David Forbes, Trustee signed Joint Board of Trustees of the UA Local 190 Defined Contribution Plan's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Joint Board of Trustees of the UA Local 190 Defined Contribution Plan's EIN is 38-3316535.
Download the official 2024 Form 5500 (PDF) for Joint Board of Trustees of the UA Local 190 Defined Contribution 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO OF AME | 06-1050034 | — | NONE | $20K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SEGAL ADVISORS, INC | 13-2646110 |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Large Cap Growth Index Mutual fund ~ | Mutual Funds | — | — | $8.9M | 12.9% | |
| DAY ONE 2040 FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 683 | Pooled Separate Account | — | — | $7.9M | 11.4% | |
| DAY ONE 2030 FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 681 | Pooled Separate Account | — | — | $7.3M | 10.6% | |
| DAY ONE 2050 FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 685 | Pooled Separate Account | — | — | $4.8M | 6.9% | |
| DAY ONE 2055 FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 686 | Pooled Separate Account | — | — | $4.5M | 6.4% | |
| Columbia Mid Cap Index A Mutual fund ~ | Other securities | — | — | $3.5M | 5.0% | |
| DAY ONE 2035 FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 682 | Pooled Separate Account | — | — | $3.3M | 4.8% | |
| DAY ONE 2045 FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 684 | Pooled Separate Account | — | — | $3.2M | 4.6% | |
| Vanguard LifeStrategy Moderate Growth Fund Mutual fund ~ | Mutual Funds | — | — | $3.2M | 4.6% | |
| DAY ONE 2060 FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 803 | Pooled Separate Account | — | — | $2.7M | 3.8% | |
| T. Rowe Price U.S. Equity Research Fund I Mutual fund ~ | Other securities | — | — | $2.5M | 3.6% | |
| Unallocated contracts * Empower Annuity Insurance Company Guaranteed Income Fund ~ | Common Stocks | — | — | $2.4M | 3.5% | |
| American Funds Capital World Growth & Income Fund R4 Mutual fund ~ | Mutual Funds | — | — | $2.4M | 3.4% | |
| DRYDEN S&P 500 INDEX FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 123 | Pooled Separate Account | — | — | $2.2M | 3.1% | |
| DAY ONE 2025 FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 680 | Pooled Separate Account | — | — | $1.9M | 2.8% | |
| DAY ONE 2020 FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 679 | Pooled Separate Account | — | — | $1.4M | 2.1% | |
| BNY Mellon Dynamic Value Mutual fund ~ | Other securities | — | — | $1.2M | 1.7% | |
| Columbia Small Cap Index A Mutual fund ~ | Other securities | — | — | $1.2M | 1.7% | |
| CORE PLUS BOND / PGIM FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 299 | Pooled Separate Account | — | — | $857K | 1.2% | |
| Interest-bearing cash Huntington National Bank Commercial interest checking 2.9% | Cash / Money Market | — | $811K | $811K | 1.2% | |
| DAY ONE 2065 FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 838 | Pooled Separate Account | — | — | $754K | 1.1% | |
| DAY ONE INCOME FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 698 | Pooled Separate Account | — | — | $660K | 1.0% | |
| Vanguard LifeStrategy Growth Fund Mutual fund ~ | Mutual Funds | — | — | $485K | 0.7% | |
| American Funds EuroPacific Growth R4 Mutual fund ~ | Mutual Funds | — | — | $418K | 0.6% | |
| Vanguard LifeStrategy Conservative Growth Fund Mutual fund ~ | Mutual Funds | — | — | $209K | 0.3% | |
| PGIM Q.S. INTL DEVELOPED MARKETS IN EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 791 | Pooled Separate Account | — | — | $117K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
Joint Board of Trustees of the UA Local 190 Defined Contribution Plan's plan includes a 401(k) feature, profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA).
| — |
| NONE |
| $13K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIC MIDWEST, LLC | 93-4217445 | — | NONE | $34K | — |
| BENNETT & ASSOCIATES CPAS PLLC | 27-3488128 | — | NONE | $18K | — |
| BENESYS, INC | 38-2383171 | — | NONE | $15K | — |
| NOVARA TESIJA CATENACCI MCDONALD & | 38-3763096 | — | NONE | $13K | — |
| FERGUSON WIDMAYER & CLARK PC | 38-2995783 | — | NONE | $8K | — |
| UA LOCAL 190 | 38-0895168 | — | SPONSORING ORGANIZATION | $7K | — |
