Trustees Under IBEW LU 150 Welfare Fund's EIN is 36-2327771.
Download the official 2023 Form 5500 (PDF) for Trustees Under IBEW LU 150 Welfare Fund from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Trustees Under IBEW LU 150 Welfare Fund's plan includes health coverage, life insurance, dental coverage, vision coverage, long-term disability.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLINGTON TRUST COMPANY, NA | — | BOSTON, MA | NONE | $18K | — |
| Name | EIN | Location | Relation |
|---|
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 | |||||
|---|---|---|---|---|---|---|
| Carillon Reams Unconstrained Bond I Registered investment company N/A | Common Stocks | — | $8.4M | $8.7M | 18.3% | |
| Blackstone Alternative Multi-Strategy I Registered investment company N/A | Common Stocks | — | $6.4M | $6.7M | 14.0% | |
| Registered investment companies Alerian MLP Index ETN Registered investment company N/A | Common Stocks | — | $3.5M | $4.8M | 10.1% | |
| WTC-CTF QUALITY VALUE PORTFOLIO WELLINGTON TRUST COMPANY · EIN 04-6657593 / PN 001 | Common Collective Trust | — | $3.7M | $4.2M | 8.9% | |
| Vanguard 500 Index Fund Admiral Shares Registered investment company N/A | Common Collective Trusts | — | $706K | $3.1M | 6.5% | |
| Champlain Small Company Institutional Registered investment company N/A | Common Stocks | — | $2.9M | $3.0M | 6.4% | |
| DFA Emerging Markets Core Equity I Registered investment company N/A | Mutual Funds | — | $1.9M | $2.6M | 5.5% | |
| Manning & Napier Overseas Series Class Z Registered investment company N/A | Common Stocks | — | $2.5M | $2.6M | 5.4% | |
| BNY Mellon International Stock Fund I Registered investment company N/A | Common Stocks | — | $1.8M | $2.6M | 5.4% | |
| $ - (d) Price Selling | Other securities | — | — | $2.2M | 4.6% | |
| Date | Other securities | — | $4.0M | $2.2M | 4.5% | |
| Vanguard Short-Term Inflation-Protected Sec Index Registered investment company N/A | Mutual Funds | — | $2.2M | $2.1M | 4.4% | |
| LONGVIEW BUILD AMERICA BOND FUND AMALGAMATED BANK · EIN 90-0533698 / PN 017 | Common Collective Trust | — | $989K | $1.6M | 3.3% | |
| Cash and cash equivalents Schwab Government Money Fund Cash and cash equivalents N/A | Mutual Funds | — | $76K | $76K | 0.2% | |
| 24 - (i) | Other securities | — | — | $58K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Direct comp |
|---|
| Indirect comp |
|---|
| CALIBRE CPA GROUP PLLC | 47-0900880 | — | NONE | $28K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD IL | 36-1236610 | — | NONE | $368K | — |
| TIC INTERNATIONAL CORPORATION | 36-2327771 | — | NONE | $132K | — |
| IBEW LOCAL 150 PENSION FUND | 36-6140629 | — | AFFILIATED BENEFIT FUND | $80K | — |
| REINHART BOERNER VAN DEUREN S.C. | 39-1126909 | — | NONE | $72K | — |
| FOSTER & FOSTER | 59-1921114 | NAPERVILLE, IL | NONE | $67K | — |
| SAV RX | 47-0527013 | — | NONE | $49K | — |
| AMALGAMATED BANK | 13-4920330 | — | NONE | $14K | — |
| MEKETA INC. | 04-2659023 | — | NONE | $12K | — |
| EMPLOYEE RESOURCE SYSTEMS | — | CHICAGO, IL | NONE | $10K | — |
| LIBERTYVILLE BANK & TRUST | — | LIBERTYVILLE, IL | NONE | $9K | — |
| STRATEGIC CAPITAL INVESTMENT ADVISO | 36-4268991 | — | NONE | $6K | — |
