Howard Murdoch signed Board of Trustees Chicago Area IBT Severance and Retirement Trust Fund's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Board of Trustees Chicago Area IBT Severance and Retirement Trust Fund's EIN is 36-3296789.
Download the official 2024 Form 5500 (PDF) for Board of Trustees Chicago Area IBT Severance and Retirement Trust Fund 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 |
|---|---|---|---|---|---|
| ASB CAPITAL MANAGEMENT | 80-0618452 | — | NONE | $14K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $50.5M | 91.9% | |
| NIS INTERMEDIATE FIXED INCOME QP FU NATIONAL INVESTMENT SERVICES OF AMERICA, LLC · EIN 82-4087168 / PN 001 | Common Collective Trust | — | — | $10.4M | 19.0% | |
| WASHINGTON CAPITAL JOINT MASTER TRS WASHINGTON CAPITAL MANAGEMENT, INC. · EIN 91-1163419 / PN 001 | 103-12 Investment Entity | — | — | $3.9M | 7.1% | |
| U.S. CORE PARTNERS COLLECTIVE TRUST BENEFIT TRUST COMPANY · EIN 87-6914227 / PN 341 | Common Collective Trust | — | — | $1.9M | 3.5% | |
| ASB ALLEGIANCE REAL ESTATE FUND CHEVY CHASE TRUST COMPANY · EIN 52-6257033 / PN 006 | Common Collective Trust | — | — | $1.4M | 2.5% | |
| NIS TOTAL ABSOLUTE RETURN QP FUND NATIONAL INVESTMENT SERVICES OF AMERICA, LLC · EIN 82-4069919 / PN 001 | Common Collective Trust | — | — | $1.1M | 2.0% | |
| NIS HIGH YIELD FUND NATIONAL INVESTMENT SERVICES OF AMERICA, LLC · EIN 39-2021943 / PN 001 | Common Collective Trust | — | — | $673K | 1.2% | |
| PRINCIPAL U.S. PROPERTY SEPARATE AC PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $370K | 0.7% |
| LEGACY PROFESSIONALS LLP | 32-0043599 | — | NONE | $64K | — |
| LAURA CABALLERO | 36-3296789 | — | EMPLOYEE | $61K | — |
| AMY HERTZ | 36-3296789 | — | EMPLOYEE | $46K | — |
| NATIONAL INVESTMENT SERVICES | 84-3937993 | — | NONE | $44K | — |
| DENISE LUKASZEWSKI | 36-3296789 | — | EMPLOYEE | $44K | — |
| LANER MUCHIN | 36-3088463 | — | NONE | $41K | — |
| STRATEGIC CAPITAL | 36-4268991 | — | NONE | $30K | — |
| DOWD BLOCH & BENNETT | 36-3371377 | — | NONE | $30K | — |
| WASHINGTON CAPITAL | 91-1163419 | — | NONE | $19K | — |
| BRIDGEWAY BENEFIT TECHNOLOGIES | 52-1796473 | — | NONE | $16K | — |
| GALLAGHER | — | PALOS HEIGHTS, IL | NONE | $0 | — |
