Board of Trustees Western States Insulators and Allied Workers Indiv's EIN is 51-0155190.
Download the official 2024 Form 5500 (PDF) for Board of Trustees Western States Insulators and Allied Workers Indiv from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Board of Trustees Western States Insulators and Allied Workers Indiv's plan includes money-purchase contributions, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | NONE | $202K | — |
| IRON MOUNTAIN | 23-2588479 | — | NONE | $19K | — |
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 |
|---|
| BENESYS ADMINISTRATORS | 38-2383171 | — | NONE | $430K | — |
| WITHUMSMITH+BROWN, PC | 22-2027092 | — | NONE | $94K | — |
| KRAW LAW GROUP, APC | 32-0465891 | — | NONE | $79K | — |
| MEKETA INVESTMENT GROUP, INC. | 04-2659023 | — | NONE | $50K | — |
| SMART SOURCE LLC | 30-0830429 | — | NONE | $24K | — |
| COMPLIANCE VERIFICATION | 26-2336426 | — | NONE | $24K | — |
| STEPHEN HORN INSURANCE SERVICES | 94-3249244 | — | NONE | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Total Market Index Fund N/A | Common Collective Trusts | — | — | $111.4M | 22.9% | |
| Fidelity U.S Bond Market Index Fund N/A | Common Collective Trusts | — | — | $48.9M | 10.1% | |
| Funds Held in Insurance Company General Account ** Mass Mutual SAGIC Diversified Bond N/A | Common Stocks | — | — | $43.8M | 9.0% | |
| Registered Investment Companies Fidelity 500 Index Fund (S&P 500) N/A | Common Collective Trusts | — | — | $42.9M | 8.8% | |
| Fidelity Global ex US Index Fund N/A | Common Collective Trusts | — | — | $37.6M | 7.7% | |
| GQC PARTNERS EMERGING MARKETS EQUIT RELIANCE TRUST COMPANY · EIN 82-6258259 / PN 012 | Common Collective Trust | — | — | $33.5M | 6.9% | |
| Fidelity Inflation- Protected Securities Fund N/A | Mutual Funds | — | — | $28.1M | 5.8% | |
| 103-12 Investment Entities PGIM Retirement Real Estate Fund N/A | Other securities | — | — | $25.7M | 5.3% | |
| PRREF II LP PGIM RETIREMENT REAL ESTATE FUND · EIN 83-1921274 / PN 001 | 103-12 Investment Entity | — | — | $25.7M | 5.3% | |
| American Funds American Century High Income R6 N/A | Mutual Funds | — | — | $16.5M | 3.4% | |
| Fidelity LgTrm Treasury Bnd Indx Fd N/A | Mutual Funds | — | — | $15.7M | 3.2% | |
| Dodge & Cox Dodge & Cox Int'l Stock Fund N/A | Mutual Funds | — | — | $14.0M | 2.9% | |
| PIMCO Commodity Real Return Strategic Fund N/A | Mutual Funds | — | — | $10.8M | 2.2% | |
| Shenkman Capital Shenkman Capital Floating Rate High Fund N/A | Bonds / Notes | — | — | $10.7M | 2.2% | |
| EMERGING MARKETS BOND COLLECTIVE FU GLOBAL TRUST COMPANY · EIN 37-6667944 / PN 001 | Common Collective Trust | — | — | $10.4M | 2.1% | |
| MID CAP GROWTH/WESTFIELD CAPITAL FU EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 560 | Pooled Separate Account | — | — | $10.3M | 2.1% | |
| Fidelity MidCap Index N/A | Mutual Funds | — | — | $7.9M | 1.6% | |
| CAPITAL GROUP EUROPACIFIC GROWTH SA CAPITAL BANK AND TRUST COMPANY · EIN 95-6597294 / PN 661 | Pooled Separate Account | — | — | $5.9M | 1.2% | |
| Champlain Small Company Institutional N/A | Common Stocks | — | — | $3.1M | 0.6% | |
| Fidelity SmallCap Index N/A | Mutual Funds | — | — | $2.9M | 0.6% | |
| Interest-bearing Cash Fremont Bank Reserve Account N/A 3.35% N/A | Cash / Money Market | — | $1.4M | $1.4M | 0.3% |
