Jason Copple signed Operating Engineers Local #234 Health and Welfare Trust Fund's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Operating Engineers Local #234 Health and Welfare Trust Fund's EIN is 51-0141783.
Download the official 2024 Form 5500 (PDF) for Operating Engineers Local #234 Health and Welfare Trust Fund 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 |
|---|---|---|---|---|---|
| EMPLOYEE FRINGES AUDIT COMPANY | 42-1122328 | — | NONE | $99K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLMARK, INC. | 42-0318333 | — | NONE |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Baird Short-Term Bond Fund Instl 1,183,729.380 Shares | Other securities | — | $11.4M | $11.3M | 16.8% | |
| Dodge & Cox Income Fund 679,857.922 Shares | Mutual Funds | — | $9.3M | $8.6M | 12.8% | |
| Baird Aggregate Bond 872,084.051 Shares | Mutual Funds | — | $9.4M | $8.6M | 12.7% | |
| Vanguard 500 Index Admiral 13,054.607 Shares | Common Collective Trusts | — | $2.6M | $6.7M | 10.0% | |
| Blackrock Strategic 488,908.484 Shares | Other securities | — | $4.6M | $4.7M | 6.9% | |
| American Europacific Growth Fund 55,921.342 Shares | Other securities | — | $3.2M | $3.2M | 4.7% | |
| JP Morgan Emerging Markets 57,886.362 Shares | Other securities | — | $2.0M | $1.8M | 2.7% | |
| Invesco Steelpath MLP 165,163.635 Shares | Mutual Funds | — | $980K | $1.6M | 2.4% | |
| Artisan High Income Instl 157,461.499 Shares | Other securities | — | $1.5M | $1.4M | 2.1% | |
| Fidelity Real Estate Index 86,111.829 Shares | Mutual Funds | — | $1.3M | $1.4M | 2.1% | |
| Vanguard Inflation-Protected Securities 38,907.012 Shares | Mutual Funds | — | $986K | $911K | 1.4% | |
| Conestoga Small Cap Instl 11,814.171 Shares | Other securities | — | $614K | $829K | 1.2% | |
| Hotchkins & Wiley Small Cap 75,784.393 Shares | Other securities | — | $942K | $802K | 1.2% | |
| Cetera FlexInsured Sweep Variable | Other securities | — | $514K | $514K | 0.8% | |
| Goldman Sachs Bank New York 4.150% Interest, Matures 01/28/2026 | Bonds / Notes | — | $245K | $245K | 0.4% | |
| Chelsea St. Bank Chelsea 4.050% Interest, Matures 10/28/2025 | Bonds / Notes | — | $245K | $245K | 0.4% | |
| BMO Bank Chicago 4.150% Interest, Matures 01/23/2026 | Bonds / Notes | — | $244K | $244K | 0.4% | |
| Bank of America Charlotte 4.050% Interest, Matures 10/24/2025 | Bonds / Notes | — | $244K | $244K | 0.4% | |
| Certificates of Deposit Alma Bank New York 3.950% Interest, Matures 09/30/2025 | Bonds / Notes | — | $243K | $243K | 0.4% | |
| Santander Bank Wilmington 5.300% Interest, Matures 06/27/2025 | Bonds / Notes | — | $242K | $242K | 0.4% | |
| Short-Term Investments * Cedar Rapids Bank & Trust Money Market Variable | Cash / Money Market | — | $16K | $16K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
Operating Engineers Local #234 Health and Welfare Trust Fund's plan includes health coverage, dental coverage, vision coverage.
| $1.4M |
| — |
| BENESYS, INC | 38-2383171 | — | NONE | $398K | — |
| DICKINSON, MACKAMAN, TYLER & HAGEN | 42-1304875 | — | NONE | $218K | — |
| FIDUCIENT | — | CHICAGO, IL | NONE | $69K | — |
| THE SEGAL COMPANY | 13-1975125 | — | NONE | $46K | — |
| UHY, LLP | 20-0694403 | — | NONE | $36K | — |
| COMMUNITY STATE BANK | — | ANKENY, IA | NONE | $27K | — |
