The Board of Trustees Plumbers & Pipefitters Medical Fund's EIN is 53-0190932.
Download the official 2024 Form 5500 (PDF) for The Board of Trustees Plumbers & Pipefitters Medical Fund from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Board of Trustees Plumbers & Pipefitters Medical 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 |
|---|---|---|---|---|---|
| INVESCO ADVISORS INC | 58-1707262 | ATLANTA, GA | NONE | $33K | — |
| 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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| LONGVIEW LARGECAP 500 VEBA INDEX FD AMALGAMATED BANK · EIN 13-4015803 / PN 008 | Common Collective Trust | — | $2.3M | $13.6M | 24.3% | |
| INVESCO INSTL TRUST BALANCED RISK INVESCO NATIONAL TRUST COMPANY · EIN 26-6399613 / PN 001 | Common Collective Trust | — | $4.7M | $6.8M | 12.1% | |
| Limited Partnerships Boyd Watterson GSA Fund LP N/A | Other securities | — | $4.8M | $4.0M | 7.1% | |
| Bank of America Interest Bearing N/A | Other securities | — | $2.3M | $2.3M | 4.0% | |
| U.S. Treasury Notes 09/30/26 1.630% | U.S. Treasuries | — | $1.2M | $1.2M | 2.2% | |
| U.S. Treasury Notes 03/31/25 2.630% | U.S. Treasuries | — | $1.2M | $1.2M | 2.2% | |
| U.S. Treasury Notes 11/15/31 1.380% | U.S. Treasuries | — | $1.1M | $1.1M | 1.9% | |
| U.S. Treasury Notes 08/31/28 1.130% | U.S. Treasuries | — | $916K | $928K | 1.7% | |
| Short-Term Investments First American Government Money Market N/A | Cash / Money Market | — | $897K | $897K | 1.6% | |
| U.S. Treasury Notes 05/15/27 2.380% | U.S. Treasuries | — | $834K | $852K | 1.5% | |
| U.S. Treasury Notes 11/15/33 4.500% | U.S. Treasuries | — | $853K | $821K | 1.5% | |
| U.S. Treasury Notes 08/15/32 2.750% | U.S. Treasuries | — | $722K | $705K | 1.3% | |
| U.S. Treasury Notes 11/30/25 0.380% | U.S. Treasuries | — | $676K | $681K | 1.2% | |
| U.S. Treasury Notes 02/15/31 1.130% | U.S. Treasuries | — | $648K | $598K | 1.1% | |
| U.S. Treasury Notes 06/30/29 3.250% | U.S. Treasuries | — | $551K | $549K | 1.0% | |
| U.S. Treasury Notes 01/15/33 1.130% | U.S. Treasuries | — | $558K | $541K | 1.0% | |
| Goldman Sachs Group Notes 06/05/28 3.690% | Bonds / Notes | — | $412K | $408K | 0.7% | |
| Comcast Corp Notes 10/15/28 4.150% | Bonds / Notes | — | $381K | $375K | 0.7% | |
| U.S. Treasury Notes 05/15/30 0.630% | U.S. Treasuries | — | $373K | $365K | 0.7% | |
| Duke Energy Notes 01/15/34 4.850% | Bonds / Notes | — | $358K | $354K | 0.6% | |
| Simon property LP Notes 09/13/29 2.450% | Bonds / Notes | — | $369K | $351K | 0.6% | |
| U.S. Treasury Notes 01/15/28 1.750% | U.S. Treasuries | — | $415K | $324K | 0.6% | |
| Truist Bank Mtn Notes 03/11/30 2.250% | Bonds / Notes | — | $344K | $322K | 0.6% | |
| Jpmorgan Chase Co Notes 02/24/26 2.600% | Bonds / Notes | — | $311K | $314K | 0.6% | |
| Fhlmc Notes 11/01/44 4.500% | Agency / Mortgage-Backed | — | $277K | $274K | 0.5% | |
| Philip Morris Intl Notes 02/13/34 5.250% | Bonds / Notes | — | $269K | $272K | 0.5% | |
| FNMA Notes 12/01/52 4.500% | Agency / Mortgage-Backed | — | $274K | $270K | 0.5% | |
| U.S. Treasury Notes 04/15/27 0.130% | U.S. Treasuries | — | $262K | $268K | 0.5% | |
| Cvs Health Corp Notes 08/15/29 3.250% | Bonds / Notes | — | $286K | $264K | 0.5% | |
| Morgan Stanley Mtn Notes 04/28/26 2.190% | Bonds / Notes | — | $262K | $263K | 0.5% | |
| Amgen Inc Notes 03/02/33 5.250% | Bonds / Notes | — | $260K | $258K | 0.5% | |
| Comcast Corp Notes 10/15/30 4.250% | Bonds / Notes | — | $286K | $256K | 0.5% | |
| Jpmorgan Chase Co Notes 12/05/29 4.450% | Bonds / Notes | — | $281K | $255K | 0.5% | |
| Warnermedia Hldgs Notes 03/15/26 6.410% | Bonds / Notes | — | $245K | $245K | 0.4% | |
| Anthem Inc Notes 12/01/27 3.650% | Bonds / Notes | — | $239K | $243K | 0.4% | |
| Owl Rock Capital Notes 07/15/26 3.400% | Bonds / Notes | — | $239K | $237K | 0.4% | |
| Ares Capital Corp Notes 07/15/25 3.250% | Bonds / Notes | — | $240K | $233K | 0.4% | |
| Ares Capital Notes 01/15/26 3.880% | Bonds / Notes | — | $233K | $232K | 0.4% | |
| Verizon Notes 03/21/31 2.550% | Bonds / Notes | — | $241K | $220K | 0.4% | |
| Fhlb Debt Notes 03/17/31 1.250% | Bonds / Notes | — | $235K | $210K | 0.4% | |
| Safehold Oper L P Notes 06/15/31 2.800% | Bonds / Notes | — | $232K | $209K | 0.4% | |
| Fhlb Debt Notes 01/27/32 2.000% | Bonds / Notes | — | $240K | $208K | 0.4% | |
| Pnc Finl Svcs Notes 01/21/28 5.300% | Bonds / Notes | — | $200K | $202K | 0.4% | |
| Merrill Lynch Co Notes 09/15/26 5.970% | Bonds / Notes | — | $186K | $195K | 0.3% | |
| FNMA Notes 11/01/38 6.000% | Agency / Mortgage-Backed | — | $185K | $189K | 0.3% | |
| FNMA Notes 07/01/38 4.000% | Agency / Mortgage-Backed | — | $188K | $189K | 0.3% | |
| Morgan Stanley Mtn Notes 04/20/28 4.210% | Bonds / Notes | — | $185K | $187K | 0.3% | |
| Extra Space Storage Notes 10/15/30 2.200% | Bonds / Notes | — | $207K | $187K | 0.3% | |
| Fhlb Debt Notes 11/23/26 1.500% | Bonds / Notes | — | $195K | $185K | 0.3% | |
| Morgan Stanley Sr Notes 04/18/30 5.660% | Bonds / Notes | — | $183K | $178K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| CALIBRE CPA GROUP, PLLC |
| 47-0900880 |
| BETHESDA, MD |
| NONE |
| $27K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CARDAY ASSOCIATES | 53-0257019 | — | NONE | $586K | — |
| O'DONOGHUE & O'DONOGHUE | 53-0120528 | WASHINGTON, DC | NONE | $72K | — |
| NCAS | 52-1330940 | — | NONE | $69K | — |
| BOYD WATTERSON | 34-1922005 | CLEVELAND, OH | NONE | $51K | — |
| CAREFIRST | 52-1385894 | — | NONE | $50K | — |
| CHARTWELL INVESTMENT PARTNERS | 36-4776242 | BERWYN, PA | NONE | $39K | — |
| SEGAL COMPANY | 13-1835864 | — | NONE | $25K | — |
| DCA TECHNOLOGY PARTNERS | — | LANHAM, MD | NONE | $24K | — |
| CVS CAREMARK | — | LEES SUMMIT, MO | NONE | $20K | — |
