Board of Trustees Milwaukee Drivers Pension Fund's EIN is 39-6045229.
Download the official 2024 Form 5500 (PDF) for Board of Trustees Milwaukee Drivers Pension Fund from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RIVER ROAD ASSET MANAGEMENT | 43-2076925 | LOUISVILLE, KY | NONE | $270K | — |
| BNY MELLON INVESTMENT MANAGEMENT | 76-6192146 | — | NONE | $209K |
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.
| % of plan | |||
|---|---|---|---|
| SCHRODER INTL ALPHA TRUST SCHRODER COLLECTIVE INVESTMENT TRUST · EIN 83-2429244 / PN 009 | Common Collective Trust | $96.9M | 9.0% |
| JPMORGAN CORE BOND FUND JPMORGAN CHASE BANK, NATIONAL ASSOCIATION · EIN 20-3847783 / PN 001 | Common Collective Trust | $95.1M | 8.8% |
| ARISTOTLE VALUE EQUITY CIT CL B SEI TRUST COMPANY · EIN 81-2704975 / PN 095 | Common Collective Trust | $93.1M | 8.6% |
| LOOMIS SAYLES NHIT CREDIT ASSET TR LOOMIS SAYLES · EIN 20-8080381 / PN 010 | Common Collective Trust | $50.8M | 4.7% |
| MULTI-EMPLOYER PROPERTY TRUST NEW TOWER TRUST COMPANY · EIN 52-6218800 / PN 001 | Common Collective Trust | $31.8M | 2.9% |
| JPMORGAN SPECIAL SITUATION PROPERTY JPMORGAN CHASE BANK, NATIONAL ASSOCIATION · EIN 13-4994650 / PN 001 | Common Collective Trust | $22.4M | 2.1% |
| JOHN HANCOCK STRATEGIC FIXED INCOME JOHN HANCOCK · EIN 01-0233346 / PN 000 | Common Collective Trust | $19.8M | 1.8% |
| CTF OPPORTUNISTIC FIXED INCOME WELLINGTON TRUST CO · EIN 90-6110062 / PN 001 | Common Collective Trust | $19.5M | 1.8% |
| AFL-CIO HOUSING & BLDG INV. PNC BANK, NATIONAL ASSOCIATION · EIN 52-6328901 / PN 001 | Common Collective Trust | $14.0M | 1.3% |
| WALTER SCOTT NCS GROUP TRUST INTL BNY MELLON INVST MGMT · EIN 76-6192146 / PN 001 | 103-12 Investment Entity | $0 | <0.1% |
| — |
| GOODWIN CAPITAL ADVISERS | 13-5155720 | HARTFORD, CT | NONE | $167K | — |
| WELLINGTON TRUST CO | — | CHICAGO, IL | NONE | $78K | — |
| MACQUARIE INVESTMENT MANAGEMENT | — | PHILADELPHIA, PA | NONE | $22K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CALIBRE CPA GROUP, PLLC | 47-0900880 | CHICAGO, IL | NONE | $29K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JP MORGAN CHASE BANK | 13-4994650 | — | NONE | $379K | — |
| SOLDON LAW FIRM, LLC | 27-4757308 | SHOREWOOD, WI | NONE | $260K | — |
| ALLIANCE BERNSTEIN LP | 13-4064930 | WASHINGTON, DC | NONE | $235K | — |
| LOOMIS SAYLES TRUST CO | 20-8080381 | — | NONE | $222K | — |
| BENEFIT PLAN ADMINISTRATORS | — | EAU CLAIRE, WI | NONE | $144K | — |
| THE SEGAL COMPANY | 13-1975125 | CHICAGO, IL | NONE | $139K | — |
| PNC BANK | 22-1146430 | — | NONE | $126K | — |
| SEGAL MARCO CONSULTING | 36-3555078 | CHICAGO, IL | NONE | $115K | — |
| COLUMBIA THREADNEEDLE | 41-1533211 | — | NONE | $114K | — |
| SEGAL SELECT INSURANCE | 46-0619194 | NEW YORK, NY | NONE | $0 | — |
