Mechanical Contractors UA Local 119 Pension Plan's EIN is 63-6055121.
Download the official 2024 Form 5500 (PDF) for Mechanical Contractors UA Local 119 Pension Plan 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 |
|---|---|---|---|---|---|
| US BANK | 31-0841368 | MILWAUKEE, WI | INVESTMENT CUSTODIAN | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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 | — | — | $25.9M | 42.9% | |
| [Assets held in common collective trust] | Other | — | — | $23.4M | 38.8% | |
| AFL-CIO EQUITY INDEX CHEVY CHASE TRUST · EIN 27-3350609 / PN 001 | Common Collective Trust | — | — | $19.1M | 31.7% | |
| NEWTOWER TRUST COMPANY MULTI EMPLOYER PROPERTY TRUST · EIN 52-6218800 / PN 001 | Common Collective Trust | — | — | $4.3M | 7.1% | |
| ULLICO INFRASTRUCTURE TAX EXEMPT LP ULLICO INVESTMENT ADVISORS INC · EIN 90-0622302 / PN 001 | Pooled Separate Account | — | — | $3.6M | 6.0% | |
| PARAMETRIC DEFENSIVE EQUITY FD NOTHERN TRUST · EIN 45-2531297 / PN 001 | Pooled Separate Account | — | — | $2.6M | 4.3% | |
| [Assets held in common stock] | Other | — | — | $1.8M | 3.1% | |
| [Assets held in interest-bearing cash] | Other | — | — | $1.5M | 2.5% |
| ULLICO INFRASTRUCTURE TAX EXEMPT |
| 90-0622302 |
| SILVER SPRINGS, MD |
| INVESTMENT MANAGER |
| $57K |
| — |
| NEWTOWER TRUST COMPANY | 38-0872552 | BETHESADA, MD | INVESTMENT MANAGER | $46K | — |
| MARQUETTE ASSOCIATES INC | 36-3485298 | CHICAGO, IL | INVESTMENT MANAGER | $40K | — |
| FOUNDRY PARTNERS | 46-1184506 | MINNEAPOLIS, MN | INVESTMENT MANAGER | $12K | — |
| PARAMETRIC DEFENSIVE EQUITY FUND LL | 45-2531297 | MINNEAPOLIS, MN | INVESTMENT MANAGER | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GULF STATES CONS & ADM INC | 63-0836919 | MOBILE, AL | PLAN ADMINISTRATOR | $83K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CRI ADVISORS, LLC | 72-1396621 | ENTERPRISE, AL | AUDITOR | $16K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UNITED ACTURIAL SERVICES INC | 35-2156428 | CARMEL, IN | ACTUARY | $32K | — |
