Miller Kaplan Arase LLP signed Board of Trustees, Iron Workers Trust Fund Local No. 5's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Board of Trustees, Iron Workers Trust Fund Local No. 5's EIN is 52-6057762.
Download the official 2023 Form 5500 (PDF) for Board of Trustees, Iron Workers Trust Fund Local No. 5 from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Board of Trustees, Iron Workers Trust Fund Local No. 5's plan includes health coverage, life insurance, dental coverage.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SEGAL MARCO ADVISORS | 13-2646110 | — | NONE | $16K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
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.
| WPAS, INC. | 91-1363171 | — | NONE | $593K | — |
| CAREFIRST OF MARYLAND, INC. | 52-1385894 | — | NONE | $89K | — |
| AMERICAN HEALTH HOLDING INC | 31-1368946 | — | NONE | $72K | — |
| BHA CONSULTING LLC | 26-1384808 | — | NONE | $65K | — |
| O'DONOGHUE & O'DONOGHUE LLP | 53-0120528 | — | NONE | $61K | — |
| MILLER KAPLAN ARASE LLP | 95-2036255 | — | NONE | $37K | — |
| ALAFFIA TECHNOLOGY SOLUTIONS | 85-1020529 | — | NONE | $19K | — |
| SCHULTHESIS AND PLANETTIERI | 13-1577780 | — | NONE | $18K | — |
| CHANGE HEALTHCARE SOLUTIONS, LLC | 20-5731067 | — | NONE | $17K | — |
| BANK OF AMERICA | 94-1687665 | — | NONE | $9K | — |
| CHARTWELL INVESTMENT PARTNERS | 36-4776242 | — | NONE | $5K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $21.3M | 36.6% | |
| See Attached | Mutual Funds | — | $21.3M | $17.8M | 30.6% | |
| [Assets held in common collective trust] | Other | — | — | $7.4M | 12.7% | |
| INTERMEDIATE US GOVT/CREDIT BOND STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 281 | Common Collective Trust | — | — | $6.3M | 10.9% | |
| SSGA Intermediate U.S. Government/Credit Bond Index NL Fund | Common Collective Trusts | — | $6.3M | $5.7M | 9.8% | |
| Corporate Debt See Attached | Other securities | — | $1.3M | $1.4M | 2.3% | |
| Government Debt See Attached | Other securities | — | $1.3M | $1.3M | 2.3% | |
| AFL-CIO Housing Investment Trust | Other securities | — | $1.1M | $1.2M | 2.1% | |
| AFL-CIO BUILDING INVESTMENT TRUST PNC BANK, N.A. · EIN 52-6328901 / PN 001 | Common Collective Trust | — | — | $1.1M | 1.9% | |
| E.I.N. 52-6057762; PLAN NO. 501 JUNE 30, 2024 No of Fair Shares Description of Investments Value Cost Money Market Fund 63,270 Allspring Treasury Plus Money Market Fund | Cash / Money Market | — | $63K | $63K | 0.1% | |
| [Assets held in interest-bearing cash] | Other | — | — | $63K | 0.1% | |
| ¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯ ¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯ ¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯ ¯¯¯¯¯¯¯¯ ¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯ ¯¯¯¯¯¯¯¯¯¯ 47,361.600 UNITED STATES TREASURY NOTES | U.S. Treasuries | — | $43K | $44K | <0.1% | |
| ¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯ ¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯ ¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯ ¯¯¯¯¯¯¯¯ ¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯ ¯¯¯¯¯¯¯¯¯¯ 88,762.816 VANGUARD TOTAL STOCK MARKET INDEX | Common Collective Trusts | — | $4.0M | $41K | <0.1% | |
| 91282CFM8 40,000.000 UNITED STATES TREASURY NOTES | U.S. Treasuries | — | $41K | $40K | <0.1% | |
| S - CORPORATE BONDS 1,026,373.395 BLACKROCK STRATEGIC INCOME | Mutual Funds | — | $542K | $40K | <0.1% | |
| CALLABLE 24703DBL4 35,000.000 DUKE ENERGY CAROLINAS | Other securities | — | $34K | $34K | <0.1% | |
| ¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯ ¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯ ¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯ ¯¯¯¯¯¯¯¯ ¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯ ¯¯¯¯¯¯¯¯¯¯ CORPORATE BONDS CORPORATE BONDS 30,000.000 AMGEN INC | Common Stocks | — | $30K | $30K | <0.1% | |
| 04010LAZ6 30,000.000 AUTONATION INC | Common Stocks | — | $29K | $30K | <0.1% | |
| 91282CGK1 29,929.600 US TREASURY INFLATION INDEX | U.S. Treasuries | — | $29K | $29K | <0.1% | |
| CALLABLE 3133EPEQ4 30,000.000 FEDERAL HOME LOAN BANK | Other securities | — | $30K | $29K | <0.1% | |
| TIPS 27,759.000 UNITED STATES TREASURY NOTES | U.S. Treasuries | — | $25K | $26K | <0.1% | |
| CALLABLE 3133ENC24 25,000.000 FEDERAL FARM CREDIT BANK | Other securities | — | $25K | $25K | <0.1% | |
| CALLABLE 3133ENV23 25,000.000 FEDERAL FARM CREDIT BANK | Other securities | — | $25K | $25K | <0.1% | |
| CALLABLE 3130ARKZ3 25,000.000 FEDERAL NATIONAL MORTGAGE ASSN | Other securities | — | $25K | $25K | <0.1% | |
| 91282CEV9 25,000.000 UNITED STATES TREASURY NOTES | U.S. Treasuries | — | $25K | $25K | <0.1% | |
| 37045XCS3 20,000.000 GEORGIA POWER CO | Common Stocks | — | $20K | $20K | <0.1% | |
| 59022CAA1 20,000.000 BLACKROCK FUNDING INC | Common Stocks | — | $20K | $20K | <0.1% | |
| CALLABLE 3133ENWU0 20,000.000 FEDERAL FARM CREDIT BANK | Other securities | — | $20K | $20K | <0.1% | |
| 912828YG9 20,000.000 US TREASURY NOTE | U.S. Treasuries | — | $19K | $19K | <0.1% | |
| 126650CX6 15,000.000 DELL INT LLC / EMC CORP | Common Stocks | — | $15K | $15K | <0.1% | |
| CALLABLE 47233WBM0 15,000.000 JEFFERIES FIN GROUP INC | Common Stocks | — | $15K | $15K | <0.1% | |
| CALLABLE 302491AW5 15,000.000 GENERAL MOTORS FINL CO | Common Stocks | — | $15K | $15K | <0.1% | |
| 458140BR0 15,000.000 INTEL CORP | Common Stocks | — | $15K | $15K | <0.1% | |
| 302491AU9 15,000.000 FMC CORP | Common Stocks | — | $15K | $15K | <0.1% | |
| ¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯ ¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯ ¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯ ¯¯¯¯¯¯¯¯ ¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯ ¯¯¯¯¯¯¯¯¯¯ 15,000.000 US TREASURY NOTE | U.S. Treasuries | — | $15K | $15K | <0.1% | |
| 3130AP5E1 15,000.000 FED HOME LN BK | Agency / Mortgage-Backed | — | $15K | $15K | <0.1% | |
| CALLABLE 3133ENSP6 15,000.000 FEDERAL FARM CREDIT BANK | Other securities | — | $15K | $14K | <0.1% | |
| 91282CFF3 15,000.000 UNITED STATES TREASURY NOTES | U.S. Treasuries | — | $14K | $14K | <0.1% | |
| CALLABLE 45866FAW4 10,000.000 JEFFERIES FIN GROUP INC | Common Stocks | — | $10K | $10K | <0.1% | |
| CALLABLE 458140CG3 10,000.000 INTERCONTINENTAL EXCHANGE | Other securities | — | $10K | $10K | <0.1% | |
| 912828ZQ6 70,000.000 US TREASURY NOTE | U.S. Treasuries | — | $57K | $10K | <0.1% | |
| 91282CDJ7 160,000.000 US TREASURY NOTE | U.S. Treasuries | — | $150K | $8K | <0.1% | |
| 91282CCV1 150,000.000 US TREASURY NOTE | U.S. Treasuries | — | $122K | $8K | <0.1% | |
| 126650DG2 7,000.000 CVS HEALTH CORP | Common Stocks | — | $7K | $7K | <0.1% | |
| 20030NCT6 35,000.000 COMCAST CORP | Common Stocks | — | $34K | $6K | <0.1% | |
| 91282CBL4 135,000.000 US TREASURY NOTE | U.S. Treasuries | — | $118K | $5K | <0.1% | |
| CALLABLE 26442CBM5 20,000.000 EXTRA SPACE STORAGE | Other securities | — | $17K | $3K | <0.1% | |
| ¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯ ¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯ ¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯ ¯¯¯¯¯¯¯¯ ¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯ ¯¯¯¯¯¯¯¯¯¯ 30,000.000 CVS HEALTH CORP | Common Stocks | — | $27K | $3K | <0.1% | |
| ¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯ ¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯ ¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯ ¯¯¯¯¯¯¯¯ ¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯ ¯¯¯¯¯¯¯¯¯¯ 20,000.000 HEALTHPEAK PROPERTIES | Other securities | — | $17K | $3K | <0.1% | |
| CALLABLE 47233WEJ4 20,000.000 LINCOLN NATIONAL CORP | Common Stocks | — | $18K | $2K | <0.1% |
