Trustees of Sheet Metal Worker's Union Local 29 Disability Trust's EIN is 48-0413828.
Download the official 2024 Form 5500 (PDF) for Trustees of Sheet Metal Worker's Union Local 29 Disability Trust from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Trustees of Sheet Metal Worker's Union Local 29 Disability Trust's plan includes life insurance, long-term disability, health coverage.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SOUTHWEST NATIONAL BANK TRUST DEPT. | — | WICHITA, KS | CUSTODIAN/INVESTMENT ADV | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORROW & CO. LLC | 48-1142797 | WICHITA, KS | AUDITOR | $9K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SWNB Money Market 477,653 shares | Cash / Money Market | — | $478K | $478K | 48.8% | |
| Goldman Sachs GQG Ptnrs Int'l Opps R6 4,301.411 shares | Other securities | — | $82K | $93K | 9.5% | |
| MFS Growth R6 352.744 shares | Mutual Funds | — | $60K | $66K | 6.8% | |
| Fidelity High Dividend ETF 1,299.000 shares | Mutual Funds | — | $63K | $62K | 6.4% | |
| Columbia Dividend Income Class Z 1,845.111 shares | Other securities | — | $55K | $60K | 6.2% | |
| JP Morgan Core Bond Fund Class R6 5,805.107 shares | Other securities | — | $63K | $60K | 6.1% | |
| Vanguard 500 Index Admiral 93.125 shares | Common Collective Trusts | — | $43K | $48K | 4.9% | |
| American Funds New World Class F2 380.454 shares | Mutual Funds | — | $28K | $30K | 3.1% | |
| Vanguard Info Tech Index Fund 93.280 shares | Common Collective Trusts | — | $22K | $26K | 2.7% | |
| PIMCO Funds Income Fund Instl Class 2,143.185 shares | Mutual Funds | — | $24K | $23K | 2.3% | |
| Needham Aggressive Growth 228.222 shares | Other securities | — | $9K | $10K | 1.0% | |
| Avantis US Small Cap Value ETF 116.000 shares | Other securities | — | $11K | $10K | 1.0% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SPENCER FANE, LLP | 44-0561981 | KANSAS CITY, MO | LEGAL | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES, INC | 36-4291971 | WICHITA, KS | ADMINISTRATIVE & OTHER | $2K | — |
