Michael Mastropietro signed IBEW Local No. 236 Annuity Plan's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
IBEW Local No. 236 Annuity Plan's EIN is 51-8070174.
Download the official 2023 Form 5500 (PDF) for IBEW Local No. 236 Annuity Plan from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)IBEW Local No. 236 Annuity Plan's plan includes profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SEI INVESTMENT MANAGEMENT CORP. | 23-1707341 | — | NONE | $307K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS | 52-1590516 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SIIT World Equity Ex-US Fund 1,524,669 units | Other securities | — | $18.5M | $18.8M | 16.2% | |
| SEI Limited Duration Bond Fund 1,640,395 units | Other securities | — | $16.1M | $15.6M | 13.5% | |
| SEI Core Fixed Income Fund 1,775,660 units | Other securities | — | $17.9M | $15.4M | 13.4% | |
| SEI Instl Inv S&P 500 Index Fund 608,481 units | Common Collective Trusts | — | $10.7M | $14.0M | 12.1% | |
| Federated Government Obligations 8,609,876 units | Other securities | — | $8.6M | $8.6M | 7.4% | |
| SEI Large Cap Disciplined Equity Fund 639,332 units | Other securities | — | $6.8M | $7.5M | 6.5% | |
| SEI US Equity Factor Allocation CL A 448,822 units | Common Stocks | — | $6.2M | $6.3M | 5.5% | |
| SEI Real Return Open-End Fund CL A 569,597 units | Common Stocks | — | $5.1M | $5.2M | 4.5% | |
| SEI Instl Inv Ultra Short Duration Bond Fund 528,143 units | Other securities | — | $5.2M | $5.2M | 4.5% | |
| SEI Extended Market Index Fund 228,865 units | Common Collective Trusts | — | $3.7M | $4.0M | 3.5% | |
| SEI Emerging Markets Equity Fund 327,387 units | Other securities | — | $3.0M | $3.2M | 2.8% | |
| SEI High Yield Bond Fund 443,023 units | Other securities | — | $3.8M | $3.1M | 2.7% | |
| SIIT Emerging Markets Debt Fund 363,288 units | Other securities | — | $3.5M | $3.1M | 2.7% | |
| SEI Small/Mid Cap Equity Fund 296,850 units | Other securities | — | $3.4M | $3.0M | 2.6% |
| — |
| NONE |
| $173K |
| — |
| KEY BANK NATIONAL ASSOCIATION | 34-1974250 | — | NONE | $53K | — |
| TEAL, BECKER & CHIARAMONTE, CPAS P. | 14-1624930 | — | NONE | $34K | — |
| SLEVIN & HART, P.C. | 52-1708613 | — | NONE | $28K | — |
| NOVAK FRANCELLA LLC | 61-1436956 | — | NONE | $8K | — |
| COUCH DALE MARSHALL P.C. | 56-2331238 | — | NONE | $8K | — |
| POZEFSKY, BRAMLEY, & MURPHY | 14-1601487 | — | NONE | $8K | — |
