Pipe Fitters Local #211 Welfare Trust Fund's EIN is 74-6063911.
Download the official 2024 Form 5500 (PDF) for Pipe Fitters Local #211 Welfare Trust Fund from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Pipe Fitters Local #211 Welfare Trust Fund's plan includes health coverage, life insurance.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OPPENHEIMER & CO, INC | 13-5657518 | THE WOODLANDS, TX | CONSULTANT | $127K | — |
| SEGAL COMPANY | 94-1503999 | AUSTIN, TX | CONSULTANT | $115K | — |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
| STEALTH PARTNERS GROUP LLC | — | SCOTTSDALE, AZ | BROKER | $20K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT RESOURCES | 76-0223606 | HOUSTON, TX | CONTRACT ADMINISTRATOR | $267K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HARPER & PEARSON COMPANY, PC | 74-1695589 | HOUSTON, TX | ACCOUNTANT | $167K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BAKER & BOTTS | 74-1195457 | DALLAS, TX | ATTORNEY | $112K | — |
| PATRICK FLYNN | 76-0385614 | HOUSTON, TX | ATTORNEY | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UNITED HEALTH CARE SERVCIES INC | 41-1289245 | — | CLAIMS PROCESSOR | $1.6M | — |
| RANDY BEAL | 74-6063911 | DEER PARK, TX | COORDINATOR | $156K | — |
| LETICIA BENAVIDES | 74-6063911 | DEER PARK, TX | SECRETARY | $61K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| (B) US Bank Money Market Fund | Cash / Money Market | — | $7.5M | $7.5M | 13.2% | |
| JPMorgan Core Plus Bond Fund | Other securities | — | $1.5M | $1.5M | 2.6% | |
| PIMCO Income Inst'I Class Fund | Mutual Funds | — | $1.5M | $1.5M | 2.6% | |
| s (A) Calamos Invt Tr New Market Neutral Fund | Mutual Funds | — | $1.3M | $1.4M | 2.4% | |
| JH Alternative Asset Alloc Fd Cl 1 | Other securities | — | $1.3M | $1.3M | 2.3% | |
| Angel Oak Income ETF | Other securities | — | $1.2M | $1.2M | 2.1% | |
| iShares Tr RUS 1000 Grw ETF | Other securities | — | $869K | $1.1M | 1.9% | |
| United States Treasury Note | U.S. Treasuries | — | $1.0M | $1.0M | 1.8% | |
| U.S. Government Securities (A) United States Treasury Note | U.S. Treasuries | — | $996K | $996K | 1.8% | |
| United States Treasury Note | U.S. Treasuries | — | $994K | $983K | 1.7% | |
| United States Treasury Note | U.S. Treasuries | — | $994K | $967K | 1.7% | |
| iShares Tr | Other securities | — | $807K | $965K | 1.7% | |
| Guggenheim Floating Rate Strat Fund | Bonds / Notes | — | $903K | $903K | 1.6% | |
| Hartford Core Equity Fund | Other securities | — | $701K | $817K | 1.4% | |
| Pacer US Cash Cows 100 EFT | Cash / Money Market | — | $581K | $657K | 1.2% | |
| Resolution Fdg Corp | Common Stocks | — | $525K | $522K | 0.9% | |
| Piedmont Nat Gas Co Inc | Common Stocks | — | $529K | $517K | 0.9% | |
| Federal Homes Loan Banks | Other securities | — | $502K | $509K | 0.9% | |
| Federal Homes Loan Banks | Other securities | — | $505K | $506K | 0.9% | |
| United States Treasury Note | U.S. Treasuries | — | $518K | $498K | 0.9% | |
| Ally Finl Inc | Common Stocks | — | $498K | $498K | 0.9% | |
| United States Treasury Note | U.S. Treasuries | — | $489K | $494K | 0.9% | |
| Frost Total Return Bond Instl | Other securities | — | $500K | $483K | 0.9% | |
| Westrock Co | Common Stocks | — | $468K | $481K | 0.8% | |
| Philip Morris Intl Inc | Common Stocks | — | $452K | $452K | 0.8% | |
| Anheuser-Busch Inbev WLCW Inc | Common Stocks | — | $459K | $450K | 0.8% | |
| Kinder Morgan Energy Partners | Other securities | — | $449K | $439K | 0.8% | |
| Dow Chemical Co | Common Stocks | — | $431K | $438K | 0.8% | |
| Kraft Heinz Foods Co | Common Stocks | — | $440K | $434K | 0.8% | |
| Progressive Corp | Common Stocks | — | $428K | $427K | 0.8% | |
| Vanguard Treasury Fund Mkt Inv Shrs | Mutual Funds | — | $425K | $425K | 0.8% | |
| Goldman Sachs Tr II | Other securities | — | $400K | $422K | 0.7% | |
| Nissan Motor Accep Co LLC | Common Stocks | — | $417K | $415K | 0.7% | |
| Concentrix Corp | Common Stocks | — | $414K | $403K | 0.7% | |
| Globe Life Inc | Common Stocks | — | $412K | $402K | 0.7% | |
| Hasbro Inc | Common Stocks | — | $422K | $402K | 0.7% | |
| Ford Holdings Inc | Common Stocks | — | $395K | $397K | 0.7% | |
| Amgen Inc | Common Stocks | — | $408K | $397K | 0.7% | |
| Natwest Group PLC | Common Stocks | — | $392K | $396K | 0.7% | |
| Avnet Inc | Common Stocks | — | $389K | $392K | 0.7% | |
| T Mobile USA Inc | Common Stocks | — | $407K | $392K | 0.7% | |
| Resolution Fdg Corp | Common Stocks | — | $396K | $391K | 0.7% | |
| Federal Nat'I Mtg Assn | Other securities | — | $388K | $381K | 0.7% | |
| Reinsurance Group Amer Inc | Common Stocks | — | $385K | $378K | 0.7% | |
| Morgan Stanley Cap 167 (A) Highwoods Rlty Ltd Partnership | Common Stocks | — | $381K | $373K | 0.7% | |
| HCA Inc | Common Stocks | — | $372K | $367K | 0.6% | |
| Brunswick Corp | Common Stocks | — | $360K | $367K | 0.6% | |
| Deere & Co | Common Stocks | — | $364K | $361K | 0.6% | |
| Ball Corp | Common Stocks | — | $361K | $358K | 0.6% | |
| Boeing Co | Common Stocks | — | $355K | $353K | 0.6% |
