Jessica Morrison signed Ironworkers Local 549-550 Pension Plan's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ironworkers Local 549-550 Pension Plan's EIN is 55-6027928.
Download the official 2024 Form 5500 (PDF) for Ironworkers Local 549-550 Pension Plan from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN BENEFIT CORPORATION | 55-0671859 | ONA, WV | NONE | $121K | — |
| PRUDENTIAL INSURANCE COMPANY | 22-1211670 | NEWARK, NJ | NONE |
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.
| $95K |
| — |
| QUALITATIVE MANAGEMENT | 33-1077887 | NEWARK, NJ | NONE | $91K | — |
| LOOMIS SAYLES TRUST COMPANY | 20-8080381 | PITTSBURGH, PA | NONE | $76K | — |
| ALAN BILLER AND ASSOCIATES | 94-2854958 | MENLO PARK, CA | NONE | $70K | — |
| ACRISURE | 92-3652116 | GRAND RAPIDS, MI | NONE | $65K | — |
| MACALA & PIATT, LLC | 34-1933033 | NORTH CANTON, OH | NONE | $52K | — |
| FIDELTY INVESTMENTS | 04-3532603 | BOSTON, MA | NONE | $51K | — |
| GRAY GRIFFITH AND MAYS PLLC | 82-5354495 | MORGANTOWN, WV | NONE | $41K | — |
| ULLICO | 13-1423090 | SILVER SPRING, MD | NONE | $38K | — |
| BOYD WATERSON | 34-1922005 | CLEVELAND, OH | NONE | $25K | — |
| ALERA GROUP | 81-4473358 | HIGHLAND HILLS, OH | NONE | $21K | — |
| INTERNATIONAL FOUNDATION OF EMPLOYE | 39-1034021 | BROOKFIELD, WI | NONE | $10K | — |
| UNION BANK AND TRUST | 47-0321480 | MINNEAPOLIS, MN | NONE | $9K | — |
| JOHNSON PRINTING COMPANY | 99-0662908 | HUNTINGTON, WV | NONE | $8K | — |
| WESBANCO | 55-0571723 | WHEELING, WV | NONE | $6K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Blue Owl Diversified Lending 2020 Fund LP | Other securities | — | $8.4M | $70.7M | 32.8% | |
| Ullico Infrastructure Tax-Exempt Fund | Other securities | — | $1.6M | $20.1M | 9.3% | |
| NHIT CORE PLUS FIXED INCOME TRUST LOOMIS SAYLES TRUST COMPANY LLC · EIN 20-8080381 / PN 018 | Common Collective Trust | — | — | $20.1M | 9.3% | |
| PGIM Real Estate - PRISA | Other securities | — | $4.5M | $20.1M | 9.3% | |
| FAIM GROUP TRUST FOR EMPLOYEE BENIF FIDELITY INSTITUTIONAL ASSET MANGEMENT TRUST COMPANY · EIN 20-4659714 / PN 052 | Common Collective Trust | — | — | $20.1M | 9.3% | |
| Audax Loan IDF Fund | Other securities | — | $11.6M | $18.9M | 8.8% | |
| Quantitative Core Equity Fd (QMA) | Other securities | — | $5.0M | $16.6M | 7.7% | |
| EXETER TRUST COMPANY COLLECTIVE INV EXETER TRUST COMPANY · EIN 20-8080381 / PN 055 | Common Collective Trust | — | — | $16.6M | 7.7% | |
| Blackstone Infrastructure Partners - V Feeder L.P. | Other securities | — | $7.5M | $10.1M | 4.7% | |
| QUANTITATIVE CORE EQUITY ACCOUNT THE PRUEDENTIAL INSURANCE COMPANY OF AMERICA · EIN 22-1211670 / PN 004 | Pooled Separate Account | — | — | $10.1M | 4.7% | |
| Denotes part-in-interest as defined by ERISA. | Other securities | — | $17.8M | $10.1M | 4.7% | |
| Manning & Napier Global Equity Fund | Other securities | — | $1.3M | $8.8M | 4.1% | |
| PRISA ACCOUNT THE PRUEDENTIAL INSURANCE COMPANY OF AMERICA · EIN 22-1211670 / PN 038 | Pooled Separate Account | — | — | $8.8M | 4.1% | |
| Loomis Sayles Core Plus Fixed Income | Other securities | — | $3.5M | $7.5M | 3.5% | |
| BNY Mellon NA Insured Dep Account | Other securities | — | — | $6.4M | 3.0% | |
| Emerging Market Equity Fund (QMA) | Other securities | — | $3.2M | $5.3M | 2.5% | |
| ULLICO INFRASTRUCTURE TAX EXEMPT FD ULLICO INVESTMENT ADVISORS · EIN 90-0622302 / PN 001 | 103-12 Investment Entity | — | — | $5.3M | 2.5% | |
| Fidelity Institutional - FIAM CORE PLUS | Mutual Funds | — | $6.4M | $3.5M | 1.6% | |
| PGIM QS INTL CORE EQUITY FUND PRUDENTIAL TRUST COMPANY · EIN 23-6994310 / PN 235 | Common Collective Trust | — | — | $3.5M | 1.6% | |
| PGIM QS International Core Equity (QMA) | Other securities | — | $1.0M | $1.6M | 0.7% | |
| Boyd Watterson GSA Fund, LP | Other securities | — | $7.9M | $1.6M | 0.7% | |
| QMA EMERGING MARKETS CORE EQUITY FD PRUDENTIAL TRUST COMPANY · EIN 22-6994310 / PN 119 | Common Collective Trust | — | — | $1.6M | 0.7% | |
| Ameren Ill Co | Common Stocks | — | $960K | $954K | 0.4% | |
| US Treasury Note | U.S. Treasuries | — | $911K | $939K | 0.4% | |
| Vanguard Total World Market Index Fund | Common Collective Trusts | — | $292K | $938K | 0.4% | |
| US Treasury Note | U.S. Treasuries | — | $908K | $921K | 0.4% | |
| US Treasury Note | U.S. Treasuries | — | $940K | $914K | 0.4% | |
| US Treasury Note | U.S. Treasuries | — | $873K | $876K | 0.4% | |
| US Treasury Note | U.S. Treasuries | — | $715K | $726K | 0.3% | |
| Federal National Mortgage Association | Other securities | — | $785K | $697K | 0.3% | |
| US Treasury Note | U.S. Treasuries | — | $693K | $671K | 0.3% | |
| Federal National Mortgage Association | Other securities | — | $436K | $594K | 0.3% | |
| Federal National Mortgage Association | Other securities | — | $138K | $492K | 0.2% | |
| US Treasury Bonds | U.S. Treasuries | — | $490K | $490K | 0.2% | |
| US Treasury Bonds | U.S. Treasuries | — | $488K | $488K | 0.2% | |
| Federal National Mortgage Association | Other securities | — | $478K | $473K | 0.2% | |
| Federal National Mortgage Association | Other securities | — | $507K | $411K | 0.2% | |
| Federal National Mortgage Association | Other securities | — | $486K | $404K | 0.2% | |
| Federal National Mortgage Association | Other securities | — | $360K | $334K | 0.2% | |
| Carmax Auto Owner TR 2020-2 | Other securities | — | $177K | $287K | 0.1% | |
| Vanguard Total Stock Market Index Fund | Common Collective Trusts | — | $245K | $286K | 0.1% | |
| US Treasury Note | U.S. Treasuries | — | $280K | $257K | 0.1% | |
| Federal National Mortgage Association | Other securities | — | $109K | $255K | 0.1% | |
| Carmax Auto Owner | Other securities | — | $295K | $253K | 0.1% | |
| Tegna Inc | Common Stocks | — | $194K | $247K | 0.1% | |
| Western Midstream Operating LP | Other securities | — | $200K | $247K | 0.1% | |
| Government National Mortgage Association | Other securities | — | $613K | $244K | 0.1% | |
| Comcast Corp New SR NT | Common Stocks | — | $243K | $244K | 0.1% | |
| Citi Group Int NT | Common Stocks | — | $186K | $229K | 0.1% | |
| Plains All American Pipeline LP | Other securities | — | $170K | $226K | 0.1% |
