Warehouse Employees Local No. 570 Trust Fund's EIN is 52-6048847.
Download the official 2023 Form 5500 (PDF) for Warehouse Employees Local No. 570 Trust Fund from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Warehouse Employees Local No. 570 Trust Fund's plan includes health coverage, life insurance, dental coverage, vision coverage.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CORRY CAPITAL ADVISORS, LLC | 26-0510274 | — | NONE | $13K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund N/A | Mutual Funds | — | $4.4M | $11.7M | 28.9% | |
| Empower Annuity Insurance Company Prudential Fixed Rate Fund N/A Varies | Guaranteed Income / GIC | — | $8.6M | $8.7M | 21.5% | |
| Limited Partnerships Boyd Watterson Asset Management GSA Fund N/A | Other securities | — | $5.7M | $5.2M | 12.8% | |
| CORE FIXED INCOME FUND INVESCO TRUST COMPANY · EIN 51-0409428 / PN 240 | 103-12 Investment Entity | — | $3.6M | $5.1M | 12.6% | |
| Short-Term Investments LendingClub Bank, N.A. Checking Account N/A Varies | Other securities | — | $3.7M | $3.7M | 9.2% | |
| ULLICO INFRASTRUCTUREE TAX-EXEMPT ULLICO INVESTMENT ADVISORS, INC · EIN 90-0622302 / PN 001 | 103-12 Investment Entity | — | $1.7M | $1.8M | 4.5% | |
| Corry Capital Advisors, LLC CCA Longevity Fund N/A | Other securities | — | $814K | $838K | 2.1% | |
| Wilmington Trusts Company U.S. Govt MM Fund N/A Varies | Common Stocks | — | $118K | $118K | 0.3% |
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 | $38K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAREFIRST BLUECROSS BLUESHIELD | 52-1385894 | — | NONE | $244K | — |
| BRIDGEWAY BENEFIT TECHNOLOGIES, LLC | 52-1796473 | — | NONE | $73K | — |
| ROSANNA CAVANAUGH | 52-6048847 | — | PLAN EMPLOYEE | $64K | — |
| HEALTHCARE STRATEGIES | 52-1874471 | — | NONE | $46K | — |
| STEPHANIE FORBES | 52-6048847 | — | PLAN EMPLOYEE | $46K | — |
| TAMMY PATTON | 52-6048847 | — | PLAN EMPLOYEE | $46K | — |
| SABRINA CALVERT | 52-6048847 | — | PLAN EMPLOYEE | $46K | — |
| LISA SHUEY | 52-6048847 | — | PLAN EMPLOYEE | $46K | — |
| HILL MANAGEMENT SERVICES | — | TIMONIUM, MD | NONE | $44K | — |
| PITNEY BOWES | — | PITTSBURGH, PA | NONE | $43K | — |
| GREEN LIGHT | — | SCOTTSDALE, AZ | NONE | $18K | — |
| BOLTON PARTNERS, INC | 52-1231144 | — | NONE | $17K | — |
| ABATO, RUBENSTEIN & ABATO | 52-0904713 | — | NONE | $16K | — |
| REYNOLDS CONSULTING SERVICES, LLC | 20-1899564 | — | NONE | $15K | — |
| PAVSNER PRESS | — | BALTIMORE, MD | NONE | $15K | — |
| INVESCO TRUST COMPANY | 58-1707262 | — | NONE | $11K | — |
| DATAMATION | — | WILLOWBROOK, IL | NONE | $6K | — |
| WILMINGTON TRUST | 16-1486454 | — | NONE | $5K | — |
