Joint Board of Trustees Plumbers Union Local 55 Pension Plan's EIN is 34-6514703.
Download the official 2024 Form 5500 (PDF) for Joint Board of Trustees Plumbers Union Local 55 Pension Plan from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Joint Board of Trustees Plumbers Union Local 55 Pension Plan's plan includes a defined-benefit pension formula, a frozen benefit (no new accruals).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CDS ADMINISTRATORS | — | PITTSBURGH, PA | NONE | $71K | — |
| EDGEWOOD MANAGEMENT CO. | 22-2032238 | — | NONE | $43K | — |
| SEGAL COMPANY | 13-1975125 | — | NONE | $20K | — |
| MARINER (ANDCO) | 59-3676225 | — | NONE | $18K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PNC BANK, NA | 25-1211909 | — | NONE | $14K | — |
| FAULKNER, HOFFMAN & PHILLIPS, LLC | 34-1909706 | — | — | $6K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Registered Investment Companies Baird Aggregate Bond Fund Registered Investment Company N/A | Common Stocks | — | $15.3M | $13.7M | 12.8% | |
| Vanguard Intermediate-Term Bond Corporate Index Fund Registered Investment Company N/A | Common Collective Trusts | — | $6.2M | $12.5M | 11.8% | |
| Dodge & Cox Stock Fund Registered Investment Company N/A | Mutual Funds | — | $8.3M | $11.8M | 11.1% | |
| Wellington International Research Equity Fund Common Collective Trust N/A | Common Collective Trusts | — | $6.1M | $11.7M | 11.0% | |
| Vanguard M id-Cap Index Fund Registered Investment Company N/A | Common Collective Trusts | — | $5.7M | $11.7M | 11.0% | |
| Vanguard Intermediate-Term Treasury Fund Registered Investment Company N/A | Mutual Funds | — | $6.7M | $6.3M | 6.0% | |
| Ullico Infrastructure Tax-Exempt Fund LP Limited Partnership N/A | Other securities | — | $5.0M | $5.2M | 4.8% | |
| Limited Partnerships ABS Emerging M arkets Strategic Portfolio LP Limited Partnership N/A | Structured Credit (CLO/ABS) | — | $4.1M | $4.7M | 4.4% | |
| Vanguard Institutional Index Fund Registered Investment Company N/A | Common Collective Trusts | — | $4.5M | $4.0M | 3.7% | |
| Common Collective Trusts ASB Allegiance Real Estate Fund Common Collective Trust N/A | Common Collective Trusts | — | $3.3M | $3.5M | 3.2% | |
| JPM CB Special Situation Property Fund Common Collective Trust N/A | Common Collective Trusts | — | $5.5M | $3.4M | 3.2% | |
| Vanguard Small-Cap Index Fund Registered Investment Company N/A | Common Collective Trusts | — | $1.6M | $2.3M | 2.1% | |
| American Realty Advisors American Core Realty Fund Limited Partnership N/A | Other securities | — | $2.0M | $2.0M | 1.9% | |
| M oney M arket Funds Federated Hermes Government Obligations Fund #117 M oney M arket Fund N/A 5.21% | Bonds / Notes | — | $1.2M | $1.2M | 1.2% | |
| Netflix Inc Common Stock N/A | Common Stocks | — | $389K | $860K | 0.8% | |
| Eli Lilly & Co. Common Stock N/A | Common Stocks | — | $307K | $734K | 0.7% | |
| ASM L Holding NV-NY Common Stock N/A | Common Stocks | — | $513K | $716K | 0.7% | |
| M icrosoft Corp Common Stock N/A | Common Stocks | — | $336K | $706K | 0.7% | |
| Service Now Inc Common Stock N/A | Common Stocks | — | $436K | $690K | 0.6% | |
| S&P Global Inc Common Stock N/A | Common Stocks | — | $260K | $684K | 0.6% | |
| Uber Technologies Common Stock N/A | Common Stocks | — | $565K | $683K | 0.6% | |
| Visa Inc Class A Shares Common Stock N/A | Common Stocks | — | $240K | $682K | 0.6% | |
| Adobe Systems, Inc Common Stock N/A | Common Stocks | — | $389K | $666K | 0.6% | |
| Nvidia Corporation Common Stock N/A | Common Stocks | — | $91K | $665K | 0.6% | |
| Danaher Corp Common Stock N/A | Common Stocks | — | $441K | $589K | 0.6% | |
| Intuitive Surgical Inc Common Stock N/A | Common Stocks | — | $158K | $568K | 0.5% | |
| Blackstone, Inc Common Stock N/A | Common Stocks | — | $384K | $566K | 0.5% | |
| Intuit Software Common Stock N/A | Common Stocks | — | $242K | $543K | 0.5% | |
| AirBNB Inc Common Stock N/A | Common Stocks | — | $499K | $514K | 0.5% | |
| Synopsys Inc Common Stock N/A | Common Stocks | — | $511K | $510K | 0.5% | |
| M SCI Inc. Common Stock N/A | Common Stocks | — | $378K | $433K | 0.4% | |
| Chipotle M exican Grill, Inc Common Stock N/A | Common Stocks | — | $216K | $404K | 0.4% | |
| Copart Inc Common Stock N/A | Common Stocks | — | $383K | $371K | 0.3% | |
| The Trade Desk, Inc. - Class A Common Stock N/A | Common Stocks | — | $325K | $352K | 0.3% | |
| Lululemon Athletica Inc Common Stock N/A | Common Stocks | — | $355K | $279K | 0.3% | |
| Vertex Pharmaceuticals Inc Common Stock N/A | Common Stocks | — | $230K | $239K | 0.2% | |
| ASB ALLEGIANCE REAL ESTATE FUND CHEVY CHASE TRUST COMPANY · EIN 52-6257033 / PN 006 | Common Collective Trust | — | — | $0 | <0.1% | |
| JPMCB SPECIAL SITUATION PROPERTY FU JPMORGAN CHASE BANK, N.A. · EIN 13-3980309 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
