Board of Trustees MEBA 401(k) Plan's EIN is 51-6029896.
Download the official 2024 Form 5500 (PDF) for Board of Trustees MEBA 401(k) Plan from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Board of Trustees MEBA 401(k) Plan's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MEBA MEDICAL AND BENEFITS PLAN | 13-5590515 | — | RELATED EMP. BEN. PLAN | $145K | — |
| FIDELITY INVSMTS INST OPER CO LLC | 04-2647786 | — | — | $83K | — |
| NEPC LLC | 26-1429809 | — | — | $64K | — |
| MORGAN LEWIS & BOCKIUS LLP |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity 500 Index Inst | Common Collective Trusts | — | — | $66.3M | 20.0% | |
| Fidelity Investments Fidelity Contrafund K6 | Mutual Funds | — | — | $59.7M | 18.0% | |
| American Funds American Fnds Growth Fd of America R6 | Mutual Funds | — | — | $58.9M | 17.8% | |
| Various Participant-directed brokerage accounts | Self-Directed Brokerage | — | — | $16.2M | 4.9% | |
| Dodge & Cox Dodge & Cox Stock | Mutual Funds | — | — | $12.7M | 3.8% | |
| Fidelity Investments Fidelity Government Money Market K6 ** 40 * Fidelity Investments Fidelity Int'l Discovery K6 | Mutual Funds | — | — | $12.5M | 3.8% | |
| Vanguard Treasury Money Market | Mutual Funds | — | — | $11.8M | 3.6% | |
| Fidelity Investments Fidelity Freedom 2040 K6 | Mutual Funds | — | — | $11.4M | 3.5% | |
| Fidelity Investments Fidelity Extended Market Index | Mutual Funds | — | — | $8.1M | 2.5% | |
| Fidelity Investments Fidelity Freedom 2035 K6 | Mutual Funds | — | — | $8.0M | 2.4% | |
| Fidelity Investments Fidelity Total Bond K6 | Mutual Funds | — | — | $7.6M | 2.3% | |
| Fidelity Investments Fidelity Freedom 2050 K6 | Mutual Funds | — | — | $6.8M | 2.1% | |
| Fidelity Investments Fidelity Freedom 2025 K6 | Mutual Funds | — | — | $6.5M | 2.0% | |
| Fidelity Investments Fidelity Freedom 2030 K6 | Mutual Funds | — | — | $6.1M | 1.8% | |
| Notes receivable from participants Participant loans with interest rates at 4.25% - 9.5% | Bonds / Notes | — | — | $5.6M | 1.7% | |
| Fidelity Investments Fidelity Freedom 2045 K6 | Mutual Funds | — | — | $5.1M | 1.5% | |
| Fidelity Investments Fidelity Government Income | Mutual Funds | — | — | $4.7M | 1.4% | |
| Fidelity Investments Fidelity Freedom 2055 K6 | Mutual Funds | — | — | $4.2M | 1.3% | |
| Fidelity Investments Fidelity Freedom 2060 K6 | Mutual Funds | — | — | $3.7M | 1.1% | |
| Fidelity Investments Fidelity Cohen & Steers Inst Realty | Mutual Funds | — | — | $3.5M | 1.0% | |
| Royce PA Mutual Inst | Other securities | — | — | $3.3M | 1.0% | |
| Fidelity Investments Fidelity Freedom 2020 K6 | Mutual Funds | — | — | $2.9M | 0.9% | |
| Fidelity Investments Fidelity Freedom 2065 K6 | Mutual Funds | — | — | $1.5M | 0.4% | |
| Fidelity Investments Fidelity Freedom 2070 K6 ** 61 * Fidelity Investments Fidelity Freedom Income K6 | Mutual Funds | — | — | $1.3M | 0.4% | |
| Fidelity Investments Fidelity Freedom 2010 K6 | Mutual Funds | — | — | $404K | 0.1% | |
| Fidelity Investments Fidelity Freedom 2015 K6 | Mutual Funds | — | — | $319K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 23-0891050 |
| — |
| — |
| $53K |
| — |
| M&T BANK | 16-0538020 | — | — | $17K | — |
| WEAVER AND TIDWELL, L.L.P. | 75-0786316 | — | — | $14K | — |
| COMPUTER SERVICES UNLIMITED, INC. | 51-0665250 | — | — | $9K | — |
| BRIDGEWAY BENEFIT TECHNOLOGIES LLC | 52-1796473 | — | — | $8K | — |
