Michael T. Haffner signed Trustees of Teamsters Local 301's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Trustees of Teamsters Local 301's EIN is 36-6492992.
Download the official 2024 Form 5500 (PDF) for Trustees of Teamsters Local 301 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 |
|---|---|---|---|---|---|
| TEAMSTERS LOCAL UNION 301 GENERAL | 36-1264295 | — | AFFILIATED ORGANIZATION | $458K | — |
| SEGALL BRYANT & HAMILL | 35-2679129 | — | NONE |
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 common collective trust] | Other | — | — | $176.2M | 39.0% | |
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $118.6M | 26.2% | |
| NIS CORE FIXED INCOME QP FUND LLC NATIONAL INVESTMENT SERVICES OF AMERICA LLC · EIN 82-4028492 / PN 001 | Common Collective Trust | — | — | $77.2M | 17.1% | |
| [Assets held in 103-12 investment entity] | Other | — | — | $55.7M | 12.3% | |
| MULTI EMPLOYER PROPERTY TRUST NEW TOWER · EIN 52-6218800 / PN 001 | Common Collective Trust | — | — | $44.9M | 9.9% | |
| NEUBERGER BERMAN U.S. EQUITY INDEX NEUBERGER BERMAN INVESTMENT ADVISORS LLC · EIN 81-4341513 / PN 001 | 103-12 Investment Entity | — | — | $32.4M | 7.2% | |
| [Assets held in common stock] | Other | — | — | $30.9M | 6.8% | |
| INTECH COLLECTIVE INVESTMENT TRUST SEI TRUST COMPANY · EIN 56-6593356 / PN 013 | Common Collective Trust | — | — | $29.6M | 6.5% | |
| ULLICO INVESTMENT ADVISORS INC ULLICO INFRASTRUCTURE TAX EXEMPT FUND LP · EIN 90-0622302 / PN 001 | 103-12 Investment Entity | — | — | $23.3M | 5.2% | |
| [Assets held in interest-bearing cash] | Other | — | — | $21.6M | 4.8% | |
| CREDIT SUISSE FLOATING RATE TRUST WILMINGTON TRUST · EIN 46-3073254 / PN 179 | Common Collective Trust | — | — | $19.0M | 4.2% | |
| NIS HIGH YIELD QP FUND LLC NATIONAL INVESTMENT SERVICES OF AMERICA LLC · EIN 82-4051841 / PN 001 | Common Collective Trust | — | — | $5.6M | 1.2% | |
| [Assets held in pooled separate account] | Other | — | — | $1.9M | 0.4% | |
| SHORT TERM PRUDENTIAL INSURANCE CO. · EIN 22-1211670 / PN 044 | Pooled Separate Account | — | — | $1.9M | 0.4% |
| $295K |
| — |
| NATIONAL INVESTMENT SERVICES | 84-3937993 | — | NONE | $194K | — |
| SEI TRUST COMPANY | 56-6593356 | — | NONE | $155K | — |
| MARQUETTE ASSOCIATES, INC. | 36-3485298 | — | NONE | $125K | — |
| HORIZION ACTURIAL SERVICES, LLC | 26-1370698 | — | NONE | $105K | — |
| SARA HAFFNER- WOLF | 36-6125658 | — | EMPLOYEE | $90K | — |
| PRUDENTIAL INSURANCE CO. | 22-1211670 | — | NONE | $85K | — |
| FRANK J BAKER & COMPANY, LTD | 36-3086616 | — | NONE | $74K | — |
| US BANK NATIONAL ASSOCIATION | 31-0841368 | — | NONE | $60K | — |
| MCGANN KETTERMAN & RIOUX | 36-3968279 | — | NONE | $60K | — |
| BRIDGEWAY BENEFIT TECHNOLOGIES | 52-1796473 | — | NONE | $33K | — |
| WRITE ON TARGET | 31-1431575 | — | NONE | $15K | — |
| WEST END PRESS INC | 36-2433269 | — | NONE | $12K | — |
| LIRACOM LLC | 36-2480323 | — | NONE | $11K | — |
| IFEBP | 36-1034021 | — | NONE | $9K | — |
| INNOVATIVE SOFTWARE SOLUTIONS, INC. | 23-2182079 | — | NONE | — | — |
