Christopher Simpson signed Trustees of South Florida Electrical Workers Pension Plan's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Trustees of South Florida Electrical Workers Pension Plan's EIN is 59-6230530.
Download the official 2024 Form 5500 (PDF) for Trustees of South Florida Electrical Workers 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 |
|---|---|---|---|---|---|
| BOYD WATTERSON ASSET MANAGEMENT | 34-1922005 | — | NONE | $77K | — |
| SEIZERT CAPITAL PARTNERS | 38-3553488 | — | NONE | $40K | — |
| GREAT LAKES ADVISORS | 80-0292839 |
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.
| — |
| NONE |
| $30K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC | 26-0058143 | — | NONE | $195K | — |
| ALAN EICHENBAUM | 26-6065243 | — | NONE | $180K | — |
| SOUTHWEST SERVICE ADMINISTRATORS | 86-0785790 | — | NONE | $143K | — |
| BELLOWS ASSOCIATES, P.A. | 65-0804414 | — | NONE | $82K | — |
| PNC | 25-1211909 | — | NONE | $32K | — |
| THE SEGAL COMPANY | 13-2619259 | — | NONE | $30K | — |
| CHEVY CHASE TRUST COMPANY | 52-2037618 | — | NONE | $27K | — |
| UNITED MEMBERS INSURANCE, INC. | 59-3005151 | — | NONE | $25K | — |
| BAHL & GAYNOR INVESTMENT COUNCIL | 31-1297139 | — | NONE | $21K | — |
| THE BANK OF NEW YORK MELLON | 13-5160382 | — | NONE | $13K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| IBEW - NECA EQUITY INDEX FUND CHEVY CHASE TRUST COMPANY · EIN 31-1772714 / PN 003 | Common Collective Trust | — | $18.9M | $47.4M | 32.1% | |
| Registered Investment Companies - Mutual Funds Vanguard Developed Markets | Mutual Funds | — | $17.7M | $21.3M | 14.4% | |
| BNYM-M DB NSL LC GROWTH SIF THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 241 | Common Collective Trust | — | $4.9M | $16.3M | 11.0% | |
| United States Treasury Notes Note 08/15/28 2.875% | U.S. Treasuries | — | $3.2M | $3.1M | 2.1% | |
| United States Treasury Notes Note 01/31/30 3.500% | U.S. Treasuries | — | $3.0M | $3.1M | 2.1% | |
| United States Treasury Notes Note 01/31/28 3.500% | U.S. Treasuries | — | $3.0M | $3.0M | 2.0% | |
| United States Treasury Notes Note 08/15/30 0.625% | U.S. Treasuries | — | $3.1M | $3.0M | 2.0% | |
| ASB ALLEGIANCE REAL ESTATE FUND CHEVY CHASE TRUST COMPANY · EIN 52-6257033 / PN 006 | Common Collective Trust | — | $1.9M | $2.9M | 2.0% | |
| United States Treasury Notes Note 11/15/31 1.375% | U.S. Treasuries | — | $2.1M | $2.0M | 1.4% | |
| United States Treasury Notes Note 02/15/26 1.625% | U.S. Treasuries | — | $1.9M | $1.9M | 1.3% | |
| Federated Hermes Government Obligations Premium Shares #117 | Other securities | — | $1.9M | $1.9M | 1.3% | |
| United States Treasury Notes Note 08/15/27 2.250% | U.S. Treasuries | — | $1.8M | $1.7M | 1.2% | |
| United States Treasury Notes Note 08/15/25 2.000% | U.S. Treasuries | — | $1.2M | $1.1M | 0.8% | |
| United States Treasury Notes Note 02/15/31 1.125% | U.S. Treasuries | — | $1.0M | $895K | 0.6% | |
| United States Treasury Notes Note 09/30/30 4.625% | U.S. Treasuries | — | $885K | $888K | 0.6% | |
| United States Treasury Notes Note 02/15/25 2.000% | U.S. Treasuries | — | $767K | $758K | 0.5% | |
| United States Treasury Notes Note 05/15/32 2.875% | U.S. Treasuries | — | $733K | $705K | 0.5% | |
| Bank of NY Mellon Corp 02/07/28 VAR% | Common Stocks | — | $685K | $629K | 0.4% | |
| US Bancorp 10/21/26 VAR% | Common Stocks | — | $619K | $624K | 0.4% | |
| Progressive Corp. 03/26/30 3.200% | Bonds / Notes | — | $615K | $623K | 0.4% | |
| Charles Schwab Corp 05/22/29 3.250% | Mutual Funds | — | $703K | $623K | 0.4% | |
| JP Morgan Chase & Co 01/23/30 VAR% | Common Stocks | — | $623K | $619K | 0.4% | |
| Duke Energy Florida LLC 06/15/30 1.750% | Bonds / Notes | — | $668K | $619K | 0.4% | |
| Union Electric Co. 03/15/30 2.950% | Bonds / Notes | — | $602K | $619K | 0.4% | |
| Home Depot Inc 03/15/31 1.375% | Bonds / Notes | — | $609K | $615K | 0.4% | |
| BlackRock Inc 02/25/32 2.100% | Bonds / Notes | — | $638K | $614K | 0.4% | |
| Meta Platforms Inc 08/15/32 3.850% | Bonds / Notes | — | $632K | $613K | 0.4% | |
| United States Treasury Notes Note 11/15/26 2.000% | U.S. Treasuries | — | $579K | $595K | 0.4% | |
| United States Treasury Notes Note 05/15/26 1.625% | U.S. Treasuries | — | $580K | $594K | 0.4% | |
| CarMax Auto Owner Trust 03/15/27 1.000% | Bonds / Notes | — | $589K | $593K | 0.4% | |
| United States Treasury Notes Note 11/15/27 2.250% | U.S. Treasuries | — | $582K | $591K | 0.4% | |
| Northern Trust Corp 05/10/27 4.000% | Bonds / Notes | — | $586K | $582K | 0.4% | |
| Consumers Energy Co 02/15/29 4.900% | Bonds / Notes | — | $575K | $576K | 0.4% | |
| Cummins Inc 02/20/29 4.900% | Bonds / Notes | — | $572K | $574K | 0.4% | |
| Public Storage 01/15/29 5.125% | Bonds / Notes | — | $565K | $572K | 0.4% | |
| United States Treasury Notes Note 02/15/33 3.500% | U.S. Treasuries | — | $564K | $549K | 0.4% | |
| Santander Drive Auto Receivable 07/16/29 3.760% | Bonds / Notes | — | $520K | $534K | 0.4% | |
| GM Financial Automobile Leasing 01/20/27 5.510% | Bonds / Notes | — | $502K | $502K | 0.3% | |
| United States Treasury Notes Note 05/15/28 2.875% | U.S. Treasuries | — | $502K | $497K | 0.3% | |
| United States Treasury Notes Note 02/15/26 1.625% | U.S. Treasuries | — | $447K | $466K | 0.3% | |
| Boston Scientific Corp Stock | Common Stocks | — | $142K | $311K | 0.2% | |
| Acuity Brands Inc Stock | Common Stocks | — | $142K | $304K | 0.2% | |
| CarMax Auto Owner Trust 11/15/28 5.570% | Bonds / Notes | — | $303K | $304K | 0.2% | |
| Citigroup Inc Stock | Common Stocks | — | $238K | $304K | 0.2% | |
| Goldman Sachs Group Inc Stock | Common Stocks | — | $110K | $303K | 0.2% | |
| Drive Auto Receivables Trust 01/16/29 1.450% | Bonds / Notes | — | $289K | $300K | 0.2% | |
| Berkshire Hathaway Inc Stock | Common Stocks | — | $141K | $296K | 0.2% | |
| Renaissance Holdings Ltd Stock | Common Stocks | — | $184K | $289K | 0.2% | |
| Cisco Systems Inc Stock | Common Stocks | — | $205K | $278K | 0.2% | |
| Expedia Group Inc Stock | Common Stocks | — | $155K | $274K | 0.2% |
