Board of Trustees-Architectural Ironworkers Local 63 Welfare Fund's EIN is 36-3251688.
Download the official 2024 Form 5500 (PDF) for Board of Trustees-Architectural Ironworkers Local 63 Welfare Fund from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Board of Trustees-Architectural Ironworkers Local 63 Welfare Fund's plan includes health coverage, life insurance, dental coverage, vision coverage.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIRST LIGHT ASSET MANAGEMENT | 47-4771203 | — | NONE | $82K | — |
| FIDUCIENT ADVISORS | 36-4001764 | — | NONE | $24K | — |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CALIBRE CPA GROUP PLLC | 47-0900880 | — | NONE | $54K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MARATHON HEALTH, LLC | 26-0103977 | — | NONE | $851K | — |
| BLUE CROSS/BLUE SHIELD | 36-1236610 | — | NONE | $775K | — |
| UNION EYES | 83-3067276 | — | NONE | $477K | — |
| BENEFITS MANAGEMENT GROUP | 20-0188125 | — | NONE | $384K | — |
| BLUEGRASS HEALTH SOLUTIONS | 38-4251369 | — | NONE | $326K | — |
| SAV-RX | 47-0527013 | — | NONE | $136K | — |
| GREGORIO, STEC, KLEIN & HOSE | 99-0408958 | — | NONE | $92K | — |
| TFBC, LLC | 27-3782504 | — | NONE | $52K | — |
| MIDWEST INSTITUTIONAL TRUST CO | 93-1799133 | — | NONE | $51K | — |
| SEGALL BRYANT & HAMILL | 35-2679129 | — | NONE | $45K | — |
| ENVISION HEALTHCARE INC | 62-1493316 | — | NONE | $42K | — |
| EMPLOYEE RESOURCE SYSTEMS | 36-3867645 | — | NONE | $22K | — |
| UNITED ACTUARIAL SERVICES | 35-2156428 | — | NONE | $14K | — |
| AMALGAMATED BANK OF CHICAGO | 36-0721895 | — | NONE | $13K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Baird Short-Term Fund - Ins#73 Registered investment companies N/A | Other securities | — | $15.9M | $16.2M | 17.1% | |
| Dodge & Cox Income Fund Registered investment companies N/A | Mutual Funds | — | $16.0M | $14.9M | 15.8% | |
| Vanguard 500 Index Fund Registered investment companies N/A | Common Collective Trusts | — | $7.7M | $8.8M | 9.4% | |
| Blackrock Strategic Income Registered investment companies N/A | Mutual Funds | — | $6.3M | $6.5M | 6.9% | |
| Limited partnerships First Light Focus Fund Limited partnership N/A | Other securities | — | $2.0M | $6.5M | 6.8% | |
| DWS Real Assets Fund - Inst #1487 Registered investment companies N/A | Other securities | — | $2.3M | $2.6M | 2.7% | |
| Artisan High Income Fund- Inst #2468 Registered investment companies N/A | Other securities | — | $2.6M | $2.5M | 2.6% | |
| Cohen & Steers Institutional Realty Registered investment companies N/A | Other securities | — | $1.5M | $1.6M | 1.7% | |
| Vanguard Inflation-Protected Securities Fund Registered investment companies N/A | Mutual Funds | — | $1.7M | $1.6M | 1.7% | |
| Registered investment companies Arga Emerging M arkets Value Fund Ins Registered investment companies N/A | Other securities | — | $1.1M | $1.4M | 1.4% | |
| Gqg Partners Emerging M arkets Equity Fund - Instl #1331 Registered investment companies N/A | Other securities | — | $1.2M | $1.2M | 1.3% | |
| Sterling Bay Capital Partners III LP Limited partnership N/A | Other securities | — | $1.8M | $872K | 0.9% | |
| Cash and cash equivalents Goldman Sachs Financial Sq Government Inst Cash and cash equivalents N/A | Cash / Money Market | — | $400K | $400K | 0.4% | |
| Federal Natl M tg Assn Gtd Passthru U.S. Government and agency securities 10/01/2051 2.500% | Bonds / Notes | — | $398K | $388K | 0.4% | |
| Federal Home Ln M tg Corp Partn CTF U.S. Government and agency securities 11/01/2052 5.000% | Agency / Mortgage-Backed | — | $333K | $331K | 0.4% | |
| US Treasury Note U.S. Government and agency securities 05/15/2032 2.880% | U.S. Treasuries | — | $296K | $304K | 0.3% | |
| Federal Natl M tg Assn U.S. Government and agency securities 08/05/2030 0.880% | Bonds / Notes | — | $294K | $300K | 0.3% | |
| US Treasury Note U.S. Government and agency securities 02/15/2033 3.500% | U.S. Treasuries | — | $281K | $286K | 0.3% | |
| US Treasury Note U.S. Government and agency securities 11/15/2033 4.500% | U.S. Treasuries | — | $287K | $279K | 0.3% | |
| US Treasury Note U.S. Government and agency securities 05/15/2033 3.380% | U.S. Treasuries | — | $286K | $278K | 0.3% | |
| US Treasury Note U.S. Government and agency securities 11/15/2032 4.130% | U.S. Treasuries | — | $259K | $249K | 0.3% | |
| Federal Home Ln M tg Corp Partn CTF U.S. Government and agency securities 03/01/2052 3.500% | Agency / Mortgage-Backed | — | $288K | $246K | 0.3% | |
| Federal Home Ln M tg Corp Partn CTF U.S. Government and agency securities 10/01/2037 4.500% | Agency / Mortgage-Backed | — | $237K | $235K | 0.2% | |
| GNM A II Passthru CTF Pool #M A8801 U.S. Government and agency securities 04/20/2053 5.500% | Agency / Mortgage-Backed | — | $195K | $193K | 0.2% | |
| GNM A II Passthru CTF Pool #M B0368 U.S. Government and agency securities 05/20/2055 6.500% | Agency / Mortgage-Backed | — | $190K | $189K | 0.2% | |
| Federal Natl M tg Assn Gtd Passthru U.S. Government and agency securities 05/01/2055 6.000% | Bonds / Notes | — | $181K | $180K | 0.2% | |
| Federal Natl M tg Assn Gtd Passthru U.S. Government and agency securities 06/01/2050 2.500% | Bonds / Notes | — | $209K | $180K | 0.2% | |
| Federal Home Ln M tg Corp Partn CTF U.S. Government and agency securities 04/01/2054 5.500% | Agency / Mortgage-Backed | — | $176K | $175K | 0.2% | |
| Federal Natl M tg Assn Gtd Passthru U.S. Government and agency securities 05/01/2053 4.500% | Bonds / Notes | — | $175K | $170K | 0.2% | |
| Federal Home Ln M tg Corp Partn CTF U.S. Government and agency securities 09/01/2051 3.000% | Agency / Mortgage-Backed | — | $207K | $168K | 0.2% | |
| Federal Home Ln M tg Corp Partn CTF U.S. Government and agency securities 02/01/2052 3.500% | Agency / Mortgage-Backed | — | $191K | $168K | 0.2% | |
| Federal Home Ln M tg Corp Partn CTF U.S. Government and agency securities 07/01/2052 4.500% | Agency / Mortgage-Backed | — | $178K | $166K | 0.2% | |
| Federal Natl M tg Assn Gtd Passthru U.S. Government and agency securities 12/01/2052 5.000% | Bonds / Notes | — | $164K | $163K | 0.2% | |
| Federal Home Ln M tg Corp Partn CTF U.S. Government and agency securities 05/01/2052 4.000% | Agency / Mortgage-Backed | — | $175K | $160K | 0.2% | |
| Virginia ST Res Auth Infrastru Corporate bonds 11/01/2028 2.530% | Bonds / Notes | — | $165K | $157K | 0.2% | |
| Union Pac Rr Co 2014-1 Pass Thru Tr Corporate bonds 05/14/2026 3.230% | Bonds / Notes | — | $160K | $156K | 0.2% | |
| US Treasury Note U.S. Government and agency securities 08/15/2026 1.500% | U.S. Treasuries | — | $153K | $155K | 0.2% | |
| US Treasury Note U.S. Government and agency securities 02/15/2035 4.630% | U.S. Treasuries | — | $154K | $153K | 0.2% | |
| Federal Home Ln M tg Corp Partn CTF U.S. Government and agency securities 11/01/2053 5.500% | Agency / Mortgage-Backed | — | $151K | $152K | 0.2% | |
| Federal Home Ln M tg Corp Partn CTF U.S. Government and agency securities 06/01/2037 2.500% | Agency / Mortgage-Backed | — | $151K | $150K | 0.2% | |
| Federal Home Ln M tg Corp Partn CTF U.S. Government and agency securities 05/01/2040 5.000% | Agency / Mortgage-Backed | — | $148K | $149K | 0.2% | |
| Federal Natl M tg Assn Gtd Passthru U.S. Government and agency securities 03/01/2054 6.000% | Bonds / Notes | — | $145K | $146K | 0.2% | |
| Federal Natl M tg Assn Gtd Passthru U.S. Government and agency securities 04/01/2038 5.500% | Bonds / Notes | — | $143K | $145K | 0.2% | |
| U.S. Government and agency securities Federal Home Ln M tg Corp M ulticlass U.S. Government and agency securities 08/25/2025 Fltg | Agency / Mortgage-Backed | — | $155K | $143K | 0.2% | |
| Federal Natl M tg Assn Gtd Passthru U.S. Government and agency securities 12/01/2053 6.000% | Bonds / Notes | — | $140K | $141K | 0.1% | |
| M cDonalds Corp Fr Corporate bonds 05/15/2030 4.600% | Bonds / Notes | — | $140K | $140K | 0.1% | |
| Burlington Northn Santa Fe CP Deb Corporate bonds 12/15/2025 7.000% | Bonds / Notes | — | $143K | $137K | 0.1% | |
| Federal Home Ln M tg Corp Partn CTF U.S. Government and agency securities 03/01/2038 5.000% | Agency / Mortgage-Backed | — | $135K | $136K | 0.1% | |
| University Calif Revs Taxable Gen Corporate bonds 07/01/2025 3.060% | Corporate Bonds | — | $134K | $135K | 0.1% | |
| Federal Natl M tg Assn Gtd Passthru U.S. Government and agency securities 10/01/2037 4.000% | Bonds / Notes | — | $138K | $134K | 0.1% |
