Robert Robertson Jr. signed Michigan Upper Peninsula IBEW's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Michigan Upper Peninsula IBEW's EIN is 36-3020872.
Download the official 2024 Form 5500 (PDF) for Michigan Upper Peninsula IBEW from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MICHIGAN U.P. IBEW PENSION PLAN LLC | 90-0532398 | — | NONE | $162K | — |
| REINHART BOERNER VAN DEUREN S.C. | 59-1126909 | — | NONE | $52K | — |
| FIRST BANK | 38-2641378 | — | NONE | $42K | — |
| MARINER INSTITUTIONAL | 59-3676225 |
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 | |||||
|---|---|---|---|---|---|---|
| IBEW-NECA EQUITY INDEX FUND CHEVY CHASE · EIN 31-1772714 / PN 003 | Common Collective Trust | — | $6.2M | $46.2M | 45.0% | |
| Baird Funds Inc Aggregate Bond Fund | Common Stocks | — | $19.5M | $16.6M | 16.2% | |
| Dodge & Cox Funds International Stock Fund | Mutual Funds | — | $7.2M | $9.1M | 8.9% | |
| Delaware Small Cap Core Fund | Other securities | — | $6.8M | $9.0M | 8.8% | |
| US IBEW-NECA STABLE VAL POOLED FD US TRUST COMPANY, NA · EIN 93-6223188 / PN 002 | Common Collective Trust | — | $5.8M | $7.3M | 7.1% | |
| S Vanguard Mid-Cap Index Fund Admiral | Mutual Funds | — | $2.9M | $4.7M | 4.6% | |
| LIMITED PARTNERSHIP American Realty Advirors American Strategic Value Realty Fund | Other securities | — | $3.7M | $3.7M | 3.6% | |
| National Real Estate Advisor Indure Build-to-Core Fund | Other securities | — | $1.6M | $3.4M | 3.3% | |
| First Bank Interest Bearing Accounts | Other securities | — | $1.7M | $1.7M | 1.7% | |
| MONEY MARKET FUNDS Range Bank Federate Govt Obligation Fund | Cash / Money Market | — | $169K | $169K | 0.2% | |
| First Bank Fidelity Money Market Government Principal | Mutual Funds | — | $23K | $23K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NONE |
| $40K |
| — |
| UNITED ACTUARIAL SERVCIES | 35-2156428 | — | NONE | $26K | — |
| BENDA, GRACE, STULZ & COMPANY, P.C. | 38-2284921 | — | NONE | $16K | — |
| ANDERSON, TACKMAN & COMPANY, PLC | 38-1977929 | — | NONE | $9K | — |
