Board of Trustees, Regional DIST. Council Welfareplan and Trust's EIN is 56-2546659.
Download the official 2024 Form 5500 (PDF) for Board of Trustees, Regional DIST. Council Welfareplan and Trust from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Board of Trustees, Regional DIST. Council Welfareplan and Trust'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 |
|---|---|---|---|---|---|
| ACROPOLIS INVESTMENT MANAGEMENT | 32-0016216 | — | NONE | $73K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CIGNA | 59-1031071 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF Exchange Traded Fund | Common Collective Trusts | — | $4.2M | $6.0M | 20.2% | |
| Vanguard Total Bond Exchange Traded Fund | Mutual Funds | — | $4.1M | $3.8M | 12.7% | |
| Ishares TRT IS 5-10 Inv Exchange Traded Fund | Other securities | — | $2.6M | $2.5M | 8.5% | |
| Vanguard Short Term Exchange Traded Fund | Mutual Funds | — | $2.3M | $2.3M | 7.6% | |
| Vanguard FTSE Developed Exchange Traded Fund | Mutual Funds | — | $1.7M | $2.1M | 7.0% | |
| Exchange traded funds Avantis US Equity ETF Exchange Traded Fund | Other securities | — | $1.5M | $2.0M | 6.7% | |
| Vanguard Mortgage Backed Exchange Traded Fund | Mutual Funds | — | $2.1M | $1.9M | 6.4% | |
| DFA Intermediate Government FI Exchange Traded Fund | Mutual Funds | — | $1.3M | $1.3M | 4.2% | |
| Ishares Core S&P Small Exchange Traded Fund | Other securities | — | $1.2M | $1.2M | 4.2% | |
| Ishares US Small A Cap Equity Exchange Traded Fund | Other securities | — | $896K | $1.1M | 3.8% | |
| Ishares Core S&P Mid Cap Exchange Traded Fund | Other securities | — | $945K | $1.1M | 3.8% | |
| Money market funds * Schwab Treasury Obligations Money Fund Short-term Investment Fund | Mutual Funds | — | $838K | $838K | 2.8% | |
| Vanguard FTSE Emerging Exchange Traded Fund | Mutual Funds | — | $607K | $666K | 2.2% | |
| Cash and cash equivalents * Cash and Bank Sweep Cash Equivalents | Cash / Money Market | — | $479K | $479K | 1.6% | |
| Ishares MSCI International Momentum Exchange Traded Fund | Other securities | — | $342K | $446K | 1.5% | |
| Dimensional Exchange Traded Fund | Mutual Funds | — | $332K | $442K | 1.5% | |
| Live Oak Banking, 4.95%, 03/31/26, Par 235,000 Certificate of Deposit | Bonds / Notes | — | $235K | $236K | 0.8% | |
| American Express NT, 5.0%, 03/23/26, Par Certificate of Deposit | Bonds / Notes | — | $137K | $138K | 0.5% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| NONE |
| $450K |
| — |
| WILLIAM C. EARHART COMPANY | 93-0509592 | — | NONE | $428K | — |
| WITHUMSMITH&BROWN, P.C. | 22-2027092 | — | NONE | $97K | — |
| HARTNETT REYES-JONES, LLC | 43-1205253 | — | NONE | $48K | — |
| THE SEGAL COMPANY | 13-1975125 | — | NONE | $47K | — |
| METROPOLITAN PRESORT, INC. | 93-0799990 | — | NONE | $15K | — |
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | NONE | $11K | — |
