Richard Geyer signed BOT - Roofers LOC. 153 Supplemental Benefit Plan's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
BOT - Roofers LOC. 153 Supplemental Benefit Plan's EIN is 91-1222649.
Download the official 2024 Form 5500 (PDF) for BOT - Roofers LOC. 153 Supplemental Benefit Plan from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)BOT - Roofers LOC. 153 Supplemental Benefit Plan's plan includes a 401(k) feature, profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WASHINGTON CAPITAL MANAGEMENT INC | 91-1042342 | — | NONE | $30K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIRST HILL TRUST COMPANY | 91-1999591 | — | NONE | $54K | — |
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.
| MERRILL LYNCH PIERCE FENNER & SMITH |
| 13-5674085 |
| — |
| NONE |
| $53K |
| — |
| LAW OFFICE OF RICHARD A. EKMAN, P.S | 91-1321138 | — | NONE | $6K | — |
| CLARK, RAYMOND & COMPANY | 91-1521868 | — | NONE | $6K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Washington Cap JMT Mortgage Income Fund | Other securities | — | — | $6.5M | 36.6% | |
| WASHINGTON CAPITAL JOINT MASTER TR WASHINGTON CAPITAL MANANGEMENT INC · EIN 91-1163419 / PN 001 | 103-12 Investment Entity | — | — | $6.5M | 36.6% | |
| Apple Inc | Common Stocks | — | — | $581K | 3.3% | |
| Interest Bearing Cash | Cash / Money Market | — | — | $505K | 2.8% | |
| Jp Morgan Undscvrd Mngrs Behavrl Val Fd I Cl | Other securities | — | — | $407K | 2.3% | |
| Eli Lilly & Co | Common Stocks | — | — | $386K | 2.2% | |
| John Hancock Disciplined Value Mid Cap Fund Cl I | Other securities | — | — | $330K | 1.8% | |
| American Smallcap World Fund Cl F2 | Other securities | — | — | $328K | 1.8% | |
| Broadcom Inc | Common Stocks | — | — | $320K | 1.8% | |
| Microsoft Corp | Common Stocks | — | — | $291K | 1.6% | |
| Eaton Corp Plc | Common Stocks | — | — | $262K | 1.5% | |
| Exxon Mobil Corp Com | Common Stocks | — | — | $253K | 1.4% | |
| Chevron Corp | Common Stocks | — | — | $245K | 1.4% | |
| ISA Forbright Bank | Other securities | — | — | $238K | 1.3% | |
| Mfs International Diversification Fund Cl I | Mutual Funds | — | — | $221K | 1.2% | |
| Home Depot Inc | Common Stocks | — | — | $214K | 1.2% | |
| Emerson Elec Co | Common Stocks | — | — | $208K | 1.2% | |
| Walmart Inc | Common Stocks | — | — | $208K | 1.2% | |
| Intl Business Machines | Other securities | — | — | $207K | 1.2% | |
| Genl Dynamics Corp Com | Common Stocks | — | — | $190K | 1.1% | |
| Altria Group Inc | Common Stocks | — | — | $184K | 1.0% | |
| Calamos Market Neutral Income Fd Cl I | Other securities | — | — | $149K | 0.8% | |
| Wisdomtree US Smallcap Divd Fd | Other securities | — | — | $148K | 0.8% | |
| Welltower Inc | Common Stocks | — | — | $147K | 0.8% | |
| Macquarie Emerging Markets Fd Cl Instl | Other securities | — | — | $137K | 0.8% | |
| Jpmorgan Chase & Co | Common Stocks | — | — | $137K | 0.8% | |
| Coca Cola Com | Common Stocks | — | — | $137K | 0.8% | |
| Lord Abbett Ultra Short Bond Fund Cl I | U.S. Treasuries | — | — | $128K | 0.7% | |
| Lockheed Martin Corp | Common Stocks | — | — | $121K | 0.7% | |
| Amgen Inc Com | Common Stocks | — | — | $120K | 0.7% | |
| Pacer US Small Cap Cash Cows 100 Etf Shs | Cash / Money Market | — | — | $114K | 0.6% | |
| Cisco Systems Inc Com | Common Stocks | — | — | $110K | 0.6% | |
| Blue Owl Cap Inc | Common Stocks | — | — | $110K | 0.6% | |
| Blackrock Multi Asset Income Portfolio Instl | Other securities | — | — | $109K | 0.6% | |
| Procter & Gamble Co | Common Stocks | — | — | $101K | 0.6% | |
| U.S. Treasury Note | U.S. Treasuries | — | — | $99K | 0.6% | |
| U.S. Treasury Note | U.S. Treasuries | — | — | $97K | 0.5% | |
| Astrazeneca Plc Spnd Adr | Common Stocks | — | — | $95K | 0.5% | |
| U.S. Treasury Note | U.S. Treasuries | — | — | $95K | 0.5% | |
| Pear Tree Polaris Foreign Val Fd Cl Instl | Other securities | — | — | $94K | 0.5% | |
| Janus Henderson Mortg Backed | Mutual Funds | — | — | $94K | 0.5% | |
| Hsbc Holding Plc | Common Stocks | — | — | $91K | 0.5% | |
| U.S. Treasury Note | U.S. Treasuries | — | — | $90K | 0.5% | |
| Pacer Global Cash Cows Dividend Etf | Cash / Money Market | — | — | $88K | 0.5% | |
| At&T Inc | Common Stocks | — | — | $87K | 0.5% | |
| Mcdonalds Corp Com | Common Stocks | — | — | $87K | 0.5% | |
| Pacer Developed Markets Pacer Developed Markets | Other securities | — | — | $86K | 0.5% | |
| T exas Instruments | Other securities | — | — | $83K | 0.5% | |
| PGIM Short Duration Multi Sec Bd Fd Cl Z | Other securities | — | — | $81K | 0.5% | |
| Pepsico Inc | Common Stocks | — | — | $79K | 0.4% |
