Joint Board of Trustees of Construction Industry of Rockford, Illinoi's EIN is 36-6131610.
Download the official 2023 Form 5500 (PDF) for Joint Board of Trustees of Construction Industry of Rockford, Illinoi from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Joint Board of Trustees of Construction Industry of Rockford, Illinoi's plan includes profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL FINANCIAL GROUP | 42-0127290 | — | NONE | $298K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DOLAN MCENIRY CAPITAL MANAGEMENT |
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 | — | — | $263.0M | 46.6% | |
| [Assets held in common collective trust] | Other | — | — | $239.4M | 42.4% | |
| COMERICA LARGE CAP VALUE INDEX FUND COMERICA BANK & TRUST, NATIONAL ASSOCIATION · EIN 38-3192894 / PN 001 | Common Collective Trust | — | — | $40.4M | 7.2% | |
| AQR DIVERSIFYING STRATEGIES FUND GLOBAL TRUST COMPANY · EIN 90-6194032 / PN 008 | Common Collective Trust | — | — | $39.7M | 7.0% | |
| COMERICA SMALL CAP INDEX FUND COMERICA BANK & TRUST, NATIONAL ASSOCIATION · EIN 38-3192888 / PN 001 | Common Collective Trust | — | — | $34.9M | 6.2% | |
| COMERICA MEDIUM CAP INDEX FUND COMERICA BANK & TRUST, NATIONAL ASSOCIATION · EIN 38-6589863 / PN 001 | Common Collective Trust | — | — | $34.5M | 6.1% | |
| COMERICA FOREIGN EQUITY FUND COMERICA BANK & TRUST, NATIONAL ASSOCIATION · EIN 38-6589861 / PN 001 | Common Collective Trust | — | — | $31.0M | 5.5% | |
| GALLIARD STABLE RETURN FUND PN SEI TRUST COMPANY · EIN 41-6202499 / PN 001 | Common Collective Trust | — | — | $30.7M | 5.4% | |
| COMERICA U.S. ALL CAP INDEX FUND COMERICA BANK & TRUST, NATIONAL ASSOCIATION · EIN 30-0216651 / PN 001 | Common Collective Trust | — | — | $20.3M | 3.6% | |
| LONGVIEW BUILD AMERICA BOND VEBA AMALGAMATED BANK · EIN 90-0533698 / PN 017 | Common Collective Trust | — | — | $7.9M | 1.4% | |
| [Assets held in common stock] | Other | — | — | $2.3M | 0.4% | |
| [Assets held in interest-bearing cash] | Other | — | — | $270K | <0.1% |
| 36-4169967 |
| — |
| NONE |
| $136K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CALIBRE CPA GROUP | 47-0900880 | — | NONE | $95K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIC MIDWEST, LLC | 13-2600875 | — | NONE | $147K | — |
| WILLIAMS MCCARTHY, LLP | 20-5568874 | — | NONE | $137K | — |
| MEKETA GROUP | 04-2659023 | — | NONE | $125K | — |
| CONSTRUCTION INDUSTY WELFARE FUND | 36-2265130 | — | NONE | $88K | — |
| THE SEGAL COMPANY | 13-1975125 | — | NONE | $47K | — |
| LEGACY PROFESSIONALS LLP | 32-0043599 | — | NONE | $33K | — |
| SEGAL SELECT INSURANCE SERVICES | 46-0619194 | — | NONE | $28K | — |
