Miller Kaplan Arase LLP signed Board of Trustees, Steelworkers Western Independent's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Board of Trustees, Steelworkers Western Independent's EIN is 90-0169564.
Download the official 2023 Form 5500 (PDF) for Board of Trustees, Steelworkers Western Independent 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 | 23-2588479 | — | NONE | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SEI INVESTMENTS COMPANY | 23-1707341 | — | NONE | $783K |
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 | |||||
|---|---|---|---|---|---|---|
| SEI World Equity Ex-US Fund | Other securities | — | $15.8M | $18.3M | 14.8% | |
| SEI CORE PROP. COLL. INV. TRUST SEI TRUST COMPANY · EIN 27-3224429 / PN 045 | Common Collective Trust | — | $6.2M | $16.2M | 13.1% | |
| SEI STRUCTURED CREDIT COLL. FUND SEI TRUST COMPANY · EIN 75-3251893 / PN 024 | Common Collective Trust | — | $4.4M | $13.5M | 10.9% | |
| SEI Core Fixed Income Fund | Other securities | — | $14.3M | $13.0M | 10.5% | |
| SEI Limited Duration Bond Fund | Other securities | — | $12.9M | $12.8M | 10.4% | |
| SEI Large Cap Fund | Other securities | — | $9.5M | $10.1M | 8.2% | |
| SEI S&P 500 Index Fund | Common Collective Trusts | — | $6.7M | $10.1M | 8.2% | |
| SEI Dynamic Asset Allocation Fund | Other securities | — | $5.5M | $6.7M | 5.5% | |
| SEI Emerging Markets Debt Fund | Other securities | — | $5.0M | $4.5M | 3.6% | |
| SEI High Yield Bond Fund | Other securities | — | $5.2M | $4.4M | 3.6% | |
| SEI Emerging Markets Equity Fund | Other securities | — | $3.0M | $3.4M | 2.8% | |
| SEI Extended Market Index Fund | Common Collective Trusts | — | $2.5M | $3.4M | 2.7% | |
| SEI GLBL PRVTE ASSETS V COL INV TRU SEI TRUST COMPANY · EIN 84-3069065 / PN 136 | Common Collective Trust | — | $2.3M | $2.7M | 2.2% | |
| SEI Small Cap Fund | Other securities | — | $2.1M | $2.2M | 1.8% | |
| SEI GLBL PRVT ASSETS VI COL INV TRU SEI TRUST COMPANY · EIN 92-0237855 / PN 165 | Common Collective Trust | — | $986K | $1.0M | 0.8% |
| — |
| BENESYS ADMINISTRATORS | 38-2383171 | — | NONE | $176K | — |
| THE SEGAL COMPANY INC | 94-1503999 | — | NONE | $109K | — |
| TRUCKER HUSS, APC | 94-3216063 | — | NONE | $77K | — |
| MILLER KAPLAN ARASE LLP | 95-2036255 | — | NONE | $62K | — |
| US BANK | 31-0841368 | — | NONE | $36K | — |
| STEPHEN HORN INSURANCE SERVICES | 94-3249244 | — | NONE | $0 | — |
