Trustees of Iron Workers Local #397 Annuity Fund's EIN is 59-7139874.
Download the official 2024 Form 5500 (PDF) for Trustees of Iron Workers Local #397 Annuity Fund from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Trustees of Iron Workers Local #397 Annuity Fund's plan includes money-purchase contributions.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VENABLE LAW FIRM PA | 59-1824267 | TAMPA, FL | ATTORNEY | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SOUTHERN BENEFIT ADMINISTRATORS INC | 62-1116095 | GOODLETTSVILLE, TN | ADMINISTRATOR | $32K | — |
| MARINER INSTITUTIONAL,LLC |
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 registered investment companies (mutual funds)] | Other | — | — | $26.4M | 78.6% | |
| [Assets held in common collective trust] | Other | — | — | $2.3M | 6.9% | |
| AMERICAN CORE REALTY FUND AMERICAN REALTY ADVISORS · EIN 33-0123114 / PN 002 | Common Collective Trust | — | — | $1.4M | 4.1% | |
| ASB ALLEGIANCE REAL ESTATE FUND CHEVY CHASE TRUST · EIN 52-6257033 / PN 006 | Common Collective Trust | — | — | $929K | 2.8% | |
| [Assets held in interest-bearing cash] | Other | — | — | $240K | 0.7% |
| 59-3676225 |
| WINTER PARK, FL |
| INVESTMENT MONITOR |
| $17K |
| — |
