IBEW Local No. 82 Defined Contribution Plan's EIN is 31-1119203.
Download the official 2023 Form 5500 (PDF) for IBEW Local No. 82 Defined Contribution Plan from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)IBEW Local No. 82 Defined Contribution Plan's plan includes money-purchase contributions.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS, INC. | 52-1590516 | — | NONE | $153K | — |
| DOVER CONSULTING | 31-1281984 | — | NONE | $29K | — |
| CLARK, SCHAEFER, HACKETT & CO. | 31-0800053 | — | NONE | $22K | — |
| FIDELITY | 04-2647786 | — | NONE | $14K |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Instl Index Instl Class | Mutual Funds | — | $18.4M | $28.6M | 33.1% | |
| Baird Core Plus Bond Institutional | Other securities | — | $19.1M | $17.3M | 20.1% | |
| Vanguard Small Cap Index Instl | Mutual Funds | — | $10.9M | $15.8M | 18.3% | |
| Vanguard FTSE All World Ex-US | Mutual Funds | — | $11.6M | $11.8M | 13.6% | |
| 13 - (i) Gain(Loss) Year Ended June 30, 2024 (h) Date | Other securities | — | — | $8.0M | 9.2% | |
| Vanguard Short Term Corp Bond Index Inst | Mutual Funds | — | $5.6M | $5.4M | 6.2% | |
| Vanguard Real Estate Index FD Install | Mutual Funds | — | $3.1M | $3.2M | 3.7% | |
| Fidelity Government Cash Reserves | Mutual Funds | — | $1.7M | $1.7M | 2.0% | |
| AFL-CIO HOUSING INVESTMENT TR DVG HAND BENEFITS & TRUST COMPANY · EIN 74-2008758 / PN 184 | Common Collective Trust | — | $1.4M | $1.2M | 1.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| DLA PIPER LLP US | 52-0616490 | — | NONE | $10K | — |
| LEDBETTER, PARISI LLC | 03-0599899 | — | NONE | $9K | — |
