Trustees of Teamsters Local 777 Severance and Retirement Plan's EIN is 36-3980892.
Download the official 2024 Form 5500 (PDF) for Trustees of Teamsters Local 777 Severance and Retirement Plan from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Trustees of Teamsters Local 777 Severance and Retirement Plan's plan includes money-purchase contributions.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CALIBRE CPA GROUP, PLLC | 47-0900880 | — | NONE | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MARITZA MUNIZ | 36-3980892 | — | EMPLOYEE | $95K | — |
| JP MORGAN SECURITIES, LLC |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| GUGGENHEIM FDS TR MACRO OPPTYS N/A | Other securities | — | $457K | $442K | 5.8% | |
| PIMCO INCOME FD N/A | Mutual Funds | — | $394K | $368K | 4.9% | |
| ISHARES RUSSELL 2000 ETF N/A | Common Collective Trusts | — | $231K | $367K | 4.8% | |
| BLACKROCK FDS V STRTGC INCM OPTNS N/A | Other securities | — | $361K | $348K | 4.6% | |
| GATEWAY TR N/A | Other securities | — | $274K | $331K | 4.4% | |
| TCW METROPOLITAN WEST FDS N/A | Other securities | — | $341K | $293K | 3.9% | |
| ISHARES RUSSELL 1000 GROWTH ETF N/A | Common Collective Trusts | — | $250K | $285K | 3.8% | |
| ISHARES RUSSELL 1000 VALUE ETF N/A | Common Collective Trusts | — | $250K | $255K | 3.4% | |
| LORD ABBETT INVT TR N/A | Mutual Funds | — | $230K | $214K | 2.8% | |
| EATON VANCE STRATEGIC N/A | Other securities | — | $225K | $212K | 2.8% | |
| DOUBLELINE FDS TR N/A | Other securities | — | $215K | $184K | 2.4% | |
| NEUBERGER BERMAN N/A | Other securities | — | $148K | $179K | 2.4% | |
| GUGGENHEIM FDS TR LIMITED DURATION N/A | Other securities | — | $171K | $169K | 2.2% | |
| ARBITRAGE FUND CLASS I N/A | Mutual Funds | — | $168K | $168K | 2.2% | |
| Fedfund Premier Choice N/A | Other securities | — | $154K | $154K | 2.0% | |
| PIMCO FDS COMMODITIES N/A | Mutual Funds | — | $191K | $146K | 1.9% | |
| WILLIAM BLAIR FDS EMERGING N/A | Other securities | — | $107K | $133K | 1.8% | |
| NUVEEN INVT FDS INC N/A | Mutual Funds | — | $127K | $105K | 1.4% | |
| JP Morgan Deposit Account - A N/A | Other securities | — | $99K | $99K | 1.3% | |
| PGIM GLOBAL REAL ESTATE N/A | Other securities | — | $114K | $98K | 1.3% | |
| SPDR GOLD TR N/A | Other securities | — | $52K | $86K | 1.1% | |
| PIMCO FIXED INCOME SHARES SERIES M N/A | Mutual Funds | — | $74K | $75K | 1.0% | |
| PIMCO FIXED INCOME SHARES SERIES C N/A | Mutual Funds | — | $74K | $75K | 1.0% | |
| ISHARES MSCI EMERGING N/A | Other securities | — | $62K | $68K | 0.9% | |
| BLACKROCK FDS V HGH YLD BND N/A | Other securities | — | $67K | $62K | 0.8% | |
| LAZARD EMERGING MARKETS N/A | Other securities | — | $67K | $61K | 0.8% | |
| AMAZON.COM INC N/A | Common Stocks | — | $28K | $59K | 0.8% | |
| U.S. Government securities UNITED STATES TREASURY 08/15/2027 2.25% | U.S. Treasuries | — | $50K | $50K | 0.7% | |
| LORD ABBETT BD DEB FD INC N/A | Mutual Funds | — | $60K | $50K | 0.7% | |
| ABBOTT LABORATORIES N/A | Common Stocks | — | $27K | $35K | 0.5% | |
| VISA INC N/A | Common Stocks | — | $19K | $32K | 0.4% | |
| MICROSOFT CORP N/A | Common Stocks | — | $21K | $30K | 0.4% | |
| ALLIANZ SE N/A | Common Stocks | — | $17K | $25K | 0.3% | |
| ALPHABET INC N/A | Common Stocks | — | $7K | $25K | 0.3% | |
| AMERICAN INTERNATIONAL N/A | Other securities | — | $15K | $25K | 0.3% | |
| SONY GROUP CORPORATION N/A | Common Stocks | — | $17K | $21K | 0.3% | |
| MASTERCARD INCORPORATED N/A | Other securities | — | $12K | $20K | 0.3% | |
| ORACLE CORPORATION N/A | Common Stocks | — | $18K | $20K | 0.3% | |
| BERKSHIRE HATHAWAY INC N/A | Common Stocks | — | $16K | $20K | 0.3% | |
| BANK OF AMERICA CORP N/A | Common Stocks | — | $14K | $20K | 0.3% | |
| SERVICENOW INC N/A | Common Stocks | — | $8K | $19K | 0.3% | |
| SHELL PLC N/A | Common Stocks | — | $15K | $19K | 0.3% | |
| SHOPIFY INC N/A | Common Stocks | — | $12K | $19K | 0.3% | |
| ACCENTURE PLC IRELAND N/A | Common Stocks | — | $12K | $19K | 0.2% | |
| APPLE INC N/A | Common Stocks | — | $17K | $19K | 0.2% | |
| FNMA GTD PASS THRU 02/01/2053 3.50% | Agency / Mortgage-Backed | — | $18K | $18K | 0.2% | |
| CONOCOPHILLIPS N/A | Other securities | — | $19K | $18K | 0.2% | |
| NETFLIX INC N/A | Common Stocks | — | $5K | $18K | 0.2% | |
| FNMA GTD PASS THRU 06/01/2053 4.00% | Agency / Mortgage-Backed | — | $18K | $18K | 0.2% | |
| TEXAS INSTRUMENTS N/A | Other securities | — | $15K | $17K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 13-4994650 |
| — |
| NONE |
| $64K |
| — |
| SHAHUL HAMEED ABDUL JAFFER | — | LOMBARD, IL | NONE | $20K | — |
