Board of Trustees of the Electrical Workers Local Union 159 Retirement's EIN is 35-2759032.
Download the official 2024 Form 5500 (PDF) for Board of Trustees of the Electrical Workers Local Union 159 Retirement from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Board of Trustees of the Electrical Workers Local Union 159 Retirement's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
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 | $39K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WISCONSIN ELECTRICAL EMPLOYEE BENEF | 39-1651543 | — | NONE | $80K | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in common collective trust] | Other | — | — | $431.2M | 99.6% | |
| THE VANGUARD TARGET RETIRE 2040 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $70.5M | 16.3% | |
| THE VANGUARD TARGET RETIRE 2050 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $46.7M | 10.8% | |
| THE VANGUARD TARGET RETIRE 2030 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $42.9M | 9.9% | |
| IBEW-NECA EQUITY INDEX FUND ASB CAPITAL MANAGEMENT LLC · EIN 31-1772714 / PN 003 | Common Collective Trust | — | — | $36.5M | 8.4% | |
| EAGLE MID CAP GROWTH FUND (IS PLATF EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 776 | Pooled Separate Account | — | — | $19.6M | 4.5% | |
| IBEW-NECA STABLE VALUE TRUST ASB CAPITAL MANAGEMENT LLC · EIN 93-6223188 / PN 001 | Common Collective Trust | — | — | $17.5M | 4.0% | |
| THE VANGUARD TARGET RETIRE 2020 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $16.3M | 3.8% | |
| THE VANGUARD TARGET RETIRE 2060 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $14.9M | 3.5% | |
| SMALL CAP VALUE / INTEGRITY FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 439 | Pooled Separate Account | — | — | $12.6M | 2.9% | |
| JENSEN QUALITY GROWTH CIT HAND BENEFITS & TRUST · EIN 74-2008758 / PN 776 | Common Collective Trust | — | — | $7.2M | 1.7% | |
| INTERNATIONAL GROWTH / ARTISAN PART EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 259 | Pooled Separate Account | — | — | $6.7M | 1.5% | |
| AFL- CIO HIT DVF FUND HAND BENEFITS & TRUST · EIN 74-2008758 / PN 184 | Common Collective Trust | — | — | $4.5M | 1.0% | |
| SMALL CAP GROWTH / TIMESSQUARE FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 132 | Pooled Separate Account | — | — | $4.2M | 1.0% | |
| THE VANGUARD TARGET RETIRE INCM TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $3.6M | 0.8% | |
| PIMCO BAL RET INC COLL FO SEI TRUST COMPANY · EIN 27-0834899 / PN 035 | Common Collective Trust | — | — | $1.8M | 0.4% | |
| SMALL CAP GROWTH FUND BROWN ADVISOR EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 650 | Pooled Separate Account | — | — | $0 | <0.1% | |
| COHEN AND STEERS REAL ESTATE EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 305 | Pooled Separate Account | — | — | $0 | <0.1% |
| REINHART BOERNER VAN DEUREN S.C | 39-1126909 | — | NONE | $67K | — |
| CLIFTON LARSEN ALLEN | 41-0746749 | — | NONE | $33K | — |
| MARINER INSTITUTIONAL LLC | — | ORLANDO, FL | NONE | $21K | — |
