CURT Moore signed I.B.E.W. Local 540 Pension Fund's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
I.B.E.W. Local 540 Pension Fund's EIN is 34-6701444.
Download the official 2023 Form 5500 (PDF) for I.B.E.W. Local 540 Pension Fund from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)I.B.E.W. Local 540 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 |
|---|---|---|---|---|---|
| MORGAN STANLEY | — | NEW YORK, NY | INVESTMENT CUSTODIAN | $155K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL REAL ESTATE ADVISORS |
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 | |||||
|---|---|---|---|---|---|---|
| IBEW NECA EQUITY INDEX FUND CHEVY CHASE TRUST · EIN 31-1772714 / PN 003 | Common Collective Trust | — | — | $14.6M | 11.6% | |
| MULTI-EMPLOYER PROPERTY TRUST NEW TOWER · EIN 52-6218800 / PN 001 | Common Collective Trust | — | — | $4.8M | 3.8% | |
| ULLICO INFRASTRUCTURE TAX EXEMPT FU ULLICO INVESTMENT ADVISORS INC · EIN 90-0622302 / PN 001 | 103-12 Investment Entity | — | — | $3.0M | 2.4% | |
| 1 Investment in Master Fund | Other securities | — | — | $3.0M | 2.3% | |
| Receivable from Master Fund | Other securities | — | $11K | $11K | <0.1% |
| — |
| WASHINGTON, DC |
| INVESTMENT MANAGER |
| $52K |
| — |
| ULLICO INVESTMENT ADVISORS | 52-6435649 | SILVER SPRING, MD | INVESTMENT MANAGER | $45K | — |
| MANNING & NAPIER | — | FAIRPORT, NY | INVESTMENT MANAGER | $36K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENESYS, INC. | — | CANFIELD, OH | THIRD PARTY ADMINISTRATOR | $69K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| YURCHYK & DAVIS CPA'S, INC. | 34-1638235 | — | AUDITOR | $19K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CUNI, RUST & STRENK | — | CINCINNATI, OH | ACTUARY | $90K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MACALA & PIATT LLC | — | NORTH CANTON, OH | ATTORNEY | $32K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PBGC PREMIUM | — | WASHINGTON, DC | NONE | $36K | — |
| HUNTINGTON NATIONAL BANK | — | COLUMBUS, OH | BANKING SERVICES | $5K | — |
