Kristine Ambeau signed Escanaba Paper Company Union Retirement Insurance Trust Fund's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Escanaba Paper Company Union Retirement Insurance Trust Fund's EIN is 38-2821140.
Download the official 2024 Form 5500 (PDF) for Escanaba Paper Company Union Retirement Insurance Trust Fund from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Escanaba Paper Company Union Retirement Insurance Trust Fund's plan includes health coverage.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | — | FORT WAYNE, IN | CUSTODIAL | $61K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHNEIDER, LARCHE, HAAPALA, & CO. | 20-0345993 | ESCANABA, MI | PLAN AUDITOR | $6K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| S Allspring Index Asset Alloc Fund shares | Mutual Funds | — | $611K | $722K | 13.3% | |
| MONEY MARKET FUNDS * Interest Bearing Cash - Wells Fargo 311 GS FSQ Government Instl Class Money Mkt Fund | Cash / Money Market | — | $544K | $544K | 10.0% | |
| Dodge & Cox Income Fund | Mutual Funds | — | $581K | $540K | 9.9% | |
| Europacific Growth Fd | Other securities | — | $351K | $361K | 6.6% | |
| PIMCO Real Return Bond | Mutual Funds | — | $346K | $348K | 6.4% | |
| Neuberger Berman Alternative Funds | Other securities | — | $171K | $223K | 4.1% | |
| PIMCO Funds Long Duration Total Return Fd | Mutual Funds | — | $208K | $219K | 4.0% | |
| Neuberger Berman Sustainable Equity Fund | Other securities | — | $183K | $207K | 3.8% | |
| Macquarie Extended Duration Fd | Other securities | — | $148K | $154K | 2.8% | |
| EXCHANGE TRADED FUNDS (ETF) Ishares Morningstar Small Cap shares | Other securities | — | $84K | $143K | 2.6% | |
| John Hancock Multi-Asset Absolute Return Fd | Other securities | — | $133K | $125K | 2.3% | |
| Fidelity Treasury Port Institutional Class SHS | Mutual Funds | — | $121K | $121K | 2.2% | |
| Analog Devices Inc | Common Stocks | — | $13K | $72K | 1.3% | |
| Automatic Data Processing | Other securities | — | $12K | $70K | 1.3% | |
| Microsoft Corp | Common Stocks | — | $4K | $68K | 1.3% | |
| Paychex Inc | Common Stocks | — | $20K | $66K | 1.2% | |
| Ishares MSCI Emerging Markets Fund | Other securities | — | $68K | $64K | 1.2% | |
| Factset Research Systems | Other securities | — | $11K | $61K | 1.1% | |
| Linde PLC | Common Stocks | — | $24K | $60K | 1.1% | |
| Nextera Energy Inc | Common Stocks | — | $23K | $60K | 1.1% | |
| Illinois Tool Works Inc | Common Stocks | — | $13K | $58K | 1.1% | |
| Aflac Inc | Common Stocks | — | $14K | $58K | 1.1% | |
| Broadcom Inc | Common Stocks | — | $7K | $58K | 1.1% | |
| Blackrock Inc | Common Stocks | — | $24K | $56K | 1.0% | |
| Texas Instruments Inc | Common Stocks | — | $24K | $56K | 1.0% | |
| Lowes Companies Inc | Common Stocks | — | $12K | $55K | 1.0% | |
| S Abbot Laboratories shares | Common Stocks | — | $20K | $54K | 1.0% | |
| Grainger WW Inc | Common Stocks | — | $10K | $51K | 0.9% | |
| General Dynamics Corp | Common Stocks | — | $13K | $48K | 0.9% | |
| Xcel Energy Inc | Common Stocks | — | $48K | $47K | 0.9% | |
| McDonalds Corp | Common Stocks | — | $16K | $47K | 0.9% | |
| Procter & Gamble Co | Common Stocks | — | $18K | $40K | 0.7% | |
| Johnson & Johnson | Other securities | — | $25K | $40K | 0.7% | |
| Cencora Inc | Common Stocks | — | $16K | $39K | 0.7% | |
| Pepsico Inc | Common Stocks | — | $20K | $38K | 0.7% | |
| L3Harris Technologies Inc | Common Stocks | — | $10K | $38K | 0.7% | |
| Stryker Corp | Common Stocks | — | $11K | $36K | 0.7% | |
| Becton Dickinson & Co | Common Stocks | — | $12K | $36K | 0.7% | |
| Cisco Systems Inc | Common Stocks | — | $20K | $36K | 0.7% | |
| Genuine Parts Co Com | Common Stocks | — | $30K | $35K | 0.6% | |
| Sysco Corp | Common Stocks | — | $12K | $32K | 0.6% | |
| Emerson Electric Co | Common Stocks | — | $12K | $30K | 0.6% | |
| Qualcomm Inc | Common Stocks | — | $11K | $29K | 0.5% | |
| Medtronic Inc | Common Stocks | — | $24K | $25K | 0.5% | |
| Colgate-Palmolive Corp | Common Stocks | — | $12K | $25K | 0.5% | |
| Southern Company | Common Stocks | — | $13K | $24K | 0.4% | |
| United Parcel Service-B | Other securities | — | $20K | $24K | 0.4% | |
| Novartis AG Spon ADR | Common Stocks | — | $18K | $21K | 0.4% | |
| Air Products & Chemicals Inc | Common Stocks | — | $6K | $21K | 0.4% | |
| RTX Corp | Common Stocks | — | $7K | $18K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WATKINS, ROSS, & COMPANY | 38-1477362 | GRAND RAPIDS, MI | ACTUARY | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ACCUSERVE | 37-4822297 | GLADSTONE, MI | CLAIMS PROCESSING | $17K | — |
