Nick Lazzaretto signed Vancouver Firefighters Union Health and Welfare Trust Plan's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Vancouver Firefighters Union Health and Welfare Trust Plan's EIN is 45-3280396.
Download the official 2023 Form 5500 (PDF) for Vancouver Firefighters Union Health and Welfare Trust Plan from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Vancouver Firefighters Union Health and Welfare Trust Plan's plan includes health coverage, dental coverage, vision coverage, long-term disability.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LBG ADVISORS, LLC | 92-0193132 | — | NONE | $110K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Money Market Funds Federal Money Market Fund Money Market Fund | Cash / Money Market | — | $9.5M | $9.5M | 73.6% | |
| Toyota Financial Savings 4.5%, Due June 2029 | Bonds / Notes | — | $250K | $259K | 2.0% | |
| Carter Bankshares 4.65%, Due July 2028 | Bonds / Notes | — | $250K | $259K | 2.0% | |
| Valley National Bk 4.7%, Due June 2027 | Bonds / Notes | — | $250K | $256K | 2.0% | |
| Bank of America 4.75%, Due July 2026 | Bonds / Notes | — | $250K | $254K | 2.0% | |
| US Metro Bk Garden Grove CA 4.95%, Due Dec 2025 | Bonds / Notes | — | $250K | $253K | 2.0% | |
| Beal Bk Plano TX 5.1%, Due July 2025 | Bonds / Notes | — | $250K | $252K | 1.9% | |
| Fortis Bk Denver CO 5.35%, Due Jan 2025 | Bonds / Notes | — | $250K | $250K | 1.9% | |
| Fidelity Govt Money Market Money Market Fund | Mutual Funds | — | $7K | $7K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| SCHOEDEL & SCHOEDEL CPA PLLC | 91-0614823 | — | NONE | $36K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| 6 DEGREES | — | BEAVERTON, OR | NONE | $89K | — |
| THE LOOMIS COMPANY | — | WYOMISSING, PA | NONE | $72K | — |
| HINES & ASSOCIATES, INC. | — | ELGIN, IL | NONE | $55K | — |
| PAYER MATRIX LLC | — | MEDIA, PA | NONE | $33K | — |
| MYWORKPLACE, INC. | — | SAN ANTONIO, TX | NONE | $26K | — |
| HEALTHJOY, LLC | — | CHICAGO, IL | NONE | $21K | — |
| FIRST CHOICE HEALTH NETWORK, INC. | 91-1272766 | — | NONE | $20K | — |
| CAREOPERATIVE LLC | — | BRENTWOOD, TN | NONE | $8K | — |
| MEDWATCH LLC | — | LAKE MARY, FL | NONE | $6K | — |
| BARLOW COUGHRAN MORALES & JOSEPHSON | 91-0889948 | — | NONE | $6K | — |
| HEALTHCARE BLUE BOOK | — | BRENTWOOD, TN | NONE | $5K | — |
