Trustees Under IBEW Local 150 Pension Fund's EIN is 36-6140629.
Download the official 2023 Form 5500 (PDF) for Trustees Under IBEW Local 150 Pension Fund from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Trustees Under IBEW Local 150 Pension Fund's plan includes a defined-benefit pension formula.
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 | $28K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| REINHART BOERNER VAN DEUREN S.C. |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 39-1126909 |
| — |
| NONE |
| $91K |
| — |
| NORTHERN TRUST COMPANY | 36-1561860 | — | NONE | $71K | — |
| REINHART PARTNERS, INC. | 39-1711628 | — | NONE | $56K | — |
| MEKETA INVESTMENT GROUP, INC. | 04-2659023 | — | NONE | $54K | — |
| TIC INTERNATIONAL CORP | 13-2600875 | — | NONE | $53K | — |
| UNITED ACTUARIAL SERVICES, INC | 35-2156428 | — | NONE | $45K | — |
| STRATEGIC CAPITAL INVESTMENT ADVISO | 36-4268991 | — | NONE | $21K | — |
| AMALGAMATED BANK | 13-4920330 | — | NONE | $15K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| IBEW-NECA EQUITY INDEX FUND CHEVY CHASE TRUST COMPANY · EIN 31-1772714 / PN 003 | Common Collective Trust | — | $91.8M | $110.0M | 44.0% | |
| Limited partnerships Grosvenor Institutional Partners, LP Limited partnerships N/A | Other securities | — | $31.0M | $41.0M | 16.4% | |
| Baird Funds Inc Intermediate Bond Fund Registered investment company N/A | Common Stocks | — | $23.1M | $23.0M | 9.2% | |
| Vanguard Index Funds Extended Registered investment company N/A | Common Collective Trusts | — | $17.9M | $18.0M | 7.2% | |
| NIS CORE FIXED INCOME QP FUND, LLC NATIONAL INVESTMENT SERVICES OF AMERICA, LLC · EIN 82-4028492 / PN 001 | Common Collective Trust | — | $15.3M | $15.2M | 6.1% | |
| Multi-Employer Property Trust Common collective trusts N/A | Common Collective Trusts | — | $3.2M | $11.6M | 4.7% | |
| NEWTOWER TRUST COMPANY MULTI-EMPLOY NEWTOWER TRUST COMPANY · EIN 52-6218800 / PN 001 | Common Collective Trust | — | — | $11.6M | 4.7% | |
| LCP VIII (Offshore), LP Limited partnerships N/A | Other securities | — | $3.9M | $4.3M | 1.7% | |
| Cash and cash equivalents Short-term investment fund Cash and cash equivalents N/A | Cash / Money Market | — | $4.2M | $4.2M | 1.7% | |
| White Oak Summit Fund, LP Limited partnerships N/A | Other securities | — | $2.9M | $4.0M | 1.6% | |
| Dodge & Cox Stock Fd Open End Fd Registered investment company N/A 8 Fidelity Invt Tr International Capital Appreciation K6 Registered investment company N/A | Mutual Funds | — | $2.7M | $2.7M | 1.1% | |
| Registered investment companies American Europacific Growth-R6 Registered investment company N/A | Common Stocks | — | $2.5M | $2.5M | 1.0% | |
| MFS Instutional International Equity Fund Registered investment company N/A | Mutual Funds | — | $2.5M | $2.4M | 1.0% | |
| Rowe T Price International Discovery Fund Registered investment company N/A | Common Stocks | — | $2.0M | $2.0M | 0.8% | |
| NIS TOTAL ABSOLUTE RETURN QP FUND, NATIONAL INVESTMENT SERVICES OF AMERICA, LLC · EIN 82-4069919 / PN 001 | Common Collective Trust | — | $1.9M | $1.9M | 0.7% | |
| Land Real estate N/A | Real Estate | — | $323K | $845K | 0.3% | |
| Tricon Housing Partners US II B, LP Limited partnerships N/A | Other securities | — | $180K | $792K | 0.3% | |
| NIS HIGH YIELD QP FUND, LLC NATIONAL INVESTMENT SERVICES OF AMERICA, LLC · EIN 82-4051841 / PN 001 | Common Collective Trust | — | $650K | $652K | 0.3% | |
| LONGVIEW BUILD AMERICA BOND VE AMALGAMATED BANK · EIN 90-0533698 / PN 017 | Common Collective Trust | — | — | $0 | <0.1% | |
| NT COLLECTIVE RUSSELL 2000 INDEX FD NORTHERN TRUST INVESTMENTS, INC · EIN 45-6138589 / PN 096 | Common Collective Trust | — | — | $0 | <0.1% |
