Iron Workers Local #397 Pension Fund's EIN is 59-6168650.
Download the official 2024 Form 5500 (PDF) for Iron Workers Local #397 Pension Fund from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SALEM TRUST | 56-2075834 | TAMPA, FL | CUSTODIAN | $10K | — |
| 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.
| % of plan | |||
|---|---|---|---|
| S&P 500 INDEX FUND RHUMBLINE ADVISORS · EIN 04-3345692 / PN 001 | Common Collective Trust | $12.4M | 12.7% |
| AMERICAN CORE REALTY AMERICAN REALTY ADVISORS · EIN 33-0123114 / PN 002 | Common Collective Trust | $4.1M | 4.2% |
| S&P 400 INDEX FUND RHUMBLINE ADVISORS · EIN 04-6752198 / PN 001 | Common Collective Trust | $3.3M | 3.4% |
| ASB ALLEGIANCE REAL STATE FUND CHEVY CHASE TRUST · EIN 52-6257033 / PN 006 | Common Collective Trust | $2.8M | 2.9% |
| JP MORGAN CHASE |
| — |
| KANSAS CITY, MO |
| INVESTMENT MANAGER |
| $121K |
| — |
| HORIZON ACTUARIAL | 26-1370698 | ATLANTA, GA | ACTUARIAL | $63K | — |
| COOKE & BIELER | 23-3082822 | PHILADELPHIA, PA | INVESTMENT MANAGER | $61K | — |
| ASB ALLEGIANCE REAL ESTATE FUND | 52-6257033 | BETHESDA, MD | INVESTMENT MANAGER | $30K | — |
| RHUMBLINE ADVISORS | 04-3076646 | BOSTON, MA | INVESTMENT MANAGER | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SOUTHERN BENEFIT ADMINISTRATORS INC | 62-1116095 | GOODLETTSVILLE, TN | THIRD PARTY ADMINISTRATOR | $59K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VENABLE LAW FIRM | 59-1824267 | TAMPA, FL | ATTORNEY | $37K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MARINER INSTITUTIONAL LLC | 59-3676225 | WINTER PARK, FL | INVESTMENT MONITOR | $33K | — |
| IRONWORKERS LOCAL UNION #397 | 59-0481747 | TAMPA, FL | LOCAL UNION | $11K | — |
