Bill Magnuson signed Board of Trustees, Idaho Plumbers and Pipefitters Pension Plan's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Board of Trustees, Idaho Plumbers and Pipefitters Pension Plan's EIN is 82-6010346.
Download the official 2024 Form 5500 (PDF) for Board of Trustees, Idaho Plumbers and Pipefitters Pension Plan from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASB CAPITAL MANAGEMENT | 52-6257033 | — | NONE | $54K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENESYS INC. | 38-2383171 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
Board of Trustees, Idaho Plumbers and Pipefitters Pension Plan's plan includes a defined-benefit pension formula.
| NONE |
| $231K |
| — |
| MILLIMAN, INC. | 91-0675641 | — | NONE | $137K | — |
| ULLICO | 90-0622302 | — | NONE | $134K | — |
| MONDRESS MONACO PARR LOCKWOOD PLLC | 91-1917286 | — | NONE | $75K | — |
| RV KUHNS | 93-0910652 | — | NONE | $72K | — |
| CLIFTONLARSONALLEN LLP | 41-0746749 | — | NONE | $49K | — |
| LGIM AMERICA | 20-8058531 | — | NONE | $34K | — |
| WELLS FARGO | 94-6052285 | — | PARTY IN INTEREST | $34K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund | Common Collective Trusts | — | $16.8M | $24.8M | 13.1% | |
| ULLICO INFRASTRUCTURE FUND LP ULLICO INVESTMENT ADVISORS, INC · EIN 90-0622302 / PN 001 | 103-12 Investment Entity | — | $9.2M | $12.0M | 6.3% | |
| DFA World Ex U.S. Core Eq Portfolio Class-Inst | Mutual Funds | — | $6.6M | $9.4M | 5.0% | |
| Harding Loevner International Equity Institutional Fund | Other securities | — | $6.7M | $9.4M | 5.0% | |
| Vanguard Total International Stock Index Fund Inst'l | Common Collective Trusts | — | $7.3M | $9.3M | 4.9% | |
| ASB ALLEGIANCE REAL ESTATE FUND CHEVY CHASE TRUST COMPANY · EIN 52-6257033 / PN 006 | Common Collective Trust | — | $6.0M | $5.4M | 2.9% | |
| Limited Partnerships Barings Core Property Fund, LP | Other securities | — | $3.3M | $4.0M | 2.1% | |
| Harrison Street Core Property Fund, LP | Other securities | — | $3.5M | $3.3M | 1.8% | |
| BNY Mellon Small/Mid Cap Growth | Mutual Funds | — | $2.6M | $3.3M | 1.7% | |
| Vanguard Extended Markets Fund | Mutual Funds | — | $2.8M | $3.2M | 1.7% | |
| KKR US Direct Lending Feeder SCSp | Other securities | — | $2.1M | $2.1M | 1.1% | |
| Doubleline Core Fixed Income Fund Class I | Other securities | — | $2.0M | $2.0M | 1.0% | |
| s (Continued) TCW Metwest Total Return Bond Fund Class I | Mutual Funds | — | $2.0M | $1.9M | 1.0% | |
| Kennedy Capital Small Cap Value Fund | Other securities | — | $1.8M | $1.8M | 0.9% | |
| Fidelity Mid Cap Value Index Fund | Common Collective Trusts | — | $1.1M | $1.2M | 0.6% | |
| Yale University 1.482% Due 04/15/2020 | Bonds / Notes | — | $1.1M | $1.2M | 0.6% | |
| USA (Govt) 4.875% Due 11/30/2025 | Bonds / Notes | — | $1.1M | $1.1M | 0.6% | |
| Microsoft Corp 4.200% Due 11/03/2035 | Bonds / Notes | — | $1.1M | $1.1M | 0.6% | |
| Johnson&Johnson 3.550% Due 03/01/2036 | Bonds / Notes | — | $1.2M | $1.1M | 0.6% | |
| Apple Inc 4.375% Due 05/13/2045 | Bonds / Notes | — | $1.1M | $1.0M | 0.6% | |
| Novartis Capital Corp 3.000% Due 11/20/2025 | Bonds / Notes | — | $879K | $884K | 0.5% | |
| Cash and Cash equivalents * Principal Government Money Market Fund Variable Rate | Cash / Money Market | — | $873K | $873K | 0.5% | |
| Blackrock Fund 4.900% Due 01/08/2035 | Bonds / Notes | — | $848K | $826K | 0.4% | |
| Equinor 4.800% Due 11/08/2043 | Bonds / Notes | — | $894K | $826K | 0.4% | |
| Florida Pwr & Lt 4.050% Due 06/01/2042 | Bonds / Notes | — | $878K | $824K | 0.4% | |
| Bp Cap Markets America 3.060% Due 06/17/2041 | Bonds / Notes | — | $866K | $815K | 0.4% | |
| John Deere Cap 1.500% Due 03/06/2028 | Bonds / Notes | — | $800K | $813K | 0.4% | |
| American Express 1.650% Due 11/04/2026 | Bonds / Notes | — | $796K | $808K | 0.4% | |
| Realty Income 1.800% Due 03/15/2033 | Bonds / Notes | — | $802K | $806K | 0.4% | |
| Morgan Stanley 3.591% Due 07/22/2028 | Bonds / Notes | — | $800K | $801K | 0.4% | |
| Welltower Inc 2.750% Due 01/15/2032 | Bonds / Notes | — | $798K | $799K | 0.4% | |
| Centerpoint Hous 3.000% Due 03/01/2032 | Bonds / Notes | — | $802K | $799K | 0.4% | |
| Ameren Illinois 3.800% Due 05/15/2028 | Bonds / Notes | — | $791K | $796K | 0.4% | |
| Charles Schwab 2.900% Due 03/03/2032 | Mutual Funds | — | $802K | $794K | 0.4% | |
| Abbvie Inc 4.700% Due 05/14/2045 | Bonds / Notes | — | $857K | $790K | 0.4% | |
| Cred Suis Ny 7.500% Due 02/15/2028 | Bonds / Notes | — | $796K | $785K | 0.4% | |
| Simon Prop Gp Lp 4.750% Due 09/26/2034 | Bonds / Notes | — | $805K | $784K | 0.4% | |
| Extra Space Stor 4.000% Due 06/15/2029 | Bonds / Notes | — | $784K | $782K | 0.4% | |
| Camden Prop Trst 4.900% Due 01/15/2034 | Bonds / Notes | — | $792K | $780K | 0.4% | |
| Walt Disney Co 6.150% Due 03/01/2037 | Bonds / Notes | — | $800K | $777K | 0.4% | |
| Metlife Inc 5.300% Due 12/15/2034 | Bonds / Notes | — | $794K | $775K | 0.4% | |
| Union Pac Corp 3.600% Due 09/15/2037 | Bonds / Notes | — | $806K | $774K | 0.4% | |
| Pepsico Inc 3.500% Due 03/19/2040 | Bonds / Notes | — | $803K | $769K | 0.4% | |
| Nnn Reit 5.500% Due 06/15/2034 | Bonds / Notes | — | $789K | $766K | 0.4% | |
| Merck & Co Inc 3.900% Due 03/07/2039 | Bonds / Notes | — | $800K | $765K | 0.4% | |
| (Continued) Home Depot Inc 5.400% Due 09/15/2040 | Corporate Bonds | — | $811K | $764K | 0.4% | |
| Verizon Comm Inc 2.650% Due 11/20/2040 | Bonds / Notes | — | $798K | $760K | 0.4% | |
| Merrill Lynch 6.110% Due 01/29/2037 | Bonds / Notes | — | $796K | $756K | 0.4% | |
| Travelers Cos 6.250% Due 06/15/2037 | Bonds / Notes | — | $779K | $754K | 0.4% | |
| Anheuser Busch 4.375% Due 04/15/2038 | Bonds / Notes | — | $786K | $754K | 0.4% |
