Iron Workers Local Union No 22 Retiree I's EIN is 35-2049855.
Download the official 2024 Form 5500 (PDF) for Iron Workers Local Union No 22 Retiree I from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Iron Workers Local Union No 22 Retiree I'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 |
|---|---|---|---|---|---|
| DEAN DORTON ALLEN FORDN PLLC | 27-3858252 | INDIANAPOLIS, IN | NONE | $40K | — |
| LEGACY WEALTH MANAGEMENT | 27-1149808 | PLAINFIELD, IN | NONE | $23K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Money Market Funds * Charles Schwab Money Market Fund | Mutual Funds | — | $1.3M | $1.3M | 49.7% | |
| Global X Funds NASDAQ 100 Cover | Mutual Funds | — | $299K | $286K | 10.6% | |
| SPDR S&P 500 Growth ETF | Common Collective Trusts | — | $241K | $269K | 10.0% | |
| JP Morgan NASDAQ Equity Premium | Other securities | — | $205K | $221K | 8.2% | |
| JP Morgan Equity Premium | Other securities | — | $217K | $219K | 8.1% | |
| Proshares Trust S&P 500 DV Arist | Common Collective Trusts | — | $152K | $151K | 5.6% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
