Tom BACA signed Board of Trustees Boilermakers National Annuity's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Board of Trustees Boilermakers National Annuity's EIN is 48-1029345.
Download the official 2024 Form 5500 (PDF) for Board of Trustees Boilermakers National Annuity from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Board of Trustees Boilermakers National Annuity's plan includes profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Provider | Nondisclosure info |
|---|---|
| LUMEN | INDIRECT COMPENSATION |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Various - See Attached | Other securities | — | $1.1B | $1.2B | 93.4% | |
| BLACKROCK TOTAL RETURN BOND FUND F BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 47-1222253 / PN 001 | Common Collective Trust | — | — | $170.7M | 12.8% | |
| LOOMIS SAYLES CORE PLUS FIXED INCOM LOOMIS SAYLES TRUST COMPANY, LLC · EIN 84-6391546 / PN 010 | Common Collective Trust | — | — | $170.0M | 12.7% | |
| STATE STREET RUSSELL 1000(R) VALUE STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 123 | Common Collective Trust | — | — | $97.1M | 7.3% | |
| ASB LABOR EQUITY INDEX FUND CHEVY CHASE TRUST COMPANY · EIN 27-3350609 / PN 010 | Common Collective Trust | — | — | $71.7M | 5.4% | |
| COMMINGLED PENSION TRUST FUND (US A JPMORGAN CHASE BANK N.A. · EIN 20-6201314 / PN 001 | Common Collective Trust | — | — | $70.0M | 5.2% | |
| PRUDENTIAL RETIREMENT REAL ESTATE F PGIM INC. · EIN 83-1921274 / PN 001 | 103-12 Investment Entity | — | — | $55.9M | 4.2% | |
| JP Morgan Chase Bank Securities Lending Cash Collateral Pool | Cash / Money Market | — | $52.8M | $52.8M | 4.0% | |
| TS&W INTERNATIONAL SMALL CAP EQUITY GLOBAL TRUST COMPANY · EIN 26-6773274 / PN 002 | Common Collective Trust | — | — | $35.5M | 2.7% | |
| COMMINGLED PENSION TRUST FUND (EMER JPMORGAN CHASE BANK N.A. · EIN 13-3635124 / PN 001 | Common Collective Trust | — | — | $27.5M | 2.1% | |
| SEGALL, BRYANT & HAMILL COLLECTIVE SEI TRUST COMPANY · EIN 81-0835598 / PN 090 | Common Collective Trust | — | — | $24.6M | 1.8% | |
| Participants Participant Loans Rates from 4.25% - 9.50% - | Bonds / Notes | — | — | $11.7M | 0.9% | |
| Goldman Sachs Financial Square Govt #465 | Other securities | — | $7.5M | $7.5M | 0.6% | |
| JP Morgan Chase Bank Invested Cash | Cash / Money Market | — | $1.4M | $1.4M | 0.1% |
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 |
|---|---|---|---|---|---|
| PRINCIPAL GLOBAL INVESTORS | 42-1480096 | — | NONE | $382K | — |
| JP MORGAN INVESTMENT MANAGEMENT INC | 13-3200244 | — | NONE | $296K | — |
| BLACKROCK INSTITUTIONAL TRUST COMPA | 94-3112180 | — | NONE | $276K | — |
| PARAMETRIC CLIFTON | 20-0292745 | — | NONE | $75K | — |
| GREAT LAKES ADVISORS, LLC | 80-0292839 | — | NONE | $64K | — |
| STATE STREET GLOBAL ADVISORS | 81-4017137 | — | NONE | $28K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JEFFERY HINES | — | KANSAS CITY, MO | TRUSTEE | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSON MCSHANE CORPORATION | 41-0956552 | — | NONE | $1.1M | — |
| BANK OF LABOR | 48-0150325 | — | NONE | $1.0M | — |
| JPMORGAN CHASE BANK, NATIONAL ASSOC | 13-4994650 | — | NONE | $544K | — |
| PGIM RETIREMENT REAL ESTATE FUND II | 83-1921274 | — | NONE | $412K | — |
| CALLAN & ASSOCIATES, INC. | 82-2748926 | — | NONE | $345K | — |
| REINHART BOERNER VAN DEUREN, S.C. | 39-1126909 | — | NONE | $344K | — |
| MCMORGAN & CO. | 52-2334338 | — | NONE | $337K | — |
| LOOMIS SAYLES TRUST COMPANY | 20-8080381 | — | NONE | $311K | — |
| TS&W | 26-3761443 | — | NONE | $305K | — |
| MARIO RODRIGUEZ | 48-0669346 | — | EMPLOYEE | $253K | — |
| CHRISTINE KING | 48-0669346 | — | EMPLOYEE | $231K | — |
| PGIM QUANTITATIVE SOLUTIONS LLC | 22-2540245 | — | NONE | $151K | — |
| LAURA PHELPS | 48-0669346 | — | EMPLOYEE | $119K | — |
| CLIFTONLARSONALLEN LLP | 41-0746749 | — | NONE | $107K | — |
| SEGAL BRYANT AND HAMILL | 41-1788385 | — | NONE | $94K | — |
| CYNTHIA A DEKEYSER | 48-0669346 | — | EMPLOYEE | $93K | — |
| MARGARET L SHRIVER | 48-0669346 | — | EMPLOYEE | $82K | — |
| THE SEGAL COMPANY | 13-1975125 | — | NONE | $78K | — |
| BRENDA BAKER | 48-0669346 | — | EMPLOYEE | $73K | — |
| KATHY JAMES | 48-0669346 | — | EMPLOYEE | $67K | — |
| ANDREA GABALDON | 48-0669346 | — | EMPLOYEE | $56K | — |
| AMBASSADOR BUILDING LLC | 84-3258758 | — | NONE | $44K | — |
| STEVE OROZCO | 48-0669346 | — | EMPLOYEE | $40K | — |
| JAMES CHARLES MATTHEW | — | BENTON HARBOR, MI | NONE | $39K | — |
| PASSAGEWAYS INC | 82-2007390 | — | NONE | $14K | — |
| CONVERGEONE, INC | 41-1763228 | — | NONE | $13K | — |
| LUMEN | — | MONROE, LA | NONE | $11K | — |
| CHEVY CHASE TRUST COMPANY | 52-2037618 | — | NONE | $11K | — |
| SEGAL SELECT INSURANCE | 46-0619194 | — | NONE | $0 | — |
