Terry Riggins signed Board of Trustees Bricklayers of Indiana Retirement Plan's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Board of Trustees Bricklayers of Indiana Retirement Plan's EIN is 35-6267233.
Download the official 2023 Form 5500 (PDF) for Board of Trustees Bricklayers of Indiana Retirement Plan from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UMR | 39-1995276 | — | NONE | $163K | — |
| MARINER INSTITUTIONAL LLC | 59-3676225 | — | NONE | $69K | — |
| GARCIA HAMILTON & ASSOCIATES, L.P. | 76-0589652 | — | NONE | $55K | — |
| ARNOLD AND KADJAN | 36-2498571 | — |
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.
Board of Trustees Bricklayers of Indiana Retirement Plan's plan includes profit-sharing.
| NONE |
| $46K |
| — |
| LEGACY PROFESSIONALS LLP | 32-0043599 | — | NONE | $19K | — |
| FIFTH THIRD BANK RETIREMENT SERVICE | 31-1051736 | — | NONE | $18K | — |
| RICHARD J WOLF & COMPANY INC. | 36-3182363 | — | NONE | $10K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| TROWEL TRADES LARGE CAP EQTY INDEX COMERICA BANK & TRUST, NATIONAL ASSOCIATION · EIN 38-3558170 / PN 001 | Common Collective Trust | — | $21.9M | $65.2M | 37.1% | |
| Baird Aggregate Bond Fund | Other securities | — | $29.3M | $27.1M | 15.4% | |
| U.S. Government securities pg. 4 | Other securities | — | $20.8M | $21.0M | 11.9% | |
| Euro Pacific Growth Fund | Other securities | — | $14.5M | $16.9M | 9.6% | |
| AFL-CIO Housing Investment Trust | Other securities | — | $16.1M | $14.6M | 8.3% | |
| Dimensional Fund Advisors Small Cap Portfolio | Mutual Funds | — | $6.7M | $9.2M | 5.2% | |
| GALLIARD STABLE VALUE RETURN FUND C SEI TRUST COMPANY · EIN 52-2250946 / PN 001 | Common Collective Trust | — | $4.6M | $5.9M | 3.4% | |
| MULTI EMPLOYER PROPERTY TRUST NEW TOWER TRUST COMPANY · EIN 52-6218800 / PN 001 | Common Collective Trust | — | $5.0M | $5.8M | 3.3% | |
| AFL-CIO BUILDING INVESTMENT TRUST GREAT GRAY TRUST COMPANY LLC · EIN 52-6328901 / PN 001 | Common Collective Trust | — | $5.3M | $4.4M | 2.5% | |
| Corporate debt instruments - other pg. 4 | Other securities | — | $2.9M | $2.7M | 1.5% | |
| Interest Bearing Cash Fifth Third Bank Checking Account | Cash / Money Market | — | $1.7M | $1.7M | 1.0% | |
| Fifth Third Bank Money Market | Cash / Money Market | — | $63K | $63K | <0.1% | |
| CASH MONEY MARKET INVESTMENTS 57,322 FEDERATED GOVERNMENT OBLIGATION | Cash / Money Market | — | $57K | $57K | <0.1% | |
| 441,663.410 FN FS2994 | Other securities | — | $362K | $34K | <0.1% | |
| 450,262.550 FR SD8200 | Other securities | — | $358K | $32K | <0.1% | |
| 439,373.990 FR SC0317 | Other securities | — | $350K | $31K | <0.1% | |
| 360,000 CITIGROUP INC | Corporate Bonds | — | $323K | $29K | <0.1% | |
| 03/20/19 VAR 03/20/30 270,000 CITIGROUP INC NT | Common Stocks | — | $243K | $25K | <0.1% | |
| 290,738.730 FR RB5017 | Other securities | — | $252K | $20K | <0.1% | |
| UNITED STS TREAS NTS | U.S. Treasuries | — | $211K | $20K | <0.1% | |
| UNITED STATES TREAS NTS | U.S. Treasuries | — | $148K | $13K | <0.1% | |
| 154,898.330 FN MA3988 | Other securities | — | $134K | $13K | <0.1% | |
| INTERNATIONAL BUSINESS MACHS | Other securities | — | $64K | $12K | <0.1% | |
| UNITED STATES TREAS BDS | U.S. Treasuries | — | $84K | $9K | <0.1% | |
| UNITED STATES TREASURY NOTES | U.S. Treasuries | — | $205K | $7K | <0.1% | |
| BONDS U.S. GOVERNMENT BONDS 1225,000 UNITED STATES TREAS BDS | U.S. Treasuries | — | $121K | $6K | <0.1% | |
| UNITED STATES TREAS NTS | U.S. Treasuries | — | $3K | $6K | <0.1% | |
| UNITED STATES TREAS BDS | U.S. Treasuries | — | $127K | $5K | <0.1% | |
| FLORIDA PWR & LT CO | Common Stocks | — | $22K | $4K | <0.1% | |
| WELLS FARGO & CO MTN | Common Stocks | — | $30K | $3K | <0.1% | |
| 1118,983.250 FR RA5275 | Other securities | — | $66K | $2K | <0.1% | |
| 616,403.930 FN MA4783 | Other securities | — | $43K | $2K | <0.1% | |
| 596,239.060 FR SD8244 | Other securities | — | $42K | $2K | <0.1% | |
| GOVERNMENT BACKED SECURITIES 672,915.810 FR SD1393 | Other securities | — | $47K | $2K | <0.1% | |
| US TREASURY NOTES | U.S. Treasuries | — | $89K | $2K | <0.1% | |
| 550,021.080 FN BV2634 | Other securities | — | $39K | $2K | <0.1% | |
| 666,049.740 FN FS1507 | Other securities | — | $47K | $2K | <0.1% | |
| 537,147.180 FN MA4782 | Other securities | — | $38K | $2K | <0.1% | |
| 594,966.690 FR RA4912 | Other securities | — | $19K | $1K | <0.1% | |
| 702,460.214 FR SD8262 | Other securities | — | $51K | $1K | <0.1% | |
| 683,107.590 FN BR0999 | Other securities | — | $44K | $1K | <0.1% | |
| COMCAST CORP NEW | Common Stocks | — | $23K | $1K | <0.1% | |
| 572,396.100 FR SD1658 | Other securities | — | $43K | $1K | <0.1% | |
| 475,992.820 FN CB2097 | Other securities | — | $34K | $1K | <0.1% | |
| 567,572.480 FR SD8205 | Other securities | — | $39K | $1K | <0.1% | |
| 561,275.810 FR RA6865 | Other securities | — | $42K | $1K | <0.1% | |
| 438,650.070 FN CB3996 | Other securities | — | $31K | $1K | <0.1% |
