Robert Stieneker signed Trustees of Plumbers/Steamfitters Local 440 Health & Welfare Plan's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Trustees of Plumbers/Steamfitters Local 440 Health & Welfare Plan's EIN is 35-1899607.
Download the official 2024 Form 5500 (PDF) for Trustees of Plumbers/Steamfitters Local 440 Health & Welfare Plan from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Trustees of Plumbers/Steamfitters Local 440 Health & Welfare Plan's plan includes health coverage, dental coverage, vision coverage.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MARATHON HEALTH, LLC | 84-3269071 | — | NONE | $1.7M | — |
| ANTHEM INSURANCE COMPANIES | 35-0781558 | — | NONE | $1.2M | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index | Common Collective Trusts | — | $4.2M | $5.9M | 9.6% | |
| Balances carried forward | Other securities | — | $4.1M | $4.1M | 6.7% | |
| FMI Large Cap Fund | Other securities | — | $2.9M | $2.6M | 4.3% | |
| Balances carried forward | Other securities | — | $2.0M | $2.0M | 3.3% | |
| Federated Hermes Government Obligations Prem SHS #117 Various On Demand | Common Stocks | — | $1.9M | $1.9M | 3.0% | |
| Balances carried forward | Other securities | — | $1.7M | $1.6M | 2.5% | |
| BlackRock Multi-Asset Income | Other securities | — | $1.5M | $1.4M | 2.3% | |
| Pimco All Asset Fund | Mutual Funds | — | $1.5M | $1.4M | 2.2% | |
| Vanguard Mid Cap Growth Index | Mutual Funds | — | $700K | $1.2M | 1.9% | |
| USA Treasury Notes 2.375% 05/15/27 | U.S. Treasuries | — | $1.1M | $1.1M | 1.8% | |
| Vanguard Mid Cap Value Fund | Mutual Funds | — | $733K | $1.1M | 1.8% | |
| USA Treasury Notes 2.875% 08/15/28 | U.S. Treasuries | — | $1.0M | $1.0M | 1.7% | |
| DFA International Value | Mutual Funds | — | $451K | $782K | 1.3% | |
| USA Treasury Notes 1.875% 02/15/32 | U.S. Treasuries | — | $670K | $685K | 1.1% | |
| USA Treasury NTS 2.375% 05/15/29 | Bonds / Notes | — | $626K | $642K | 1.0% | |
| American Europacific Growth Fund | Other securities | — | $493K | $604K | 1.0% | |
| USA Treasury Notes 1.125% 02/15/31 | U.S. Treasuries | — | $505K | $513K | 0.8% | |
| USA Treasury Notes 3.875% 08/15/33 | U.S. Treasuries | — | $460K | $457K | 0.7% | |
| USA Treasury Notes 1.500% 01/31/27 | U.S. Treasuries | — | $351K | $355K | 0.6% | |
| USA Treasury Notes 1.625% 08/15/29 | U.S. Treasuries | — | $329K | $338K | 0.5% | |
| USA Treasury Notes 0.625% 05/15/30 | U.S. Treasuries | — | $303K | $310K | 0.5% | |
| USA Treasury Notes 1.500% 02/15/30 | U.S. Treasuries | — | $299K | $300K | 0.5% | |
| USA Treasury Notes 4.375% 05/15/34 | U.S. Treasuries | — | $298K | $296K | 0.5% | |
| Balances carried forward | Other securities | — | $281K | $287K | 0.5% | |
| USA Treasury Notes 2.875% 05/15/28 | U.S. Treasuries | — | $271K | $277K | 0.5% | |
| USA Treasury Notes 1.625% 11/30/26 | U.S. Treasuries | — | $261K | $266K | 0.4% | |
| USA Treasury Notes 1.750% 11/15/29 | U.S. Treasuries | — | $183K | $187K | 0.3% | |
| Federal National Mtg Assg 4.500% 08/01/52 | Bonds / Notes | — | $151K | $146K | 0.2% | |
| USA Treasury Notes 4.625% 02/15/35 | U.S. Treasuries | — | $144K | $143K | 0.2% | |
| USA Treasury Notes 4.125% 07/31/28 | U.S. Treasuries | — | $142K | $141K | 0.2% | |
| Goldman Sachs Group Inc Var 04/23/28 | Common Stocks | — | $120K | $121K | 0.2% | |
| Capital One Multi-Asset Execut 4.950% 10/15/27 | Bonds / Notes | — | $110K | $110K | 0.2% | |
| USA Treasury Notes 0.375% 09/30/27 | U.S. Treasuries | — | $104K | $106K | 0.2% | |
| HF Sinclair Corp 5.000% 02/01/28 | Bonds / Notes | — | $104K | $104K | 0.2% | |
| USA Treasury Notes 3.375% 05/15/33 | U.S. Treasuries | — | $99K | $99K | 0.2% | |
| Morgan Stanley Var 01/24/29 | Other securities | — | $112K | $98K | 0.2% | |
| USA Treasury Notes 1.125% 02/28/27 | U.S. Treasuries | — | $94K | $95K | 0.2% | |
| Federal National Mtg Assg 5.000% 10/01/52 | Bonds / Notes | — | $95K | $95K | 0.2% | |
| Toronto-Dominion Bank 4.574% 06/02/28 | Bonds / Notes | — | $95K | $95K | 0.2% | |
| Westpac Bkg Corp Var 11/23/31 | Common Stocks | — | $85K | $84K | 0.1% | |
| Federal National Mtg Assg 5.500% 11/01/52 | Bonds / Notes | — | $83K | $82K | 0.1% | |
| Marathon Petroleum Corp 5.150% 03/01/30 | Bonds / Notes | — | $79K | $81K | 0.1% | |
| Federal National Mtg Assg 2.000% 01/01/36 | Bonds / Notes | — | $88K | $77K | 0.1% | |
| Toyota Motor Credit Corp 5.100% 03/21/31 | Bonds / Notes | — | $75K | $76K | 0.1% | |
| Canadian Imperial Bank Var 03/30/29 | Other securities | — | $75K | $75K | 0.1% | |
| Global Payments Inc 4.950% 08/15/27 | Bonds / Notes | — | $75K | $75K | 0.1% | |
| Bank of America Corp Var 06/14/29 | Common Stocks | — | $75K | $74K | 0.1% | |
| Wells Fargo & Company Var 03/24/28 | Common Stocks | — | $73K | $74K | 0.1% | |
| Federal National Mtg Assg 5.000% 10/01/52 | Bonds / Notes | — | $75K | $74K | 0.1% | |
| USA Treasury Notes 2.000% 11/15/26 | U.S. Treasuries | — | $72K | $73K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| S.C. MILLER & COMPANY |
| 35-1820020 |
| — |
| NONE |
| $712K |
| — |
| LABOR FIRST | 06-1750191 | — | NONE | $333K | — |
| HINES & ASSOCIATES | 36-3545085 | — | NONE | $181K | — |
| SWORD HEALTH, INC | 37-1849452 | — | NONE | $83K | — |
| RED-CARD SYSTEMS, LLC | — | CREVE COEUR, MO | NONE | $68K | — |
| UNITED ACTUARIAL SERVICES, INC. | 35-2156428 | — | NONE | $64K | — |
| JOHNSON & KROL, LLC | 36-4342024 | — | NONE | $52K | — |
| PNC BANK | 25-1211909 | — | NONE | $41K | — |
| BLACKHORSE | 59-3676225 | — | NONE | $40K | — |
| REGIONS BANK | 63-0371391 | — | NONE | $38K | — |
| THE MAIL GROUP | 35-1835135 | — | NONE | $32K | — |
| SAVE-RX | 86-1323040 | — | NONE | $31K | — |
| MARINER INSTITUTIONAL, FKA ANDCO | 59-3676225 | — | NONE | $20K | — |
| FORMS TECH | — | WEST CHICAGO, IL | NONE | $17K | — |
| L.M. HENDERSON & COMPANY, LLP | 20-5520612 | — | NONE | $16K | — |
