KIM Wood signed Board of Trustees - Sheet Metal Workers Local 98 Pension Fund's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Board of Trustees - Sheet Metal Workers Local 98 Pension Fund's EIN is 31-6171213.
Download the official 2024 Form 5500 (PDF) for Board of Trustees - Sheet Metal Workers Local 98 Pension Fund from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Board of Trustees - Sheet Metal Workers Local 98 Pension Fund's plan includes a defined-benefit pension formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASB CAPITAL MANAGEMENT | 52-2288019 | BETHESDA, MD | PARTY-IN-INTEREST | $79K | — |
| ARISTOTLE CAPITAL MANAGEMENT | 95-4833644 | LOS ANGELES, CA | PARTY-IN-INTEREST | $21K | — |
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 common collective trust] | Other | — | — | $164.6M | 97.6% | |
| BNYM MELLON AFL-CIO CF SL BROAD MKT THE BANK OF NEW YORK MELLON · EIN 84-7062700 / PN 001 | Common Collective Trust | — | — | $77.2M | 45.7% | |
| NIS CORE FIXED INCOME FUND, LLC NATIONAL INVESTMENT SERVICES OF AMERICA LLC · EIN 20-0005644 / PN 001 | Common Collective Trust | — | — | $11.9M | 7.1% | |
| ULLICO INFRASTRUCTURE TAX EXEMPT FU ULLICO INVESTMENT ADVISORS INC · EIN 90-0622302 / PN 001 | 103-12 Investment Entity | — | — | $9.4M | 5.6% | |
| PACIFIC ASSET MANAGEMENT BANK LOAN PAM BANK LOAN GP LLC · EIN 46-5076716 / PN 001 | 103-12 Investment Entity | — | — | $8.3M | 4.9% | |
| ASB ALLEGIANCE REAL ESTATE FUND CHEVY CHASE TRUST COMPANY · EIN 52-6257033 / PN 006 | Common Collective Trust | — | — | $7.2M | 4.3% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE SEGAL GROUP | 31-1975125 | CLEVELAND, OH | PARTY-IN-INTEREST | $113K | — |
| AMERICAN BENEFITS CORPORATION | 55-0672859 | ONA, WV | PARTY-IN-INTEREST | $72K | — |
| MARQUETTE ASSOCIATES | 36-3485298 | CHICAGO, IL | PARTY-IN-INTEREST | $54K | — |
| LEDBETTER PARTNERS LLC | 03-0599899 | CINCINNATI, OH | PARTY-IN-INTEREST | $42K | — |
| NATIONAL INVESTMENT SERVICES | 84-3937993 | MILWAUKEE, WI | PARTY-IN-INTEREST | $29K | — |
| GRAY, GRIFFITH & MAYS, A.C. | 55-0621482 | CHARLESTON, WV | PARTY-IN-INTEREST | $25K | — |
| KEYBANK | 34-1586030 | CLEVELAND, OH | PARTY-IN-INTEREST | $16K | — |
