Kevin HRAY signed Board of Trustees of IW Mid-America Pension Plan's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Board of Trustees of IW Mid-America Pension Plan's EIN is 36-6488227.
Download the official 2024 Form 5500 (PDF) for Board of Trustees of IW Mid-America Pension Plan 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 |
|---|---|---|---|---|---|
| ULLICO INVESTMENT ADVISORS INC. |
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 | |||||
|---|---|---|---|---|---|---|
| NT COLLECTIVE S&P 500 INDEX FUND NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 003 | Common Collective Trust | — | $158.4M | $236.8M | 23.7% | |
| Dodge & Cox Income Fund - Class I | Mutual Funds | — | $84.2M | $82.2M | 8.2% | |
| Baird Aggregate Bond Fund - Class Institutional | Other securities | — | $83.6M | $80.7M | 8.1% | |
| NT COLLECTIVE S&P 400 INDEX FUND NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 004 | Common Collective Trust | — | $54.1M | $65.7M | 6.6% | |
| WCM Focused International Growth Fund - Institutional Shares | Other securities | — | $67.5M | $63.4M | 6.3% | |
| Dodge & Cox International Stock Fund - Class I | Mutual Funds | — | $59.0M | $62.1M | 6.2% | |
| NEUBERGER BERMAN STRATEGIC MULTI-SE NEUBERGER BERMAN TRUST COMPANY, NA · EIN 20-4797982 / PN 006 | Common Collective Trust | — | $40.7M | $47.9M | 4.8% | |
| PIMCO RAE Emerging Markets Fund | Mutual Funds | — | $34.4M | $33.0M | 3.3% | |
| GQG Partners Emerging Markets Equity Fund - Institutional Shares | Other securities | — | $29.2M | $29.2M | 2.9% | |
| Conestoga Small Cap Fund - Institutional Class | Other securities | — | $21.8M | $24.0M | 2.4% | |
| Nationwide WCM Focused Small Cap Fund - Institutional Service Class | Other securities | — | $19.7M | $21.3M | 2.1% | |
| U.S. Real Estate Investment Fund, LLC | Other securities | — | $18.7M | $21.3M | 2.1% | |
| Grosvenor Multi-Class Fund II | Other securities | — | $14.0M | $19.6M | 2.0% | |
| Corbin ERISA Opportunity Fund, L.P. | Other securities | — | $13.0M | $19.4M | 1.9% | |
| ULLICO INFRASTRUCTURE TAX EXEMPT FU ULLICO INVESTMENT ADVISORS, INC. · EIN 90-0622302 / PN 001 | 103-12 Investment Entity | — | $20.0M | $17.8M | 1.8% | |
| American Realty Advisors | Other securities | — | $10.0M | $17.5M | 1.7% | |
| PEG Global Private Equity Fund VII | Other securities | — | $13.6M | $16.7M | 1.7% | |
| DWS RREEF Real Assets Fund - Institutional Class | Other securities | — | $17.5M | $16.4M | 1.6% | |
| Artisan High Income Fund | Other securities | — | $16.2M | $15.7M | 1.6% | |
| COMERICA SHORT-TERM FUND COMERICA BANK & TRUST, NATIONAL ASSOCIATION · EIN 47-7305132 / PN 001 | Common Collective Trust | — | $15.6M | $15.6M | 1.6% | |
| Siguler Guff Small Buyout Fund | Other securities | — | $12.5M | $15.6M | 1.6% | |
| ASB ALLEGIANCE REAL ESTATE FUND CHEVY CHASE TRUST COMPANY · EIN 52-6257033 / PN 006 | Common Collective Trust | — | $5.0M | $12.0M | 1.2% | |
| Thomas H Lee Equity Fund VIII LP | Other securities | — | $13.1M | $8.8M | 0.9% | |
| First Light Prism Feeder Fund, Ltd. | Common Stocks | — | $6.3M | $7.6M | 0.8% | |
| AFL-CIO BUILDING INVESTMENT TRUST GREAT GRAY TRUST COMPANY, LLC · EIN 52-6328901 / PN 001 | Common Collective Trust | — | $3.4M | $7.4M | 0.7% | |
| Tennenbaum Capital Partners Direct Lending Feeder VIII | Other securities | — | $7.3M | $6.5M | 0.7% | |
| Amalgamated Bank Pension Payout Checking Account | Other securities | — | — | $5.5M | 0.5% | |
| CIM Fund IX LP | Other securities | — | $7.0M | $5.2M | 0.5% | |
| Hamilton Lane Secondary Feeder Fund IV-A | Other securities | — | $5.6M | $2.9M | 0.3% | |
| Harrison Street Real Estate Partners VI, L.P. | Other securities | — | $5.5M | $2.8M | 0.3% | |
| Hamilton Lane Strategic Opportunities Fund 2019 | Other securities | — | $5.7M | $2.8M | 0.3% | |
| Amalgamated Bank Regular Checking Account | Other securities | — | — | $2.1M | 0.2% | |
| Landmark Equity Partners XV | Other securities | — | $8.0M | $1.4M | 0.1% | |
| Hamilton Lane Strategic Opportunities Fund IV 2018 | Other securities | — | $4.2M | $1.1M | 0.1% | |
| Hamilton Lane Strategic Opportunities 2017 Fund LP | Other securities | — | $6.1M | $970K | <0.1% | |
| Mesirow Institutional Multi-Strategy Fund L.P. | Other securities | — | $55K | $702K | <0.1% | |
| Goldman Sachs Private Equity Partners | Other securities | — | $7.5M | $329K | <0.1% | |
| Hamilton Lane Secondary Fund III | Other securities | — | $10.0M | $214K | <0.1% | |
| Amalgamated Bank Fringe Checking Account | Other securities | — | — | $192K | <0.1% | |
| Landmark Equity Partners XIV | Other securities | — | $10.0M | $32K | <0.1% | |
| Hamilton Lane Secondary Fund II | Other securities | — | $10.0M | $2K | <0.1% | |
| PIMCO Global Advantage Strategy Bond Fund - Institutional Shares | Mutual Funds | — | $11 | $11 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 52-6435649 |
| — |
| NONE |
| $271K |
| — |
| FIDUCIENT ADVISORS LLC | 36-4001764 | — | NONE | $237K | — |
| ASB CAPITAL MANAGEMENT, LLC | 80-0618452 | — | NONE | $123K | — |
| J.P. MORGAN INVESTMENT MANAGEMENT | 13-3200244 | — | NONE | $77K | — |
| AMERICAN REALTY ADVISORS | 33-0123114 | — | NONE | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE SEGAL COMPANY (MIDWEST), INC. | 13-1975125 | — | NONE | $207K | — |
| P. FLASCH | 36-6488227 | — | EMPLOYEE | $149K | — |
| LEGACY PROFESSIONALS LLP | 32-0043599 | — | NONE | $143K | — |
| BAUM SIGMAN AUERBACH & NEUMAN, LTD | 36-2744057 | — | NONE | $132K | — |
| BRIDGEWAY BENEFIT TECHNOLOGIES, LLC | 52-1796473 | — | NONE | $125K | — |
| L. GILLUND | 36-6488227 | — | EMPLOYEE | $91K | — |
| COMERICA | 42-1741646 | — | NONE | $84K | — |
| FIRST LIGHT PRISM FEEDER FUND LTD | — | EDINA, MN | NONE | $78K | — |
| S. MONAHAN | 36-6488227 | — | EMPLOYEE | $71K | — |
| E. FERREE | 36-6488227 | — | EMPLOYEE | $65K | — |
| K. WILLIAMSON | 36-6488227 | — | EMPLOYEE | $60K | — |
| R. TRIPAMER | 36-6488227 | — | EMPLOYEE | $49K | — |
| J. FAUGHT | 36-6488227 | — | EMPLOYEE | $46K | — |
| J.P. BURKE | 36-6488227 | — | EMPLOYEE | $46K | — |
| A. HERRNDOBLER | 36-6488227 | — | EMPLOYEE | $46K | — |
| A. REYES | 36-6488227 | — | EMPLOYEE | $45K | — |
| T. JOHNSON | 36-6488227 | — | EMPLOYEE | $45K | — |
| AMALGAMATED BANK OF CHICAGO | 36-0721895 | — | NONE | $38K | — |
| NORTHERN TRUST CORPORATION | 36-2723087 | — | NONE | $34K | — |
| A. AMBROSE | 36-6488227 | — | EMPLOYEE | $32K | — |
| PREMIER TECHNOLOGY SOLUTIONS INC. | 13-3933805 | — | NONE | $23K | — |
| DATAMATION IMAGING SERVICES | 36-4303011 | — | NONE | $5K | — |
