WWEC Local 863 Pension Plan's EIN is 26-3541447.
Download the official 2023 Form 5500 (PDF) for WWEC Local 863 Pension Plan from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL CUSTODY SOLUTIONS | 42-1466678 | DES MOINES, IA | CUSTODIAN | $25K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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.
| % of plan | |||
|---|---|---|---|
| EB DV NON-SL INTL STOCK INDEX FUND THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 213 | Common Collective Trust | $17.1M | 9.0% |
| EB DV NON-SL BROAD MARKET STOCK IND THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 268 | Common Collective Trust | $14.6M | 7.7% |
| ASB LABOR EQUITY INDEX FUND CHEVY CHASE TRUST COMPANY · EIN 27-3350609 / PN 010 | Common Collective Trust | $11.4M | 6.0% |
| MORGAN STANLEY SMITH BARNEY LLC |
| 26-4310632 |
| NEW YORK, NY |
| INVESTMENT MANAGEMENT FEE |
| $188K |
| — |
| JANNEY MONTGOMERY SCOTT LLC | 84-3149820 | BEDMINSTER, NJ | INVESTMENT MANAGER | $97K | — |
| MORGAN STANLEY WEALTH MANAGEMENT | 26-4310632 | NEW YORK, NY | INVESTMENT MANAGEMENT FEE | $75K | — |
| UBS REALTY | 26-6910306 | HARTFORD, CT | INVESTMENT MANAGEMENT FEE | $55K | — |
| BANK OF NEW YORK MELLON | 25-6078093 | BOSTON, MA | INVESTMENT MANAGEMENT FEE | $16K | — |
| KENNETH NOWAK, ESQ. | 14-9387261 | NEW YORK, NY | CONSULTANT | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BEDERSON LLP | 22-2978848 | FAIRFIELD, NJ | ACCOUNTANT | $85K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE SEGAL COMPANY | 06-0839113 | NEW YORK, NY | ACTUARY | $86K | — |
