Mark Key signed Excavators Union Local 731 Annuity Board of Trustees' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Excavators Union Local 731 Annuity Board of Trustees' EIN is 51-0136348.
Download the official 2024 Form 5500 (PDF) for Excavators Union Local 731 Annuity Board of Trustees from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Excavators Union Local 731 Annuity Board of Trustees' plan includes money-purchase contributions.
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BOYD WATTERSON ASSET MANAGEMENT | — | CLEVELAND, OH | NONE | $122K | — |
| CONGRESS ASSET MANAGEMENT | 04-2848965 | — | NONE | $98K | — |
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.
| % of plan | |||
|---|---|---|---|
| L&G S&P 500 CIT FUND RELIANCE TRUST CO. OF DELAWARE · EIN 35-7085469 / PN 005 | Common Collective Trust | $227.7M | 23.9% |
| L & G MSCI ACWI EX US CIT RELIANCE TRUST CO. OF DELAWARE · EIN 35-7085469 / PN 010 | Common Collective Trust | $78.7M | 8.3% |
| L&G S&P 600 CIT FUND RELIANCE TRUST CO. OF DELAWARE · EIN 35-7085469 / PN 009 | Common Collective Trust | $39.0M | 4.1% |
| ULLICO J FUND THE UNION LABOR LIFE INSURANCE COMPANY · EIN 13-1423090 / PN 203 | Common Collective Trust | $21.2M | 2.2% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CASTIGLIA, LLP | 46-2725636 | — | AUDITOR | $225K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MELVIN FEDER | 13-3593661 | — | ATTORNEY | $333K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | 30-3707380 | — | NONE | $658K | — |
| ULLICO | — | NEW YORK, NY | NONE | $114K | — |
| PACIFIC INCOME ADV | — | SANTA MONICA, CA | NONE | $109K | — |
| RELIANCE TRUST | 58-1428634 | ATLANTA, GA | NONE | $85K | — |
| THE SEGAL COMPANY | 13-1835864 | — | NONE | $29K | — |
| BRIDGEWAY BENEFIT TECH | — | MAPLE SHADE, NJ | NONE | $21K | — |
| PREMIER TECHNOLOGIES | — | NEW YORK, NY | NONE | $17K | — |
| SYNTONIC SYSTEMS | — | NEW YORK, NY | NONE | $6K | — |
