Kevin Kerbs signed Electrical Workers Health and Welfare Plan Board of Trustees' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Electrical Workers Health and Welfare Plan Board of Trustees' EIN is 88-6002904.
Download the official 2024 Form 5500 (PDF) for Electrical Workers Health and Welfare Plan Board of Trustees from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Electrical Workers Health and Welfare Plan Board of Trustees' plan includes health coverage, life insurance, dental coverage, vision coverage.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FOCUS INVESTMENT ADVISORS, INC. | 81-1193503 |
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.
| — |
| NONE |
| $23K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BERRY & CO., CPA'S LTD | 88-0400174 | — | NONE | $91K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ANTHEM BLUE CROSS BLUE SHIELD | 84-0747736 | — | NONE | $4.1M | — |
| EVERSIDE HEALTH, LLC | 45-3449075 | — | NONE | $3.7M | — |
| BENESYS, INC. | 38-2383171 | — | NONE | $1.5M | — |
| INNOVATIVE CARE MGMT, INC. | 93-1087669 | — | NONE | $438K | — |
| LABOR FIRST, LLC | 06-1750191 | — | NONE | $338K | — |
| PAYER MATRIX, LLC | — | MEDIA, PA | NONE | $298K | — |
| CLINICAL MANAGER | — | LAS VEGAS, NV | EMPLOYEE | $220K | — |
| VIVEKA HEALTH, INC. | 86-2467157 | — | NONE | $198K | — |
| MILLIMAN, INC. | 91-0675641 | — | NONE | $164K | — |
| NATL INVSTMNT SRVCS OF AMERICA LLC | 84-3937993 | — | NONE | $146K | — |
| BROWNSTEIN HYATT FARBER SCHRECK LLP | 26-1367865 | — | NONE | $136K | — |
| SMART SOURCE, LLC | 30-0830429 | — | NONE | $101K | — |
| BEHAVORIAL HEALTHCARE OPTIONS, INC. | 88-0267857 | — | NONE | $100K | — |
| CLINICAL MANAGER'S ASSISTANT | — | LAS VEGAS, NV | EMPLOYEE | $78K | — |
| HEALTHLINX, LLC | 87-0660214 | — | NONE | $70K | — |
| HEALTH SERVICES COALITION | 88-0492643 | — | NONE | $55K | — |
| NEPC, LLC | 26-1429809 | — | NONE | $38K | — |
| PRIME THERAPEUTICS MGMT, LLC | 46-3708039 | — | NONE | $37K | — |
| DIVERSIFIED DENTAL SERVICES, INC. | 88-0346054 | — | NONE | $33K | — |
| MIDWEST INSTITUTIONAL TRUST COMPANY | 93-1799133 | — | NONE | $25K | — |
| GREENE INFUSO, LLP | — | LAS VEGAS, NV | NONE | $6K | — |
| UNION INSURANCE GROUP, INC. | 36-4226088 | — | NONE | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Total Corporate Obligations - Short Term | Other securities | — | $11.7M | $11.8M | 20.2% | |
| Cash Equivalents GS Fin Sq Gov $466 | Cash / Money Market | — | $6.6M | $6.6M | 11.3% | |
| PACIFIC ASSET MGMT BANK LOAN FND LP PAM BANK LOAN GP LLC · EIN 46-5076716 / PN 001 | 103-12 Investment Entity | — | $4.0M | $4.0M | 6.9% | |
| U.S. Treasury Note, 3.875%, Due 12/31/2027 | U.S. Treasuries | — | $2.0M | $2.0M | 3.5% | |
| Fixed Income Fund Point Bonita Capital Fund n/a | Other securities | — | $2.0M | $2.0M | 3.5% | |
| NIS SHORT DURATION HIGH YLD FD LLC NATIONAL INVESTMENT SERVICES, INC. · EIN 46-2057809 / PN 001 | Common Collective Trust | — | $1.5M | $2.0M | 3.4% | |
| NIS TOTAL ABSOLUTE RETURN FUND, LLC NATIONAL INVESTMENT SERVICES, INC. · EIN 45-4783986 / PN 001 | Common Collective Trust | — | $1.5M | $1.8M | 3.2% | |
| U.S. Treasury Note, 2.75%, Due 07/31/2027 | U.S. Treasuries | — | $1.8M | $1.8M | 3.1% | |
| Morgan Stanley Fin LLC Fr, 6.85%, Due 04/28/2026, Non-Callable | Bonds / Notes | — | $1.6M | $1.6M | 2.8% | |
| Barclays Bank PLC Fr, 7.60%, Due 01/27/2026 | Bonds / Notes | — | $1.6M | $1.6M | 2.7% | |
| HSBC USA Inc New Autocll Sr, 6.90%, Due 04/23/2026, Callable | Bonds / Notes | — | $1.6M | $1.6M | 2.7% | |
| Bhp Paribas Medium Term Sr Nts, Fltg Rate, Due 01/12/2026 | Bonds / Notes | — | $1.6M | $1.6M | 2.7% | |
| JPMorgan Chase Finl Co LLC Fr, 6.85%, Due 12/26/2025, Non‐Callable | Bonds / Notes | — | $1.6M | $1.5M | 2.7% | |
| Total Corporate Obligations - Long Term | Other securities | — | $1.1M | $1.1M | 1.9% | |
| U.S. Treasury Note, 1.50%, Due 01/31/2027 | U.S. Treasuries | — | $692K | $693K | 1.2% | |
| U.S. Treasury Note, 4.625%, Due 11/15/2026 | U.S. Treasuries | — | $431K | $431K | 0.7% | |
| Total Corporate Obligations - Intermediate | Other securities | — | $330K | $327K | 0.6% | |
| Foreign Obligations Aercap Iirland Capital Limited Sr NT, 2.45%, Due 10/29/2026, Callable | Bonds / Notes | — | $246K | $254K | 0.4% | |
| New Jersy ST Transn Tr Fd Aut Taxable Program Bds 2024 B taxable, 5.093%, Due 06/15/2025, Callable | Bonds / Notes | — | $210K | $210K | 0.4% | |
| United Airlines PT Cert Ser 2014 2 Cl A, 3.75%, Due 03/03/2028 | Bonds / Notes | — | $197K | $198K | 0.3% | |
| U.S. Treasury Note, 3.875%, Due 01/15/2026 | U.S. Treasuries | — | $170K | $170K | 0.3% | |
| First Horizon Natl Corp Sr NT, 4.00%, Due 05/26/2025, Callable | Bonds / Notes | — | $134K | $139K | 0.2% | |
| Air Lease Corp Fr, 1.875%, Due 08/15/2026, Callable | Bonds / Notes | — | $123K | $129K | 0.2% | |
| Realty Income Corp Sr Glbl | Common Stocks | — | $127K | $126K | 0.2% | |
| Air Canada Ser 2015 1 Cl A, 3.60%, Due 09/15/2028 | Bonds / Notes | — | $117K | $120K | 0.2% | |
| Exeter Atmobile Rec Tr Ser 2021 4 Cl D Zero Cpn, Due 01/17/2028 | Other securities | — | $114K | $118K | 0.2% | |
| Healthcare Trust of Amer Hldgs Sr Glbl NT, 3.75%, Due 07/01/2027, Callable | Bonds / Notes | — | $117K | $117K | 0.2% | |
| Corporate Obligations - Short Term (Less Than 5 Years) Agco Corp Sr NT, 5.45%, Due 03/21/2027, Callable | Bonds / Notes | — | $115K | $116K | 0.2% | |
| Seattle Childrens Hospital Sr Glbl, 1.208%, Due 10/01/2027, Callable | Bonds / Notes | — | $114K | $114K | 0.2% | |
| General Mtrs Finl Co Inc Sr NT, 5.40%, Due 05/08/2027, Callable | Bonds / Notes | — | $110K | $111K | 0.2% | |
| Toronto Dominion Bank Sr NT, 5.532%, Due 07/17/2026, Callable | Bonds / Notes | — | $100K | $101K | 0.2% | |
| Royal Bank of Canada Sub Glbl NT, 4.65%, Due 01/27/2026, Non-Callable | Bonds / Notes | — | $99K | $100K | 0.2% | |
| American Express CR Account Master Tr 2022‐3 Asset Backed CTF Cl A, 3.75%, Due 08/16/2027 | Structured Credit (CLO/ABS) | — | $100K | $100K | 0.2% | |
| State Str Corp Sr NT, Var Rate, Due 02/20/2029, Callable | Common Stocks | — | $100K | $99K | 0.2% | |
| National Secs Clearing Corp Sr 144a, 5.10%, Due 11/21/2027, Callable | Bonds / Notes | — | $97K | $96K | 0.2% | |
| Cwabs Inc Ser 2004 6 Cl 1 A 1, Fltg Rate, Due 10/25/2034 | Bonds / Notes | — | $94K | $96K | 0.2% | |
| Bridgecrest Len Auto Ser 2024 1 Cl A 3, 5.53%, Due 01/18/2028 | Bonds / Notes | — | $95K | $95K | 0.2% | |
| Take Two Interactive Software Sr NT, 5.00%, Due 03/28/2026, Callable | Bonds / Notes | — | $95K | $95K | 0.2% | |
| Caterpillar Finl Svcs Mtns Fr, 4.40%, Due 10/15/2027, Callable | Bonds / Notes | — | $95K | $95K | 0.2% | |
| Virginia Pwr Fuel Securiti Ext Sr SEC Snk, 5.088%, Due 05/01/2029, Non-Callable | Bonds / Notes | — | $94K | $94K | 0.2% | |
| JP Morgan Chase Bank NA Sr NT, 2.182%, Due 06/01/2028, Callable | Bonds / Notes | — | $91K | $94K | 0.2% | |
| Old Rep Intl Corp Sr Glbl NT, 3.875%, Due 08/26/2026, Callable | Bonds / Notes | — | $94K | $93K | 0.2% | |
| Corporate Obligations - Short Term (Continued) US Bancorp Fr, Var Rate, Due 10/26/2027, Callable | Common Stocks | — | $93K | $93K | 0.2% | |
| Bank Ser 2017 BNK7 Cl A SB, 3.265%, Due 09/17/2060 | Bonds / Notes | — | $89K | $91K | 0.2% | |
| Credit Suisse AG New York Fr, 5.00%, Due 07/09/2027, Non-Callable | Bonds / Notes | — | $89K | $91K | 0.2% | |
| Sbna Auto Lease Trust Ser 2024 A Cl A 3, 5.61%, Due 11/20/2026 | Bonds / Notes | — | $90K | $91K | 0.2% | |
| Dte Energy Co Sr NT, 4.95%, Due 10/15/2027, Callable | Bonds / Notes | — | $90K | $90K | 0.2% | |
| Accenture Capital Inc Sr NT, 3.90%, Due 10/04/2027, Callable | Bonds / Notes | — | $90K | $89K | 0.2% | |
| PNC Finl Svcs Group Inc Sr NT, Var Rate, Due 10/20/2027, Callable | Common Stocks | — | $88K | $88K | 0.2% | |
| Exeter Auto Recv Tr Ser 2021 3 Cl D, 1.55%, Due 06/15/2027 | Bonds / Notes | — | $83K | $85K | 0.1% |
