Robert a Williams signed Heat & Frost Insulators and Allied Workers Local 47 Welfare Fund's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Heat & Frost Insulators and Allied Workers Local 47 Welfare Fund's EIN is 38-6058846.
Download the official 2024 Form 5500 (PDF) for Heat & Frost Insulators and Allied Workers Local 47 Welfare Fund 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 |
|---|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF MICHIGAN | 38-2069753 | — | NONE | $239K | — |
| TIC INTERNATIONAL | 13-2600875 | — | NONE | $86K | — |
| BENDA, GRACE, STULZ & COMPANY, P.C. | 38-2284921 | — | NONE | $16K | — |
| STARK, REAGAN P.C. |
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 | |||||
|---|---|---|---|---|---|---|
| Hartford Quality Value Yield Fund | Other securities | — | $1.0M | $1.0M | 14.2% | |
| Blackstone Balckstone Alternative Multi-Strategy Fund Class I | Other securities | — | $803K | $810K | 11.1% | |
| DoubleLine Funds DoubleLine Total Return Bond Fund Class I | Other securities | — | $875K | $801K | 11.0% | |
| Manning & Napier Manning & Napier Overseas Series Class S | Other securities | — | $584K | $711K | 9.7% | |
| JP Morgan Chase JP Morgan Alerian MLP Index ETN | Other securities | — | $460K | $711K | 9.7% | |
| Charles Schwab Government Money Market Fund | Mutual Funds | — | $509K | $509K | 7.0% | |
| Champlain Investment Partners Champlain Small Company Fund Institutional Class | Common Stocks | — | $448K | $481K | 6.6% | |
| LONGVIEW BUILD AMERICA BOND VEBA FU AMALGAMATED BANK · EIN 90-0533698 / PN 017 | Common Collective Trust | — | $216K | $349K | 4.8% | |
| Dimensional Fund Advisors DFA Emerging Markets Core Equity Portfolio Institutional Class | Mutual Funds | — | $213K | $317K | 4.3% | |
| S Carillon Tower Advisors Carillon Reams Unconstrained Bond Fund Class I | Mutual Funds | — | $10K | $296K | 4.1% | |
| Vanguard Short Term Infl-Prot Sec | Mutual Funds | — | $210K | $214K | 2.9% | |
| Carillon Reams Unconstrained Bond Class I | Other securities | — | $50K | $51K | 0.7% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
Heat & Frost Insulators and Allied Workers Local 47 Welfare Fund's plan includes health coverage, life insurance, dental coverage, vision coverage.
| 38-2016225 |
| — |
| NONE |
| $14K |
| — |
| UNITED ACTUARIAL SERVICES | 35-2156428 | — | NONE | $12K | — |
| MEKETA INVESTMENT GROUP | 04-2659023 | — | NONE | $10K | — |
| MICHAEL G. BUCK | — | STERLING HEIGHTS, MI | NONE | $0 | — |
