Board of Trustees Three Rivers Annuity Fund's EIN is 25-6148728.
Download the official 2024 Form 5500 (PDF) for Board of Trustees Three Rivers Annuity Fund from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Board of Trustees Three Rivers 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 SERVIC | — | WESTWOOD, MA | NONE | $257K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENESYS, INC. | 38-2383171 |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $208.8M | 97.7% | |
| FEDERATED CAPITAL PRESERVATION FUND FEDERATED INVESTORS, INC. · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $32.5M | 15.2% | |
| TROWEL TRADES LARGE CAP EQUITY IDX COMERICA · EIN 38-3558170 / PN 001 | Common Collective Trust | — | — | $25.2M | 11.8% |
| — |
| CONTRACT ADMINISTRATOR |
| $56K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH | — | IRWIN, PA | NONE | $33K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARNTERS, LLC | — | SAN RAFAEL, CA | NONE | $106K | — |
| ZENITH AMERICAN SOLUTIONS | 52-1590516 | — | NONE | $58K | — |
| STEPHEN J. OBRIEN & ASSOCIATES LLC | 81-5178933 | — | NONE | $25K | — |
| DICLAUDIO & KRAMER, LLC | 27-0889793 | — | NONE | $14K | — |
| BRICKLAYERS COMBINED FUNDS, INC. | 25-1360680 | — | NONE | $7K | — |
