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 |
|---|---|---|---|---|---|
| US BANK | 31-0841368 | MILWAUKEE, WI | CUSTODIAN | $18K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HIGHLAND CAPITAL MANAGEMENT LLC | 27-5440911 | MEMPHIS, TN | INVESTMENT MANAGER | $137K | — |
| MULTI-EMPLOYER PROPERTY TRUST | 30-0872552 | BETHESDA, MD | INVESTMENT MANAGER | $42K | — |
| ULLICO INVESTMENT ADVISORS, INC |
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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| MULTI-EMPLOYER PROPERTY TRUST NEWTOWER TRUST COMPANY · EIN 52-6218800 / PN 001 | Common Collective Trust | $4.6M | 7.2% |
| LONGVIEW MIDCAP 400 INDEX FUND AMALGAMATED BANK · EIN 13-4920330 / PN 001 | Common Collective Trust | $4.3M | 6.8% |
| IBEW NECA STABLE VALUE P INVEST FD |
| 90-0622302 |
| SILVER SPRING, MD |
| INVESTMENT MANAGER |
| $39K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CARR, RIGGS & INGRAM, LLC | 72-1396621 | ENTERPRISE, AL | AUDITOR | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SOUTHERN ACTUARIAL SERVICES COMPANY | 58-2409046 | ATLANTA, GA | ACTUARY | $18K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GULF STATES CONS & ADM INC | 63-0836919 | MOBILE, AL | ADMINISTRATOR | $76K | — |
| REYNOLDS CONSULTING | 20-1899564 | JERICHO, NY | INVESTMENT CONSULTING | $41K | — |
Common Collective Trust |
| $3.5M |
| 5.4% |
