Board of Trustees, Texas Iron Workers' Health Benefit Fund's EIN is 74-6038639.
Download the official 2024 Form 5500 (PDF) for Board of Trustees, Texas Iron Workers' Health Benefit Fund from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Board of Trustees, Texas Iron Workers' Health Benefit 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 |
|---|---|---|---|---|---|
| HARPER & PEARSON | 74-1695589 | — | PAYROLL AUDITOR | $16K | — |
| EDWARDS AND LEATHERS, P.C. | 20-8739519 | — | AUDITOR | $11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| US BANK - ACCT 1050989630 CASH EQUIVALENTS FIRST AMER | Cash / Money Market | — | $16.3M | $16.3M | 54.4% | |
| GOVERNMENT ISSUES US TREASURY 4.875% 4/30/2026 | U.S. Treasuries | — | $1.8M | $1.8M | 6.2% | |
| US TREASURY 4.625% 4/30/2029 | U.S. Treasuries | — | $1.3M | $1.3M | 4.2% | |
| US TREASURY 0.250% 5/31/2025 | U.S. Treasuries | — | $1.3M | $1.3M | 4.2% | |
| JPMORGAN CHASE CO 2.956% 5/13/1931 | Bonds / Notes | — | $215K | $218K | 0.7% | |
| BANK OF AMERICA MTN 3.974% 2/7/1930 | Bonds / Notes | — | $177K | $175K | 0.6% | |
| GENERAL MTRS FINL CO 5.050% 4/4/2028 | Bonds / Notes | — | $165K | $165K | 0.6% | |
| MORGAN STANLEY MTN 2.699% 1/22/1931 | Bonds / Notes | — | $160K | $163K | 0.5% | |
| ENTERGY CORP | Common Stocks | — | $94K | $162K | 0.5% | |
| NATIONAL FUEL 4.750% 9/1/2028 | Bonds / Notes | — | $147K | $155K | 0.5% | |
| FOREIGN OBLIGATIONS AERCAP IRELAND 3.000% 10/29/2028 | Bonds / Notes | — | $144K | $146K | 0.5% | |
| AMGEN INC 5.150% 3/2/2028 | Bonds / Notes | — | $140K | $143K | 0.5% | |
| EXXON MOBIL CORP | Common Stocks | — | $111K | $142K | 0.5% | |
| DUKE ENERGY 4.850% 3/15/1930 | Bonds / Notes | — | $140K | $141K | 0.5% | |
| KEURIG DR PEPPER | Other securities | — | $130K | $140K | 0.5% | |
| NATIONAL GRID 5.602% 6/12/2028 | Bonds / Notes | — | $135K | $138K | 0.5% | |
| PHILLIP MORRIS INTL | Other securities | — | $85K | $137K | 0.5% | |
| BANK OF AMERICA CORP | Common Stocks | — | $122K | $129K | 0.4% | |
| XCEL ENERGY INC 4.750% 3/21/2028 | Bonds / Notes | — | $125K | $125K | 0.4% | |
| PUBLIC STORAGE 1.500% 11/9/2026 | Bonds / Notes | — | $130K | $124K | 0.4% | |
| CARNIVAL CORP | Common Stocks | — | $98K | $119K | 0.4% | |
| AIR PRODUCS CHEMICALS INC | Common Stocks | — | $101K | $118K | 0.4% | |
| FIDELITY NATIONAL INFO SERV | Mutual Funds | — | $113K | $112K | 0.4% | |
| UNITEDHEALTH GROUP INC | Common Stocks | — | $75K | $109K | 0.4% | |
| QUALCOMM INC | Common Stocks | — | $74K | $108K | 0.4% | |
| SANOFI A D R | Other securities | — | $92K | $105K | 0.4% | |
| JOHNSON CTLS INTL PLC | Common Stocks | — | $88K | $104K | 0.3% | |
| ENBRIDGE INC 4.250% 12/1/2026 | Bonds / Notes | — | $100K | $104K | 0.3% | |
| XCEL ENERGY INC COM | Common Stocks | — | $93K | $102K | 0.3% | |
| AMERICAN INTERNATIONAL GROUP | Common Stocks | — | $33K | $102K | 0.3% | |
| CRH PLC | Common Stocks | — | $65K | $98K | 0.3% | |
| VICI PPTYS INC | Common Stocks | — | $70K | $98K | 0.3% | |
| PINNACLE WEST CAP CORP | Common Stocks | — | $75K | $94K | 0.3% | |
| MERCK CO INC | Common Stocks | — | $81K | $94K | 0.3% | |
| PHILLIPS 66 | Other securities | — | $75K | $94K | 0.3% | |
| LAS VEGAS SANDS CORP | Common Stocks | — | $117K | $93K | 0.3% | |
| FORD CR AUTO OWNER 4.610% 8/15/2029 | Bonds / Notes | — | $90K | $91K | 0.3% | |
| HALIBURTON CO | Common Stocks | — | $108K | $88K | 0.3% | |
| SYNOPSYS INC SR 4.650% 4/1/2028 | Bonds / Notes | — | $85K | $85K | 0.3% | |
| MEDTRONIC PLC | Common Stocks | — | $78K | $84K | 0.3% | |
| COMCAST CORP CLASS A | Common Stocks | — | $88K | $83K | 0.3% | |
| PHILIP MORRIS INTL 4.875% 2/13/2026 | Bonds / Notes | — | $80K | $80K | 0.3% | |
| SEMPRA 3.300% 4/1/2025 | Bonds / Notes | — | $80K | $80K | 0.3% | |
| XCEL ENERGY INC 3.350% 12/1/2026 | Bonds / Notes | — | $76K | $78K | 0.3% | |
| AMERICAN EXPRESS CO | Common Stocks | — | $22K | $78K | 0.3% | |
| VERTIV HOLDINGS LLC LP | Common Stocks | — | $98K | $78K | 0.3% | |
| VMWARE INC 1.800% 8/15/2028 | Bonds / Notes | — | $73K | $77K | 0.3% | |
| ELEVANCE HEALTH INC | Common Stocks | — | $53K | $77K | 0.3% | |
| PUBLIC STORAGE INC | Common Stocks | — | $68K | $76K | 0.3% | |
| WELLS FARGO CO | Common Stocks | — | $35K | $76K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| THE SEGAL COMPANY |
| 94-1503999 |
| — |
| ACTUARY |
| $69K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CONNER & WINTERS | 73-1388566 | — | ATTORNEY | $33K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ZENITH-AMERICAN SOLUTIONS | 52-1590516 | — | ADMINISTRATOR | $462K | — |
| BARROW HANLEY | 75-2403190 | — | INVEST. MGR. | $38K | — |
