Plumbers & Pipefitters LU 719 Welfare Fund's EIN is 59-6134289.
Download the official 2024 Form 5500 (PDF) for Plumbers & Pipefitters LU 719 Welfare Fund from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Plumbers & Pipefitters LU 719 Welfare 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 |
|---|---|---|---|---|---|
| SUGARMAN & SUSSKIND PA | 59-2539792 | — | NONE | $53K | — |
| NATIONAL EMPLOYEE BENEFITS ADMIN | 65-0498809 | — | NONE | $44K | — |
| BROWN & BROWN, INC. | 59-0864469 | — | NONE | $36K | — |
| LAPADULA CARLSON & CO. | 65-0292391 | — | NONE | $23K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FEDERAL HOM E LOAN M TG CORP 5.000% DUE 10/01/2054 | Bonds / Notes | — | $597K | $574K | 10.2% | |
| U.S. TREASURY NOTE 4.375% DUE 05/15/2034 | U.S. Treasuries | — | $420K | $409K | 7.3% | |
| GSE SECURITIES - FEDERAL HOM E LOAN M TG CORP 3.000% DUE 05/01/2052 | Bonds / Notes | — | $315K | $311K | 5.5% | |
| U.S. TREASURY NOTE 3.875% DUE 08/15/2034 | U.S. Treasuries | — | $303K | $293K | 5.2% | |
| U.S. TREASURY NOTE 4.250% DUE 11/15/2034 | U.S. Treasuries | — | $273K | $268K | 4.8% | |
| FEDERAL NATL M TG ASSN 5.000% DUE 10/01/2054 | Bonds / Notes | — | $257K | $248K | 4.4% | |
| FEDERAL HOM E LOAN M TG CORP 5.500% DUE 06/01/2054 | Bonds / Notes | — | $202K | $202K | 3.6% | |
| FEDERAL HOM E LOAN M TG CORP 5.500% DUE 03/01/2054 | Bonds / Notes | — | $194K | $193K | 3.4% | |
| FEDERAL HOM E LOAN M TG CORP 5.500% DUE 10/01/2054 | Bonds / Notes | — | $175K | $173K | 3.1% | |
| U.S. TREASURY NOTE 3.500% DUE 09/30/2029 | U.S. Treasuries | — | $158K | $154K | 2.7% | |
| FEDERAL NATL M TG ASSN 5.500% DUE 09/01/2054 | Bonds / Notes | — | $140K | $139K | 2.5% | |
| GOVERNM ENT NATL M TG ASSN 5.000% DUE 04/20/2053 | Bonds / Notes | — | $119K | $116K | 2.1% | |
| FEDERAL NATL M TG ASSN 5.000% DUE 05/01/2053 | Bonds / Notes | — | $107K | $105K | 1.9% | |
| U.S. TREASURY NOTE 4.125% DUE 10/31/2031 | U.S. Treasuries | — | $99K | $98K | 1.7% | |
| MONEY MARKET FUND, GOLDM AN SACHS FS TREASURY OBLIG FUND SHARES - M ONEY M ARKET FUND | Cash / Money Market | — | $67K | $67K | 1.2% | |
| U.S. TREASURY NOTE 3.625% DUE 09/30/2031 | U.S. Treasuries | — | $70K | $67K | 1.2% | |
| AM GEN INC 5.650% DUE 03/02/2053 | Bonds / Notes | — | $60K | $58K | 1.0% | |
| U.S. TREASURY NOTE 3.750% DUE 08/31/2031 | U.S. Treasuries | — | $50K | $48K | 0.9% | |
| U.S. TREASURY NOTE 4.625% DUE 11/15/2044 | U.S. Treasuries | — | $45K | $44K | 0.8% | |
| U.S. TREASURY NOTE 3.500% DUE 02/15/2033 | U.S. Treasuries | — | $44K | $42K | 0.7% | |
| BROADCOM INC 5.150% DUE 11/15/2031 | Bonds / Notes | — | $40K | $40K | 0.7% | |
| U.S. TREASURY NOTE 2.750% DUE 08/15/2032 | U.S. Treasuries | — | $43K | $39K | 0.7% | |
| GOVERNM ENT NATL M TG ASSN 4.000% DUE 01/20/2046 | Bonds / Notes | — | $41K | $36K | 0.6% | |
| U.S. GOVERNM ENT - U.S. TREASURY BILLS VAR DUE 11/28/2025 | Other securities | — | $35K | $35K | 0.6% | |
| RTX CORPORATION 3.500% DUE 03/15/2027 | Bonds / Notes | — | $40K | $34K | 0.6% | |
| ANADARKO PETROLEUM CORP 5.550% DUE 03/15/2026 | Bonds / Notes | — | $36K | $32K | 0.6% | |
| PLAINS ALL AM ERICAN PIPELINE LP 5.700% DUE 09/15/2034 | Bonds / Notes | — | $30K | $30K | 0.5% | |
| AM GEN INC 5.250% DUE 03/02/2033 | Bonds / Notes | — | $30K | $30K | 0.5% | |
| U.S. TREASURY NOTE 4.125% DUE 10/31/2029 | U.S. Treasuries | — | $30K | $30K | 0.5% | |
| VULCAN M ATERIALS CO 4.950% DUE 12/01/2029 | Bonds / Notes | — | $25K | $25K | 0.4% | |
| ENERGY TRANSFER OPERATING 5.550% DUE 05/15/2034 | Bonds / Notes | — | $25K | $25K | 0.4% | |
| APACHE CORP 6.000% DUE 01/15/2037 | Bonds / Notes | — | $25K | $25K | 0.4% | |
| ABBVIE INC 2.950% DUE 11/21/2026 | Bonds / Notes | — | $27K | $24K | 0.4% | |
| U.S. TREASURY NOTE 4.250% DUE 11/30/2026 | U.S. Treasuries | — | $22K | $22K | 0.4% | |
| APACHE CORP 5.100% DUE 09/01/2040 | Bonds / Notes | — | $21K | $22K | 0.4% | |
| TARGA RES CORP 6.500% DUE 03/30/2034 | Bonds / Notes | — | $21K | $21K | 0.4% | |
| ENBRIDGE INC 5.700% DUE 03/08/2033 | Bonds / Notes | — | $20K | $20K | 0.4% | |
| CITIGROUP INC 3.980% DUE 03/20/2030 | Bonds / Notes | — | $19K | $19K | 0.3% | |
| GLENCORE FDG LLC 2.625% DUE 09/23/2031 | Bonds / Notes | — | $17K | $17K | 0.3% | |
| APACHE FINANCE CANADA 7.750% DUE 12/15/2029 | Bonds / Notes | — | $17K | $16K | 0.3% | |
| ENERGY TRANSFER OPERATING 6.400% DUE 12/01/2030 | Bonds / Notes | — | $16K | $16K | 0.3% | |
| WESTERN GAS PARTNERS LP 6.150% DUE 04/01/2033 | Bonds / Notes | — | $15K | $15K | 0.3% | |
| VALERO ENERGY PARTNERS LP 4.500% DUE 03/15/2028 | Bonds / Notes | — | $14K | $15K | 0.3% | |
| DIAM ONDBACK ENERGY INC 5.750% DUE 04/18/2054 | Bonds / Notes | — | $15K | $14K | 0.3% | |
| PLAINS ALL AM ERICAN PIPELINE LP 3.800% DUE 09/15/2030 | Bonds / Notes | — | $14K | $14K | 0.2% | |
| FEDERAL NATL M TG ASSN 4.500% DUE 04/01/2044 | Bonds / Notes | — | $15K | $14K | 0.2% | |
| CARRIER GLOBAL CORP 2.722% DUE 02/15/2030 | Bonds / Notes | — | $14K | $13K | 0.2% | |
| BOEING CO 2.950% DUE 02/01/2030 | Bonds / Notes | — | $13K | $13K | 0.2% | |
| AM ERICAN TOWER CORP 2.100% DUE 06/15/2030 | Bonds / Notes | — | $13K | $13K | 0.2% | |
| VALERO ENERGY CORP 7.500% DUE 04/15/2032 | Bonds / Notes | — | $11K | $11K | 0.2% |
