Michael Muzic signed IBEW Local 38 Pension Plan's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
IBEW Local 38 Pension Plan's EIN is 34-6574238.
Download the official 2024 Form 5500 (PDF) for IBEW Local 38 Pension Plan from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PNC FINANCIAL SERVICES | — | PITTSBURGH, PA | CUSTODIAN | $35K | — |
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 | — | — | $282.7M | 63.4% | |
| [Assets held in common stock] | Other | — | — | $125.4M | 28.1% | |
| IBEW-NECA EQUITY INDEX FUND CHEVY CHASE TRUST COMPANY · EIN 31-1772714 / PN 003 | Common Collective Trust | — | — | $106.8M | 23.9% | |
| PIMCO TOTAL RETURN COLLECTIVE TRUST SEI TRUST COMPANY · EIN 27-0834899 / PN 035 | Common Collective Trust | — | — | $80.4M | 18.0% | |
| JPMORGAN BOND FUND JPMORGAN CHASE BANK, NATL ASSOCIATION · EIN 20-3847783 / PN 001 | Common Collective Trust | — | — | $34.2M | 7.7% | |
| KAYNE ANDERSON RUDNICK CIT SEI TRUST COMPANY · EIN 47-2579333 / PN 078 | Common Collective Trust | — | — | $23.0M | 5.2% | |
| ASB ALLEGIANCE REAL ESTATE FUND CHEVY CHASE TRUST COMPANY · EIN 52-6257033 / PN 006 | Common Collective Trust | — | — | $13.2M | 3.0% | |
| LOOMIS SAYLES GLOBAL CIT LOOMIS SAYLES · EIN 84-6391546 / PN 013 | Common Collective Trust | — | — | $11.3M | 2.5% | |
| AFL-CIO BUILDING INVESTMENT TRUST PNC BANK, NATIONAL ASSOCIATION · EIN 52-6328901 / PN 001 | Common Collective Trust | — | — | $10.1M | 2.3% | |
| ERECT FUND II AMERISERV · EIN 25-1689052 / PN 004 | Common Collective Trust | — | — | $3.7M | 0.8% | |
| [Assets held in interest-bearing cash] | Other | — | — | $1.6M | 0.4% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
| MANNING & NAPIER | — | FAIRPORT, NY | INVESTMENT MANAGER | $369K | — |
| FISHER INVESTMENTS | — | CAMAS, WA | INVESTMENT MANAGER | $325K | — |
| EARNEST PARTNERS | — | ATLANTA, GA | INVESTMENT MANAGER | $271K | — |
| ASB CAPITAL MANAGEMENT LLC | — | BETHESDA, MD | INVESTMENT MANAGER | $133K | — |
| UMB FUND SERVICES | — | MILWAUKEE, WI | INVESTMENT MANAGER | $107K | — |
| SEGAL MACRO ADVISORS | — | CLEVELAND, OH | INVESTMENT CONSULTANT | $103K | — |
| JP MORGAN CHASE BANK, N.A. | — | NEW YORK, NY | INVESTMENT MANAGER | $100K | — |
| NATIONAL REAL ESTATE ADVISORS LLC | — | WASHINGTON, DC | INVESTMENT MANAGER | $81K | — |
| LOOMIS SAYLES TRUST COMPANY | — | BOSTON, MA | INVESTMENT MANAGER | $62K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| IBEW LOCAL 38 FRINGE BENEFIT FUNDS | 34-1381893 | — | CONTRACT ADMINISTRATOR | $159K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| YURCHYK & DAVIS CPA'S, INC. | 34-1638235 | — | AUDITOR | $18K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SEGAL COMPANY | — | CLEVELAND, OH | ACTUARY | $66K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLOTTA FARLEY & CO LLP | — | PERRYSBURG, OH | ATTORNEY | $25K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BRIDGEWAY BENEFIT TECHNOLOGIES | — | MAPLE SHADE, NJ | COMPUTER SERVICES | $9K | — |
