Jeremy Peters signed Board of Trustees-Asbestos Workers Local 18 RESA Trust Fund's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Board of Trustees-Asbestos Workers Local 18 RESA Trust Fund's EIN is 35-1906643.
Download the official 2024 Form 5500 (PDF) for Board of Trustees-Asbestos Workers Local 18 RESA Trust Fund from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Board of Trustees-Asbestos Workers Local 18 RESA Trust Fund's plan includes health coverage.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HEALTHSCOPE BENEFITS | 71-0847266 | — | NONE | $29K | — |
| 853 WEALTH MANAGEMENT | — | INDIANAPOLIS, IN | NONE | $23K | — |
| LEDBETTER PARTNERS, LLC | 03-0599899 | — | NONE | $17K | — |
| L.M. HENDERSON & COMPANY, LLP | 20-5520612 | — | NONE | $13K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| US Treasury Bonds 4.625% 2/15/2040 | U.S. Treasuries | — | $228K | $227K | 4.1% | |
| Balances carried forward | Other securities | — | $174K | $222K | 4.0% | |
| Miami Dad Cnty FL Seaport 6.224% 11/1/2055 | Bonds / Notes | — | $211K | $205K | 3.7% | |
| US Treasury Bonds 4.125% 8/15/2053 | U.S. Treasuries | — | $207K | $192K | 3.5% | |
| US Treasury Bonds 3.375% 8/15/2042 | U.S. Treasuries | — | $195K | $189K | 3.4% | |
| McDonalds Corp. 5.450% 8/14/2053 | Bonds / Notes | — | $197K | $189K | 3.4% | |
| US Treasury Bonds 4.000% 11/15/2052 | U.S. Treasuries | — | $202K | $188K | 3.4% | |
| US Treasury Bonds 3.625% 5/15/2053 | U.S. Treasuries | — | $197K | $183K | 3.3% | |
| SPDR S&P Trust ETF | Other securities | — | $124K | $177K | 3.2% | |
| Sumter Landing Cmnty Dev Dist 5.823% 10/1/2054 | Bonds / Notes | — | $180K | $172K | 3.1% | |
| Port Auth NY & NJ Cons 4.458% 10/1/2062 | Bonds / Notes | — | $176K | $162K | 2.9% | |
| ETFs SPDR Dow Jones Indl ETF | Other securities | — | $125K | $154K | 2.8% | |
| Balances carried forward | Other securities | — | $131K | $143K | 2.6% | |
| Florida State Board Admin Fin Corp. 5.526% 7/1/2034 | Bonds / Notes | — | $137K | $136K | 2.5% | |
| Qualcomm Inc. 4.800% 5/20/2045 | Bonds / Notes | — | $136K | $134K | 2.4% | |
| Balances carried forward | Other securities | — | $121K | $128K | 2.3% | |
| California St Univ Rev 3.267% 11/1/2060 | Bonds / Notes | — | $138K | $124K | 2.2% | |
| MidAmerican Energy Co. 5.850% 9/15/2054 | Bonds / Notes | — | $106K | $100K | 1.8% | |
| Ohio Univ Gen Rcpts Athens 5.590% 12/1/2114 | Bonds / Notes | — | $107K | $97K | 1.8% | |
| Bristol-Meyers Squibb Co. 5.550% 2/22/2054 | Bonds / Notes | — | $101K | $95K | 1.7% | |
| UnitedHealth Group Inc. 5.375% 4/15/2054 | Bonds / Notes | — | $98K | $90K | 1.6% | |
| Conocophillips 5.300% 5/15/2053 | Bonds / Notes | — | $96K | $89K | 1.6% | |
| Bank of America Corp. 4.330% 3/15/2050 | Bonds / Notes | — | $86K | $81K | 1.5% | |
| Morningstar Inc. | Common Stocks | — | $10K | $20K | 0.4% | |
| Auto Trader Grp PLC ADR | Common Stocks | — | $10K | $17K | 0.3% | |
| Onestream Inc. | Common Stocks | — | $14K | $16K | 0.3% | |
| Rightmove PLC | Common Stocks | — | $10K | $15K | 0.3% | |
| Goosehead Insurance Inc. | Common Stocks | — | $9K | $14K | 0.3% | |
| Ryan Specialty Holdings Inc. | Common Stocks | — | $6K | $14K | 0.3% | |
| Servisfirst Bancshares | Other securities | — | $16K | $14K | 0.2% | |
| Microsoft Corp. | Common Stocks | — | $7K | $13K | 0.2% | |
| Enterpac Tool Group | Common Stocks | — | $14K | $13K | 0.2% | |
| JP Morgan Chase & Co. | Common Stocks | — | $7K | $13K | 0.2% | |
| Flex LTD | Common Stocks | — | $3K | $13K | 0.2% | |
| Progressive Corp. Ohio | Common Stocks | — | $4K | $13K | 0.2% | |
| NCINO Inc. | Common Stocks | — | $19K | $13K | 0.2% | |
| Intercontinental Exchange | Other securities | — | $6K | $13K | 0.2% | |
| Synopsys Corp. | Common Stocks | — | $4K | $12K | 0.2% | |
| Abbvie Inc. | Common Stocks | — | $10K | $12K | 0.2% | |
| Chevron Corporation | Common Stocks | — | $15K | $11K | 0.2% | |
| Royal Caribbean Cruises LTD | Common Stocks | — | $3K | $11K | 0.2% | |
| Ollie's Bargain Outlet | Other securities | — | $7K | $11K | 0.2% | |
| AAON Inc. | Common Stocks | — | $3K | $11K | 0.2% | |
| Appfolio Inc. | Common Stocks | — | $12K | $11K | 0.2% | |
| Darden Restaurants | Other securities | — | $4K | $11K | 0.2% | |
| Waste Management Inc. | Common Stocks | — | $7K | $10K | 0.2% | |
| Apple Inc. | Common Stocks | — | $8K | $10K | 0.2% | |
| Bank of America Corp. | Common Stocks | — | $9K | $10K | 0.2% | |
| Cisco Systems Inc. | Common Stocks | — | $7K | $10K | 0.2% | |
| Lockheed Martin Corp. | Common Stocks | — | $10K | $10K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
