Dean Gutzman signed Trustees Upper Peninsula Plumbers Pipefitters Health & Welfare Plan's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Trustees Upper Peninsula Plumbers Pipefitters Health & Welfare Plan's EIN is 38-6111803.
Download the official 2023 Form 5500 (PDF) for Trustees Upper Peninsula Plumbers Pipefitters Health & Welfare Plan from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Trustees Upper Peninsula Plumbers Pipefitters Health & Welfare Plan's plan includes health coverage, dental coverage, vision coverage.
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 | $259K | — |
| ZENITH AMERICAN | — | TUCKER, GA | NONE | $144K | — |
| NOVARA TESIJA,PLLC | 38-2823147 | — | NONE | $86K | — |
| BENDA, GRACE, STULZ & CO., P.C. | 38-2284921 | — | NONE |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| US Bank Vanguard Total Bond Market Index | Mutual Funds | — | $6.3M | $5.7M | 54.4% | |
| US Bank Vanguard 500 Index Fund | Common Collective Trusts | — | $687K | $2.1M | 19.8% | |
| FUNDS Rreef America Reit II Inc Real Estate Investment Fund | Real Estate | — | $1.1M | $1.1M | 10.1% | |
| S US Bank Lord Abbett High Yield F3 | Mutual Funds | — | $469K | $478K | 4.6% | |
| US Bank Nuveen Symphony Floating Income Fund | Mutual Funds | — | $506K | $476K | 4.6% | |
| INTEREST BEARING CASH * US Bank First American Govt Money Market | Cash / Money Market | — | $11K | $11K | 0.1% | |
| US Bank Nuveen Floating Rate Income I | Mutual Funds | — | $1K | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $18K |
| — |
| MILLIMAN, INC | — | ALBANY, NY | NONE | $10K | — |
| MICHAEL G BUCK | — | STERLING HEIGHTS, MI | NONE | $0 | — |
