Kristin O'BRIEN signed BD Trustees RET and Pension Plan for Officers and's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
BD Trustees RET and Pension Plan for Officers and's EIN is 51-0167964.
Download the official 2023 Form 5500 (PDF) for BD Trustees RET and Pension Plan for Officers and from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)BD Trustees RET and Pension Plan for Officers and's plan includes a defined-benefit pension formula, a frozen benefit (no new accruals).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TCW ASSET MANAGEMENT COMPANY LLC | 95-3703295 | — | NONE | $62K | — |
| HGK ASSET MANAGEMENT | 52-1296988 | — | NONE | $43K |
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.
| — |
| ASB CAPITAL MANAGEMENT, LLC | 80-0618452 | — | NONE | $27K | — |
| LAZARD ASSET MANAGEMENT LLC | 05-0530199 | — | NONE | $20K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NYCDCC WELFARE FUND | 13-5615576 | — | RELATED PARTY | $139K | — |
| FIRST ACTUARIAL CONSULTING INC | 42-1565552 | — | NONE | $80K | — |
| MORGAN STANLEY - GRAYSTONE | 36-3145972 | — | NONE | $75K | — |
| THE UNION LABOR LIFE INSURANCE CO | 13-1423090 | — | NONE | $55K | — |
| NOVAK FRANCELLA LLC | 61-1436956 | — | NONE | $30K | — |
| SEGALL BRYANT & HAMILL LLC | 35-2679129 | — | NONE | $29K | — |
| CHEVY CHASE TRUST COMPANY | 52-2037618 | — | NONE | $27K | — |
| ARCHER, BYINGTON, GLENNON, & LENNON | 26-0873462 | — | NONE | $24K | — |
| BNY MELLON | 13-4920330 | — | NONE | $17K | — |
| AMALGAMATED BANK | 13-4920330 | — | NONE | $12K | — |
| PROXYVOTE PLUS LLC | 20-0509976 | — | NONE | $6K | — |
| NEWTOWER TRUST COMPANY | 30-0872552 | — | NONE | $0 | — |
| SEGAL SELECT INSURANCE SERVICES | 46-0619194 | — | NONE | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| MULTI-EMPLOYER PROPERTY TRUST NEWTOWER TRUST COMPANY · EIN 52-6218800 / PN 001 | Common Collective Trust | — | $3.0M | $11.0M | 10.0% | |
| ULLICO SEPARATE ACCOUNT J UNION LABOR LIFE INSURANCE COMPANY · EIN 13-1423090 / PN 203 | Pooled Separate Account | — | $9.6M | $9.4M | 8.5% | |
| EB Temp Inv Fund | Other securities | — | $9.4M | $9.4M | 8.5% | |
| EB TEMPORARY INVESTMENT THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 023 | Common Collective Trust | — | — | $9.4M | 8.5% | |
| Grosvenor Institutional Partners LP | Other securities | — | $3.8M | $6.7M | 6.1% | |
| ASB LABOR EQUITY INDEX FUND CHEVY CHASE TRUST COMPANY · EIN 27-3350609 / PN 010 | Common Collective Trust | — | $1.9M | $5.7M | 5.2% | |
| UBC Russell 3000 Index Trust | Common Collective Trusts | — | $5.0M | $5.3M | 4.8% | |
| LONGVIEW SMALL CAP 600 INDEX FUND AMALGAMATED BANK · EIN 13-4920330 / PN 004 | Common Collective Trust | — | $572K | $4.9M | 4.5% | |
| ASB ALLEGIANCE REAL ESTATE FUND CHEVY CHASE TRUST COMPANY · EIN 52-6257033 / PN 006 | Common Collective Trust | — | $4.1M | $4.3M | 3.9% | |
| United States Treasury Note 06/30/29 | U.S. Treasuries | — | $4.2M | $4.2M | 3.8% | |
| American Funds International Vntg-F2 | Mutual Funds | — | $3.0M | $3.6M | 3.2% | |
| MACKAY SHIELDS HIGH YIELD BOND CIT SEI TRUST COMPANY · EIN 47-1818241 / PN 076 | Common Collective Trust | — | $2.5M | $3.4M | 3.1% | |
| United States Treasury Note 06/30/29 | U.S. Treasuries | — | $3.2M | $3.2M | 2.9% | |
| Vanguard Develop Markets Index | Mutual Funds | — | $2.6M | $2.9M | 2.6% | |
| RAINIER INT'L SMALL CAP EQUITY CIT SEI TRUST COMPANY · EIN 45-4762346 / PN 003 | Common Collective Trust | — | $2.0M | $2.5M | 2.3% | |
| Vanguard FTSE Emerging Markets | Mutual Funds | — | $2.1M | $2.3M | 2.1% | |
| Nvidia Corp Stock | Common Stocks | — | $73K | $1.6M | 1.4% | |
| United States Treasury Note 04/30/29 | U.S. Treasuries | — | $869K | $881K | 0.8% | |
| Alphabet Inc Stock | Common Stocks | — | $105K | $806K | 0.7% | |
| Microsoft Corp Stock | Common Stocks | — | $466K | $800K | 0.7% | |
| United States Treasury Note 04/30/29 | U.S. Treasuries | — | $789K | $800K | 0.7% | |
| Amazon.com Inc Stock | Common Stocks | — | $69K | $707K | 0.6% | |
| Servicenow Inc Stock | Common Stocks | — | $53K | $681K | 0.6% | |
| Unitedhealth Group Inc Stock | Common Stocks | — | $367K | $496K | 0.5% | |
| Visa Inc Stock | Common Stocks | — | $69K | $450K | 0.4% | |
| Home Depot Inc Stock | Common Stocks | — | $287K | $434K | 0.4% | |
| United States Treasury Bond 05/15/53 | U.S. Treasuries | — | $392K | $381K | 0.3% | |
| Crowdstrike Holdings Inc Stock | Common Stocks | — | $162K | $379K | 0.3% | |
| Meta Platforms Inc Stock | Common Stocks | — | $348K | $371K | 0.3% | |
| Costco Wholesale Corp Stock | Common Stocks | — | $51K | $367K | 0.3% | |
| Mastercard Inc Stock | Common Stocks | — | $109K | $339K | 0.3% | |
| ASML Holding NV Stock | Common Stocks | — | $70K | $329K | 0.3% | |
| S&P Global Inc Stock | Common Stocks | — | $130K | $326K | 0.3% | |
| JP Morgan Chase & Co Stock | Common Stocks | — | $172K | $311K | 0.3% | |
| Waste Connections Inc Stock | Common Stocks | — | $131K | $286K | 0.3% | |
| Intuitive Surgical Inc Stock | Common Stocks | — | $158K | $281K | 0.3% | |
| Boston Scientific Corp Stock | Common Stocks | — | $142K | $278K | 0.3% | |
| Citigroup Inc Stock | Common Stocks | — | $221K | $271K | 0.2% | |
| Palo Alto Networks Inc Stock | Common Stocks | — | $178K | $268K | 0.2% | |
| Salesforce Inc Stock | Common Stocks | — | $58K | $265K | 0.2% | |
| Adobe Inc Stock | Common Stocks | — | $41K | $258K | 0.2% | |
| United States Treasury Note 09/30/25 | U.S. Treasuries | — | $255K | $255K | 0.2% | |
| O'Reilly Automotive Inc Stock | Common Stocks | — | $226K | $247K | 0.2% | |
| Metlife Inc Stock | Common Stocks | — | $135K | $238K | 0.2% | |
| Zoetis Inc Stock | Common Stocks | — | $103K | $236K | 0.2% | |
| Xcel Energy Inc Stock | Common Stocks | — | $278K | $233K | 0.2% | |
| Simon Property Group Stock | Common Stocks | — | $183K | $232K | 0.2% | |
| Entergy Corp Stock | Common Stocks | — | $218K | $231K | 0.2% | |
| State Street Corp Stock | Common Stocks | — | $204K | $230K | 0.2% | |
| United Rentals Stock | Other securities | — | $149K | $230K | 0.2% |
