Plumbers & Pipefitters Local Union No. 441's EIN is 48-6178607.
Download the official 2024 Form 5500 (PDF) for Plumbers & Pipefitters Local Union No. 441 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 |
|---|---|---|---|---|---|
| CENTRAL TRUST & INVESTMENT COMPANY | 43-0632950 | SPRINGFIELD, MO | CUSTODIAN | $53K | — |
| EMPRISE BANK | 74-2809141 | WICHITA, KS | CUSTODIAN | $50K | — |
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.
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 |
|---|---|---|---|---|---|
| CBIZ | 52-1396995 | CLEVELAND, OH | INVESTMENT ADVISOR | $122K | — |
| REDSTONE ADVISORS | 48-1105831 | WICHITA, KS | INVESTMENT MANAGEMENT | $23K | — |
| WASMER SCHROEDER & CO. | 52-9771369 | NAPLES, FL | INVESTMENT MANAGEMENT | $20K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BMGI | — | OAK BROOK, IL | CONTRACT ADMINSTRATOR | $164K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORROW & CO., LLC | 48-1142797 | WICHITA, KS | AUDITOR | $31K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MCCLOUD CONSULTING GROUP | 46-0507052 | LIBERTY, MO | ACTUARY | $63K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SPENCER FANE, LLP | 44-0561981 | KANSAS CITY, MO | LEGAL | $121K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UNION INSURANCE GROUP | — | CHICAGO, IL | INSURANCE | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SOMMERS & FAHRENBACH | — | ORLAND PARK, IL | PRINTING AND MAILING | $9K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VANGUARD INSTITUTIONAL INDEX FD INST SHRS 22,151.98 SHARES | Mutual Funds | — | $9.7M | $15.1M | 18.0% | |
| BAIRD CORE PLUS BOND FD INSTL CL 740,697.01 SHARES | Other securities | — | $7.4M | $7.5M | 8.9% | |
| S Central Trust Company Custody Accounts AB INCOME FD ADV 1,144,903.42 SHARES | Mutual Funds | — | $7.6M | $7.4M | 8.7% | |
| VANGUARD EQUITY INCOME FD ADM SHRS 63,782.82 SHARES | Mutual Funds | — | $5.5M | $5.7M | 6.8% | |
| AB LARGE CAP GROWTH FD ADV 50,138.36 SHARES | Other securities | — | $4.5M | $5.0M | 6.0% | |
| DOUBLELINE TOTAL RETURN BOND FD CL I 515,595.21 SHARES | Other securities | — | $5.0M | $4.6M | 5.4% | |
| MONEY MARKET FUNDS FIDELITY GOVERNMENT PORTFOLIO 4,155,586.81 FIDELITY GOVERNMENT PORTFOLIO | Mutual Funds | — | $4.2M | $4.2M | 4.9% | |
| VANGUARD MID CAP ETF 14,657.00 SHARES | Mutual Funds | — | $2.8M | $3.8M | 4.5% | |
| FIDELITY TOTAL INTL INDEX FD 227,955.15 SHARES | Mutual Funds | — | $3.3M | $3.2M | 3.8% | |
| FEDERATED INTERNATIONAL STRATEGIC VALUE DIVIDEND FD 764,729.60 SHARES | Other securities | — | $2.9M | $3.1M | 3.7% | |
| JPMORGAN HEDGED EQUITY FD CL I 94,871.85 SHARES | Other securities | — | $2.2M | $3.0M | 3.5% | |
| AMERICAN FDS EUROPACIFIC GROWTH FD CL R 50,252.45 SHARES | Other securities | — | $2.8M | $2.8M | 3.3% | |
| COPELAND SMID CAP DIVIDEND GROWTH FD CL I 154,069.13 SHARES | Other securities | — | $2.3M | $2.2M | 2.7% | |
| SMID CAP VALUE EQUITY FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 27-5279473 / PN 001 | Common Collective Trust | — | $1.6M | $2.2M | 2.6% | |
| FIDELITY GOVERNMENT PORTFOLIO 334,950.46 FIDELITY GOVERNMENT PORTFOLIO | Mutual Funds | — | $335K | $335K | 0.4% | |
| GNMA SER 2024-184 CL P 246,177.81 PAR VALUE 7.500% 8/20/2054 | Agency / Mortgage-Backed | — | $254K | $256K | 0.3% | |
| GAINSVILLE TEX HOSPITAL 250,000.00 PAR VALUE 5.711% 9/1/2024 | Bonds / Notes | — | $257K | $253K | 0.3% | |
| FHLMC DTD 02/20/2002 6.25% 200,000.00 PAR VALUE 6.250% 7/15/2032 | Agency / Mortgage-Backed | — | $223K | $226K | 0.3% | |
| FLORIDA ST BRD ADMIN FIN CORP 220,000.00 PAR VALUE 5.526% 7/1/2034 | Bonds / Notes | — | $227K | $226K | 0.3% | |
| FHLMC REMIC SERIES SER 5409 CL 202,443.88 PAR VALUE 5.750% 6/25/2049 | Agency / Mortgage-Backed | — | $203K | $207K | 0.2% | |
| WISCONSIN ST GENERAL FD ANNUAL APP REV REF BDS 2 205,000.00 PAR VALUE 2.333% 5/1/2025 | Bonds / Notes | — | $202K | $205K | 0.2% | |
| GNMA REMIC TRUST SERIES 2024- 198,422.03 PAR VALUE 6.500% 2/20/2053 | Agency / Mortgage-Backed | — | $201K | $203K | 0.2% | |
| FHLB CONS BD DTD 200,000.00 PAR VALUE 5.100% 1/14/2030 | Bonds / Notes | — | $200K | $200K | 0.2% | |
| U.S. GOVERNMENT SECURITIES Emprise Bank Custody Accounts FHLB CONS BD DTD 195,000.00 PAR VALUE 3.250% 11/16/2028 | Bonds / Notes | — | $201K | $191K | 0.2% | |
| FNMA DTD 05/15/1999 6.25% 175,000.00 PAR VALUE 6.250% 5/15/2029 | Agency / Mortgage-Backed | — | $207K | $190K | 0.2% | |
| HIDALGO COUNTY TX TAXABLE LTD TAX REF BDS 190,000.00 PAR VALUE 3.744% 8/15/2027 | Bonds / Notes | — | $190K | $188K | 0.2% | |
| UNIVERSITY OF CAIFORNIA PENSION OBLI TAXABLE BDS 215,000.00 PAR VALUE 1.714% 5/15/2030 | Bonds / Notes | — | $215K | $188K | 0.2% | |
| GINNIE MAE REMIC SER 2024-151 CL 176,727.87 PAR VALUE 6.500% 7/20/2054 | Agency / Mortgage-Backed | — | $180K | $181K | 0.2% | |
| FFCB CONS BD DTD 180,000.00 PAR VALUE 4.125% 9/23/2030 | Bonds / Notes | — | $182K | $180K | 0.2% | |
| WEST CONTRA COSTA CA UNI SCH BDS 150,000.00 PAR VALUE 6.250% 8/1/2030 | Bonds / Notes | — | $180K | $163K | 0.2% | |
| TENNESSEE HSG DEV AGY 150,000.00 PAR VALUE 6.275% 7/1/2038 | Bonds / Notes | — | $150K | $158K | 0.2% | |
| AMAZON.COM INC SR GLBL NT DTD 165,000.00 PAR VALUE 3.600% 4/13/2032 | Bonds / Notes | — | $161K | $155K | 0.2% | |
| BP CAPITAL MARKETS AMERICA INC 155,000.00 PAR VALUE 4.234% 11/6/2028 | Bonds / Notes | — | $167K | $154K | 0.2% | |
| COMCAST CORPORATION SR GLBL 155,000.00 PAR VALUE 4.150% 10/15/2028 | Bonds / Notes | — | $149K | $153K | 0.2% | |
| MORGAN STANLEY FR 145,000.00 PAR VALUE 3.875% 4/29/2024 | Bonds / Notes | — | $149K | $153K | 0.2% | |
| QUALCOMM INC SR GLBL NT DTD 170,000.00 PAR VALUE 2.150% 5/20/2030 | Bonds / Notes | — | $175K | $152K | 0.2% | |
| APPLE INC SR GLBL NT DTD 165,000.00 PAR VALUE 2.200% 9/11/2029 | Bonds / Notes | — | $163K | $151K | 0.2% | |
| BANK OF AMERICA CORP FR 3.248% 155,000.00 PAR VALUE 3.248% 10/21/2027 | Bonds / Notes | — | $149K | $151K | 0.2% | |
| PFIZER INC GLBL NT DTD 165,000.00 PAR VALUE 2.625% 4/1/2030 | Bonds / Notes | — | $172K | $151K | 0.2% | |
| TAFT TX INDPT SCH DIST ULTDTAX BDS 150,000.00 PAR VALUE 4.207% 8/15/2036 | Bonds / Notes | — | $163K | $150K | 0.2% | |
| LINCOLN NE WEST HAYMARKET JT PUB 150,000.00 PAR VALUE 4.750% 12/15/2035 | Bonds / Notes | — | $150K | $150K | 0.2% | |
| MICROSOFT CORP SR GLBL NT DTD 150,000.00 PAR VALUE 3.125% 11/3/2025 | Bonds / Notes | — | $150K | $149K | 0.2% | |
| BRISTOL MYERS SQUIBB CO SR 155,000.00 PAR VALUE 3.400% 7/26/2029 | Bonds / Notes | — | $144K | $149K | 0.2% | |
| EXXON MOBIL CORP SR GLBL NT 150,000.00 PAR VALUE 3.043% 3/1/2026 | Bonds / Notes | — | $152K | $148K | 0.2% | |
| JP MORGAN CHASE & CO GLBL NT 165,000.00 PAR VALUE 2.522% 4/22/2031 | Bonds / Notes | — | $149K | $148K | 0.2% | |
| UNITED PARCEL SERVICE INC SR 145,000.00 PAR VALUE 3.900% 4/1/2025 | Bonds / Notes | — | $149K | $145K | 0.2% | |
| FRESNO CALIF WTR SYS REV BDS 2010A 135,000.00 PAR VALUE 6.500% 6/1/2030 | Bonds / Notes | — | $166K | $140K | 0.2% | |
| LEWIS CNTY WA PUB FACS DIST TAXABLE LTD SALES TX BD 150,000.00 PAR VALUE 4.500% 12/1/2042 | Bonds / Notes | — | $156K | $134K | 0.2% | |
| FEDERAL NATL MTG ASSN 135,000.00 PAR VALUE 37.500% 8/25/2025 | Agency / Mortgage-Backed | — | $131K | $132K | 0.2% | |
| LYNN HAVEN FL REV TAXABLE BDS DTD 150,000.00 PAR VALUE 3.000% 8/1/2033 | Bonds / Notes | — | $152K | $132K | 0.2% |