Brian Short signed Board of Trustees Indiana Laborers Welfare Fund's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Board of Trustees Indiana Laborers Welfare Fund's EIN is 35-0923209.
Download the official 2023 Form 5500 (PDF) for Board of Trustees Indiana Laborers Welfare Fund from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Board of Trustees Indiana Laborers Welfare Fund's plan includes vision coverage, dental coverage, life insurance, health coverage.
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 | |||||
|---|---|---|---|---|---|---|
| CORE PLUS FIXED INCOME TRUST CL A LOOMIS SAYLES TRUST COMPANY · EIN 90-0824118 / PN 018 | Common Collective Trust | — | $65.8M | $72.8M | 17.9% | |
| LABOR SELECT RUSSELL 3000 FUND THE NORTHERN TRUST COMPANY · EIN 36-7385649 / PN 001 | Common Collective Trust | — | $44.2M | $71.2M | 17.5% | |
| NIS CORE FIXED INCOME QP FUND, LLC units | Other securities | — | $64.4M | $65.5M | 16.1% | |
| Limited Partnerships and LLC's Held by Bank of New York Mellon BEACH POINT LOAN FUND LP | Other securities | — | $27.9M | $44.9M | 11.0% | |
| Managed by IFM (US) Investment Advisor, LLC IFM GLOBAL INFRASTRUCTURE (US) FUND, LP | Other securities | — | $18.6M | $36.4M | 8.9% | |
| Cash equivalents Held by First Financial Bank - TCM Agency Sweep account FEDERATED GOVT OBLIGATION PREMIER SHARES Money market mutual fund | Cash / Money Market | — | $28.1M | $28.1M | 6.9% | |
| ALL COUNTRY WORLD INDEX THE NORTHERN TRUST COMPANY · EIN 20-3280779 / PN 001 | Common Collective Trust | — | $16.9M | $19.5M | 4.8% | |
| Managed by INVESCO CORE REAL ESTATE units | Real Estate | — | $16.7M | $15.5M | 3.8% | |
| Managed by Ullico Investment Advisors, Inc ULLICO INFRASTRUCTURE TAX-EXEMPT FUND, LP | Common Stocks | — | $6.8M | $8.4M | 2.1% | |
| Managed by First Financial Bank - Mutual Fund account FEDERATED GOVT OBLIGATION PREMIER SHARES Money market mutual fund | Cash / Money Market | — | $6.2M | $6.2M | 1.5% | |
| Managed by Carlyle CDL OFFSHORE FUND LEVERED FEEDER, LP units | Other securities | — | $5.4M | $5.5M | 1.3% | |
| Managed by Parametric - held by Goldman Sachs & Co, LLC | Common Stocks | — | $4.3M | $5.0M | 1.2% | |
| Managed by National Investment Services NIS HIGH YIELD QP FUND, LLC units | Other securities | — | $4.4M | $4.5M | 1.1% | |
| Managed by Parametric Cash - held by Goldman Sachs Cash equivalent | Cash / Money Market | — | $4.3M | $4.3M | 1.1% | |
| Managed by JP Morgan Asset Management LYNSTONE CAPITAL OPPORTUNITIES FUND | Other securities | — | $2.8M | $2.8M | 0.7% | |
| Futures Contracts Managed by Parametric - held by Goldman Sachs & Co., LLC - Futures contract GOLDMAN SACHS & CO., LLC 555 | Common Stocks | — | — | $695K | 0.2% |
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 |
|---|---|---|---|---|---|
| BEACH POINT CAPITAL MANAGEMENT L.P. | 80-0242162 | — | NONE | $234K | — |
| INVESCO ADVISERS, INC. | 58-1707262 | — | NONE | $162K | — |
| ULLICO INVESTMENT ADVISORS, INC. | 52-6435649 | — | NONE | $129K | — |
| PARAMETRIC | — | MINNEAPOLIS, MN | NONE | $55K | — |
| PART D ADVISORS | 85-3689655 | — | NONE | $33K | — |
| IFM INVESTORS PTY LTD. | 98-0569684 | — | NONE | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ANTHEM INSURANCE COMPANIES | 35-0781558 | — | NONE | $3.8M | — |
| HINES & ASSOCIATES, INC | 36-3545085 | — | NONE | $1.0M | — |
| DELTA DENTAL OF INDIANA | 35-1545647 | — | NONE | $280K | — |
| LOOMIS | 04-3200030 | — | NONE | $172K | — |
| NATIONAL INVESTMENT SERVICES, LLC | 84-3937993 | — | NONE | $143K | — |
| SOMER TAYLOR | 35-0923209 | — | EMPLOYEE | $115K | — |
| SHELLEY LUFT |
| 35-0923209 |
| — |
| EMPLOYEE |
| $105K |
| — |
| SAV-RX PRESCRIPTION SERVICES | 47-0527013 | — | NONE | $86K | — |
| UNITED ACTUARIAL SERVICES INC | 35-2156428 | — | NONE | $85K | — |
| ERIN EDINGTON | 35-0923209 | — | EMPLOYEE | $81K | — |
| ROBERT HELLER | 35-0923209 | — | EMPLOYEE | $73K | — |
| LISA WHITE | 35-0923209 | — | EMPLOYEE | $66K | — |
| MICHAEL BRANNON | 35-0923209 | — | EMPLOYEE | $66K | — |
| LEDBETTER PARISI LLC | 03-0599899 | — | NONE | $65K | — |
| KATHLEEN CULP | 35-0923209 | — | EMPLOYEE | $65K | — |
| STEPHANIE PATRICK | 35-0923209 | — | EMPLOYEE | $63K | — |
| MICHAEL EDWARDS | 35-0923209 | — | EMPLOYEE | $62K | — |
| ADRIENNE BROWN | 35-0923209 | — | EMPLOYEE | $59K | — |
| SHERRY ALLEN | 35-0923209 | — | EMPLOYEE | $58K | — |
| JOSH STOUT | 35-0923209 | — | EMPLOYEE | $56K | — |
| JENNA STARBUCK | 35-0923209 | — | EMPLOYEE | $56K | — |
| KAITLIN BROWN | 35-0923209 | — | EMPLOYEE | $55K | — |
| CARLYLE | 52-1988385 | — | NONE | $55K | — |
| NORA LEWELLYN-KENNEDY | 35-0923209 | — | EMPLOYEE | $54K | — |
| AMY TRUMMER | 35-0923209 | — | EMPLOYEE | $53K | — |
| ASHLEY BUKER | 35-0923209 | — | EMPLOYEE | $53K | — |
| ANDREA CONLEY | 35-0923209 | — | EMPLOYEE | $53K | — |
| ASHLEY BUNCH | 35-0923209 | — | EMPLOYEE | $52K | — |
| DANIELLE BROWN | 35-0923209 | — | EMPLOYEE | $52K | — |
| BRIANNA MCCAMMON | 35-0923209 | — | EMPLOYEE | $51K | — |
| MARQUETTE ASSOCIATES | 36-3485298 | — | NONE | $45K | — |
| CHRISTINE MILLER | 35-0923209 | — | EMPLOYEE | $44K | — |
| SARAH HUFFINGTON | 35-0923209 | — | EMPLOYEE | $42K | — |
| CARISSA CUNNING | 35-0923209 | — | EMPLOYEE | $36K | — |
| MIDWEST PRESORT | 32-0092401 | — | NONE | $29K | — |
| L.M. HENDERSON & COMPANY, LLP | 20-5520612 | — | NONE | $27K | — |
| GRETCHYN LINK | 35-0923209 | — | EMPLOYEE | $26K | — |
| SACKRIDER & COMPANY, INC. | 35-1327464 | — | NONE | $25K | — |
| PRUDENTIAL INSURANCE CO | 22-1211670 | — | NONE | $23K | — |
| MLS GROUP OF COMPANIES, LLC | — | SOUTHFIELD, MI | NONE | $23K | — |
| THE NORTHERN TRUST COMPANY | 36-2723087 | — | NONE | $22K | — |
| LYNSTONE | 98-1734692 | — | NONE | $17K | — |
| GATH LAW OFFICE | — | INDIANAPOLIS, IN | NONE | $12K | — |
| GOLDMAN SACHS | 13-4019460 | NEW YORK, NY | NONE | $6K | — |
