DAVE Wood signed Joint GOV. COMM. Plumbers and Pipefitters Local Union No. 525's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Joint GOV. COMM. Plumbers and Pipefitters Local Union No. 525's EIN is 88-6003864.
Download the official 2023 Form 5500 (PDF) for Joint GOV. COMM. Plumbers and Pipefitters Local Union No. 525 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 |
|---|---|---|---|---|---|
| IRON MOUNTAIN INCORPORATED | 23-2588479 | ROYERSFORD, PA | NONE | $12K | — |
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.
Joint GOV. COMM. Plumbers and Pipefitters Local Union No. 525's plan includes a defined-benefit pension formula.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
| AMERICAN REALTY ADVISORS, LLC | 33-0123114 | LOS ANGELES, CA | NONE | $456K | — |
| BARON CAPITAL MANAGEMENT, INC. | 13-3390015 | NEW YORK, NY | NONE | $180K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RUBINBROWN LLP | 43-0765316 | LAS VEGAS, NV | NONE | $372K | — |
| BROWNSTEIN HYATT FARBER SCHRECK LLP | 26-1367865 | LAS VEGAS, NV | NONE | $333K | — |
| BENESYS ADMINISTRATORS | 38-2383171 | TROY, MI | NONE | $241K | — |
| NIS OF AMERICA, LLC | 84-3937993 | MILWAUKEE, WI | NONE | $195K | — |
| CHEIRON, INC. | 13-4215617 | SOLANA BEACH, CA | NONE | $93K | — |
| NEW ENGLAND PENSION CONSULTANTS | 26-1429809 | BOSTON, MA | NONE | $75K | — |
| SEGAL SELECT INSURANCE | 46-0619194 | NEW YORK, NY | NONE | $63K | — |
| MIDWEST INSTITUTIONAL TRUST SERVICE | 36-2085229 | OVERLAND PARK, KS | NONE | $39K | — |
| BMO HARRIS BANK | 36-2085229 | CHICAGO, IL | NONE | $28K | — |
| SMART SOURCE | 30-0830429 | PLEASANTON, CA | NONE | $13K | — |
| UA LOCAL 525 | 88-0030428 | LAS VEGAS, NV | AFFILIATED UNION LOCAL | $8K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Artisan Global Opportunities Trust Global Equity Funds - CCT | Other securities | — | $23.0M | $61.4M | 14.9% | |
| ARTISAN MULTIPLE INVESTMENT TRUST SEI TRUST COMPANY · EIN 26-3653822 / PN 021 | Common Collective Trust | — | — | $61.4M | 14.9% | |
| NCS GROUP TRUST - GLOBAL FUND BNY MELLON INVESTMENT ADVISER, INC. · EIN 76-6192146 / PN 003 | 103-12 Investment Entity | — | $26.7M | $44.1M | 10.7% | |
| PIMCO All Asset Fund CI I #34 Balanced Equity - Mutual Fund | Mutual Funds | — | $39.2M | $36.9M | 8.9% | |
| NHIT DYNAMIC FIXED INCOME TRUST LOOMIS SAYLES TRUST COMPANY LLC · EIN 20-8080381 / PN 023 | Common Collective Trust | — | $30.3M | $36.3M | 8.8% | |
| LAZARD GLOBAL EQUITY FRANCHISE CIT GREAT GRAY TRUST COMPANY LLC · EIN 38-7304121 / PN 001 | Common Collective Trust | — | $30.0M | $29.9M | 7.2% | |
| NIS INTERMEDIATE FIXED INC FD LLC NATIONAL INVESTMENT SERVICES OF AMERICA, LLC · EIN 20-0065449 / PN 004 | Common Collective Trust | — | $21.8M | $25.8M | 6.2% | |
| SEGALL, BRYANT & HAMILL COLLECTIVE SEI TRUST COMPANY · EIN 81-0835598 / PN 090 | Common Collective Trust | — | $18.0M | $22.2M | 5.4% | |
| BARON EMERGING MARKETS COLLECTIVE I GLOBAL TRUST COMPANY · EIN 30-6492561 / PN 002 | Common Collective Trust | — | $18.0M | $22.1M | 5.3% | |
| Western Asset Core Bond Fund CI I Fixed Income Fund - Mutual Fund 45 American Strategic Value Realty Real Estate Funds - Limited Partnership | Other securities | — | $3.2M | $17.5M | 4.2% | |
| American Core Realty Fund, LP Real Estate Funds - Limited Partnership | Other securities | — | $16.3M | $15.6M | 3.8% | |
| BPEA Strategic Healthcare I-B, L.P. Private Equity - Limited Partnership | Other securities | — | $6.0M | $8.7M | 2.1% | |
| Carlyle Global Infrastructure Opportunity Fund Private Equity - Limited Partnership | Other securities | — | $5.4M | $7.4M | 1.8% | |
| CRESCENT CAPITAL TRUST II (LEVERED) GLOBAL TRUST COMPANY · EIN 32-6471303 / PN 005 | Common Collective Trust | — | $6.0M | $7.3M | 1.8% | |
| Washington Capital Transportation Infrastructure Fund Private Equity - 103-12 IE | Other securities | — | $5.6M | $6.9M | 1.7% | |
| WASHINGTON CAP JOINT MASTER TRUST WASHINGTON CAPITAL MANAGEMENT, INC. · EIN 91-1163419 / PN 001 | 103-12 Investment Entity | — | — | $6.9M | 1.7% | |
| ALCENTRA EURO CREDIT OPP FUND III ALCENTRA EUROPEAN CREDIT OPPORTUNITIES FUND III SCSP · EIN 98-1453417 / PN 001 | 103-12 Investment Entity | — | $6.1M | $6.8M | 1.7% | |
| Kayne Private Energy Income Fund II, L.P. Private Equity - Limited Partnership | Other securities | — | $4.6M | $6.7M | 1.6% | |
| ULLICO SEPERATE ACCOUNT J THE UNION LABOR LIFE INSURANCE COMPANY · EIN 13-1423090 / PN 203 | Pooled Separate Account | — | $4.8M | $6.3M | 1.5% | |
| Alcentra Strategic Credit Fund Private Debt - Limited Partnership | Other securities | — | $6.6M | $5.8M | 1.4% | |
| Siguler Guff Small Buyout Opportunities Fund IV Private Equity - Limited Partnership | Other securities | — | $4.0M | $5.5M | 1.3% | |
| Private Advisors Small Company Private Equity Fund Private Equity - Limited Partnership | Common Stocks | — | $2.7M | $4.2M | 1.0% | |
| INSTITUTIONAL CREDIT FUND, L.P. HPS INVESTMENT PARTNERS LLC · EIN 20-8774276 / PN 002 | 103-12 Investment Entity | — | $5.0M | $3.8M | 0.9% | |
| Schroder Taft-Hartley Income Fund Private Debt - Limited Partnership | Other securities | — | $3.1M | $3.7M | 0.9% | |
| NIS TOTAL ABSOLUTE RETURN FUND, LLC NATIONAL INVESTMENT SERVICES OF AMERICA, LLC · EIN 45-4783986 / PN 001 | Common Collective Trust | — | $2.6M | $3.4M | 0.8% | |
| MCMORGAN INFRASTRUCTURE FUND I, L.P MCMORGAN & COMPANY LLC · EIN 30-0808269 / PN 001 | 103-12 Investment Entity | — | $2.1M | $2.9M | 0.7% | |
| Siguler Guff Small Buyout Opportunities Fund V Private Equity - Limited Partnership | Other securities | — | $2.1M | $2.4M | 0.6% | |
| NIS HIGH YIELD FUND, LLC NATIONAL INVESTMENT SERVICES OF AMERICA, LLC · EIN 39-2021943 / PN 001 | Common Collective Trust | — | $1.4M | $1.9M | 0.5% | |
| NIS PREFERRED STOCK FUND II, LLC NATIONAL INVESTMENT SERVICES OF AMERICA, LLC · EIN 16-1626084 / PN 002 | Common Collective Trust | — | $1.4M | $1.8M | 0.4% | |
| BPEA Strategic Healthcare II L.P. Private Equity - Limited Partnership | Other securities | — | $1.6M | $1.7M | 0.4% | |
| MC Credit Fund SN LP Private Debt - Limited Partnership | Other securities | — | $1.6M | $1.7M | 0.4% | |
| Kayne Anderson Energy Fund VII, L.P. Private Equity - Limited Partnership | Other securities | — | $1.9M | $1.4M | 0.3% | |
| Dover Street XI Feeder Fund L.P. Private Equity - Limited Partnership | Other securities | — | $950K | $1.3M | 0.3% | |
| ALCENTRA MULTI-STRATEGY EURO CREDIT THE BANK OF NEW YORK MELLON · EIN 80-6263676 / PN 001 | 103-12 Investment Entity | — | $3.0M | $1.0M | 0.2% | |
| Goldman Sachs FS Govt Fund Money Market Fund | Cash / Money Market | — | $927K | $927K | 0.2% | |
| Private Equity Core Fund XI (offshore) L.P. Private Equity - Limited Partnership | Other securities | — | $814K | $898K | 0.2% | |
| North Sky Capital Alliance Fund II Private Equity - Limited Partnership | Other securities | — | $195K | $390K | <0.1% | |
| Mesirow Real Estate International Real Fund I Real Estate Funds - Limited Partnership | Other securities | — | $179K | $247K | <0.1% | |
| Crescent Mezzanine Partners VI, LP Private Debt - Limited Partnership | Other securities | — | $191K | $233K | <0.1% | |
| Dover Street VIII Cayman Fund, LP Private Equity - Limited Partnership — | Other securities | — | — | $182K | <0.1% | |
| North Sky Clean Tech Alliance Fund Private Equity - Limited Partnership | Other securities | — | $213K | $140K | <0.1% | |
| VOYA CREDIT OPPORTUNITIES FUND VOYA ALTERNATIVE ASSET MANAGEMENT LLC · EIN 13-3863170 / PN 000 | Common Collective Trust | — | $53K | $48K | <0.1% | |
| ALCENTRA EURO CREDIT OPP FUND THE BANK OF NEW YORK MELLON · EIN 61-6496775 / PN 001 | 103-12 Investment Entity | — | $22K | $5K | <0.1% | |
| TCW CAPITAL TRUST SEI TRUST COMPANY · EIN 27-6148636 / PN 109 | Common Collective Trust | — | — | $0 | <0.1% |
