Anthony Arrufat, Trustee signed International Longshoremen's (AFL-CIO) Employers' Welfare Fund's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
International Longshoremen's (AFL-CIO) Employers' Welfare Fund's EIN is 59-0832169.
Download the official 2023 Form 5500 (PDF) for International Longshoremen's (AFL-CIO) Employers' Welfare Fund from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)International Longshoremen's (AFL-CIO) Employers' Welfare 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 |
|---|---|---|---|---|---|
| ARTY COHN & FEUER LC | 65-0718930 | — | SERVICE PROVIDER | $210K | — |
| SUGARMAN SUSSKIND BRASWELL & HERR | 59-2539792 | — | SERVICE PROVIDER | $176K | — |
| ELISE DIXON | 59-0832169 | — | FUND MANAGER | $121K |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in interest-bearing cash] | Other | — | — | $7.2M | 21.1% | |
| Wells Fargo Bank Money market account, 2.12% interest rate | Cash / Money Market | — | $3.9M | $3.9M | 11.3% | |
| Interest-Bearing Cash First American Institutional Prime Obligations Fund Money Market, 4.75% interest rate | Cash / Money Market | — | $3K | $2.8M | 8.3% | |
| FNMA 490,000 Face Value, 6.250%, Due 05-15-29 | Agency / Mortgage-Backed | — | $534K | $545K | 1.6% | |
| Wells Fargo Bank Money market account, 2.14% interest rate | Cash / Money Market | — | $526K | $526K | 1.5% | |
| Commonwelath Fng Pa 395,000 Face Value, 3.531%, Due 06-01-28 | Bonds / Notes | — | $365K | $389K | 1.1% | |
| New York NY City 345,000 Face Value, 2.500%, Due 11-01-33 | Bonds / Notes | — | $263K | $295K | 0.9% | |
| Ohio Univ Gen Rcpts 335,000 Face Value, 2.200%, Due 12-01-31 | Bonds / Notes | — | $260K | $294K | 0.9% | |
| Florida ST Brd Admin 330,000 Face Value, 2.154% , Due 07-01-30 | Bonds / Notes | — | $260K | $293K | 0.9% | |
| FNMA 300,000 Face Value, 0.375%, Due 08-25-25 | Agency / Mortgage-Backed | — | $289K | $291K | 0.9% | |
| Chevron Corp 300,000 Face Value, 1.995%, Due 05-11-27 | Bonds / Notes | — | $270K | $287K | 0.8% | |
| San Ramon Valley CA 305,000 Face Value, 1.440%, Due 08-01-27 | Bonds / Notes | — | $265K | $286K | 0.8% | |
| Goldman Sachs Group 280,000 Face Value, 3.500%, Due 11-16-26 | Bonds / Notes | — | $260K | $276K | 0.8% | |
| Lane Cnty Or 280,000 Face Value, 0.650%, Due 06-15-25 | Bonds / Notes | — | $259K | $273K | 0.8% | |
| Chevron Corp 300,000 Face Value, 1.995%, Due 05-11-27 | Bonds / Notes | — | — | $270K | 0.8% | |
| La Quinta Ca 260,000 Face Value, 1.418%, Due 09-01-26 | Bonds / Notes | — | $231K | $247K | 0.7% | |
| FNMA 245,000 Face Value, 0.625%, Due 04-22-25 | Agency / Mortgage-Backed | — | $232K | $240K | 0.7% | |
| FHLMC 240,000 Face Value, 0.375%, Due 09-23-25 | Agency / Mortgage-Backed | — | $219K | $232K | 0.7% | |
| FHLMC 240,000 Face Value , 0.375%, Due 09-23-25 | Agency / Mortgage-Backed | — | — | $219K | 0.6% | |
| FNMA 255,000 Face Value, 0.785%, Due 08-05-30 | Agency / Mortgage-Backed | — | $195K | $217K | 0.6% | |
| FHLMC 180,000 Face Value , 6.250%, Due 07-15-32 | Agency / Mortgage-Backed | — | $204K | $210K | 0.6% | |
| FHLMC 205,000 Face Value, 1.500%, Due 02-12-25 | Agency / Mortgage-Backed | — | $195K | $203K | 0.6% | |
| Jp Morgan Chase Co 220,000 Face Value, 2.522%, Due 04-22-31 | Bonds / Notes | — | $176K | $200K | 0.6% | |
| FHLMC 205,000 Face Value, 1.500%, Due 02-12-25 | Agency / Mortgage-Backed | — | — | $195K | 0.6% | |
| FNMA 200,000 Face Value, 2.125%, Due 04-24-26 | Agency / Mortgage-Backed | — | $191K | $195K | 0.6% | |
| Qualcomm Inc 215,000 Face Value, 2.150%, Due 05-20-30 | Bonds / Notes | — | $175K | $195K | 0.6% | |
| Verizon 190,000 Face Value, 4.329%, Due 09-21-2f | Bonds / Notes | — | $177K | $191K | 0.6% | |
| Bank Of America Min 195,000 Face Value, 3.248%, Due 10-21-27 | Bonds / Notes | — | $177K | $191K | 0.6% | |
| Amazon Com 195,000 Face Value , 3.600%, Due 04-13-32 | Bonds / Notes | — | $170K | $188K | 0.6% | |
| Morgan Stanley 175,000 Face Value , 6.407%, Due 11-01-29 | Bonds / Notes | — | $181K | $188K | 0.6% | |
| Florida ST Brd 200,000 Face Value, 1.705%, Due 07-01-27 | Bonds / Notes | — | $179K | $187K | 0.5% | |
| Us Bancorp Mtns Min 190,000 Face Value, 1.450%, Due 05-12-25 | Bonds / Notes | — | $177K | $187K | 0.5% | |
| Comcast Corp 185,000 Face Value, 4.150%, Due 10-15-28 | Bonds / Notes | — | $174K | $185K | 0.5% | |
| Cvs Health Corp 185,000 Face Value, 4.300%, Due 03-25-28 | Bonds / Notes | — | $174K | $185K | 0.5% | |
| American Express Co 175,000 Face Value, 5.850%, Due 11-05-27 | Bonds / Notes | — | $176K | $184K | 0.5% | |
| Microsoft Corp 185,000 Face Value, 3.125%, Due 11-03-25 | Bonds / Notes | — | $177K | $183K | 0.5% | |
| ..@.) (b) Similar Pa!:!Y (c) Par, or Maturi~ Value (d) Cost (e) Value Municipal Bonds California ST 165,000 Face Value, 5.150%, Due 09-01-34 | Bonds / Notes | — | $175K | $174K | 0.5% | |
| Conneticut ST Hsg 165,000 Face Value, 5.064%, Due 11-15-29 | Bonds / Notes | — | $165K | $171K | 0.5% | |
| Wells Fargo Co 165,000 Face Value , 4.897%, Due 07-25-3:C | Bonds / Notes | — | $160K | $167K | 0.5% | |
| FNMA 160,000 Face Value, 1.625%, Due 10-15-24 | Agency / Mortgage-Backed | — | $155K | $160K | 0.5% | |
| Kansas St Dev 150,000 Face Value,0.949%, Due 05-01-25 | Bonds / Notes | — | $140K | $147K | 0.4% | |
| Wells Fargo Co Min 125,000 Face Value , 4.808%, Due 07-25-2f | Bonds / Notes | — | $124K | $126K | 0.4% | |
| Unitedhealth Group 125,000 Face Value , 3.750%, Due 07-15-2~ | Bonds / Notes | — | $122K | $125K | 0.4% | |
| Goldman Sachs Group 125,000 Face Value , 3.750%, Due 05-22-25 | Bonds / Notes | — | $121K | $124K | 0.4% | |
| Cvs Health Corp 125,000 Face Value, 3.875%, Due 07-20-25 | Bonds / Notes | — | $121K | $124K | 0.4% | |
| Comcast Corp 125,000 Face Value, 3.150%, Due 03-01-26 | Bonds / Notes | — | $119K | $123K | 0.4% | |
| Morgan Stanley 115,000 Face Value, 6.296%, Due 10-18-28 | Bonds / Notes | — | $118K | $122K | 0.4% | |
| Bank Of America Min 120,000 Face Value, 5.080%, Due 01-20-27 | Bonds / Notes | — | $117K | $121K | 0.4% | |
| Pnc Financial Services Group 115,000 Face Value, 6.615% , Due 10-20-27 | Bonds / Notes | — | $119K | $120K | 0.4% | |
| Illinois ST 105,000 Face Value, 5.250%, Due 12-01-28 | Bonds / Notes | — | $109K | $109K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| LETICIA R. ZIVALICH | 59-0832169 | — | PLAN EMPLOYEE | $61K | — |
| LA'QUAN JOHNSON | 59-0832169 | — | PLAN EMPLOYEE | $60K | — |
| DORETHA M. HOWARD | 59-0832169 | — | PLAN EMPLOYEE | $59K | — |
| RAVEN BRITTON | 59-0832169 | — | PLAN EMPLOYEE | $28K | — |
| FA, JEAN-BAPTISTE LEGER | 59-0832169 | — | PLAN EMPLOYEE | $26K | — |
| BUCK GLOBAL LLC | 13-3954297 | — | SERVICE PROVIDER | $9K | — |
| US BANK NATIONAL ASSOCIATION | 31-0841368 | — | SERVICE PROVIDER | $0 | — |
