PAT Raffety signed Bridge, Structural & Ornamental Ironworkers Local 207 Pension Fund's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Bridge, Structural & Ornamental Ironworkers Local 207 Pension Fund's EIN is 34-6720162.
Download the official 2024 Form 5500 (PDF) for Bridge, Structural & Ornamental Ironworkers Local 207 Pension Fund 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 |
|---|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT SERVICES | — | BOSTON, MA | INVESTMENT RECORDKEEPER | $59K | — |
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 registered investment companies (mutual funds)] | Other | — | — | $68.6M | 85.8% | |
| [Assets held in interest-bearing cash] | Other | — | — | $3.9M | 4.9% | |
| [Assets held in common collective trust] | Other | — | — | $1.8M | 2.3% | |
| ASB ALLEGIANCE REAL ESTATE FUND ASB REAL ESTATE INVESTMENTS · EIN 52-6257033 / PN 006 | Common Collective Trust | — | — | $1.8M | 2.3% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS | — | SMITHFIELD, RI | INVESTMENT MANAGER | $30K | — |
| AMERICAN REALTY ADVISORS | — | LOS ANGELES, CA | INVESTMENT MANAGER | $30K | — |
| MARINER INSTITUTIONAL, LLC | — | WINTER PARK, FL | INVESTMENT ADVISOR | $29K | — |
| BOYD WATTERSON ASSET MANAGEMENT | — | CLEVELAND, OH | INVESTMENT MANAGEMENT | $22K | — |
| NORTHERN TRUST | — | CHICAGO, IL | INVESTMENT MANAGER | $20K | — |
| ASB REAL ESTATE INVESTMENTS | — | BETHESDA, MD | INVESTMENT MANAGER | $19K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PATRICIA RAFFETY | — | BOARDMAN, OH | PLAN ADMINISTRATOR | $71K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| YURCHYK & DAVIS CPA'S, INC. | 34-1638235 | — | AUDITOR | $47K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CUNI, RUST & STRENK | — | CINCINNATI, OH | ACTUARY | $36K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MACALA & PIATT, LLC | — | NORTH CANTON, OH | ATTORNEY | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BRIDGEWAY BENEFIT TECHNOLOGIES | — | BALTIMORE, MD | SOFTWARE PROVIDER | $38K | — |
| PBGC PREMIUM | — | WASHINGTON, DC | NONE | $24K | — |
| MICHELLE BAECHLY | — | BOARDMAN, OH | EMPLOYEE | $13K | — |
| IRONWORKERS LOCAL UNION NO. 207 | — | BOARDMAN, OH | LANDLORD | $10K | — |
| VALLEY OFFICE SOLUTIONS | — | YOUNGSTOWN, OH | IT SUPPORT | $8K | — |
| HUNTINGTON NATIONAL BANK | — | COLUMBUS, OH | BANK SERVICE CHARGES | $5K | — |
