Stephanie Cooley signed Industrial Manufacturing and Professional Commercial Trust's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Industrial Manufacturing and Professional Commercial Trust's EIN is 61-6096328.
Download the official 2024 Form 5500 (PDF) for Industrial Manufacturing and Professional Commercial Trust from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Industrial Manufacturing and Professional Commercial Trust's plan includes health coverage, life insurance, dental coverage.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FRANK N HESTAND CPA PSC | 61-1336870 | LEXINGTON, KY | NONE | $18K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PAYER MATRIX LLC | — | MEDIA, PA | NONE |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $2.2M |
| — |
| UMR | 39-1995276 | LEXINGTON, KY | NONE | $681K | — |
| ANTHEM BLUE CROSS BLUE SHIELD | 61-1237516 | — | NONE | $249K | — |
| LEWIS AND ELLIS ACTUARIES AND CONS | — | PLANO, TX | NONE | $52K | — |
| PERSHING LLC | — | JERSEY CITY, NJ | NONE | $32K | — |
| CENTRAL BANK & TRUST COMPANY | 61-0153605 | LEXINGTON, KY | NONE | $8K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $1.8M | 19.4% | |
| [Assets held in interest-bearing cash] | Other | — | — | $1.5M | 16.5% | |
| General Money Market Fund-Pershing | Cash / Money Market | — | $1.4M | $1.4M | 15.0% | |
| Federated Total Return Bond Fund | Other securities | — | $784K | $703K | 7.6% | |
| Government Securities and Municipal Bonds FFBC, 4.15%, 2/13/29 | Bonds / Notes | — | $298K | $297K | 3.2% | |
| Vanguard Short Term Bond | Mutual Funds | — | $268K | $256K | 2.8% | |
| [Assets held in common stock] | Other | — | — | $192K | 2.1% | |
| Blackrock Strategic Income Opprtu | Other securities | — | $158K | $157K | 1.7% | |
| FHLB, 5.125%, 3/14/25 | Bonds / Notes | — | $150K | $150K | 1.6% | |
| US Treasury Note, 4.25%, 5/31/25 | U.S. Treasuries | — | $149K | $150K | 1.6% | |
| Cash Equivalents Federated Gov Obligation MMF | Cash / Money Market | — | $141K | $141K | 1.5% | |
| Regional Transportation Auth, 5.60%, 7/1/25 | Bonds / Notes | — | $117K | $100K | 1.1% | |
| UCF Stadium Corp FL Rev, 4.05%, 3/1/25 | Bonds / Notes | — | $105K | $100K | 1.1% | |
| US Treasury Note, 3.875%, 4/30/25 | U.S. Treasuries | — | $99K | $100K | 1.1% | |
| FFCB, 4.25%, 8/7/28 | Bonds / Notes | — | $99K | $99K | 1.1% | |
| US Treasury Note, 3.75%, 4/15/26 | U.S. Treasuries | — | $99K | $99K | 1.1% | |
| Blackrock High Yield Bond Fund | Other securities | — | $98K | $94K | 1.0% | |
| Spdr S&P 500 ETF Tr | Common Collective Trusts | — | $48K | $67K | 0.7% | |
| MFS Emerging Markets Debt Fd | Mutual Funds | — | $61K | $62K | 0.7% | |
| Federated Total Return Bond Fund | Other securities | — | $48K | $45K | 0.5% | |
| Ishares Tr Russell 1000 Growth ETF | Common Collective Trusts | — | $28K | $45K | 0.5% | |
| Churchill Downs Inc | Common Stocks | — | $44K | $43K | 0.5% | |
| Spdr Dow Jones Indl Average ETF Tr | Other securities | — | $27K | $35K | 0.4% | |
| Ishares Tr Russell 1000 Value ETF | Common Collective Trusts | — | $29K | $35K | 0.4% | |
| Junction City Kansas, 3.0%, 9/1/28 | Bonds / Notes | — | $33K | $33K | 0.4% | |
| Ishares S&P 500 Index | Common Collective Trusts | — | $17K | $29K | 0.3% | |
| Federated Total Return Bond Fund | Other securities | — | $33K | $29K | 0.3% | |
| Parker Hannifan Corp | Common Stocks | — | $18K | $29K | 0.3% | |
| Woodland Pk CO, 3.2%, 12/1/26 | Bonds / Notes | — | $24K | $24K | 0.3% | |
| Wisconsin St, 2.383%, 5/1/26 | Bonds / Notes | — | $23K | $24K | 0.3% | |
| Microsoft Corp | Common Stocks | — | $19K | $24K | 0.3% | |
| Ameriprise Finl Inc | Common Stocks | — | $15K | $23K | 0.3% | |
| Ishares Tr Select Divid ETF Fd | Other securities | — | $22K | $23K | 0.2% | |
| Vanguard Index Fds Vanguard Small-Cap | Mutual Funds | — | $18K | $22K | 0.2% | |
| Captial One Finl Corp | Common Stocks | — | $14K | $21K | 0.2% | |
| Corteva Inc | Common Stocks | — | $19K | $19K | 0.2% | |
| Lennar Corp | Common Stocks | — | $16K | $19K | 0.2% | |
| Adobe Sys Inc | Common Stocks | — | $17K | $17K | 0.2% | |
| Sony Corp | Common Stocks | — | $13K | $17K | 0.2% | |
| Atmost Energy Corp | Common Stocks | — | $14K | $17K | 0.2% | |
| Ansys Inc | Common Stocks | — | $14K | $16K | 0.2% | |
| Martin Marietta Matls Inc | Common Stocks | — | $14K | $16K | 0.2% | |
| US Bancorp | Common Stocks | — | $11K | $16K | 0.2% | |
| Bank New York Mellon | Other securities | — | $11K | $15K | 0.2% | |
| RPM Intl Inc | Common Stocks | — | $12K | $15K | 0.2% | |
| Ecolab Inc | Common Stocks | — | $12K | $15K | 0.2% | |
| Honeywell Intl Inc | Common Stocks | — | $13K | $15K | 0.2% | |
| Verizon Communications Inc | Common Stocks | — | $16K | $15K | 0.2% | |
| Insulet Corp | Common Stocks | — | $10K | $15K | 0.2% | |
| Blackstone Inc | Common Stocks | — | $9K | $14K | 0.2% |