Joint BOT Cleveland Bakers and Teamsters H & W Fund's EIN is 34-0753693.
Download the official 2024 Form 5500 (PDF) for Joint BOT Cleveland Bakers and Teamsters H & W Fund from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Joint BOT Cleveland Bakers and Teamsters H & W Fund's plan includes health coverage, life insurance, dental coverage, vision coverage, long-term disability.
Holdings are itemized directly on this plan's Schedule of Assets, below.
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 | |||||
|---|---|---|---|---|---|---|
| MSCI ACWI EQUITY INDEX BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 80-0544932 / PN 001 | Common Collective Trust | — | $25.8M | $46.2M | 37.6% | |
| REGISTERED INVESTMENT COMPANIES STRATEGIC INCOME OPPORTUNITIES PORTFOLIO, BLACKROCK INSTITUTIONAL TRUST CO CLASS K; 2418708 Shares | Common Stocks | — | $23.2M | $22.9M | 18.6% | |
| Proceeds ofDispositions $ - | Other securities | — | — | $17.3M | 14.1% | |
| WESTERN ASSET US CORE PLUS LLC WESTERN ASSET MANAGEMENT COMPANY · EIN 20-1575788 / PN 001 | 103-12 Investment Entity | — | $11.2M | $16.1M | 13.1% | |
| BLACKROCK INSTITUTIONAL TRUST CO HIGH YIELD BOND FUND, CLASS K; 742,330 shares | Common Stocks | — | $5.6M | $5.3M | 4.3% | |
| US TREASURY INFLATION PROTECTED SEC BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 80-0291415 / PN 001 | Common Collective Trust | — | $3.7M | $3.7M | 3.0% | |
| BOYD WATTERSON GSA FUND LP BOYD WATTERSON ASSET MANAGEMENT LLC · EIN 45-2061717 / PN 000 | 103-12 Investment Entity | — | $3.2M | $3.4M | 2.8% | |
| MONEY MARKET FUNDS DREYFUS GOVT CAS MGMT INST 289 DRYFUS VAR RT 12/ 31/ 2075 DD 06/ 03/ 97 | Mutual Funds | — | $2.3M | $2.3M | 1.8% | |
| LIMITED LIABILTY INVESTMENTS HAMILTON LANE HAMILTON LANE STRAT OPS OFFSHORE FUNDS VIII | Other securities | — | $1.8M | $1.9M | 1.5% | |
| (d)(h) Cost of Acquisitions $ | Other securities | — | $427K | $453K | 0.4% | |
| GOLDMAN SACHS GROUP INC/ THE COMMON STOCK; 600 Shares | Common Stocks | — | $117K | $344K | 0.3% | |
| CORPORATE STOCK - COMMON BANK OF AMERICA CORP COMMON STOCK; 4500 Shares | Common Stocks | — | $129K | $198K | 0.2% | |
| META PLATFORMS INC COMMON STOCK; 260 Shares | Common Stocks | — | $39K | $152K | 0.1% | |
| BNY MELLON MONEY MARKET FD B, 1,670 Shares | Cash / Money Market | — | $2K | $2K | <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 |
|---|---|---|---|---|---|
| EMPOWERING PUNCH | — | STRONGSVILLE, OH | NONE | $52K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER FIDUCIARY ADVISORS | 26-0516431 | — | NONE | $73K | — |
| LSV ASSET MANAGEMENT | 23-2772200 | — | NONE | $38K | — |
| BLACKROCK INSTUTIONAL TRUST | 94-3112180 | — | NONE | $28K | — |
| WESTERN ASSET | 04-3404987 | — | NONE | $16K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BROADREACH MEDICAL RESOURCES | 02-0640082 | — | NONE | $7.1M | — |
| CIGNA | 59-1031071 | — | NONE | $1.8M | — |
| EVERSIDE HEALTH | 45-3449075 | — | NONE | $1.4M | — |
| PAYER MATRIX | 81-3946362 | — | NONE | $1.4M | — |
| HELLO HEART | 82-3489727 | — | NONE | $434K | — |
| THE JAMES B. OSWALD COMPANY | 34-0445620 | — | NONE | $290K | — |
| TRUHEARING | 20-0415501 | — | NONE | $240K | — |
| VIVEKA | — | NEW YORK, NY | NONE | $204K | — |
| HMC HEALTHWORKS INC. | 75-3189468 | — | NONE | $183K | — |
| SWORD | 34-1849452 | — | NONE | $174K | — |
| LIVONGO | 26-3542036 | — | NONE | $160K | — |
| DELTA DENTAL PLAN OF OHIO | 31-0685339 | — | NONE | $147K | — |
| FAULKNER, HOFFMAN & PHILLIPS | 45-1540483 | — | NONE | $145K | — |
| ABBY PECORARO | 34-0753693 | — | EMPLOYEE | $127K | — |
| ANDREA SMITH | 34-0753693 | — | EMPLOYEE | $107K | — |
| CURIO DIGITAL THERAPEUTICS | 85-2977374 | — | NONE | $102K | — |
| MICHAEL KREIS | 34-0753693 | — | EMPLOYEE | $99K | — |
| LAMAR FLOYD | 34-0753693 | — | EMPLOYEE | $93K | — |
| JERALYNN SCHNELL | 34-0753693 | — | EMPLOYEE | $87K | — |
| RSM US LLP | 42-0714325 | — | NONE | $83K | — |
| LINDA JOHNS | 34-0753693 | — | EMPLOYEE | $69K | — |
| MORELANDCONNECT | 47-1044572 | — | NONE | $60K | — |
| ANGELA KANZIG | 34-0753693 | — | EMPLOYEE | $52K | — |
| SHERI SARICH | 34-0753693 | — | EMPLOYEE | $50K | — |
| BRIAND MORRIS | 34-0753693 | — | EMPLOYEE | $50K | — |
| KEITHA NUNN | 34-0753693 | — | EMPLOYEE | $50K | — |
| QWESTCOM | 34-1959482 | — | NONE | $49K | — |
| CARL PECORARO | 34-0753693 | — | EMPLOYEE | $47K | — |
| JANINE VEVE | 34-0753693 | — | EMPLOYEE | $43K | — |
| TODD ASSOCIATES | 34-0727780 | — | NONE | $42K | — |
| GINA MORGAN-BASHINSKY | 34-0753693 | — | EMPLOYEE | $34K | — |
| VSP | 06-1227840 | — | NONE | $28K | — |
| BNY MELLON ASSET SERVICING | 13-5160382 | — | NONE | $20K | — |
| ACUITY | 39-0491540 | — | NONE | $13K | — |
| CINCINNATI INSURANCE | 31-0542366 | — | NONE | $8K | — |
| DELAWARE VALLEY HEALTH CARE | — | PHILADELPHIA, PA | NONE | $0 | — |
