Aaron Fichter signed Contractors, Laborers, Teamsters,& Engineers Health & Welfare Plan's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Contractors, Laborers, Teamsters,& Engineers Health & Welfare Plan's EIN is 47-0469477.
Download the official 2024 Form 5500 (PDF) for Contractors, Laborers, Teamsters,& Engineers Health & Welfare Plan 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 |
|---|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF NEBRASKA | 47-0095156 | OMAHA, NE | — | $345K | — |
| LARRY MURRAY | 47-0469477 | OMAHA, NE | — | $72K | — |
| BRIDGEWAY | 52-1796473 | BALTIMORE, MD | — | $59K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Exchange-Traded Funds: Shares iShares Core U.S. Aggregate (AGG) | Other securities | — | $2.1M | $2.0M | 24.8% | |
| Vanguard Short-Term Corporate (VCSH) | Mutual Funds | — | $918K | $919K | 11.7% | |
| Vanguard S&P 500ETF (VOO) | Mutual Funds | — | $618K | $827K | 10.5% | |
| Vanguard INTL Equity Index FD (VEU) | Common Collective Trusts | — | $476K | $488K | 6.2% | |
| Vanguard Extended Mkt ETF (VXF) | Mutual Funds | — | $366K | $432K | 5.5% | |
| Invesco Premier US Govt Money Inst | Mutual Funds | — | $149K | $149K | 1.9% | |
| Interest Rate Maturity Date CVS Health Corp 3.875% 7/20/2025 | Corporate Bonds | — | $49K | $50K | 0.6% | |
| AT&T Inc 4.250% 3/1/2027 | Bonds / Notes | — | $50K | $50K | 0.6% | |
| General Motors Financial Co Inc 4.000% 10/6/2026 | Bonds / Notes | — | $48K | $49K | 0.6% | |
| Citigroup Inc 4.125% 7/25/2028 | Bonds / Notes | — | $48K | $49K | 0.6% | |
| Morgan Stanley Private Bank NA | Other securities | — | $23K | $23K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
Contractors, Laborers, Teamsters,& Engineers Health & Welfare Plan's plan includes health coverage, dental coverage, vision coverage.
| SYDNEY BARTON |
| 47-0469477 |
| OMAHA, NE |
| — |
| $50K |
| — |
| IRENE MARQUEZ | 47-0469477 | OMAHA, NE | — | $50K | — |
| DEBOER & ASSOCIATES, PC | 47-0836395 | OMAHA, NE | — | $46K | — |
| PAT ELLIOTT | 47-0469477 | OMAHA, NE | — | $44K | — |
| HUB INTERNATIONAL | 47-0813106 | OMAHA, NE | — | $39K | — |
| MILLIMAN USA | 47-0675641 | CHICAGO, IL | — | $6K | — |
| MORGAN STANLEY SMITH BARNEY LLC | 11-3658445 | INDIANAPOLIS, IN | — | $3K | — |
