ANA Hanson signed Phoenix Painters' Pension Trust Fund's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Phoenix Painters' Pension Trust Fund's EIN is 86-6068085.
Download the official 2023 Form 5500 (PDF) for Phoenix Painters' Pension Trust Fund from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE SEGAL COMPANY | 94-1503999 | — | NONE OTHER THAN CONTRACT | $72K | — |
| SOUTHWEST SERVICE ADMINISTRATORS | 86-0785790 | — | NONE OTHER THAN CONTRACT | $71K | — |
| MERRILL LYNCH | 13-3180817 | — | NONE OTHER THAN CONTRACT | $18K | — |
| SEGAL SELECT |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Value Fd EFT | Mutual Funds | — | $5.3M | $7.9M | 28.3% | |
| Vanguard Growth Fd EFT | Mutual Funds | — | $2.9M | $6.6M | 23.6% | |
| IShares Core Msci EAFE EFT | Other securities | — | $2.5M | $3.0M | 10.7% | |
| IShares Core Msci Emrg Mrkts EFT | Other securities | — | $1.6M | $1.8M | 6.5% | |
| Vanguard Small-Cap Value Fd EFT | Mutual Funds | — | $1.1M | $1.4M | 5.1% | |
| Vanguard Small-Cap Gr Fd EFT | Mutual Funds | — | $857K | $1.2M | 4.2% | |
| Ishares MBS | Other securities | — | $994K | $1.0M | 3.6% | |
| Vanguard Interm Term Corp EFT | Mutual Funds | — | $742K | $791K | 2.8% | |
| IShares 20+ Year Treasury Bond EFT | U.S. Treasuries | — | $882K | $788K | 2.8% | |
| Vanguard Short Term Corp Bond EFT | Mutual Funds | — | $725K | $754K | 2.7% | |
| Vanguard Interm Term Treasury EFT | Mutual Funds | — | $733K | $748K | 2.7% | |
| Schwab Short-Term U.S. Treasury EFT | Mutual Funds | — | $555K | $559K | 2.0% | |
| Blackrock Liq T-Inst | Other securities | — | $436K | $436K | 1.6% | |
| Vanguard Total International Bond EFT | Mutual Funds | — | $243K | $255K | 0.9% | |
| Ishares TIPS Bond | Other securities | — | $124K | $125K | 0.4% | |
| IShares Iboxx Invtmnt Grade Corp Bd EFT | Common Stocks | — | $121K | $124K | 0.4% | |
| Invesco Preferred | Mutual Funds | — | $85K | $89K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 48-0619194 |
| — |
| NONE OTHER THAN CONTRACT |
| $15K |
| — |
| BANK OF ARIZONA | — | PHOENIX, AZ | NONE OTHER THAN CONTRACT | $14K | — |
| BALDWIN MOFFITT BEHM LLP | 46-4370753 | — | NONE OTHER THAN CONTRACT | $11K | — |
| THE KELLEY LAW GROUP | — | — | NONE OTHER THAN CONTRACT | $8K | — |
