Carolyn Adams-Rossignol signed Board of Trustees USW HRA Fund's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Board of Trustees USW HRA Fund's EIN is 62-1548543.
Download the official 2024 Form 5500 (PDF) for Board of Trustees USW HRA Fund from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Board of Trustees USW HRA Fund's plan includes health coverage, dental coverage, vision coverage.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PACE INDUSTRY UNION - MGT. PENSION | 62-1132799 | NASHVILLE, TN | SERVICE PROVIDER | $295K | — |
| ALAN BILLER ASSOCIATES INC. | 94-2854958 | MENLO PARK, CA | SERVICE PROVIDER | $62K | — |
| BREDHOFF & KAISER, PLLC | 52-0969534 | WASHINGTON, DC | SERVICE PROVIDER |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JPMORGAN CORE BOND TRUST JP MORGAN · EIN 20-1491791 / PN 501 | Common Collective Trust | — | $21.7M | $22.9M | 44.6% | |
| BAIRD CORE PLUS BOND FUND-IS | Other securities | — | $11.2M | $11.2M | 21.8% | |
| PIMCO INCOME FUND-INS | Mutual Funds | — | $9.4M | $8.8M | 17.2% | |
| FIDELITY TTL MKT INDX-INS PR | Mutual Funds | — | $3.3M | $5.0M | 9.8% | |
| FIDELITY GL X US INDX-INS PR | Mutual Funds | — | $2.6M | $2.4M | 4.6% | |
| GOLDMAN SACHS FIN SQ GOVT-INSTL | Other securities | — | $135K | $135K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $36K |
| — |
| CHERRY BEKAERT LLP | 56-0574444 | NASHVILLE, TN | SERVICE PROVIDER | $22K | — |
| SEGAL SELECT INSURANCE SERVICES INC | 46-0619194 | NEW YORK, NY | SERVICE PROVIDER | $16K | — |
| FIRST HORIZON BANK | 62-0201385 | KNOXVILLE, TN | SERVICE PROVIDER | $12K | — |
| PRISMA NASHVILLE, LLC | 86-2511770 | NASHVILLE, TX | SERVICE PROVIDER | $9K | — |
| LEGACY PROFESSIONALS | 32-0043599 | WESTCHESTER, IL | SERVICE PROVIDER | $9K | — |
