HERB Whitaker signed Trustees-Teamsters Local No. 455 Health and Welfare Fund's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Trustees-Teamsters Local No. 455 Health and Welfare Fund's EIN is 84-6030963.
Download the official 2024 Form 5500 (PDF) for Trustees-Teamsters Local No. 455 Health and Welfare Fund 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 |
|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | 34-1542819 | — | NONE | $71K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS, INC. | 52-1590516 | — | NONE | $178K | — |
| Provider | Nondisclosure info |
|---|---|
| US BANK | NO REPLIES TO THE EMAIL SENT FOR REQUEST ON SCHEDULE C |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Balanced Fund Income Class F2 | Mutual Funds | — | $3.2M | $3.9M | 34.8% | |
| Money market funds * Wells Fargo bank deposit sweep account | Cash / Money Market | — | $1.6M | $1.6M | 14.3% | |
| asset6,197,6496,560 | Other securities | — | $6.6M | $1.3M | 11.6% | |
| Blackrock Strategic Inc Opportunities CL | Common Stocks | — | $1.2M | $1.2M | 10.7% | |
| Eaton Vance Global Return Fund | Other securities | — | $1.0M | $1.0M | 9.2% | |
| Macquarie Limited-Term Diversified Income fund | Other securities | — | $943K | $911K | 8.2% | |
| Pimco Real Return Bond Fund Institutional Class | Mutual Funds | — | $945K | $893K | 8.0% | |
| Lord Abbett Floating Rate Fund Class I | Mutual Funds | — | $834K | $796K | 7.1% | |
| (i) Net gain or date | Other securities | — | — | $702K | 6.3% | |
| Wells Fargo standard bank deposit | Other securities | — | $67K | $67K | 0.6% | |
| Fidelity Govt Portfolio Instl Class Shares | Mutual Funds | — | $1K | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
Trustees-Teamsters Local No. 455 Health and Welfare Fund's plan includes health coverage, life insurance, dental coverage, vision coverage.
| CIGNA | 59-1031071 | — | NONE | $133K | — |
| THE SEGAL COMPANY | 46-0619194 | — | NONE | $56K | — |
| SPENCER FANE LLP | 44-0561981 | — | NONE | $55K | — |
| NEEDLES & ASSOCIATES, LLC | 51-0435869 | — | NONE | $26K | — |
