DOUG Irwin signed Board of Trustees - Tri-State Carpenters and Joiners Pension's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Board of Trustees - Tri-State Carpenters and Joiners Pension's EIN is 62-0976048.
Download the official 2024 Form 5500 (PDF) for Board of Trustees - Tri-State Carpenters and Joiners Pension 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.
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 | |||
|---|---|---|---|
| UBC RUSSELL 3000 INDEX TRUST INVESCO TRUST COMPANY · EIN 20-2583973 / PN 306 | Common Collective Trust | $83.0M | 18.4% |
| NORTHERN TRUST RUSSELL 1000 GROWTH NORTHERN TRUST · EIN 45-6138589 / PN 007 | Common Collective Trust | $29.5M | 6.5% |
| JPMORGAN CHASE CORPORATE HIGH JPMORGAN CHASE BANK · EIN 13-4994650 / PN 001 | Common Collective Trust | $28.0M | 6.2% |
| MULTI-EMPLOYER PROPERTY TRUST NEWTOWER TRUST COMPANY · EIN 52-6218800 / PN 001 | Common Collective Trust | $17.0M | 3.8% |
| HARDMAN JOHNSTON INTERNATIONAL EQUI JOHNSTON ASSET MANAGEMENT · EIN 26-6493485 / PN 001 | Common Collective Trust | $15.9M | 3.5% |
| VICTORY TRIVALENT INT'L SMALL CAP GLOBAL TRUST COMPANY · EIN 80-6249702 / PN 006 | Common Collective Trust | $12.0M | 2.7% |
| VICTORY MID CAP VALUE FUND GLOBAL TRUST COMPANY · EIN 37-1641048 / PN 007 | Common Collective Trust | $8.6M | 1.9% |
| ASB ALLEGIANCE REAL ESTATE FUND CHEVY CHASE TRUST COMPANY · EIN 52-6257033 / PN 001 | Common Collective Trust | $5.5M | 1.2% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VICTORY CAPITAL MANAGEMENT | — | SAN ANTONIO, TX | NONE | $157K | — |
| HIGHLAND CAPITAL MANAGEMENT | 27-5440911 | MEMPHIS, TN | NONE | $112K | — |
| JOHNSTON ASSET MANAGEMENT | 13-3257590 | STAMFORD, CT | NONE | $112K | — |
| ATLANTA CAPITAL MANAGEMENT | 58-2236910 | ATLANTA, GA | NONE | $75K | — |
| WEDGE CAPITAL MANAGEMENT | — | CHARLOTTE, NC | NONE | $55K | — |
| INVESCO ADVISORS, INC. | 58-1707262 | NEW YORK, NY | NONE | $35K | — |
| HAMILTON LANE ADVISORS, LLC | 23-2962336 | BALA CYNWYD, PA | NONE | $0 | — |
| FIRST EAGLE INVESTMENT MANAGEMENT | 57-1156902 | NEW YORK, NY | NONE | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLACKSTONE INFRASTRUCTURE PARTNERS | — | NEW YORK, NY | NONE | $1.5M | — |
| SOUTHERN BENEFIT ADMINISTRATORS | 62-1116095 | GOODLETTSVILLE, TN | NONE | $382K | — |
| MORGAN STANLEY | 26-4310632 | AUGUSTA, GA | NONE | $153K | — |
| INVESTMENT PERFORMANCE SERVICES LLC | 58-2432390 | SAVANNAH, GA | NONE | $92K | — |
| JPMORGAN CHASE BANK, N.A. | 13-4994650 | NEW YORK, NY | NONE | $89K | — |
| DANIELS, IRWIN & AYLOR | 62-1802605 | MADISON, TN | NONE | $70K | — |
| U.S. BANK | 31-0841368 | JACKSONVILLE, FL | NONE | $61K | — |
| ASB ALLEGIANCE | 27-0185875 | BETHESDA, MD | NONE | $57K | — |
| REYNOLDS CONSULTING SERVICES | 31-0421120 | HICKSVILLE, NY | NONE | $51K | — |
| OSBORN, CARREIRO & ASSOCIATES | 71-0631123 | LITTLE ROCK, AR | NONE | $44K | — |
| ARNALL GOLDEN GREGORY LLP | 58-0543673 | ATLANTA, GA | NONE | $44K | — |
| NEEDLES & ASSOCIATES LLC | 51-0435869 | BROOMFIELD, CO | NONE | $38K | — |
| NEUBERGER BERMAN, LLC | — | NEW YORK, NY | NONE | $33K | — |
| ADMINISTRATOR | 62-6112262 | — | EMPLOYEE | $27K | — |
| FIRST HORIZON | 62-0803242 | MEMPHIS, TN | NONE | $26K | — |
| SHUMAKER, LOOP & KENDRICK LLP | — | TAMPA, FL | NONE | $21K | — |
| RICE HALL JAMES | 43-1992529 | SAN DIEGO, CA | NONE | $11K | — |
| THE YOUNGDAHL LAW FIRM | — | HOUSTON, TX | NONE | $6K | — |
| PROXYVOTE PLUS LLC | 20-0509976 | NORTHBROOK, IL | NONE | $6K | — |
| NORTHERN TRUST | 36-2723087 | CHICAGO, IL | NONE | $5K | — |
| CHARTWELL INVESTMENT PARTNERS LLC | — | BERWYN, PA | NONE | $2K | — |
| MONEY MARKET, MUTUAL AND ETF FUNDS | — | — | NONE | $0 | — |
| GROSVENOR INSTITUTIONAL PARTNERS | 36-4336976 | CHICAGO, IL | NONE | $0 | — |
| INTERCONTINENTAL REAL ESTATE CORP. | — | BOSTON, MA | NONE | $0 | — |
| NEWTOWER TRUST COMPANY | 20-1641876 | BETHESDA, MD | NONE | $0 | — |
