Mike Cox signed IBEW Local Union No. 252 Pension Plan Joint Board of Trustees' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
IBEW Local Union No. 252 Pension Plan Joint Board of Trustees' EIN is 38-6323896.
Download the official 2024 Form 5500 (PDF) for IBEW Local Union No. 252 Pension Plan Joint Board of Trustees 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 |
|---|---|---|---|---|---|
| THOMAS D LUCZAK, PLLC | 87-3430280 | — | NONE | $225K | — |
| SEGAL | 13-1975125 | — | NONE | $190K | — |
| BANK OF ANN ARBOR | 38-3252110 | — | NONE | $174K | — |
| ANN ARBOR BENEFIT ADMINISTRATORS | 38-2866123 | — | NONE |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Growth Index Admiral Common Stock - 249432.109 units | Mutual Funds | — | $14.6M | $53.1M | 20.9% | |
| Vanguard Value Index - Admiral Common Stock - 743990.49 units | Mutual Funds | — | $28.2M | $49.8M | 19.6% | |
| Fidelity 500 Index Fund Common Stock - 161071.073 units | Common Collective Trusts | — | $12.9M | $33.1M | 13.0% | |
| Federated Hermes Treasury Obl Cl As .0002% Money market fund | Cash / Money Market | — | $27.0M | $27.0M | 10.6% | |
| AFL-CIO Housing Investment Trust Real Estate fund - 100 units | Other securities | — | $5.3M | $7.6M | 3.0% | |
| Guggenheim Total Return Bond - I Common Stock - 315397.295 units | Common Stocks | — | $7.4M | $7.4M | 2.9% | |
| Vanguard High-Yield Corporate - Adm Common Stock - 1181440.295 units | Mutual Funds | — | $6.9M | $6.5M | 2.5% | |
| Vanguard Mid Cap Index - Admiral Common Stock - 18216.555 units | Mutual Funds | — | $4.9M | $6.1M | 2.4% | |
| Guggenheim Macro Opportunities - I Common Stock - 238134.424 units | Common Stocks | — | $6.3M | $5.9M | 2.3% | |
| Dodge & Cox Income Fund Class I Common Stock - 424753.084 units | Mutual Funds | — | $5.6M | $5.3M | 2.1% | |
| PIMCO Income Institutional Common Stock - 497463.604 units | Mutual Funds | — | $5.6M | $5.3M | 2.1% | |
| Vanguard Total Intl Stk Index Admiral Common Stock - 143639.433 units | Mutual Funds | — | $4.0M | $5.2M | 2.0% | |
| Vanguard Short-Term Investment Grade Adm Common Stock - 482872.408 units | Mutual Funds | — | $5.2M | $5.0M | 2.0% | |
| Columbia Strategic Income Instl Common Stock - 229205.786 units | Common Stocks | — | $5.6M | $4.9M | 1.9% | |
| Vanguard Total Bond Market Index - Adm Common Stock - 504831.47 units | Mutual Funds | — | $5.3M | $4.8M | 1.9% | |
| Vanguard Small Cap Index Admiral Common Stock - 29760.567 units | Mutual Funds | — | $2.6M | $3.3M | 1.3% | |
| Fidelity Advisor Intl Small Cap Z Common Stock - 78641.101 units | Mutual Funds | — | $2.3M | $2.8M | 1.1% | |
| Cohen & Steers Real Estate Secs Fd I Common Stock - 150458.179 units | Common Stocks | — | $3.0M | $2.7M | 1.1% | |
| T Rowe Price International Value Equity I Common Stock - 101130.294 units | Mutual Funds | — | $1.4M | $2.1M | 0.8% | |
| BOAA Institutional Cash Equivalent Money market fund | Cash / Money Market | — | $1.6M | $1.6M | 0.6% | |
| Extended recognition of May 31, 2009 06/01/2009 10,398,818 14 | Other securities | — | — | $1.1M | 0.4% | |
| Experience Gain 06/01/2021 9,326,433 12 | Other securities | — | — | $1.1M | 0.4% | |
| investment loss Change In Assumptions 06/01/2011 197 2 101 Experience Gain 06/01/2011 1,574,486 2 | Other securities | — | — | $811K | 0.3% | |
| Plan Amendment (one-time distribution) 06/01/2024 775,800 1 | Other securities | — | — | $776K | 0.3% | |
| Plan Amendment 06/01/2024 7,836,499 15 | Other securities | — | — | $772K | 0.3% | |
| Experience Gain 06/01/2024 7,566,213 15 | Other securities | — | — | $745K | 0.3% | |
| Plan Amendment 06/01/2000 3,522,644 6 | Other securities | — | — | $680K | 0.3% | |
| Plan Amendment 06/01/2018 4,448,139 9 | Other securities | — | — | $622K | 0.2% | |
| Plan Amendment 06/01/1998 2,202,094 4 | Other securities | — | — | $602K | 0.2% | |
| Experience Gain 06/01/2014 2,626,997 5 | Other securities | — | — | $591K | 0.2% | |
| investment loss Change In Assumptions 06/01/2014 2,587,649 5 | Other securities | — | — | $582K | 0.2% | |
| Experience Gain 06/01/2022 5,324,337 13 | Other securities | — | — | $574K | 0.2% | |
| investment loss Experience Loss 06/01/2010 485,263 1 | Other securities | — | — | $485K | 0.2% | |
| International Brotherhood of Electrical Workers Local Union No. 252 Pension Plan Date Outstanding Years Amortization Type of Base Established Balance Remaining Amount Change In Assumptions 06/01/2021 4,022,982 12 | Other securities | — | — | $458K | 0.2% | |
| Extended recognition of May 31, 2009 06/01/2011 4,296,683 14 | Other securities | — | — | $442K | 0.2% | |
| Change in Asset Method 06/01/2009 4,338,712 15 | Other securities | — | — | $427K | 0.2% | |
| Change in Assumptions 06/01/2016 2,252,370 7 | Other securities | — | — | $383K | 0.2% | |
| Experience Gain 06/01/2013 1,325,270 4 | Other securities | — | — | $362K | 0.1% | |
| Bank Of America Finance LLC Corporate bond, matures 06/02/2028 | Other securities | — | $300K | $325K | 0.1% | |
| HSBC USA Inc New Corporate bond, matures 06/28/2028 | Common Stocks | — | $300K | $315K | 0.1% | |
| investment loss Change In Assumptions 06/01/2013 1,099,375 4 | Other securities | — | — | $300K | 0.1% | |
| Morgan Stanley Finance LLC 8.050% Corporate bond, matures 07/02/2026 | Bonds / Notes | — | $300K | $298K | 0.1% | |
| Bank Of Montreal Medium Corporate bond, matures 01/31/2028 | Other securities | — | $300K | $293K | 0.1% | |
| Extended recognition of May 31, 2009 06/01/2010 2,743,359 14 | Other securities | — | — | $282K | 0.1% | |
| Morgan Stanley Finance LLC Corporate bond, matures 02/20/2030 | Other securities | — | $300K | $281K | 0.1% | |
| Bank Of Montreal Medium Corporate bond, matures 10/19/2026 | Other securities | — | $300K | $273K | 0.1% | |
| Bank Of America Finance LLC Corporate bond, matures 11/30/2028 | Other securities | — | $300K | $272K | 0.1% | |
| UBS AG London Branch Corporate bond, matures 02/03/2027 | Common Stocks | — | $300K | $267K | 0.1% | |
| HSBC USA Inc New Corporate bond, matures 11/20/2026 | Common Stocks | — | $300K | $266K | 0.1% | |
| Experience Gain 06/01/2020 2,129,009 11 | Other securities | — | — | $257K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $147K |
| — |
| ROYAL BANK OF CANADA | 41-1416330 | — | NONE | $106K | — |
| POLK & ASSOCIATES | 38-3388760 | — | NONE | $31K | — |
| ULLICO | 13-2988846 | — | NONE | $14K | — |
