Jonathan Graham signed Trustees - Arkansas Pipe Trades Health and Welfare Fund's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Trustees - Arkansas Pipe Trades Health and Welfare Fund's EIN is 71-6076840.
Download the official 2023 Form 5500 (PDF) for Trustees - Arkansas Pipe Trades Health and Welfare Fund from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS, INC. | 52-1590516 | — | NONE | $160K | — |
| BLUE CROSS BLUE SHIELD | 71-0246079 | — | NONE | $69K | — |
| NEEDLES & ASSOCIATES, LLC | 51-0435869 | — | NONE | $37K | — |
| RBC | 41-1416330 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| THORNBURG STRATEGIC INCOME FD CL I SHS N/A | Common Stocks | — | $1.3M | $1.3M | 12.0% | |
| PGIM TOTAL RETURN BOND FUND N/A | Other securities | — | $1.5M | $1.3M | 12.0% | |
| COHEN & STEERS PFD SECS & INCOME FUND N/A | Other securities | — | $1.4M | $1.3M | 12.0% | |
| BOND FUND AMERICAN INC. CL F 2 N/A | Mutual Funds | — | $1.3M | $1.3M | 12.0% | |
| COLUMBIA FDS TR IX STRATEGIC INCOME FUND N/A | Other securities | — | $1.4M | $1.3M | 11.9% | |
| PIMCO INCOME FUND N/A | Mutual Funds | — | $1.3M | $1.3M | 11.8% | |
| Interest bearing cash * REGIONS BANK N/A | Cash / Money Market | — | $977K | $977K | 9.2% | |
| VANGUARD INDEX FUNDS - MID-CAP ETF N/A | Common Collective Trusts | — | $173K | $251K | 2.4% | |
| ISHARES CORE DIVIDEND GROWTH ETF N/A | Other securities | — | $178K | $234K | 2.2% | |
| VANGUARD INDEX FUNDS - GROWTH ETF N/A | Common Collective Trusts | — | $136K | $230K | 2.2% | |
| PIMCO STOCKSPLUS INTNL FUND N/A | Mutual Funds | — | $68K | $89K | 0.8% | |
| Exchange traded funds ISHARES CORE S&P SMALL CAP ETF N/A | Other securities | — | $75K | $85K | 0.8% | |
| REGIONS BANK N/A | Other securities | — | $23K | $23K | 0.2% | |
| Money market funds FEDERATED HERMES TREAS OBL N/A | Cash / Money Market | — | $13K | $13K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
Trustees - Arkansas Pipe Trades Health and Welfare Fund's plan includes health coverage, life insurance.
| NONE |
| $31K |
| — |
| ROBEIN, URANN, SPENCER, PICARD AND | 72-0999672 | — | NONE | $22K | — |
| INETICO, LLC DBA VALENZ | 36-4869660 | — | NONE | $19K | — |
| OSBORN, CARREIRO & ASSOICATES, INC | 71-0631123 | — | NONE | $7K | — |
