Dean Gutzman signed Trustees of the Upper Peninsula Plumbers & Pipefitters Pension's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Trustees of the Upper Peninsula Plumbers & Pipefitters Pension's EIN is 38-6233970.
Download the official 2023 Form 5500 (PDF) for Trustees of the Upper Peninsula Plumbers & Pipefitters Pension from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RBC GLOCAL ASSET MANAGEMENT | — | MINNEAPOLIS, MN | NONE | $33K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NOVARA, TEISJA & CATENACCI | 38-2823147 |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
Trustees of the Upper Peninsula Plumbers & Pipefitters Pension's plan includes a defined-benefit pension formula.
| — |
| NONE |
| $99K |
| — |
| MILLIMAN | — | CHICAGO, IL | NONE | $99K | — |
| ZENITH AMERICAN SOLUTIONS | 52-1590516 | — | NONE | $69K | — |
| MARQUETTE ASSOCIATES | 38-3485298 | — | NONE | $47K | — |
| BENDA, GRACE, STULZ & COMPANY, P.C. | 38-2284921 | — | NONE | $20K | — |
| U.S. BANK | 38-1844194 | — | NONE | $10K | — |
| U.S. BANK | 38-1844194 | — | — | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AFL-CIO EQUITY INDEX FUND CHEVY CHASE TRUST · EIN 27-3550609 / PN 010 | Common Collective Trust | — | $3.6M | $17.0M | 25.0% | |
| Vanguard Total Intl Stock Index Fund | Common Collective Trusts | — | $7.1M | $9.2M | 13.6% | |
| Vanguard Market Instl. Index Fund | Common Collective Trusts | — | $2.5M | $5.9M | 8.6% | |
| J.P. Morgan Asset Management Infrastructure Investment Fund, L.P. | Other securities | — | $2.4M | $3.8M | 5.6% | |
| LIMITED LIABILITY COMPANY/LIMITED PARTNERSHIP DGV Enhanced U.S. Equity Fund LLC | Common Stocks | — | $2.6M | $2.8M | 4.1% | |
| Parametric Defensive Equity Fund LLC Clifton Defensive Equity Fund LLC - | Other securities | — | — | $2.7M | 4.0% | |
| Nuveen Symphony Floating Rate Income | Mutual Funds | — | $2.7M | $2.7M | 4.0% | |
| S Lord Abbett High Yield Fund Class R6 | Mutual Funds | — | $2.7M | $2.7M | 3.9% | |
| Welling Trust Company CT International Small Capital Research Equity, L.P. | Common Stocks | — | $1.7M | $2.0M | 3.0% | |
| PRISA II PRUDENTIAL INSURANCE CO · EIN 22-1211670 / PN 039 | Pooled Separate Account | — | — | $1.7M | 2.5% | |
| PRISA PRUDENTIAL INSURANCE CO · EIN 22-1211670 / PN 038 | Pooled Separate Account | — | $168K | $1.5M | 2.2% | |
| U S Bank Cash Management Account | Cash / Money Market | — | $1.1M | $1.1M | 1.7% | |
| Incredible Bank Interst Bearing Account | Other securities | — | $1.1M | $1.1M | 1.6% | |
| UBS - Trumbull Property Fund Trumbull Property Fund | Real Estate | — | $251K | $1.1M | 1.5% | |
| TA Realty TA Realty Core Property Fund, L.P. - | Other securities | — | — | $1.0M | 1.5% | |
| U.S. GOVERNMENT SECURITIES-Continued United States Government U.S. Treasury nt 0.375% due 01/31/2026 | Bonds / Notes | — | $532K | $536K | 0.8% | |
| United States Government U.S. Treasury bd 4.375% due 02/15/2038 | Bonds / Notes | — | $436K | $444K | 0.7% | |
| United States Government U.S. Treasury bd 3.000% due 11/15/2045 | Bonds / Notes | — | $421K | $387K | 0.6% | |
| United States Government U.S. Treasury nt 2.500% due 03/31/2027 | Bonds / Notes | — | $378K | $379K | 0.6% | |
| United States Government FNMA 6.500% due 09/01/2053 | Agency / Mortgage-Backed | — | $261K | $261K | 0.4% | |
| United States Government U.S. Treasury nt 2.750% due 08/15/2042 | Bonds / Notes | — | $229K | $231K | 0.3% | |
| United States Government FNMA 4.000% due 06/01/2052 | Agency / Mortgage-Backed | — | $242K | $221K | 0.3% | |
| Carmax Select 6.630% due 12/16/2030 | Bonds / Notes | — | $220K | $219K | 0.3% | |
| CNH Equipment 5.230% due 11/17/2031 | Bonds / Notes | — | $200K | $201K | 0.3% | |
| United States Government FHLMC 3.500% due 04/01/2052 | Agency / Mortgage-Backed | — | $215K | $190K | 0.3% | |
| United States Government U.S. Treasury nt 4.500% due 11/15/2033 | Bonds / Notes | — | $166K | $167K | 0.2% | |
| United States Government FNMA 2.000% due 10/01/2050 | Agency / Mortgage-Backed | — | $208K | $158K | 0.2% | |
| United States Government U.S. Treasury bd 4.375% due 05/15/2040 | Bonds / Notes | — | $157K | $158K | 0.2% | |
| United States Government U.S. Treasury nt 4.000% due 06/30/2028 | Bonds / Notes | — | $147K | $148K | 0.2% | |
| United States Government U.S. Treasury bd 4.250% due 02/15/2054 | Bonds / Notes | — | $140K | $143K | 0.2% | |
| United States Government FHLMC 2.000% due 10/01/2050 | Agency / Mortgage-Backed | — | $177K | $135K | 0.2% | |
| United States Government U.S. Treasury nt 4.500% due 05/31/2029 | Bonds / Notes | — | $125K | $126K | 0.2% | |
| Johnson 4.900% due 06/01/2031 | Bonds / Notes | — | $120K | $121K | 0.2% | |
| United States Government U.S. Treasury nt 2.625% due 02/15/2029 | Bonds / Notes | — | $116K | $116K | 0.2% | |
| Exeter Auto 5.410% due 05/15/2030 | Bonds / Notes | — | $109K | $109K | 0.2% | |
| United States Government U.S. Treasury nt 2.375% due 05/15/2029 | Bonds / Notes | — | $103K | $105K | 0.2% | |
| PNC Finc'l Svcs 2.307% due 04/23/2032 | Bonds / Notes | — | $125K | $103K | 0.2% | |
| World Omni 5.230% due 07/15/2030 | Bonds / Notes | — | $100K | $101K | 0.1% | |
| Exeter Auto 6.320% due 08/15/2029 | Bonds / Notes | — | $100K | $101K | 0.1% | |
| AND NOTES-Continued Citigroup Inc 3.200% due 10/21/2026 | Corporate Bonds | — | $110K | $100K | 0.1% | |
| United States Government U.S. Treasury nt 4.125% due 03/31/2031 | Bonds / Notes | — | $99K | $99K | 0.1% | |
| Wells Fargo 2.164% due 02/11/2026 | Bonds / Notes | — | $100K | $98K | 0.1% | |
| Shire Acq Inv 3.200% due 09/23/2026 | Bonds / Notes | — | $101K | $96K | 0.1% | |
| Santander Drive Auto 6.330% due 03/15/2030 | Bonds / Notes | — | $90K | $90K | 0.1% | |
| Toyota Motor 4.450% due 06/29/2029 | Bonds / Notes | — | $90K | $88K | 0.1% | |
| United States Government U.S. Treasury nt 1.375% due 08/15/2050 | Bonds / Notes | — | $104K | $87K | 0.1% | |
| RoyaltyPharma PLC 5.150% due 09/02/2029 | Bonds / Notes | — | $84K | $84K | 0.1% | |
| Santander Drive Auto 1.670% due 10/15/2027 | Bonds / Notes | — | $85K | $82K | 0.1% | |
| United States Government FNMA 2.500% due 05/01/2051 | Agency / Mortgage-Backed | — | $103K | $80K | 0.1% | |
| Bank of America 3.366% due 01/23/2026 | Bonds / Notes | — | $80K | $79K | 0.1% |
