Plumbers Local 98 Defined Benefit Pension Fund's EIN is 38-3031916.
Download the official 2024 Form 5500 (PDF) for Plumbers Local 98 Defined Benefit Pension Fund from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Plumbers Local 98 Defined Benefit Pension Fund's plan includes a defined-benefit pension formula, a cash-balance formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DIGITAL DATA, INC. | 04-3668352 | SUMMERFIELD, FL | NONE | $8K | — |
| Name |
|---|
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 registered investment companies (mutual funds)] | Other | — | — | $202.0M | 68.3% | |
| [Assets held in common collective trust] | Other | — | — | $57.4M | 19.4% | |
| NIS CORE FIXED INCOME FUND, LLC NATIONAL INVESTMENT SERVICES, INC · EIN 20-0005644 / PN 001 | Common Collective Trust | — | — | $40.9M | 13.8% | |
| U.S. CORE PARTNERS COLLECTIVE INVES BENEFIT TRUST COMPANY · EIN 87-6914227 / PN 341 | Common Collective Trust | — | — | $6.5M | 2.2% | |
| NIS TOTAL ABSOLUTE RETURN FUND, LLC NATIONAL INVESTMENT SERVICES, INC · EIN 45-4783986 / PN 001 | Common Collective Trust | — | — | $4.4M | 1.5% | |
| [Assets held in interest-bearing cash] | Other | — | — | $1.8M | 0.6% | |
| NIS HIGH YIELD FUND, LLC NATIONAL INVESTMENT SERVICES, INC · EIN 39-2021943 / PN 001 | Common Collective Trust | — | — | $1.8M | 0.6% | |
| AFL-CIO BUILDING INVESTMENT TRUST PNC BANK, NATIONAL ASSOCIATION AS TRUSTEE · EIN 52-6328901 / PN 001 | Common Collective Trust | — | — | $1.7M | 0.6% | |
| PRINCIPAL U.S. PROPERTY SEPARATE AC PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $893K | 0.3% |
| EIN |
|---|
| Location |
|---|
| Relation |
|---|
| Direct comp |
|---|
| Indirect comp |
|---|
| BENESYS, INC. | 38-2383171 | TROY, MI | NONE | $267K | — |
| NATIONAL INVESTMENT SERVICES | 80-0169636 | CHICAGO, IL | NONE | $143K | — |
| STRATEGIC CAPITAL INVESTMENT ADVR. | 36-4268891 | LOMBARD, IL | NONE | $94K | — |
| THE SEGAL COMPANY INC. | 13-1975125 | NEW YORK, NY | NONE | $62K | — |
| ASHER KELLY LAW | 84-3379113 | SOUTHFIELD, MI | NONE | $54K | — |
| COMERICA BANK | 42-1741646 | DETROIT, MI | NONE | $30K | — |
| AMERICAN GRAPHICS PRINTING CO | 38-2090031 | CLINTON TOWNSHIP, MI | NONE | $29K | — |
| BULTYNCK & CO., PLLC | 20-3920878 | CLINTON TOWNSHIP, MI | NONE | $22K | — |
| UNITED ACTUARIAL SERVICES, INC. | 35-2156428 | CARMEL, IN | NONE | $12K | — |
| STEFANSKY, HOLLOWAY, & NICHOLS | 38-2388845 | NORTHVILLE, MI | NONE | $7K | — |
| NICKLE & SAPH, INC | 38-1799688 | MOUNT CLEMENS, MI | NONE | $6K | — |
