Back to filter
Original filing (PDF)20250804112426NAL0001248995001
TRUSTEES , PLUMBERS AND PIPEFITTERS' WELFARE EDUCATIONAL FUND
Form 5500
FILING_RECEIVED
PLUMBERS' & PIPEFITTERS' WELFARE EDUCATIONAL FUND
Health & welfare plan
Signals · 3
~433 bps in Sched C feesNo recordkeeper disclosed91 service providers
Active participants
2,791
Accounts w/ balance
—
Plan assets (EOY)
$210.8M
Net assets (EOY)
$204.5M
How this plan invests
This plan
169 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 433 bps in Schedule C fees — 4232% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRUSTEES , PLUMBERS AND PIPEFITTERS' WELFARE EDUCATIONAL FUND.
Plan sponsor
Name
TRUSTEES , PLUMBERS AND PIPEFITTERS' WELFARE EDUCATIONAL FUND
EIN
43-0657966
Address
3640 CORPORATE TRAIL DRIVE · EARTH CITY, MO · 63045
Phone
(314) 355-1000
Industry
Plumbing, Heating, AC Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-04
Welfare benefit codes
4A · Health (other than dental or vision)
4C · Supplemental Unemployment
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
4J · Apprenticeship and Training
4L · Death Benefits (other than life insurance)
4Q · Other
Audit & trust (Schedule H)
Auditor
ANDERS MINKLER HUBER & HELM LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
91 rowsOther
91| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERITAIN HEALTH | — | HARTFORD, CT | NONE | $1.3M | — |
| EDWARD REH, M.D. | — | KIRKWOOD, MO | NONE | $277K | — |
| A. HERZOG, M.D. | — | ST. LOUIS, MO | NONE | $223K | — |
| RAFI KEVORKIAN, M.D. | — | ST. LOUIS, MO | NONE | $206K | — |
| M. COLLOM | 43-0657966 | — | NONE | $193K | — |
| QUEST DIAGNOSTIC | — | ST. LOUIS, MO | NONE | $187K | — |
| ANDERS MINKLER HUBER & HELM LLP | 43-0831507 | — | NONE | $187K | — |
| K. O'MARA | 43-0657966 | — | NONE | $174K | — |
| DELTA DENTAL | 43-0908349 | — | NONE | $161K | — |
| CIGNA HEALTH & LIFE INSURANCE CO. | 59-1031071 | — | NONE | $161K | — |
| M. MCCLIMENS | 43-0657966 | — | NONE | $157K | — |
| MCKEAN REPRODUCTIVE | — | CHESTERFIELD, MO | NONE | $145K | — |
| MAXORPLUS PHARMACY BENEFIT | — | AMARILLO, TX | NONE | $143K | — |
| T. MADDEN | 43-0657966 | — | NONE | $142K | — |
| P. GALLAGHER | 43-0657966 | — | NONE | $138K | — |
| HARTNETT REYES-JONES, LLC | 43-1205253 | — | NONE | $136K | — |
| S. KIELY | 43-0657966 | — | NONE | $136K | — |
| D. O'CONNELL | 43-0657966 | — | NONE | $135K | — |
| T. BIELICKI | 43-0657966 | — | NONE | $133K | — |
| K. MCDONOUGH | 43-0657966 | — | NONE | $133K | — |
| J. SANSONE | 43-0657966 | — | NONE | $132K | — |
| M. HEPBURN | 43-0657966 | — | NONE | $132K | — |
| A. CAMMARATA | 43-0657966 | — | NONE | $128K | — |
| B. HOWELL | 43-0657966 | — | NONE | $119K | — |
| B. FLYNN | 43-0657966 | — | NONE | $115K | — |
| J. HICKEY | 43-0657966 | — | NONE | $114K | — |
| SAV RX | — | FREMONT, NE | NONE | $113K | — |
| PAUL B. HOFFMAN | — | FLORISSANT, MO | NONE | $108K | — |
| MARQUETTE ASSOCIATES | 36-3485298 | — | NONE | $104K | — |
| K. BUSHMAN | 43-0657966 | — | NONE | $102K | — |
| N. BORDERS | 43-0657966 | — | NONE | $102K | — |
| C. LOCK | 43-0657966 | — | NONE | $100K | — |
| RED CARD | — | ST. LOUIS, MO | NONE | $99K | — |
| L. SCHAFER | 43-0657966 | — | NONE | $89K | — |
| C. CHRISTIAN-BRICE | 43-0657966 | — | NONE | $86K | — |
| L. DELUCA | 43-0657966 | — | NONE | $85K | — |
| COMMERCE TRUST COMPANY | 43-0356370 | — | NONE | $85K | — |
| M. DANCHUS | 43-0657966 | — | NONE | $84K | — |
| ANDERSON COMPUTER CONSULTANTS LLC | — | KIRKWOOD, MO | NONE | $84K | — |
| S. GEORGER | 43-0657966 | — | NONE | $82K | — |
| C. NENNINGER | 43-0657966 | — | NONE | $80K | — |
| D. O'NEAL | 43-0657966 | — | NONE | $80K | — |
| K. HOLDMEYER | 43-0657966 | — | NONE | $79K | — |
| K. JOHNDROW | 43-0657966 | — | NONE | $79K | — |
| J. DISKO | 43-0657966 | — | NONE | $79K | — |
| B. FINK | 43-0657966 | — | NONE | $79K | — |
| M. SANDERS | 43-0657966 | — | NONE | $78K | — |
| UNITED ACTUARIAL SERVICES | — | CARMEL, IN | NONE | $77K | — |
| PBIRX | — | MILFORD, CT | NONE | $76K | — |
| L. SAGE | 43-0657966 | — | NONE | $76K | — |
| M. HARCHARIK | 43-0657966 | — | NONE | $76K | — |
| D. SKILJAN | 43-0657966 | — | NONE | $75K | — |
| E. GEORGER | 43-0657966 | — | NONE | $75K | — |
| C. SELLINI | 43-0657966 | — | NONE | $74K | — |
| M. BURTON | 43-0657966 | — | NONE | $73K | — |
| T. WAYNE | 43-0657966 | — | NONE | $73K | — |
| C. SCHULTE | 43-0657966 | — | NONE | $72K | — |
| S. HUNT | 43-0657966 | — | NONE | $68K | — |
| A. LATZEL | 43-0657966 | — | NONE | $68K | — |
| S. BONDURANT | 43-0657966 | — | NONE | $68K | — |
| C. O'TOOLE | 43-0657966 | — | NONE | $67K | — |
| B. ARNET | 43-0657966 | — | NONE | $67K | — |
| J. STEINRAUF | 43-0657966 | — | NONE | $66K | — |
| M. MENSIO | 43-0657966 | — | NONE | $63K | — |
| J. OWENS | 43-0657966 | — | NONE | $62K | — |
| L. NASH | 43-0657966 | — | NONE | $61K | — |
| S. PEROTTI | 43-0657966 | — | NONE | $54K | — |
| L. O'MARA | 43-0657966 | — | NONE | $47K | — |
| ASTON CARTER, INC. | — | WEST DES MOINES, IA | NONE | $45K | — |
| W. ADAMS | — | ST. LOUIS, MO | NONE | $44K | — |
| M. DANTER, M.D. | — | ST. LOUIS, MO | NONE | $44K | — |
| BJC HEALTH CENTER | — | ST. LOUIS, MO | NONE | $39K | — |
| VISION SERVICE PLAN | 36-3560825 | — | NONE | $37K | — |
| J. SLOAN | 43-0657966 | — | NONE | $36K | — |
| J. SUMMERS | 43-0657966 | — | NONE | $33K | — |
| L. SCHACKELFORD | 43-0657966 | — | NONE | $31K | — |
| R. SCHROEDER | 43-0657966 | — | NONE | $31K | — |
| C. MCDONOUGH | 43-0657966 | — | NONE | $30K | — |
| ERNST RADIOLOGY | — | BRIDGETON, MO | NONE | $28K | — |
| HITS SCANNING SOLUTIONS | 43-1548486 | — | NONE | $22K | — |
| JEFFREY MORMOL, M.D. | — | ST. LOUIS, MO | NONE | $21K | — |
| SAINT LOUIS DERMATOLOGY LLC | — | SAINT LOUIS, MO | NONE | $18K | — |
| WASHINGTON UNIVERSITY | — | ST. LOUIS, MO | NONE | $17K | — |
| L. KUHN, M.D. | — | ST. LOUIS, MO | NONE | $16K | — |
| AT&T | 43-1301883 | — | NONE | $16K | — |
| MINUTEMAN PRESS | — | MARSHALLTOWN, IA | NONE | $15K | — |
| ASMED HEALTH PARTNERSHIP | 65-0456637 | — | NONE | $14K | — |
| CHRISTOPHER M. SCHRICK OD, LLC | — | KIRKWOOD, MO | NONE | $13K | — |
| GREENSFELDER, HEMKER AND GALE | 43-1313567 | — | NONE | $12K | — |
| WHITESTAR ADVISORS LLC | — | BOCA RATON, FL | NONE | $6K | — |
| CHARLES L. CRANE AGENCY | 43-1394059 | — | NONE | $0 | — |
Investments
166 direct securities· $190.3M(90% of reported assets)
Uncategorized
$162.9M
164 holdings
Mutual Funds
$17.7M
1 holding
Real Estate
$9.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL BOND MARKET INDEX shares | — | — | $30.8M | $28.6M | 13.6% | |
| REGIONS BANK SWEEP ACCOUNT | — | — | $22.5M | $22.5M | 10.7% | |
| VANGUARD INSTITUTIONAL INDEX shares | Mutual Funds | — | $7.5M | $17.7M | 8.4% | |
| VANGUARD HIGH YIELD CORPORATE FUND shares | — | — | $16.9M | $15.7M | 7.5% | |
| NUVEEN SYMPHONY FLOATING RATE shares | — | — | $16.6M | $15.6M | 7.4% | |
| Asset onTransaction Current Value $ (g) 10,000,000 | — | — | $10.0M | $10.9M | 5.2% | |
| Page 30 (i) (Loss) Net Gain $ Date(h) 10,000,000 | — | — | $10.0M | $10.9M | 5.2% | |
| Investment Trust MORGAN STANLEY PRIME PROPERTY FUND shares | Real Estate | — | $8.2M | $9.6M | 4.6% | |
| VANGUARD MID-CAP GROWTH INDEX FUND shares | — | — | $3.9M | $8.2M | 3.9% | |
| VANGUARD SMALL CAP VALUE INDEX shares | — | — | $4.6M | $7.9M | 3.8% | |
| VANGUARD DEVELOPED MARKETS INDEX shares | — | — | $5.6M | $7.0M | 3.3% | |
| VANGUARD REAL ESTATE INDEX shares | — | — | $5.3M | $6.0M | 2.8% | |
| UNITED STATES TREASURY NOTE 4.50% 11/15/2033 | — | — | $745K | $727K | 0.3% | |
| UNITED STATES TREASURY NOTE 1.63% | — | — | $719K | $675K | 0.3% | |
| UNITED STATES TREASURY NOTE 0.88% 11/15/2030 | — | — | $760K | $655K | 0.3% | |
| UNITED STATES TREASURY NOTE 2.88% 05/15/2032 | — | — | $670K | $638K | 0.3% | |
| UNITED STATES TREASURY BOND 3.13% 5/15/2048 | — | — | $722K | $637K | 0.3% | |
| UNITED STATES TREASURY BOND 3.13% 8/15/2044 | — | — | $814K | $544K | 0.3% | |
| UNITED STATES TREASURY BOND 2.75% 11/15/2047 | — | — | $499K | $435K | 0.2% | |
| UNITED STATES TREASURY BOND 2.75% 8/15/2042 | — | — | $547K | $428K | 0.2% | |
| FEDERAL HOME LOAN MORTGAGE CORP 5.50% 10/25/2054 | — | — | $397K | $394K | 0.2% | |
| SPIRE MISSOURI INC 4.80% 2/15/2033 | — | — | $381K | $391K | 0.2% | |
| ROYAL BANK OF CANADA VR 4/27/2026 | — | — | $390K | $391K | 0.2% | |
| Money Market Funds FINANCIAL SQUARE TR GOVERNMENT shares | — | — | $385K | $385K | 0.2% | |
| Government Obligations (Continued) FEDERAL NATIONAL MORTGAGE ASSOC 5.50% 7/25/2054 | — | — | $387K | $383K | 0.2% | |
| PROCTER & GAMBLE CO THE 1.90% 2/1/2027 | — | — | $399K | $380K | 0.2% | |
| UNITED STATES TREASURY NOTES 3.75% 8/31/2031 | — | — | $384K | $379K | 0.2% | |
| BRIDGECREST LENDING AUTO SECS TRUST 5.34% 4/15/2028 | — | — | $375K | $377K | 0.2% | |
| US BANCORP VR 1/27/2028 | — | — | $395K | $375K | 0.2% | |
| UNITED STATES TREASURY NOTE 4.38% 5/15/2034 | — | — | $384K | $374K | 0.2% | |
| THE PNC FINANCIAL SERVICES GROUP INC VR 10/21/2032 | — | — | $380K | $370K | 0.2% | |
| JOHN DEERE CAPITAL CORP 2.65% 6/10/2026 | — | — | $404K | $365K | 0.2% | |
| SYNCHRONY CARD ISSUANCE TRUST 3.86% 7/17/2028 | — | — | $365K | $363K | 0.2% | |
| WESTMORELAND COUNTY PA TAXABLE 1.71% 8/15/2028 | — | — | $400K | $362K | 0.2% | |
| UNITED STATES TREASURY NOTE 0.63% 05/15/2030 | — | — | $367K | $361K | 0.2% | |
| UNITED STATES TREASURY NOTE 3.38% 5/15/2033 | — | — | $352K | $358K | 0.2% | |
| CHARLES SCHWAB CORP 2.00% 3/20/2028 | — | — | $389K | $357K | 0.2% | |
| UNITED STATES TREASURY BOND 2.38% 5/15/2051 | — | — | $353K | $352K | 0.2% | |
| UNITED STATES TREASURY NOTE 2.25% 3/31/2026 | — | — | $395K | $351K | 0.2% | |
| GOVERNMENT NATIONAL MORTGAGE ASSOC VR 8/20/2074 | — | — | $343K | $345K | 0.2% | |
| AMAZON.COM INC 3.00% 4/13/2025 | — | — | $344K | $344K | 0.2% | |
| FREDDIE MAC - SLST 3.50% 6/25/2028 | — | — | $353K | $343K | 0.2% | |
| FEDERAL NATIONAL MORTGAGE ASSOC 5.00% 12/1/2052 | — | — | $342K | $339K | 0.2% | |
| INTEL CORP 4.15% 8/5/2032 | — | — | $369K | $337K | 0.2% | |
| UNITED STATES TREASURY NOTE 2.00% 11/15/2026 | — | — | $339K | $336K | 0.2% | |
| LOEWS CORP 6.00% 2/1/2035 | — | — | $345K | $334K | 0.2% | |
| UNITED STATES TREASURY BOND 2.00% 11/15/2041 | — | — | $357K | $333K | 0.2% | |
| (e)Fair | — | — | $32K | $332K | 0.2% | |
| UNITED STATES TREASURY BOND 1.75% 8/15/2041 | — | — | $378K | $324K | 0.2% | |
| TEXAS INSTRUMENTS INC 2.25% 9/4/2029 | — | — | $359K | $323K | 0.2% | |
| INTUIT INC 5.50% 9/15/2053 | — | — | $327K | $323K | 0.2% | |
| FEDERAL HOME LOAN MORTGAGE CORP 2.50% 9/25/2049 | — | — | $331K | $319K | 0.2% | |
| PEPSICO INC 4.65% 2/15/2053 | — | — | $360K | $314K | 0.1% | |
| FEDERAL NATIONAL MORTGAGE ASSOC 3.50% 12/25/2048 | — | — | $301K | $301K | 0.1% | |
| BANK OF NY MELLON CORP 3.00% 10/30/2028 | — | — | $320K | $299K | 0.1% | |
| BOEING CO 2.50% 3/1/2025 | — | — | $280K | $298K | 0.1% | |
| NEVADA POWER CO 5.38% 9/15/2040 | — | — | $365K | $289K | 0.1% | |
| GOVERNMENT NATIONAL MORTGAGE ASSOC 2.35% 9/16/2061 | — | — | $354K | $277K | 0.1% | |
| LUBRIZOL CORP 6.50% 10/1/2034 | — | — | $334K | $275K | 0.1% | |
| Value | — | — | $123K | $251K | 0.1% | |
| FEDERAL NATIONAL MORTGAGE ASSOC 2.00% 9/1/2041 | — | — | $306K | $249K | 0.1% | |
| BANK OF AMERICA CORP VR 4/27/2033 | — | — | $250K | $238K | 0.1% | |
| STANFORD UNIVERSITY 2.41% 6/1/2050 | — | — | $400K | $237K | 0.1% | |
| FEDERAL NATIONAL MORTGAGE ASSOC 2.00% 8/1/2051 | — | — | $307K | $237K | 0.1% | |
| JOHNSON & JOHNSON 5.95% 8/15/2037 | — | — | $321K | $232K | 0.1% | |
| ASCENSION HEALTH 3.95% 11/15/2046 | — | — | $290K | $231K | 0.1% | |
| Corporate Obligations (Continued) PROGRESSIVE CORP 3.70% 1/26/2045 | — | — | $294K | $231K | 0.1% | |
| NORTHERN STATES POWER - MINN 6.25% 6/1/2036 | — | — | $293K | $230K | 0.1% | |
| FEDERAL NATIONAL MORTGAGE ASSOC 2.00% 6/1/2036 | — | — | $267K | $228K | 0.1% | |
| GOVERNMENT NATIONAL MORTGAGE ASSOC 2.35% 2/16/2061 | — | — | $275K | $220K | 0.1% | |
| BAPTIST HEALTH SOUTH FLORIDA INC 4.34% 11/15/2041 | — | — | $262K | $220K | 0.1% | |
| SHELL FINANCE US INC 4.00% 5/10/2046 | — | — | $237K | $219K | 0.1% | |
| FEDERAL NATIONAL MORTGAGE ASSOC 2.50% 11/25/2049 | — | — | $261K | $217K | 0.1% | |
| PFIZER INC 4.00% 3/15/2049 | — | — | $329K | $216K | 0.1% | |
| FEDERAL HOME LOAN MORTGAGE CORP 2.00% 11/1/2050 | — | — | $283K | $216K | 0.1% | |
| ALLSTATE CORP 4.50% 6/15/1943 | — | — | $284K | $213K | 0.1% | |
| FEDERAL NATIONAL MORTGAGE ASSOC VR 7/1/2035 519 FEDERAL NATIONAL MORTGAGE ASSOC 3.00% 7/1/2051 | — | — | $260K | $213K | 0.1% | |
| FEDERAL HOME LOAN MORTGAGE CORP 2.00% 12/1/2050 | — | — | $284K | $211K | 0.1% | |
| FEDERAL HOME LOAN MORTGAGE CORP SLST 3.50% 5/25/2032 | — | — | $217K | $207K | <0.1% | |
| SANTANDER HOLDINGS USA INC VR 5/31/2035 | — | — | $200K | $203K | <0.1% | |
| WISCONSIN ELECTRIC POWER 4.75% 9/30/2032 | — | — | $200K | $197K | <0.1% | |
| PETRO-CANADA 7.88% 6/15/2026 | — | — | $226K | $193K | <0.1% | |
| AUTOMATIC DATA PROCESSING INC 4.45% 9/9/2034 | — | — | $200K | $190K | <0.1% | |
| CAPITAL ONE FINANCIAL CO VR 11/2/2027 | — | — | $200K | $189K | <0.1% | |
| UNIVERSITY OF MICHIGAN MI 1.37% 4/1/2027 | — | — | $200K | $188K | <0.1% | |
| VERIZON COMMUNICATIONS 2.36% 3/15/2032 | — | — | $172K | $187K | <0.1% | |
| AT&T INC 5.40% 2/15/2034 | — | — | $184K | $186K | <0.1% | |
| AMEREN CORP 3.50% 1/15/2031 | — | — | $232K | $183K | <0.1% | |
| APPLIED MATERIALS INC 5.85% 6/15/2041 | — | — | $211K | $181K | <0.1% | |
| FEDERAL NATIONAL MORTGAGE ASSOC 6.00% 4/25/2053 | — | — | $178K | $177K | <0.1% | |
| CH ROBINSON WORLDWIDE 4.20% 4/15/2028 | — | — | $179K | $175K | <0.1% | |
| TRAVELERS COS INC 3.75% 5/15/2046 | — | — | $223K | $172K | <0.1% | |
| AIR LEASE CORP 3.63% 4/1/2027 | — | — | $166K | $169K | <0.1% | |
| NORTHERN TRUST CORP 3.95% 10/30/2025 | — | — | $187K | $169K | <0.1% | |
| TRANSCANADA TRUST VR 3/15/2077 | — | — | $177K | $167K | <0.1% | |
| NATIONAL RURAL UTIL COOP 4.15% 12/15/2032 | — | — | $174K | $163K | <0.1% | |
| Government Obligations (Continued) UNITED STATES TREASURY NOTE 1.25% 8/15/2031 | — | — | $197K | $163K | <0.1% | |
| BORGWARNER INC 4.38% 3/15/2045 | — | — | $185K | $163K | <0.1% | |
| ONEOK INCORPORATED 5.15% 10/15/2043 | — | — | $206K | $161K | <0.1% | |
| TYCO ELECTRONICS GROUP S 7.13% 10/1/2037 | — | — | $191K | $159K | <0.1% | |
| FEDERAL NATIONAL MORTGAGE ASSOC 3.00% 5/25/2052 | — | — | $156K | $154K | <0.1% | |
| JPMORGAN CHASE & CO VR 10/23/2034 | — | — | $140K | $148K | <0.1% | |
| FREDDIE MAC 2.00% 12/15/2042 | — | — | $173K | $139K | <0.1% | |
| HSBC HOLDINGS PLC VR 3/9/2044 | — | — | $126K | $137K | <0.1% | |
| KONINKLIJKE PHILIPS NV 6.88% 3/11/2038 | — | — | $152K | $123K | <0.1% | |
| FEDERAL NATIONAL MORTGAGE ASSOC 3.00% 6/1/2052 | — | — | $122K | $120K | <0.1% | |
| Corporate Obligations (Continued) HENRY J KAISER FAMILY FO 3.36% 12/1/2025 | — | — | $120K | $119K | <0.1% | |
| UNITED STATES TREASURY NOTE 1.88% 2/15/2032 | — | — | $113K | $114K | <0.1% | |
| UNITED STATES TREASURY BOND 2.25% 8/15/2046 | — | — | $201K | $110K | <0.1% | |
| JPMORGAN CHASE & CO VR 10/22/2030 | — | — | $110K | $108K | <0.1% | |
| FEDERAL NATIONAL MORTGAGE ASSOC 3.00% 9/1/2043 | — | — | $117K | $102K | <0.1% | |
| GOVERNMENT NATIONAL MORTGAGE ASSOC 3.50% 3/20/2048 | — | — | $112K | $100K | <0.1% | |
| WELLS FARGO & COMPANY VR 6/17/2027 | — | — | $100K | $98K | <0.1% | |
| MORGAN STANLEY VR 12/10/2026 | — | — | $100K | $96K | <0.1% | |
| JPMORGAN CHASE & CO VR 1/23/2029 | — | — | $100K | $96K | <0.1% | |
| CHASE FUNDING MORTGAGE LOAN VR 12/25/2033 | — | — | $85K | $89K | <0.1% | |
| WELLS FARGO & COMPANY VR 12/3/2035 | — | — | $85K | $83K | <0.1% | |
| FEDERAL NATIONAL MORTGAGE ASSOC 3.50% 11/1/2041 | — | — | $83K | $73K | <0.1% | |
| KIMCO REALTY CORP 4.60% 2/1/2033 | — | — | $75K | $71K | <0.1% | |
| PROLOGIS LP 3.25% 6/30/2026 | — | — | $70K | $69K | <0.1% | |
| FEDERAL NATIONAL MORTGAGE ASSOC 3.50% 3/1/2047 | — | — | $70K | $62K | <0.1% | |
| FEDERAL NATIONAL MORTGAGE ASSOC 3.50% 4/1/2047 | — | — | $69K | $60K | <0.1% | |
| FEDERAL NATIONAL MORTGAGE ASSOC 4.00% 4/1/2038 | — | — | $59K | $54K | <0.1% | |
| BANK OF AMERICA CORP 3.95% 4/21/2025 | — | — | $49K | $50K | <0.1% | |
| JM SMUCKER CO 2.13% 3/15/2032 | — | — | $61K | $50K | <0.1% | |
| FEDERAL HOME LOAN MORTGAGE CORP VR 11/1/2046 | — | — | $42K | $40K | <0.1% | |
| FEDERAL HOME LOAN MORTGAGE CORP 2.50% 11/15/2043 | — | — | $41K | $39K | <0.1% | |
| Government Obligations (Continued) GOVERNMENT NATIONAL MORTGAGE ASSOC 2.50% 7/20/2046 | — | — | $41K | $34K | <0.1% | |
| NORFOLK SOUTHERN CORPORATION NOTE 7.80% 5/15/2027 | — | — | $38K | $32K | <0.1% | |
| FEDERAL NATIONAL MORTGAGE ASSOC VR 2/1/2035 77 FEDERAL NATIONAL MORTGAGE ASSOC VR 2/1/2035 945 FEDERAL NATIONAL MORTGAGE ASSOC 4.00% 2/1/2041 | — | — | $34K | $31K | <0.1% | |
| FEDERAL NATIONAL MORTGAGE ASSOC 4.00% 12/1/2045 | — | — | $33K | $28K | <0.1% | |
| FEDERAL NATIONAL MORTGAGE ASSOC 3.50% 8/1/2035 | — | — | $29K | $27K | <0.1% | |
| FEDERAL NATIONAL MORTGAGE ASSOC 5.00% 8/1/2048 | — | — | $27K | $25K | <0.1% | |
| GOVERNMENT NATIONAL MORTGAGE ASSOC 2.50% 6/20/2031 | — | — | $25K | $23K | <0.1% | |
| GOVERNMENT NATIONAL MORTGAGE ASSOC 2.50% 8/20/2047 | — | — | $24K | $20K | <0.1% | |
| Face Value Interest Rate Date Corporate Obligations ABFS MORTGAGE LOAN TRUST VR 12/25/2031 309 ACTAVIS FUNDING SCS 3.80% 3/15/2025 | — | — | $19K | $20K | <0.1% | |
| PROGRESSIVE CORP 6.25% 12/1/2032 | — | — | $18K | $19K | <0.1% | |
| FEDERAL NATIONAL MORTGAGE ASSOC 4.50% 5/1/2041 | — | — | $19K | $18K | <0.1% | |
| SMALL BUSINESS ADMINISTRATION 3.00% 5/1/2034 | — | — | $19K | $18K | <0.1% | |
| HOME DEPOT INC 3.35% 9/15/2025 | — | — | $15K | $15K | <0.1% | |
| GOVERNMENT NATIONAL MORTGAGE ASSOC 3.500% 12/20/2045 | — | — | $14K | $14K | <0.1% | |
| FEDERAL NATIONAL MORTGAGE ASSOC 4.00% 2/1/2041 | — | — | $14K | $13K | <0.1% | |
| SMALL BUSINESS ADMINISTRATION 2.87% 7/1/2034 | — | — | $14K | $13K | <0.1% | |
| Government Obligations (Continued) FEDERAL HOME LOAN MORTGAGE CORP 3.50% 9/15/2041 | — | — | $11K | $11K | <0.1% | |
| SMALL BUSINESS ADMINISTRATION 2.08% 4/1/2033 | — | — | $11K | $10K | <0.1% | |
| FEDERAL NATIONAL MORTGAGE ASSOC 6.00% 12/25/2033 | — | — | $10K | $10K | <0.1% | |
| FINANCIAL SQUARE TR GOVERNMENT shares | — | — | $9K | $9K | <0.1% | |
| FEDERAL HOME LOAN MORTGAGE CORP 3.00% 10/15/2041 | — | — | $9K | $9K | <0.1% | |
| SMALL BUSINESS ADMINISTRATION 2.21% 2/1/2033 | — | — | $9K | $9K | <0.1% | |
| FEDERAL NATIONAL MORTGAGE ASSOC 6.50% 10/1/2037 | — | — | $8K | $8K | <0.1% | |
| SMALL BUSINESS ADMINISTRATION PART 2.07% 5/1/2033 | — | — | $8K | $7K | <0.1% | |
| IMPAC CMB TRUST VR 9/25/2034 | — | — | $5K | $6K | <0.1% | |
| WAMU MORTGAGE PASS THROUGH CERTS 5.75% 10/25/2036 | — | — | $6K | $5K | <0.1% | |
| J P MORGAN ALTERNATIVE LOAN TRUST VR 3/25/2036 | — | — | $6K | $4K | <0.1% | |
| FEDERAL NATIONAL MORTGAGE ASSOC VR 11/25/2036 | — | — | $4K | $4K | <0.1% | |
| STRUCTURED ADJUSTABLE RATE MORTGAGE VR 5/25/2035 | — | — | $4K | $4K | <0.1% | |
| GOVERNMENT NATIONAL MORTGAGE ASSOC 4.00% 3/20/2039 | — | — | $3K | $3K | <0.1% | |
| SMALL BUSINESS ADMINISTRATION 2.22% 3/1/2033 | — | — | $3K | $3K | <0.1% | |
| GOVERNMENT NATIONAL MORTGAGE ASSOC 4.00% 5/16/2026 | — | — | $3K | $3K | <0.1% | |
| STRUCTURED ASSET SECURITIES CORP 3.38% 8/25/2031 | — | — | $3K | $2K | <0.1% | |
| FEDERAL NATIONAL MORTGAGE ASSOC 3.00% 10/1/2026 | — | — | $2K | $2K | <0.1% | |
| FEDERAL NATIONAL MORTGAGE ASSOC 6.00% 1/1/2038 | — | — | $2K | $2K | <0.1% | |
| GOVERNMENT NATIONAL MORTGAGE ASSOC 5.50% 10/15/2033 | — | — | $2K | $2K | <0.1% | |
| RBSGC MORTGAGE PASS THROUGH CERTS 6.08% 11/25/2021 | — | — | $3K | $2K | <0.1% | |
| GOVERNMENT NATIONAL MORTGAGE ASSOC 4.000% 4/16/2039 | — | — | $2K | $2K | <0.1% | |
| FEDERAL NATIONAL MORTGAGE ASSOC 5.00% 2/1/2034 | — | — | $1K | $1K | <0.1% |
Related plans
Other plans using MERITAIN HEALTH
BOARD OF TRUSTEES, HEAVY & GENERAL LABORERS WELFARE FUND OF NEW JERSEY
HEAVY & GENERAL LABORERS' LOCAL 472 & LOCAL 172 OF NJ- WELFARE FUND
$374.1M · 7,130 participants
CENTRAL PENNSYLVANIA TEAMSTERS HEALTH AND WELFARE FUND
CENTRAL PENNSYLVANIA TEAMSTERS HEALTH & WELFARE FUND
$193.5M · 4,958 participants
NEW JERSEY EDUCATION ASSOCIATION
NEW JERSEY EDUCATION ASSOCIATION HEALTH AND WELFARE BENEFITS TRUST
$184.7M · 241 participants
WESTERN PENNSYLVANIA ELECTRICAL EMPLOYEES INSURANCE TRUST FUND
WESTERN PENNSYLVANIA ELECTRICAL EMPLOYEES INSURANCE TRUST FUND
$122.0M · 2,845 participants
ST. LOUIS LABOR HEALTHCARE NETWORK
ST. LOUIS LABOR HEALTHCARE NETWORK
$56.0M · 852 participants
ST. LOUIS LABOR HEALTHCARE NETWORK
ST. LOUIS LABOR HEALTHCARE NETWORK
$51.0M · 843 participants
Similar-size Plumbing, Heating, AC Contractors plans
SHEET METAL WORKERS LOCAL NO. 20, INDIANAPOLIS AREA, PENSION FUND
SHEET METAL WORKERS LOCAL NO. 20, INDIANAPOLIS ARE
$211.7M · 987 participants
TRUSTEES OF PLUMBERS AND PIPEFITTERS LOCAL UNION NO. 572 PENSION FUND
PLUMBERS & PIPEFITTERS LOCAL UNION NO. 572 PENSION FUND
$211.7M · 1,375 participants
SOUTHLAND INDUSTRIES
SOUTHLAND INDUSTRIES EMPLOYEES' 401K PLAN
$211.8M · 1,096 participants
BOARD OF TRUSTEES - SHEET METAL WORKERS LOCAL 219 R.S.P.
SHEET METAL WORKERS LOCAL 219 RETIREMENT SAVINGS FUND
$209.7M · 964 participants
BD OF TRUSTEES OF SHEET METAL WORKERS UNION L38 PROFIT SHARING FD
SHEET METAL WORKERS UNION LOCAL 38 PROFIT SHARING FUND
$213.5M · 1,107 participants
PLUMBERS PENSION FUND LOCAL 24 BOARD OF TRUSTEES
UA PLUMBERS LOCAL 24 PENSION FUND
$207.8M · 569 participants
Large plans in Missouri
EDWARD D. JONES & CO., L.P.
EDWARD D. JONES & CO. PROFIT SHARING AND 401(K) PLAN
$12.4B · 50,491 participants
BAYER CORPORATION
BAYER CORPORATION SAVINGS AND RETIREMENT PLAN
$10.8B · 17,218 participants
ASCENSION HEALTH DBA ASCENSION HEALTHCARE
ASCENSION HEALTHCARE MASTER PENSION TRUST
$8.0B
BOARD OF TRUSTEES BOILERMAKER-BLACKSMITH NATIONAL
BOILERMAKER-BLACKSMITH NATIONAL PENSION TRUST
$7.5B · 27,660 participants
WASHINGTON UNIVERSITY IN ST. LOUIS
WASHINGTON UNIVERSITY RETIREMENT SAVINGS PLAN
$7.5B · 27,547 participants
EMERSON ELECTRIC COMPANY
EMERSON ELECTRIC CO. DEFINED CONTRIBUTION PLANS MASTER TRUST
$7.4B