 0.4% | |
| Cme Group Inc Common Stock | Common Stocks | — | $14K | $20K | 0.4% | |
| Procter & Gamble Co Com Common Stock | Common Stocks | — | $18K | $19K | 0.4% | |
| Cisco Sys Inc Com Common Stock | Common Stocks | — | $16K | $18K | 0.3% | |
| Merck & Co Inc Com Common Stock | Common Stocks | — | $15K | $18K | 0.3% | |
| Johnson & Johnson Com Common Stock | Common Stocks | — | $15K | $17K | 0.3% | |
| Unitedhealth Group Inc Com Common Stock | Common Stocks | — | $11K | $17K | 0.3% | |
| Verizon Communications Com Common Stock | Common Stocks | — | $20K | $16K | 0.3% | |
| Honeywell Intl Inc Com Common Stock | Common Stocks | — | $10K | $15K | 0.3% | |
| Blackrock Inc Com Common Stock | Common Stocks | — | $9K | $14K | 0.3% | |
| Linde PLC Com Common Stock | Common Stocks | — | $6K | $14K | 0.3% | |
| Amgen Inc Com Common Stock | Common Stocks | — | $12K | $13K | 0.2% | |
| Nextera Energy Inc Com Common Stock | Common Stocks | — | $7K | $13K | 0.2% | |
| Valero Energy Corp New Com Common Stock | Common Stocks | — | $8K | $13K | 0.2% | |
| Union Pac Corp Com Common Stock | Common Stocks | — | $12K | $12K | 0.2% | |
| Medtronics PLC Shs Common Stock | Common Stocks | — | $14K | $11K | 0.2% | |
| United Parcel Service Inc Cl B Common Stock | Common Stocks | — | $15K | $11K | 0.2% | |
| American Elec Pwr Inc Com Common Stock | Common Stocks | — | $10K | $11K | 0.2% | |
| Cardinal Health Inc Com Common Stock | Common Stocks | — | $5K | $11K | 0.2% | |
| AFLAC Inc Common Stock | Common Stocks | — | $6K | $10K | 0.2% | |
| Conocophillips Com Common Stock | Common Stocks | — | $12K | $10K | 0.2% | |
| Prudential Finl Inc Com Common Stock | Common Stocks | — | $7K | $10K | 0.2% | |
| Visa Inc Com Cl A Common Stock | Common Stocks | — | $8K | $10K | 0.2% | |
| Comcast Corp New Cl A Common Stock | Common Stocks | — | $11K | $10K | 0.2% | |
| Kenvue Inc Common Stock | Common Stocks | — | $10K | $9K | 0.2% | |
| Automatic Data Processing Com Common Stock | Common Stocks | — | $8K | $9K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
