Operating Engineers Local No 37 Health & Welfare Fund's EIN is 52-6039006.
Download the official 2024 Form 5500 (PDF) for Operating Engineers Local No 37 Health & Welfare Fund from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Operating Engineers Local No 37 Health & Welfare Fund's plan includes health coverage, dental coverage, vision coverage.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN REALTY ADVISORS | 33-0123114 | — | NONE | $45K | — |
| WEDGE CAPITAL MANAGEMENT | 56-1557450 | — | NONE | $7K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CALIBRE CPA GROUP, PLLC | 47-0900880 | — | NONE | $20K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DECISION SCIENCE, INC | 52-1055523 | — | NONE | $1.1M | — |
| LABOR FIRST (RETIREE HEALTH) | 94-0734860 | — | NONE | $231K | — |
| CAREFIRST NETWORK LEASING | — | OWINGS MILL, MD | NONE | $72K | — |
| MORGAN LEWIS | 23-0891050 | — | NONE | $71K | — |
| CHARTWELL | 23-2891243 | — | NONE | $57K | — |
| AMERICAN HEALTH HOLDINGS, INC. | 31-1368946 | — | NONE | $25K | — |
| BOLTON PARTNERS, INC. | 52-1231144 | — | NONE | $24K | — |
| CIGNA DENTAL HEALTH | 59-1031071 | — | NONE | $20K | — |
| INVESTMENT PERFORMANCE SERVICES | 36-3555078 | — | NONE | $16K | — |
| INTERCONTINENTAL RE FUND | 11-3786306 | — | NONE | $12K | — |
| DOYLE PRINTING | 53-0191325 | — | NONE | $9K | — |
| AMERICAN HEALTHCARE ALLIANCE | — | KANSAS CITY, MO | NONE | $7K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AMERICAN CORE REALTY FUND LP N/A | Other securities | — | $2.2M | $2.3M | 7.7% | |
| [Assets held in common collective trust] | Other | — | — | $1.6M | 5.5% | |
| RUSSELL 1000 GROWTH INDEX FUND NORTHERN TRUST INVESTMENTS, INC · EIN 45-6138569 / PN 007 | Common Collective Trust | — | $1.2M | $1.6M | 5.5% | |
| [Assets held in common stock] | Other | — | — | $1.5M | 5.1% | |
| Limited partnerships INTERCONTINENTAL US REAL ESTATE FUND LP N/A | Other securities | — | $1.5M | $1.4M | 4.8% | |
| [Assets held in interest-bearing cash] | Other | — | — | $754K | 2.5% | |
| BOYD WATERSON STATE GOVERNMENT FUND LP N/A | Other securities | — | $776K | $704K | 2.4% | |
| Short-term investments FIRST AMER TREASURY OBLIG CL Z Money Market N/A | Cash / Money Market | — | $497K | $497K | 1.7% | |
| U S TREASURY NOTE Notes 09/30/2026 1.630% | U.S. Treasuries | — | $496K | $473K | 1.6% | |
| U S TREASURY NOTE Notes 03/31/2025 2.630% | U.S. Treasuries | — | $475K | $458K | 1.5% | |
| U S TREASURY NOTE Notes 11/15/2033 4.500% | U.S. Treasuries | — | $348K | $333K | 1.1% | |
| U S TREASURY NOTE Notes 11/15/2031 1.380% | U.S. Treasuries | — | $344K | $327K | 1.1% | |
| U S TREASURY NOTE Notes 08/31/2028 1.130% | U.S. Treasuries | — | $330K | $326K | 1.1% | |
| U S TREASURY NOTE Notes 06/30/2029 3.250% | U.S. Treasuries | — | $265K | $262K | 0.9% | |
| U S TREASURY NOTE Notes 02/15/2031 1.130% | U.S. Treasuries | — | $256K | $227K | 0.8% | |
| FIRST AMER GOVT OBLIG CL Z Money Market N/A | Cash / Money Market | — | $223K | $223K | 0.8% | |
| COMCAST CORP Bonds 10/15/2030 4.250% | Bonds / Notes | — | $107K | $214K | 0.7% | |
| U S TREASURY NOTE Notes 08/15/2032 2.750% | U.S. Treasuries | — | $221K | $213K | 0.7% | |
| ALBERTSONS COS INC Bonds 03/15/2026 3.250% | Bonds / Notes | — | $197K | $205K | 0.7% | |
| party Description Date Rate of Interest Shares Cost Current Value SLM CORP SR GLBL NT Bonds 10/29/2025 4.200% | U.S. Treasuries | — | $216K | $203K | 0.7% | |
| UNDER ARMOUR INC Bonds 06/15/2026 3.250% | Bonds / Notes | — | $218K | $203K | 0.7% | |
| CENTENE CORP DEL SR NT Bonds 12/15/2027 4.250% | U.S. Treasuries | — | $191K | $199K | 0.7% | |
| WESTERN DIGITAL CORP Bonds 02/15/2026 4.750% | Bonds / Notes | — | $221K | $198K | 0.7% | |
| SBA COMMUNICATIONS CORP Bonds 02/15/2027 3.880% | Bonds / Notes | — | $213K | $196K | 0.7% | |
| U S TREASURY Notes 01/15/2033 1.130% | U.S. Treasuries | — | $201K | $195K | 0.7% | |
| CHARTER COMM OPT LLC CAP Bonds 07/23/2025 4.910% | Bonds / Notes | — | $197K | $195K | 0.7% | |
| SUNOCO LP SUNOCO FIN CORP Bonds 04/15/2027 6.000% | Bonds / Notes | — | $205K | $195K | 0.7% | |
| BOYD GAMING CORP Bonds 12/01/2027 4.750% | Bonds / Notes | — | $192K | $193K | 0.7% | |
| HILLENBRAND INC Bonds 09/15/2026 4.500% | Bonds / Notes | — | $211K | $193K | 0.7% | |
| CROWN AMER CAP CORP VI Bonds 02/01/2026 4.750% | Bonds / Notes | — | $200K | $193K | 0.7% | |
| HILTON WORLDWIDE FIN LLC Bonds 04/01/2027 4.880% | Bonds / Notes | — | $202K | $192K | 0.6% | |
| GLP CAPITAL LP FIN II Bonds 06/01/2025 5.250% | Bonds / Notes | — | $210K | $190K | 0.6% | |
| U S TREASURY NOTE Notes 05/15/2027 2.380% | U.S. Treasuries | — | $186K | $187K | 0.6% | |
| PRIME SEC SVCS BORROWER LLC Bonds 04/15/2026 5.750% | Bonds / Notes | — | $182K | $185K | 0.6% | |
| KINETIK HLDGS LP Bonds 12/15/2028 6.630% | Bonds / Notes | — | $182K | $184K | 0.6% | |
| FORTRESS TRANSN INFRA INVS L P Bonds 05/01/2028 5.500% | Bonds / Notes | — | $177K | $181K | 0.6% | |
| INTERNATIONAL GAME TECH Bonds 01/15/2027 6.250% | Bonds / Notes | — | $176K | $176K | 0.6% | |
| UNITED RENTALS NORTH AM Bonds 05/15/2027 5.500% | Bonds / Notes | — | $168K | $163K | 0.5% | |
| WYNDHAM DESTINATIONS INC Bonds 07/31/2026 6.630% | Bonds / Notes | — | $159K | $162K | 0.5% | |
| VISTRA OPERATIONS CO LLC Bonds 09/01/2026 5.500% | Bonds / Notes | — | $156K | $159K | 0.5% | |
| TEVA PHARMACEUTICALS NE Bonds 10/01/2026 3.150% | Bonds / Notes | — | $149K | $159K | 0.5% | |
| GOLDMAN SACHS GROUP INC Bonds 06/05/2028 3.690% | Bonds / Notes | — | $154K | $151K | 0.5% | |
| JAZZ SECURITIES DESIGNATED ACT Bonds 01/15/2029 4.380% | U.S. Treasuries | — | $135K | $137K | 0.5% | |
| COMCAST CORP Bonds 10/15/2028 4.150% | Bonds / Notes | — | $140K | $137K | 0.5% | |
| XPO INC Bonds 06/01/2028 6.250% | Bonds / Notes | — | $135K | $136K | 0.5% | |
| DUKE ENERGY CAROLINAS LLC Bonds 01/15/2034 4.850% | Bonds / Notes | — | $137K | $136K | 0.5% | |
| U S TREASURY NOTE Notes 05/15/2030 0.630% | U.S. Treasuries | — | $132K | $135K | 0.5% | |
| SPRINGLEAF FINANCE CORP Bonds 03/15/2026 7.130% | Bonds / Notes | — | $132K | $132K | 0.4% | |
| SIMON PROPERTY GROUP LP Bonds 09/13/2029 2.450% | Bonds / Notes | — | $140K | $130K | 0.4% | |
| FEDERAL NATL MTGE ASSN POOL #CB5384 Bonds 12/01/2052 4.500% | Agency / Mortgage-Backed | — | $130K | $129K | 0.4% |
