Board of Trustees Local 99 Pension Plan's EIN is 51-6119432.
Download the official 2024 Form 5500 (PDF) for Board of Trustees Local 99 Pension Plan 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 |
|---|---|---|---|---|---|
| ATHENA ACTURIAL CONSULTING | 61-1979324 | — | NONE | $55K | — |
| PLUMBERS & PIPE. LOCAL 25 BENEFIT | 82-2768063 | — | NONE | $47K | — |
| LANER MUCHIN LTD | 36-3088463 | — | NONE | $37K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $55.9M | 97.4% | |
| NIS CORE FIXED INCOME FUND LLC NATIONAL INVESTMENT SERVICES · EIN 20-0005644 / PN 001 | Common Collective Trust | — | — | $7.2M | 12.6% | |
| MULTI EMPLOYER PROPERTY TRUST NEW TOWER TRUST COMPANY · EIN 52-6218800 / PN 001 | Common Collective Trust | — | — | $1.6M | 2.7% | |
| ASB ALLEGIANCE REAL ESTATE FUND CHEVY CHASE TRUST COMPANY · EIN 52-6257033 / PN 001 | Common Collective Trust | — | — | $1.2M | 2.0% | |
| AFL-CIO BUILDING INVESTMENT TRUST GREAT GRAY TRUST COMPANY, LLC · EIN 52-6328901 / PN 001 | Common Collective Trust | — | — | $1.1M | 1.9% | |
| NIS HIGH YIELD FUND LLC NATIONAL INVESTMENT SERVICES · EIN 39-2021943 / PN 001 | Common Collective Trust | — | — | $518K | 0.9% |
| 42-1358707 |
| — |
| NONE |
| $32K |
| — |
| ROMOLO & ASSOCIATES, LLC | 84-2885766 | — | NONE | $29K | — |
| NATIONAL INVESTMENT SERVICES | 84-3937993 | — | NONE | $28K | — |
| BAUM SIGMAN AUERBACH & NEUMAN LTD | 36-2744057 | — | NONE | $19K | — |
| CHEVY CHASE TRUST COMPANY | 52-2037618 | — | NONE | $12K | — |
| QUAD CITY BANK & TRUST | 42-1410409 | — | NONE | $6K | — |
