Board of Trustees, UMWA Prefunded Benefit Plan's EIN is 26-1508254.
Download the official 2024 Form 5500 (PDF) for Board of Trustees, UMWA Prefunded Benefit Plan from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Board of Trustees, UMWA Prefunded Benefit Plan's plan includes health coverage, vision coverage.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PIMCO | 33-0629048 | — | NONE | $99K | — |
| BLACKROCK INST TRUST CO. FKA BGI | 94-3112180 | — | NONE | $13K | — |
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 | |||||
|---|---|---|---|---|---|---|
| SSGA US GOVT CREDIT BOND INDEX NL C STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 81-4017137 / PN 001 | Common Collective Trust | — | $58.0M | $57.6M | 39.6% | |
| BLACKROCK US TIPS FUND B BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 94-3350106 / PN 001 | Common Collective Trust | — | $18.0M | $21.7M | 14.9% | |
| US EQUITY MARKET FUND B BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 94-3149377 / PN 001 | Common Collective Trust | — | $17.5M | $20.5M | 14.1% | |
| BLACKROCK MSCI WORLD INDX FUND B BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 05-0606326 / PN 001 | Common Collective Trust | — | $12.4M | $16.0M | 11.0% | |
| DFA Dimensions Group Commodity Strategy Port Mutual Fund | Mutual Funds | — | $17.0M | $14.1M | 9.7% | |
| MSCI EMERGING MARKETS FREE FUND B BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 94-3369180 / PN 001 | Common Collective Trust | — | $6.5M | $7.2M | 5.0% | |
| Registered Investment Companies * MFB NI Treasury Money Market Fund Money Market | Cash / Money Market | — | $4.4M | $4.4M | 3.0% | |
| Vanguard Fixed Income Ultra Short Term Bd FD Mutual Fund | Mutual Funds | — | $959K | $965K | 0.7% | |
| GOVERNMENT/CREDIT BOND INDEX FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 94-3136017 / PN 001 | Common Collective Trust | — | $612K | $895K | 0.6% | |
| DFA Dimensions Group Inc Fxd Income Portfolio Mutual Fund | Mutual Funds | — | $856K | $860K | 0.6% | |
| MFC Ishares TR ETF Exchange-Traded Fund | Other securities | — | $792K | $792K | 0.5% | |
| Blackrock Short Term Fund B Mutual Fund | Other securities | — | $4K | $4K | <0.1% | |
| NHIT CORE PLUS FIXED INCOME TRUST LOOMIS SAYLES TRUST COMPANY, LLC · EIN 20-8080381 / PN 018 | Common Collective Trust | — | — | $0 | <0.1% | |
| LONGVIEW BROAD MARKET 3000 INDX FND AMALGAMATED BANK · EIN 46-2044954 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| IR&M SHORT FUND LLC IR&M SHORT FUND LLC C/O INCOME RESEARCH & MANANGEMENT · EIN 27-4824046 / PN 001 | 103-12 Investment Entity | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INCOME RESEARCH + MANAGEMENT | 42-2955404 | — | NONE | $34K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| 1974 PENSION TRUST | 52-6150908 | — | EMPLOYER | $394K | — |
| KEYSTONE PEER REVIEW ORGANIZATION | 23-2348176 | — | NONE | $205K | — |
| HEALTH SMART BENEFIT SOLUTIONS | 36-4099199 | — | NONE | $178K | — |
| LOOMIS SAYLES TRUST COMPANY | 20-8080381 | — | NONE | $79K | — |
| WITHUMSMITH+BROWN | 22-2027092 | — | NONE | $38K | — |
| NORTHERN TRUST | 36-1561860 | — | NONE | $13K | — |
| BLOOMBERG FINANCE, L.P. | 13-3417984 | — | NONE | $13K | — |
| CCRC ACTUARIES, LLC | 52-2261050 | — | NONE | $9K | — |
| ARTHUR DIAMOND, INC | 52-0937528 | — | NONE | $8K | — |
| INTERIM HEALTHCARE OF SE OHIO, INC | 47-0947907 | — | NONE | $7K | — |
| MARSH USA, INC | 36-1436000 | — | NONE | $6K | — |
| JONES, NANCY C. | — | WASHINGTON, DC | NONE | $5K | — |
| MICROSOFT CORPORATION | 91-1144442 | — | NONE | $5K | — |
| AMALGAMATED BANK | 13-4920330 | — | NONE | $2K | — |
