Janet Thompson signed Insulators Local No 27's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Insulators Local No 27's EIN is 43-0337343.
Download the official 2024 Form 5500 (PDF) for Insulators Local No 27 from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Insulators Local No 27's plan includes a defined-benefit pension formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB | — | HENDERSON, NV | INVESTMENT CUSTODIAN | $21K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ RETIREMENT PLAN SERVICES | 31-1582098 | — | THIRD PARTY ADMINISTRATOR | $29K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $57.7M | 95.0% |
| CBIZ RETIREMENT PLAN SERVICES | 31-1582098 | — | ACTUARY | $25K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FINANCIAL ENGINES, INC. | 94-3250323 | — | INVESTMENT ADVISOR | $123K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERTZ INSURANCE GROUP | — | PAPILLION, NE | INSURANCE BROKER | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NOVAK BIRKS, P.C. | 43-1122456 | — | AUDITOR | $10K | — |
