I.B.E.W. Local 81 Defined Benefit Pension Plan Joint Board of Trustees' EIN is 26-0557668.
Download the official 2024 Form 5500 (PDF) for I.B.E.W. Local 81 Defined Benefit Pension Plan Joint Board of Trustees 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 |
|---|---|---|---|---|---|
| PEOPLES SECURITY BANK & TRUST | 24-0603570 | — | — | $77K | — |
| THE MCKEOGH COMPANY | 23-3003375 | — | — | $34K | — |
| FABIAN & BYRN LLC | 25-1914887 | — | — | $32K | — |
| MMQ & ASSOCIATES P.C. | 23-2226550 | — | — | $13K |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PNC Bank, NA | Other securities | — | $2.3M | $2.3M | 10.2% | |
| Morgan Stanley Bank N.A | Other securities | — | $911K | $911K | 4.0% | |
| JP Morgan Core Plus Bond | Other securities | — | $1.0M | $812K | 3.6% | |
| IShares S&P 500 Index | Common Collective Trusts | — | $414K | $592K | 2.6% | |
| Broadcom Inc NPV | Common Stocks | — | $73K | $484K | 2.1% | |
| Wal Mart Stores Inc | Common Stocks | — | $201K | $444K | 2.0% | |
| Meta Platforms Inc | Common Stocks | — | $193K | $421K | 1.9% | |
| SPDR Technology | Other securities | — | $252K | $404K | 1.8% | |
| United States Treasury Notes | U.S. Treasuries | — | $399K | $399K | 1.8% | |
| Truist Finl Corp | Common Stocks | — | $395K | $374K | 1.7% | |
| Boeing Co | Common Stocks | — | $398K | $373K | 1.7% | |
| SPDR Communication | Other securities | — | $232K | $355K | 1.6% | |
| Vanguard Small Cap EFT | Mutual Funds | — | $286K | $326K | 1.4% | |
| Goldman Sachs Group | Common Stocks | — | $182K | $300K | 1.3% | |
| United States Treasury Notes | U.S. Treasuries | — | $298K | $300K | 1.3% | |
| Apple Inc | Common Stocks | — | $299K | $297K | 1.3% | |
| Eli Lilly & Co | Common Stocks | — | $59K | $295K | 1.3% | |
| Blackrock Inc | Common Stocks | — | $223K | $294K | 1.3% | |
| Adobe Inc | Common Stocks | — | $264K | $291K | 1.3% | |
| Air Product and Chemicals Inc | Common Stocks | — | $268K | $279K | 1.2% | |
| Microsoft Corp | Common Stocks | — | $107K | $276K | 1.2% | |
| JP Morgan Chase & Co | Common Stocks | — | $113K | $264K | 1.2% | |
| Emerson Elec Co | Common Stocks | — | $290K | $264K | 1.2% | |
| Bank New York Mellon Corp | Common Stocks | — | $295K | $262K | 1.2% | |
| Home Depot | Other securities | — | $213K | $258K | 1.1% | |
| MS Private Bank Purchase NY CD | Other securities | — | $250K | $250K | 1.1% | |
| SPDR Utilities | Other securities | — | $192K | $246K | 1.1% | |
| UnitedHealth Group Inc | Common Stocks | — | $235K | $245K | 1.1% | |
| Apple Computer Inc | Common Stocks | — | $83K | $241K | 1.1% | |
| Vanguard S/T Invest GR-ADM | Mutual Funds | — | $250K | $237K | 1.0% | |
| Federal Farm Credit Bank | Other securities | — | $250K | $234K | 1.0% | |
| Intercontinental Exchange Inc | Common Stocks | — | $220K | $221K | 1.0% | |
| Amazon Inc | Common Stocks | — | $139K | $205K | 0.9% | |
| Qualcomm Inc | Common Stocks | — | $168K | $203K | 0.9% | |
| Manufacturers & Traders TR C | Other securities | — | $193K | $201K | 0.9% | |
| IShares TR MSCI EAFE Index | Other securities | — | $174K | $200K | 0.9% | |
| Nestle Holdings Inc | Common Stocks | — | $199K | $197K | 0.9% | |
| Applied Matls Inc | Common Stocks | — | $149K | $196K | 0.9% | |
| United States Treasury Notes | U.S. Treasuries | — | $194K | $195K | 0.9% | |
| Morgan Stanley Dean Witter | Other securities | — | $130K | $192K | 0.9% | |
| Comcast Corp New | Common Stocks | — | $192K | $186K | 0.8% | |
| Abbvie Inc | Common Stocks | — | $88K | $186K | 0.8% | |
| Coca Cola Co | Common Stocks | — | $198K | $184K | 0.8% | |
| United States Treasury Notes | U.S. Treasuries | — | $189K | $184K | 0.8% | |
| Visa Cl A | Common Stocks | — | $105K | $183K | 0.8% | |
| Royal Bank of Canada | Other securities | — | $175K | $177K | 0.8% | |
| Berkshire Hathaway Energy | Other securities | — | $187K | $168K | 0.7% | |
| SPDR Energy | Other securities | — | $79K | $163K | 0.7% | |
| Amgen Inc | Common Stocks | — | $142K | $158K | 0.7% | |
| Costco Whsl Corp | Common Stocks | — | $85K | $156K | 0.7% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| KANG HAGGERTY LLC | 23-2220388 | — | — | $13K | — |
| MERANZE KATZ AND GAUDIOSO PC | 23-1496747 | — | — | $13K | — |
