Trustees Plumbers & Fitters Local Union 295 Pension Fund's EIN is 59-6486522.
Download the official 2024 Form 5500 (PDF) for Trustees Plumbers & Fitters Local Union 295 Pension Fund 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 |
|---|---|---|---|---|---|
| COLUMBIA INVESTMENT MANAGEMENT | — | — | NONE | $174K | — |
| KARPUS INVESTMENT MANAGEMENT, INC. | 16-1290558 | — | NONE | $113K | — |
| DSF ADVISORS LLC | — | — | NONE | $0 |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in common stock] | Other | — | — | $57.1M | 79.9% | |
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $8.2M | 11.5% | |
| [Assets held in interest-bearing cash] | Other | — | — | $1.6M | 2.2% | |
| [Assets held in common collective trust] | Other | — | — | $9K | <0.1% | |
| LONGVIEW ULTRA CONSTRUCTION LOAN FD AMALGAMATED BANK OF NEW YORK · EIN 20-8434730 / PN 006 | Common Collective Trust | — | — | $9K | <0.1% |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ATALANTA SOSNOFF CAPITAL LLC | 20-0461050 | — | NONE | $178K | — |
| NATIONAL EMPLOYEE BENEFITS ADMINIST | 65-0498809 | — | NONE | $80K | — |
| SUGARMAN, SUSSKIND, BRASWELL, & HER | 59-2539792 | — | NONE | $42K | — |
| NOVAK FRANCELLA LLC | 61-1436956 | — | NONE | $37K | — |
| SOUTHERN ACTUARIAL SERVICES COMPANY | 58-2409046 | — | NONE | $27K | — |
| PENSION FUND EVALUATIONS, INC. | 11-2503982 | — | NONE | $20K | — |
| PNC BANK NA | 22-1146430 | — | NONE | $19K | — |
| UA OF JOURNEYMEN & 295 PPF | 59-0488966 | — | NONE | $8K | — |
