Joshua Craig signed Trustees-Sheet Metal Workers Local 270 Welfare Fund's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Trustees-Sheet Metal Workers Local 270 Welfare Fund's EIN is 73-6098088.
Download the official 2024 Form 5500 (PDF) for Trustees-Sheet Metal Workers Local 270 Welfare Fund from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Trustees-Sheet Metal Workers Local 270 Welfare Fund's plan includes health coverage, life insurance, dental coverage, vision coverage.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JERRY ENDSLEY, CPA | — | TULSA, OK | NONE | $49K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF OKLAHOMA |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 36-1236610 |
| — |
| NONE |
| $216K |
| — |
| SHEET METAL WORKERS' LOCAL 270 | 73-0490789 | — | RELATED PARTY | $55K | — |
| IMA, INC. | 48-0805634 | — | NONE | $55K | — |
| ROYLE VAZQUEZ LLP | 92-1092242 | — | NONE | $18K | — |
| RXBENEFITS, INC. | 63-1157085 | — | NONE | $15K | — |
| MERRILL LYNCH | 13-5674085 | — | NONE | $14K | — |
| 98POINT6 | — | SEATTLE, WA | NONE | $9K | — |
| MED-LABS, LLC DBA PICMED WELLNESS | 26-3126651 | — | NONE | $9K | — |
| MONAGHAN WARRICK KING | 88-1319795 | — | NONE | $6K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Security Bank Savings Interest Bearing Cash N/A VAR N/A | Cash / Money Market | — | $2.5M | $2.5M | 37.6% | |
| Federated Hermes Trsy Oblga Money Market N/A VAR N/A | Cash / Money Market | — | $482K | $482K | 7.3% | |
| Blackrock Allocation Target Shares SeriesMutual Funds N/A | Mutual Funds | — | $368K | $360K | 5.5% | |
| Exchange Traded Funds Capital Group Divid Exchange Traded Funds N/A | Common Stocks | — | $185K | $186K | 2.8% | |
| Ishares Russell 1000 Exchange Traded Funds N/A | Common Collective Trusts | — | $126K | $183K | 2.8% | |
| U.S. Treasury Note Government Securities N/A 1/15/2026 3.875% | U.S. Treasuries | — | $69K | $69K | 1.0% | |
| Ishares Russell Midcap Value Exchange Traded Funds N/A | Other securities | — | $47K | $62K | 0.9% | |
| Interest Bearing Cash * ML Bank Deposit Program Interest Bearing Cash N/A VAR N/A | Cash / Money Market | — | $56K | $56K | 0.9% | |
| U.S. Treasury Note Government Securities N/A 10/15/2026 4.625% | U.S. Treasuries | — | $45K | $44K | 0.7% | |
| U.S. Treasury Note Government Securities N/A 1/15/2027 4.000% | U.S. Treasuries | — | $43K | $43K | 0.6% | |
| U.S. Treasury Note Government Securities N/A 9/30/2027 4.125% | U.S. Treasuries | — | $37K | $37K | 0.6% | |
| Unitedhealth Group Inc Corporate Bonds N/A 1/15/2027 3.450% | Bonds / Notes | — | $40K | $36K | 0.5% | |
| Microsoft. Corp Common Stock N/A | Common Stocks | — | $13K | $36K | 0.5% | |
| U.S. Treasury Note Government Securities N/A 1/15/2027 4.000% | U.S. Treasuries | — | $35K | $35K | 0.5% | |
| U.S. Treasury Note Government Securities N/A 7/15/2025 3.000% | U.S. Treasuries | — | $31K | $31K | 0.5% | |
| Ishares Rs 2000 Value Exchange Traded Funds N/A | Other securities | — | $27K | $30K | 0.5% | |
| Comcast Corp Corporate Bonds N/A 10/15/2028 4.150% | Bonds / Notes | — | $30K | $29K | 0.4% | |
| Citigroup Inc Corporate Bonds N/A 6/3/2031 2.927% | Bonds / Notes | — | $25K | $25K | 0.4% | |
| U.S. Treasury Note Government Securities N/A 4/30/2029 4.625% | U.S. Treasuries | — | $25K | $25K | 0.4% | |
| Virginia Elec & Power Co Corporate Bonds N/A 11/15/2031 2.300% | Bonds / Notes | — | $25K | $25K | 0.4% | |
| Walmart Inc Corporate Bonds N/A 9/22/2031 1.800% | Bonds / Notes | — | $25K | $25K | 0.4% | |
| Prologis Lp Corporate Bonds N/A 2/1/2031 1.750% | Bonds / Notes | — | $25K | $25K | 0.4% | |
| General Dynamics Corp Corporate Bonds N/A 6/1/2031 2.250% | Bonds / Notes | — | $25K | $25K | 0.4% | |
| Kimberly-Clark Corp Corporate Bonds N/A 9/15/2027 1.050% | Bonds / Notes | — | $23K | $25K | 0.4% | |
| American Express Co Corporate Bonds N/A 10/30/2031 6.061% | Bonds / Notes | — | $25K | $25K | 0.4% | |
| Simon Property Group Inc Corporate Bonds N/A 1/15/2027 1.375% | Bonds / Notes | — | $23K | $24K | 0.4% | |
| Qualcomm Inc Corporate Bonds N/A 5/20/2028 1.300% | Bonds / Notes | — | $23K | $24K | 0.4% | |
| Bristol-Myers Squibb Co Corporate Bonds N/A 2/22/2031 5.050% | Bonds / Notes | — | $24K | $24K | 0.4% | |
| Cisco Systems Inc Corporate Bonds N/A 2/26/2031 4.923% | Bonds / Notes | — | $24K | $24K | 0.4% | |
| Paccar Financial Corp Corporate Bonds N/A 1/31/2029 4.600% | Bonds / Notes | — | $23K | $24K | 0.4% | |
| Amazon.Com Inc Corporate Bonds N/A 5/12/2028 1.650% | Bonds / Notes | — | $22K | $24K | 0.4% | |
| Chevron Corp Corporate Bonds N/A 5/11/2027 2.101% | Bonds / Notes | — | $23K | $24K | 0.4% | |
| American Honda Finance Corporate Bonds N/A 1/12/2029 2.484% | Bonds / Notes | — | $22K | $24K | 0.4% | |
| Air Products & Chemicals Corporate Bonds N/A 5/15/2030 2.050% | Corporate Bonds | — | $23K | $24K | 0.4% | |
| Applied Materials Inc Corporate Bonds N/A 4/1/2027 3.375% | Bonds / Notes | — | $23K | $23K | 0.4% | |
| S&P Global Inc Corporate Bonds N/A 12/1/2029 2.500% | Bonds / Notes | — | $22K | $23K | 0.4% | |
| Alphabet Inc Corporate Bonds N/A 8/15/2030 1.100% | Bonds / Notes | — | $22K | $23K | 0.4% | |
| Con Edison Co Of Ny Inc Corporate Bonds N/A 4/1/2030 3.350% | Bonds / Notes | — | $22K | $23K | 0.4% | |
| Goldman Sachs Group Inc Corporate Bonds N/A 2/7/2030 2.600% | Bonds / Notes | — | $22K | $23K | 0.4% | |
| Philip Morris Intl Inc Corporate Bonds N/A 2/15/2028 4.875% | Bonds / Notes | — | $22K | $23K | 0.3% | |
| Waste Management Inc Corporate Bonds N/A 7/3/2031 4.950% | Bonds / Notes | — | $23K | $23K | 0.3% | |
| Lockheed Martin Corp Corporate Bonds N/A 5/15/2028 4.450% | Bonds / Notes | — | $22K | $23K | 0.3% | |
| Realty Income Corp Corporate Bonds N/A 12/15/2028 4.700% | Bonds / Notes | — | $22K | $23K | 0.3% | |
| Target Corp Corporate Bonds N/A 4/15/2029 3.375% | Bonds / Notes | — | $22K | $23K | 0.3% | |
| United Parcel Service Corporate Bonds N/A 4/1/2030 4.450% | Bonds / Notes | — | $23K | $23K | 0.3% | |
| Toyota Motor Credit Corp Corporate Bonds N/A 6/29/2029 4.450% | Bonds / Notes | — | $22K | $23K | 0.3% | |
| U.S. Treasury Note Government Securities N/A 8/15/2027 3.750% | U.S. Treasuries | — | $23K | $23K | 0.3% | |
| Marsh & Mclennan Cos Inc Corporate Bonds N/A 3/15/2029 4.375% | Bonds / Notes | — | $22K | $23K | 0.3% | |
| Charles Schwab Corp Corporate Bonds N/A 5/19/2029 5.507% | Mutual Funds | — | $22K | $23K | 0.3% | |
| Truist Financial Corp Corporate Bonds N/A 6/8/2027 5.954% | Bonds / Notes | — | $22K | $22K | 0.3% |
