Miller Kaplan Arase LLP signed Board of Trustees, Iron Workers Local No. 5 & IWEA's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Board of Trustees, Iron Workers Local No. 5 & IWEA's EIN is 52-1075473.
Download the official 2023 Form 5500 (PDF) for Board of Trustees, Iron Workers Local No. 5 & IWEA from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WEDGE CAPITAL MANAGEMENT | 56-1557450 | — | NONE | $219K | — |
| ULLICO INVESTMENT ADVISORS, INC | 52-6435649 |
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.
| — |
| NONE |
| $208K |
| — |
| ACADIAN ASSET MANAGEMENT LLC | 04-2929221 | — | NONE | $192K | — |
| STATE STREET GLOBAL ADVISORS | 81-4017137 | — | NONE | $76K | — |
| RHUMBLINE ADVISORS | 04-3118582 | — | NONE | $31K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WPAS, INC. | 91-1363171 | — | NONE | $269K | — |
| J.P. MORGAN INVESTMENT | 13-3200244 | — | NONE | $240K | — |
| THOMSON HORSTMANN & BRYANT | 13-3163794 | — | NONE | $186K | — |
| INVESCO TRUST COMPANY | 46-3793325 | — | NONE | $148K | — |
| BHA CONSULTING LLC | 26-1384808 | — | NONE | $115K | — |
| UBS | 36-3762086 | — | NONE | $70K | — |
| SEGAL MARCO | 13-2646110 | — | NONE | $70K | — |
| PRINCIPAL CUSTODY SOLUTIONS | — | WACO, TX | NONE | $68K | — |
| O'DONOGHUE & O'DONOGHUE LLP | 53-0120528 | — | NONE | $60K | — |
| MILLER KAPLAN ARASE LLP | 95-2036255 | — | NONE | $46K | — |
| SCHULTHEIS & PANETTIERI LLP | — | FLORAL PARK, NY | NONE | $16K | — |
| NORTHERN TRUST CORPORATION | 36-2723087 | — | NONE | $12K | — |
| BANK OF AMERICA | 94-1687665 | — | NONE | $11K | — |
| AMALGAMATED BANK OF CHICAGO | 36-0721895 | — | NONE | $7K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in common collective trust] | Other | — | — | $194.3M | 48.6% | |
| [Assets held in common stock] | Other | — | — | $71.9M | 18.0% | |
| SSGA US AGGREGATE BOND INDEX NL STATE STREET BANK AND TRUST COMPANY · EIN 04-0025081 / PN 070 | Common Collective Trust | — | — | $50.9M | 12.7% | |
| SSGA RUSSELL 1000 GROWTH INDEX NL STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 124 | Common Collective Trust | — | — | $39.0M | 9.8% | |
| RHUMBLINE RUSSELL 1000 POOLED INDEX RHUMBLINE ADVISORS CORP · EIN 04-6930563 / PN 001 | Common Collective Trust | — | — | $37.4M | 9.4% | |
| INVESCO BALANCED-RISK ALLOCATION TR IVNESCO TRUST COMPANY · EIN 26-6399613 / PN 001 | Common Collective Trust | — | — | $32.2M | 8.1% | |
| [Assets held in 103-12 investment entity] | Other | — | — | $30.9M | 7.7% | |
| ACADIAN ALL COUNTRY WORLD FUND ACADIAN ASSET MANAGEMENT LLC · EIN 04-2929221 / PN 004 | 103-12 Investment Entity | — | — | $29.7M | 7.4% | |
| AFL-CIO EQUITY IDEX FUND CHEVY CHASE TRUST COMPANY · EIN 27-3350609 / PN 010 | Common Collective Trust | — | — | $20.9M | 5.2% | |
| NT EAFE INDEX COLLECTIVE TR NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 024 | Common Collective Trust | — | — | $6.8M | 1.7% | |
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $5.7M | 1.4% | |
| ULLICO SEPARATE ACCOUNT J ULLICO · EIN 13-1423090 / PN 203 | Pooled Separate Account | — | — | $4.1M | 1.0% | |
| NT AGGREGATE BOND INDEX FD NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 088 | Common Collective Trust | — | — | $3.5M | 0.9% | |
| JP MORGAN JPMCB SPECIAL SITUATION P JP MORGAN CHASE BANK, NA · EIN 13-3980309 / PN 001 | Common Collective Trust | — | — | $2.6M | 0.6% | |
| BRANDYWINE GLOBAL OPP FIXED INC BRANDYWINE GLOBAL INVESTMENT MGMT, LLC · EIN 51-0412248 / PN 017 | 103-12 Investment Entity | — | — | $1.2M | 0.3% | |
| AFL-CIO BUILDING INVESTMENT TR PNC BANK, N.A. · EIN 52-6328901 / PN 001 | Common Collective Trust | — | — | $1.1M | 0.3% | |
| ¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯ ¯¯¯¯¯¯¯¯¯¯¯ ¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯ ¯¯¯¯¯¯¯¯¯¯¯¯ ¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯ ¯¯¯¯¯¯¯¯¯¯¯¯¯ ¯¯¯¯¯ CASH EQUIVALENTS OTHER CASH EQUIVALENTS OTHER MONEY MARKET FUNDS 1,035,078.900 ALLSPRING TREAS PLUS MM FD-SVC #454 1,035,078.90 100.0000 | Cash / Money Market | — | — | $1.0M | 0.3% | |
| CUSIP VP4530003 | Other securities | — | — | $1.0M | 0.3% | |
| ARISTA NETWORKS INC | Common Stocks | — | $768K | $498K | 0.1% | |
| ¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯ ¯¯¯¯¯¯¯¯¯¯¯ ¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯ ¯¯¯¯¯¯¯¯¯¯¯¯ ¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯ ¯¯¯¯¯¯¯¯¯¯¯¯¯ ¯¯¯¯¯ 2,490.000 UFP TECHNOLOGIES INC | Common Stocks | — | $657K | $471K | 0.1% | |
| ¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯ ¯¯¯¯¯¯¯¯¯¯¯ ¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯ ¯¯¯¯¯¯¯¯¯¯¯¯ ¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯ ¯¯¯¯¯¯¯¯¯¯¯¯¯ ¯¯¯¯¯ 2,246.000 CADENCE DESIGN SYSTEMS INC | Common Stocks | — | $691K | $431K | 0.1% | |
| CUSIP 040413106 355,235.52 6/28/24 | Other securities | — | — | $413K | 0.1% | |
| SUPER MICRO COMPUTER INC | Common Stocks | — | $663K | $397K | <0.1% | |
| CUSIP 86800U104 298,856.35 6/28/24 | Other securities | — | — | $364K | <0.1% | |
| KLA CORP | Common Stocks | — | $714K | $354K | <0.1% | |
| FORMFACTOR INC | Common Stocks | — | $610K | $340K | <0.1% | |
| EPLUS INC | Common Stocks | — | $608K | $327K | <0.1% | |
| APPLIED MATERIALS INC | Common Stocks | — | $712K | $307K | <0.1% | |
| ¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯ ¯¯¯¯¯¯¯¯¯¯¯ ¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯ ¯¯¯¯¯¯¯¯¯¯¯¯ ¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯ ¯¯¯¯¯¯¯¯¯¯¯¯¯ ¯¯¯¯¯ CASH EQUIVALENTS OTHER CASH EQUIVALENTS OTHER MONEY MARKET FUNDS 292,279.090 ALLSPRING TREAS PLUS MM FD-SVC #454 292,279.09 100.0000 | Cash / Money Market | — | — | $292K | <0.1% | |
| CUSIP VP4530003 | Other securities | — | — | $292K | <0.1% | |
| CUSIP 482480100 422,134.74 6/28/24 | Other securities | — | — | $292K | <0.1% | |
| APPLE INC | Common Stocks | — | $710K | $278K | <0.1% | |
| STIFEL FINANCIAL CORP | Common Stocks | — | $444K | $276K | <0.1% | |
| CUSIP 038222105 435,788.10 6/28/24 | Other securities | — | — | $276K | <0.1% | |
| CUSIP 346375108 344,937.60 6/28/24 | Other securities | — | — | $265K | <0.1% | |
| LAM RESEARCH CORP COM | Common Stocks | — | $722K | $256K | <0.1% | |
| CUSIP 512807108 465,588.84 6/28/24 | Other securities | — | — | $256K | <0.1% | |
| GARTNER INC | Common Stocks | — | $712K | $251K | <0.1% | |
| HALOZYME THERAPEUTICS INC | Common Stocks | — | $576K | $240K | <0.1% | |
| 4,830.000 KULICKE & SOFFA INDS INC 237,310.64 49.1900 | Common Stocks | — | — | $238K | <0.1% | |
| CUSIP 501242101 | Other securities | — | — | $237K | <0.1% | |
| INTUIT COM | Common Stocks | — | $729K | $236K | <0.1% | |
| ADVANCED ENERGY INDS INC | Common Stocks | — | $513K | $234K | <0.1% | |
| LANDSTAR SYS INC COM | Common Stocks | — | $420K | $230K | <0.1% | |
| INSIGHT ENTERPRISES INC COM | Common Stocks | — | $474K | $229K | <0.1% | |
| RBC BEARINGS INC | Common Stocks | — | $405K | $222K | <0.1% | |
| CUSIP 64110D104 488,812.33 6/28/24 | Other securities | — | — | $217K | <0.1% | |
| NETAPP INC | Common Stocks | — | $706K | $217K | <0.1% | |
| ROYAL CARRIBEAN CRUISE | Other securities | — | $468K | $214K | <0.1% | |
| CUSIP 461202103 516,237.38 6/28/24 | Other securities | — | — | $213K | <0.1% |
