Raymond Suggs signed Trustees of Sheet Metal Workers 73 Welfare Fund's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Trustees of Sheet Metal Workers 73 Welfare Fund's EIN is 36-2145881.
Download the official 2023 Form 5500 (PDF) for Trustees of Sheet Metal Workers 73 Welfare Fund from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Trustees of Sheet Metal Workers 73 Welfare Fund's plan includes health coverage, dental coverage, vision coverage.
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
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.
| % of plan | |||
|---|---|---|---|
| BNYM MELLON AFL-CIO SL BROAD MARKET BANK OF NEW YORK MELLON · EIN 84-7062700 / PN 001 | Common Collective Trust | $24.6M | 24.1% |
| NHIT CORE PLUS FIXED INCOME TRUST LOOMIS SAYLES TRUST COMPANY, LLC · EIN 20-8080381 / PN 018 | Common Collective Trust | $18.9M | 18.6% |
| BNYM MELLON DB SL ACWI EX-U.S. FUND BANK OF NEW YORK MELLON · EIN 35-6787005 / PN 001 | Common Collective Trust | $4.7M | 4.7% |
| NIS HIGH YIELD QP FUND, LLC NATIONAL INVESTMENT SERVICES OF AMERICA, LLC · EIN 82-4051841 / PN 001 | Common Collective Trust | $1.2M | 1.2% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEUBERGER BERMAN INV. ADVISORS | — | NEW YORK, NY | NONE | $18K | — |
| LSV ASSET MANAGEMENT | 23-2772200 | — | NONE | $11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PATRICK LUDVIGSEN | 36-2145881 | — | PLAN ADMINISTRATOR | $154K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CALIBRE CPA GROUP, PLLC | 47-0900880 | — | NONE | $14K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLUECROSS BLUESHIELD OF IL | 36-1236610 | — | NONE | $1.2M | — |
| EXPRESS SCRIPTS, INC. | 43-1420563 | — | NONE | $1.1M | — |
| MORGAN LEWIS & BOCKIUS LLP | 23-0891050 | — | NONE | $178K | — |
| DIANA MASLANKA | 36-2145881 | — | EMPLOYEE | $160K | — |
| THE SEGAL COMPANY | 13-1975125 | — | NONE | $157K | — |
| BRIDGEWAY BENEFIT TECHNOLOGY | 52-1796473 | — | NONE | $140K | — |
| ROSE CASSARA | 36-2145881 | — | EMPLOYEE | $121K | — |
| TAMMY NICOLINI | 36-2145881 | — | EMPLOYEE | $112K | — |
| ALICE PRIEBE | 36-2145881 | — | EMPLOYEE | $102K | — |
| VALENZ CARE | 81-5149270 | — | NONE | $100K | — |
| GREGORIO, STEC, KLEIN & HOSE | 36-4028033 | — | NONE | $96K | — |
| MARY BONNER | 36-2145881 | — | EMPLOYEE | $93K | — |
| JAMES FEINBERG | 36-2145881 | — | EMPLOYEE | $92K | — |
| JANET NEWMAN | 36-2145881 | — | EMPLOYEE | $88K | — |
| DELTA DENTAL OF IL | 36-2612058 | — | NONE | $84K | — |
| ZELIS PAYMENT HOLDINGS | 84-3069529 | — | NONE | $72K | — |
| BOND BROTHERS | 36-2433269 | — | NONE | $68K | — |
| LEGACY PROFESSIONALS LLP | 32-0043599 | — | NONE | $67K | — |
| MARQUETTE ASSOCIATES INC. | 36-3485298 | — | NONE | $55K | — |
| LOOMIS SAYLES TRUST COMPANY | 20-8080381 | — | NONE | $51K | — |
| MAGALY NAVA | 36-2145881 | — | EMPLOYEE | $44K | — |
| NATIONAL INVESTMENT SERVICES | 84-3937993 | — | NONE | $43K | — |
| RITA GORMAN | 36-2145881 | — | EMPLOYEE | $42K | — |
| NICOLE SMITH | 36-2145881 | — | EMPLOYEE | $42K | — |
| NTIVA, INC. | 20-2106015 | — | NONE | $34K | — |
| EMPLOYEE RESOURCE SYSTEMS, INC | 36-3867645 | — | NONE | $32K | — |
| TRILOGY | 36-4016705 | — | NONE | $25K | — |
| EYEMED VISION CARE | 31-1656473 | — | NONE | $20K | — |
| BMO HARRIS | 36-2085229 | — | NONE | $17K | — |
| DATAMATION IMAGING SERVICES | 36-4303011 | — | NONE | $14K | — |
| INTERCONTINENTAL REAL ESTATE CORP | 04-2895544 | — | NONE | $13K | — |
| RICHARD J WOLF AND CO | 36-3182363 | — | NONE | $10K | — |
| BUSINESS TELEPHONE SYSTEMS INC. | 36-3314394 | — | NONE | $8K | — |
| GROUP ADMINISTRATORS, LTD | 36-3381052 | — | NONE | $8K | — |
