John Costa signed Board of Trustees of the Amalgamated Transit Union's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Board of Trustees of the Amalgamated Transit Union's EIN is 52-2059290.
Download the official 2024 Form 5500 (PDF) for Board of Trustees of the Amalgamated Transit Union from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Board of Trustees of the Amalgamated Transit Union's plan includes profit-sharing, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| QUORUM CONSULTING GROUP | — | SPRINGFIELD, IL | RECORDKEEPER | $627K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | — | WASHINGTON, DC | INVESTMENT ADVISOR | $63K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $253.1M | 94.7% | |
| RELIANCE TRUST COMPANY RELIANCE TRUST COMPANY · EIN 58-1428634 / PN 001 | Common Collective Trust | — | — | $26.6M | 10.0% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CALIBRE CPA GROUP, PLLC | — | CHICAGO, IL | ACCOUNTANT | $26K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SLEVIN & HART, P.C. | — | WASHINGTON, DC | LEGAL | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EBERTS AND HARRISON | — | MOUNT AIRY, MD | INSURANCE SERVICES | $29K | — |
