Board of Trustees Laborers Local 231 Annuity Fund's EIN is 37-1230607.
Download the official 2024 Form 5500 (PDF) for Board of Trustees Laborers Local 231 Annuity Fund from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Board of Trustees Laborers Local 231 Annuity Fund'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 |
|---|---|---|---|---|---|
| LABORERS LOCAL 231 H&W FUND | 37-6031467 | — | RELATED PARTY | $128K | — |
| NATIONAL INVESTMENT SERVICES, INC | 84-3937993 | — | NONE | $16K | — |
| CHEVY CHASE TRUST COMPANY | 52-2037618 | — | NONE | $12K | — |
| ROMOLO & ASSOCIATES, LLC |
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 | — | — | $20.7M | 50.9% | |
| INVESCO STABLE VALUE TRUST INVESCO NATIONAL TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $11.2M | 27.4% | |
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $10.8M | 26.4% | |
| [Assets held in interest-bearing cash] | Other | — | — | $8.2M | 20.1% | |
| NIS INTERMEDIATE FIXED INCOME LLC NIS INTERMEDIATE FIXED INCOME FUND · EIN 20-0065449 / PN 001 | Common Collective Trust | — | — | $7.0M | 17.1% | |
| MULTI EMPLOYER PROPERTY TRUST NEW TOWER TRUST COMPANY · EIN 52-6218800 / PN 001 | Common Collective Trust | — | — | $1.4M | 3.4% | |
| ASB ALLEGIANCE REAL ESTATE FUND CHEVY CHASE TRUST COMPANY · EIN 52-6257003 / PN 006 | Common Collective Trust | — | — | $1.2M | 3.0% |
| 84-2885766 |
| — |
| NONE |
| $11K |
| — |
| MARQUETTE ASSOCIATES | 36-3485298 | — | NONE | $11K | — |
| CAVANAGH & O'HARA | 37-1259635 | — | NONE | $5K | — |
| COMMERCE TRUST COMPANY | 48-0962626 | — | NONE | $5K | — |
