Trustees of Area Teamsters Insurance Benefit Plan's EIN is 36-4250648.
Download the official 2024 Form 5500 (PDF) for Trustees of Area Teamsters Insurance Benefit Plan from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Trustees of Area Teamsters Insurance Benefit Plan'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 |
|---|---|---|---|---|---|
| CALIBRE CPA GROUP | 47-0900880 | — | NONE | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ELENA ORTIZ | 36-4250648 | — | EMPLOYEE | $101K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| First Nations Bank M oney market fund N/A | Other securities | — | $282K | $282K | 15.4% | |
| Wells Fargo Bank, N.A. Certificate of deposit 5.05% 06/18/2026 N/A | Bonds / Notes | — | $231K | $234K | 12.8% | |
| Money Market Funds Federated Hermes Gov't Oblig Fund M oney market fund N/A | Cash / Money Market | — | $224K | $224K | 12.2% | |
| Western Alliance Bank Certificate of deposit 5.15% 09/04/2025 N/A | Bonds / Notes | — | $210K | $210K | 11.5% | |
| Bank of America, N.A. Certificate of deposit 5.05% 06/22/2026 N/A | Bonds / Notes | — | $200K | $203K | 11.1% | |
| Certificates of Deposit General Electric Credit Union Certificate of deposit 5.20% 03/28/2025 N/A | Bonds / Notes | — | $200K | $200K | 11.0% | |
| First Nations Bank Certificate of deposit 3.94% 04/15/2025 N/A | Bonds / Notes | — | $155K | $155K | 8.5% | |
| First Nations Bank Certificate of deposit 4.18% 11/15/2025 N/A | Bonds / Notes | — | $125K | $126K | 6.9% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
