Robin ROBB signed Lasalle Bristol LP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Lasalle Bristol LP's EIN is 35-1499063.
Download the official 2024 Form 5500 (PDF) for Lasalle Bristol LP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Lasalle Bristol LP'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 06-1050034 | — | NONE | $32K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CONCURRENT INVESTMENT ADVISORS LLC | 91-0675641 | — | NONE | $14K | — |
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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MILLIMAN INC | 91-0675641 | — | NONE | $21K | — |
| BANK OF AMERICA | — | — | NONE | $8K | — |
| WELLS FARGO BANK | — | — | NONE | $6K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Government Cash Reserves - | Mutual Funds | — | — | $289K | 3.3% | |
| PRUDENTIAL SHORT-TERM EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 041 | Pooled Separate Account | — | $206K | $206K | 2.3% | |
| Moody Aaa US Treasury BD-2026 Par Value $175,000 | U.S. Treasuries | — | $175K | $176K | 2.0% | |
| Moody Aaa * Bank of America Corporation Par Value $125,000 | Common Stocks | — | $123K | $113K | 1.3% | |
| Moody A3, S&P A- Apple Inc. Par Value $125,000 | Common Stocks | — | $127K | $110K | 1.2% | |
| Santander Drive Auto Par Value $110,000 | Other securities | — | $110K | $110K | 1.2% | |
| Moody Aa2, S&P AA * Wells Fargo & Company Par Value $110,000 | Common Stocks | — | $113K | $109K | 1.2% | |
| JPMorgan Chase & Company Par Value $125,000 | Common Stocks | — | $123K | $107K | 1.2% | |
| Energy Transfer LP Par Value $95,000 | Other securities | — | $97K | $94K | 1.1% | |
| Moody A1, S&P A Duke Energy Corporation Par Value $95,000 | Common Stocks | — | $91K | $94K | 1.1% | |
| Moody Baa1, S&P A- Borgwarner Inc. Par Value $90,000 | Common Stocks | — | $91K | $90K | 1.0% | |
| Moody A3, S&P A- Comcast Corporation Par Value $95,000 | Common Stocks | — | $95K | $89K | 1.0% | |
| Moody A3, S&P A- Corebridge Financial Inc. Par Value $85,000 | Common Stocks | — | $87K | $87K | 1.0% | |
| Moody A2, S&P A Kimco Realty Corporation Par Value $90,000 | Common Stocks | — | $88K | $87K | 1.0% | |
| Moody A3, S&P BBB+ Goldman Sachs Group, Inc. Par Value $105,000 | Common Stocks | — | $92K | $87K | 1.0% | |
| Moody A3, S&P A- American Tower Corporation Par Value $90,000 | Common Stocks | — | $88K | $86K | 1.0% | |
| Moody Aa2, S&P AA- Fremf MTG TR 2018-K80 Par Value $90,000 | Structured Credit (CLO/ABS) | — | $93K | $86K | 1.0% | |
| Moody Aaa US Treasury AL-2027 Par Value $85,000 | U.S. Treasuries | — | $84K | $85K | 1.0% | |
| Aercap Ireland Capital Par Value $90,000 | Other securities | — | $84K | $83K | 0.9% | |
| Moody Baa1, S&P BBB+ BP Capital Markets America, Inc. Par Value $95,000 | Common Stocks | — | $88K | $81K | 0.9% | |
| Moody Baa2, S&P BBB Manufacturers and Traders Trust Par Value $80,000 | Other securities | — | $78K | $77K | 0.9% | |
| S&P AAA SLG Office Trust 2021-OVA A Par Value $90,000 | Other securities | — | $93K | $76K | 0.9% | |
| Factor .39138452 S&P AAA Soho Trust 2021-SOHO A Par Value $100,000 | Other securities | — | $100K | $75K | 0.9% | |
| Moody Aaa, S&P AA+ Ares Capital Corporation Par Value $70,000 | Common Stocks | — | $71K | $73K | 0.8% | |
| Moody Baa2, S&P BBB PNC Bank, National Association Par Value $75,000 | Other securities | — | $75K | $72K | 0.8% | |
| Moody Baa2, S&P BBB American Express Company Par Value $70,000 | Common Stocks | — | $71K | $71K | 0.8% | |
| Moody Baa3, S&P BBB Anheuser-Busch Inbev Worldwide Par Value $70,000 | Other securities | — | $70K | $70K | 0.8% | |
| Conagra Brands Inc. Par Value $75,000 | Common Stocks | — | $75K | $68K | 0.8% | |
| Moody Baa1, S&P BBB+ Sfave Coml Mtg TR 2015-5ave A-1 Par Value $80,000 | Structured Credit (CLO/ABS) | — | $81K | $67K | 0.8% | |
| Moody A1, S&P A+ Pfizer Investment Enterprises Par Value $70,000 | Other securities | — | $72K | $66K | 0.7% | |
| DUE 02/15/2044 Not rated US Treasury Security Stripped Interest Par Value $180,000 | U.S. Treasuries | — | $83K | $65K | 0.7% | |
| HCA Inc. Par Value $65,000 | Common Stocks | — | $66K | $65K | 0.7% | |
| DUE 02/15/2043 Not Rated US Treasury Security Stripped Interest Par Value $170,000 | U.S. Treasuries | — | $94K | $65K | 0.7% | |
| Moody A2, S&P A- State Street Corporation Par Value $65,000 | Common Stocks | — | $64K | $65K | 0.7% | |
| Moody A2, S&P BBB+ GSK Consumer Healtcare Capital US Par Value $70,000 | Other securities | — | $63K | $63K | 0.7% | |
| Moody Aaa US Treasury AG-2029 Par Value $63,000 | U.S. Treasuries | — | $63K | $62K | 0.7% | |
| Moody A3, S&P A- Avis Budget Rental Car Par Value $60,000 | Other securities | — | $60K | $62K | 0.7% | |
| Moody Baa3, S&P BBB- Corporate Office Properties LP Par Value $70,000 | Other securities | — | $64K | $62K | 0.7% | |
| Moody Baa1, S&P BBB OReilly Automotive, Inc. Par Value $75,000 | Common Stocks | — | $67K | $62K | 0.7% | |
| Moody A2, S&P A+ United Health Group Incorporated Par Value $65,000 | Common Stocks | — | $68K | $61K | 0.7% | |
| Moody A3, S&P BBB Westlake Automobile Par Value $60,000 | Other securities | — | $60K | $60K | 0.7% | |
| Moody A3, S&P BBB+ Amazon.com, Inc. Par Value $100,000 | Common Stocks | — | $100K | $60K | 0.7% | |
| DUE 02/15/2046 Not Rated US Treasury Security Stripped Interest Par Value $180,000 | U.S. Treasuries | — | $80K | $59K | 0.7% | |
| Telefonica Emisiones SAU Par Value $60,000 | Other securities | — | $63K | $59K | 0.7% | |
| Moody Baa1, S&P BBB Boston Gas Company Par Value $65,000 | Common Stocks | — | $66K | $59K | 0.7% | |
| Moody A2, S&P A Philip Morris International Inc. Par Value $60,000 | Common Stocks | — | $59K | $59K | 0.7% | |
| Moody A3, S&P BBB+ Manulife Financial Corporation Par Value $60,000 | Common Stocks | — | $62K | $59K | 0.7% | |
| Moody Baa2, S&P BBB National Rural Utilities Cooperative Par Value $60,000 | Other securities | — | $61K | $58K | 0.7% | |
| Blackstone Private Credit Par Value $60,000 | Other securities | — | $54K | $57K | 0.6% | |
| Moody A1, S&P AA Ameren Illinois Company Par Value $75,000 | Common Stocks | — | $71K | $56K | 0.6% |
