This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CALIBRE CPA GROUP | 47-0900880 | — | AUDITORS OF EMPLOYEE ORG | $48K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MILLIMAN, INC. | 91-0675641 | — | NONE | $293K | — |
| ZENITH AMERICAN SOLUTIONS | 52-1590516 | — | ADMINISTRATOR | $223K | — |
| THE SEGAL COMPANY | 13-1975125 | — | NONE |
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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| LOOMIS SAYLES CORE PLUS FIXED INC LOOMIS SAYLES TRUST COMPANY · EIN 84-6391546 / PN 010 | Common Collective Trust | $14.8M | 31.1% |
| ST STREET UNION LABOR RUSSELL 3000 STATE STREET GLOBAL ADVISORS · EIN 86-1959749 / PN 001 | Common Collective Trust | $12.1M | 25.5% |
| $110K |
| — |
| SCHULTE ROTH & ZABEL LLP | 13-2633996 | — | NONE | $61K | — |
| SLEVIN & HART, P.C. | 52-1708613 | — | NONE | $57K | — |
| STATE STREET BANK AND TRUST COMPANY | 04-1867445 | — | NONE | $50K | — |
| LOOMIS SAYLES TRUST COMPANY | 20-8080381 | — | NONE | $34K | — |
| SEGAL ADVISORS INC. | 13-2646110 | — | NONE | $30K | — |
| SOMMERS AND FAHRENBACH | 36-1796440 | — | NONE | $12K | — |
| FRSECURE LLC | 26-3547185 | — | NONE | $5K | — |
| STATE STREET MSCI ACWI EX US NL STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 159 |
Common Collective Trust |
| $6.4M |
| 13.4% |
