Luke Waggenspack signed Board of Trustees - Iron Workers Welfare Fund's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Board of Trustees - Iron Workers Welfare Fund's EIN is 72-0506999.
Download the official 2023 Form 5500 (PDF) for Board of Trustees - Iron Workers Welfare Fund from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Board of Trustees - Iron Workers Welfare Fund'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 |
|---|---|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS | 52-1590516 | — | NONE | $256K | — |
| CIGNA | 59-1031071 | — | NONE | $159K | — |
| HANCOCK WHITNEY BANK | 64-0169065 | — | NONE | $43K | — |
| SEGAL COMPANY (WESTERN STATES), INC | 94-1503999 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FD 540 ADMIRAL SHARES N/A | Common Collective Trusts | — | $745K | $1.9M | 13.5% | |
| MONEY MARKET GOLDMAN SACHS GOVERNMENT FUND - CLASS: INST (#465) N/A 0.00% N/A | Cash / Money Market | — | $907K | $907K | 6.5% | |
| UNITED STATES TREASURY NOTES 2.875% 05/15/2032 5/15/2032 2.88% | U.S. Treasuries | — | $584K | $577K | 4.2% | |
| UNITED STATES TREASURY NOTES 4.25% NTS 15/03/2027 USD (AL-2027) 4.25% 03/15/20271/3/2027 4.25% | U.S. Treasuries | — | $553K | $559K | 4.0% | |
| VANGUARD DEVELOPED MARKETS INDEX - ADM N/A | Mutual Funds | — | $407K | $496K | 3.6% | |
| UNITED STATES TREASURY NOTES 4.625% 03/15/2026 3/15/2026 4.63% | U.S. Treasuries | — | $428K | $431K | 3.1% | |
| UNITED STATES TREASURY NOTES 4.375% 12/15/2026 4.58% | U.S. Treasuries | — | $404K | $408K | 2.9% | |
| UNITED STATES TREASURY NOTES 3.5% 01/31/2028 1/31/2028 3.50% | U.S. Treasuries | — | $377K | $374K | 2.7% | |
| UNITED STATES TREASURY NOTES 3.375% 05/15/2033 5/15/2033 3.38% | U.S. Treasuries | — | $344K | $350K | 2.5% | |
| S BLACKROCK HIGH YIELD PORTFOLIO - INST N/A | Mutual Funds | — | $373K | $349K | 2.5% | |
| UNITED STATES TREASURY 2.25% 11/15/2025 2.25% | U.S. Treasuries | — | $365K | $346K | 2.5% | |
| UNITED STATES TREASURY 2.375% 05/15/2029 5/15/2029 2.38% | U.S. Treasuries | — | $379K | $343K | 2.5% | |
| UNITED STATES TREASURY NOTES 4.125% 07/31/2028 7/31/2028 4.13% | U.S. Treasuries | — | $322K | $328K | 2.4% | |
| UNITED STATES TREASURY NOTES 5% 08/31/2025 8/31/2025 5.00% | U.S. Treasuries | — | $323K | $322K | 2.3% | |
| UNITED STATES TREASURY NOTES 4.875% 10/31/2030 4.88% | U.S. Treasuries | — | $314K | $320K | 2.3% | |
| GOVERNMENT BONDS UNITED STATES TREASURY 2.625% 02/15/2029 2/15/2029 2.63% | U.S. Treasuries | — | $327K | $308K | 2.2% | |
| UNITED STATES TREASURY NOTES 3.875% 09/30/2029 9/30/2029 3.88% | U.S. Treasuries | — | $286K | $292K | 2.1% | |
| UNITED STATES TREASURY NOTES 4% 02/15/2034 2/15/2034 4.00% | U.S. Treasuries | — | $228K | $228K | 1.6% | |
| BANK OF AMERICA CORP 3.559% 04/23/2027 4/23/2027 3.56% | Bonds / Notes | — | $242K | $225K | 1.6% | |
| JPMORGAN CHASE & CO 3.96% 01/29/2027 1/29/2027 3.96% | Bonds / Notes | — | $236K | $218K | 1.6% | |
| UNITED STATES TREASURY NOTES 4.375% 11/30/2028 4.38% | U.S. Treasuries | — | $203K | $205K | 1.5% | |
| APPLE INC 1.2% 02/08/2028-2027 2/8/2028 1.20% | Bonds / Notes | — | $187K | $196K | 1.4% | |
| COMCAST CORP 4.15% 10/15/2028 4.15% | Bonds / Notes | — | $199K | $177K | 1.3% | |
| ANHEUSER-BUSCH 4.7% 02/01/2036 2/1/2036 4.70% | Bonds / Notes | — | $173K | $173K | 1.2% | |
| T-MOBILE 5.75% 01/15/2034-2033 1/15/2034 5.75% | Bonds / Notes | — | $147K | $157K | 1.1% | |
| VERIZON COMMUNICATIONS 4.016% 12/03/2029-2029 12/3/2029 4.02% | Bonds / Notes | — | $176K | $157K | 1.1% | |
| KEY 5.85% 11/15/2027-2027 11/15/2027 5.85% | Bonds / Notes | — | $149K | $155K | 1.1% | |
| AMERICAN TOWER CORP 3.375% 10/15/2026-2026 10/15/2026 3.38% | Bonds / Notes | — | $149K | $153K | 1.1% | |
| US BANCORP 3.15% 04/27/2027-2027 4/27/2027 3.15% | Bonds / Notes | — | $145K | $146K | 1.0% | |
| KRAFT HEINZ FOODS CO 3.75% 04/01/2030-2030 4/1/2030 3.75% | Bonds / Notes | — | $145K | $145K | 1.0% | |
| AERCAP IRELAND CAP/GLOBA 3.3% 01/30/2032-2031 1/30/2032 3.30% | Corporate Bonds | — | $122K | $132K | 1.0% | |
| PNC FINANCIAL SERVICES 2.55% 01/22/2030-2029 1/22/2030 2.55% | Bonds / Notes | — | $145K | $132K | 1.0% | |
| AMAZON.COM INC 1% 05/12/2026-2026 5/12/2026 1.00% | Bonds / Notes | — | $125K | $132K | 0.9% | |
| MCDONALDS CORP 3.6% 07/01/2030-2030 7/1/2030 3.60% | Bonds / Notes | — | $127K | $131K | 0.9% | |
| BANK OF NY MELLON CORP VAR 4.543% 02/01/2029-2028 2/1/2029 4.54% | Bonds / Notes | — | $130K | $130K | 0.9% | |
| VANGUARD SMALL CAP INDX-ADM #548 N/A | Mutual Funds | — | $65K | $129K | 0.9% | |
| UNITEDHEALTH 2.95% 10/15/2027 3.95% | Bonds / Notes | — | $126K | $128K | 0.9% | |
| NOVARTIS CAPITAL CORP 2% 02/14/2027-2026 2/14/2027 2.00% | Bonds / Notes | — | $121K | $122K | 0.9% | |
| VANGUARD EMERGING MARKETS STOCK INDEX FUND ADMIRAL N/A | Common Collective Trusts | — | $105K | $119K | 0.9% | |
| BERKSHIRE HATHAWAY INC 3.125% 03/15/2026 3/15/2026 3.13% | Bonds / Notes | — | $128K | $117K | 0.8% | |
| CHARLES SCHWAB CORP 2% 03/20/2028-2028 3/20/2028 2.00% | Mutual Funds | — | $112K | $105K | 0.8% | |
| CHUBB INA HOLDINGS INC 1.375% 09/15/2030-2030 9/15/2030 1.38% | Bonds / Notes | — | $99K | $100K | 0.7% | |
| PEPSICO INC 3% 10/15/2027 3.00% | Bonds / Notes | — | $92K | $95K | 0.7% | |
| PROCTER & GAMBLE CO 3% 03/25/2030 3/25/2030 3.00% | Bonds / Notes | — | $82K | $82K | 0.6% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NONE |
| $41K |
| — |
| ROBEIN, URANN, SPENCER, PICARD & CA | 72-0999672 | — | NONE | $40K | — |
| NEEDLES & ASSOCIATES, LLC | 51-0435869 | — | NONE | $37K | — |
| MONARCH PRINTING | 74-0791621 | — | NONE | $13K | — |
| SAV-RX PRESCRIPTION SERVICES | 86-1323040 | — | NONE | $13K | — |
