Mark Calkins signed Trustees - Iron Workers Pension Trust Fund for Colorado's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Trustees - Iron Workers Pension Trust Fund for Colorado's EIN is 84-6099094.
Download the official 2024 Form 5500 (PDF) for Trustees - Iron Workers Pension Trust Fund for Colorado 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 |
|---|---|---|---|---|---|
| SEGAL MARCO ADVISORS, INC. | 13-2646110 | — | NONE | $100K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAEL & LETSON | 94-1701048 | — | NONE | $75K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| MARCO EQUITY SEGAL MARCO GROUP TRUST · EIN 27-6230536 / PN 001 | 103-12 Investment Entity | — | — | $9.7M | 41.2% | |
| MARCO FIXED SEGAL MARCO GROUP TRUST · EIN 27-6230536 / PN 002 | 103-12 Investment Entity | — | — | $8.9M | 37.6% | |
| BAIRD SHORT TERM BOND FUND N/A | Mutual Funds | — | — | $2.6M | 10.8% | |
| GERDING EDLEN GREEN CITIES III, LP N/A | Other securities | — | — | $660K | 2.8% | |
| HAMILTON LANE STRAT OPP OFF IV N/A | Other securities | — | — | $544K | 2.3% | |
| INTEREST BEARING CASH US BANK BENEFIT ACCOUNT N/A 0.01% N/A | Cash / Money Market | — | — | $506K | 2.1% | |
| PARTNERSHIPS DOVER STREET VIII CAYMAN FUND, LP N/A | Other securities | — | — | $145K | 0.6% | |
| MONEY MARKET FUND * FIRST AMER PRIME OBLIG FUND CL Y N/A 0.01% N/A | Cash / Money Market | — | — | $115K | 0.5% |
Trustees - Iron Workers Pension Trust Fund for Colorado's plan includes a frozen benefit (no new accruals).
| ZENITH AMERICAN SOLUTIONS, INC. |
| 52-1590516 |
| — |
| NONE |
| $62K |
| — |
| NEEDLES & ASSOCIATES, LLC | 51-0435869 | — | NONE | $36K | — |
| US BANK | 31-0841368 | — | NONE | $21K | — |
| SPENCER FANE, LLP | 44-0561981 | — | NONE | $8K | — |
