Scott Middleton signed BOT, WA State Plumbing and Pipefitting Industry Pension Plan's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
BOT, WA State Plumbing and Pipefitting Industry Pension Plan's EIN is 91-6029141.
Download the official 2024 Form 5500 (PDF) for BOT, WA State Plumbing and Pipefitting Industry Pension Plan from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 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 | — | NORCROSS, GA | NONE | $9K | — |
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.
BOT, WA State Plumbing and Pipefitting Industry Pension Plan's plan includes a defined-benefit pension formula.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WASHINGTON CAPITAL MANAGEMENT, INC | 91-1042342 | — | NONE | $1.1M | — |
| QUEST INVESTMENT MANAGEMENT INC. | 93-0880854 | — | NONE | $401K | — |
| PNC CAPITAL ADVISORS | 04-3063840 | — | NONE | $315K | — |
| J.P. MORGAN INVESTMENT MANAGEMENT | 13-3200244 | — | NONE | $292K | — |
| PANAGORA ASSET MANAGEMENT | 04-3063840 | — | NONE | $137K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS, INC | 52-1590516 | — | NONE | $832K | — |
| LOOMIS SAYLES | 04-3200030 | — | NONE | $765K | — |
| THE UNION LABOR LIFE INSURANCE CO | 13-1423090 | — | NONE | $290K | — |
| US BANK N.A. | 31-0841368 | — | NONE | $275K | — |
| MILLIMAN | 91-0675641 | — | NONE | $255K | — |
| VERUS | 91-1320111 | — | NONE | $162K | — |
| TURNER, STOEVE & GAGLIARDI, P.S. | 91-1282506 | — | NONE | $52K | — |
| ANASTASI MOORE & MARTIN, PLLC | 20-8149084 | — | NONE | $41K | — |
| CLIFTONLARSONALLEN LLP | 41-0746749 | — | NONE | $40K | — |
| BARLOW & COUGHRAN, P.S. | 91-0889948 | — | NONE | $39K | — |
| INVESCO TRUST COMPANY | 46-3793325 | — | NONE | $27K | — |
| WELLS FARGO | — | SAN FRANCISCO, CA | NONE | $24K | — |
| SMART SOURCE LLC | 30-0830429 | — | NONE | $18K | — |
| SERVICE PRINTING CO | — | SEATTLE, WA | NONE | $11K | — |
| SEGAL SELECT INSURANCE SERVICES | 46-0619194 | — | NONE | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| WA CAPITAL JOINT MASTER TRUST FUND WA CAPITAL MANAGEMENT INC · EIN 91-1163419 / PN 001 | 103-12 Investment Entity | — | — | $181.2M | 14.4% | |
| VANGUARD TOTAL INTL STOCK IND FD | Mutual Funds | — | $104.6M | $125.0M | 9.9% | |
| LOOMIS SAYLES LARGECAP GROWTH TRUST LOOMIS SAYLES TRUST COMPANY LLC · EIN 84-6391546 / PN 012 | Common Collective Trust | — | $24.5M | $97.5M | 7.8% | |
| WCM JMT REAL ESTATE EQUITY | Other securities | — | $20.2M | $92.7M | 7.4% | |
| WCM JMT MORTGAGE INCOME | Other securities | — | $30.4M | $88.5M | 7.0% | |
| DODGE & COX STOCK FUND | Mutual Funds | — | $57.0M | $86.3M | 6.9% | |
| ULLICO SEPARATE ACCOUNT J THE UNION LABOR LIFE INSURANCE COMPANY · EIN 13-1423090 / PN 203 | Pooled Separate Account | — | $43.2M | $54.1M | 4.3% | |
| VANGUARD SM CAP GROWTH IND FD | Mutual Funds | — | $30.0M | $46.2M | 3.7% | |
| Mesirow Financial Real Estate Value Fund IV, LP | Other securities | — | $33.4M | $34.9M | 2.8% | |
| Mesirow Financial Real Estate Value Fund III, LP | Other securities | — | $21.7M | $32.5M | 2.6% | |
| MULTI-EMPLOYER PROPERTY TRUST NEWTOWER TRUST COMPANY · EIN 52-6218800 / PN 001 | Common Collective Trust | — | $9.7M | $26.7M | 2.1% | |
| JPMCB STRATEGIC PROPERTY FUND | Other securities | — | $21.4M | $25.6M | 2.0% | |
| COM PEN TRST FD STRAT PROP JP MORGAN CHASE BANK, N.A. · EIN 13-6038770 / PN 001 | Common Collective Trust | — | — | $25.6M | 2.0% | |
| Schroder FOCUS II (Cayman) Fund, LP | Other securities | — | $6.6M | $13.8M | 1.1% | |
| Mesirow Financial Real Estate Value Fund V, LP | Other securities | — | $10.9M | $10.6M | 0.8% | |
| NVIDIA CORP | Common Stocks | — | $3.1M | $8.8M | 0.7% | |
| MICROSOFT CORP COM | Common Stocks | — | $4.0M | $8.6M | 0.7% | |
| APPLE INC COM | Common Stocks | — | $4.4M | $8.3M | 0.7% | |
| Schroder FOCUS III (Cayman) Fund, LP | Other securities | — | $7.7M | $8.1M | 0.6% | |
| U S TREASURY BD 3.500% Due 2/15/53 | Bonds / Notes | — | $8.1M | $7.6M | 0.6% | |
| AMAZON COM INC | Common Stocks | — | $3.5M | $6.9M | 0.5% | |
| ALPHABET INC CL C | Common Stocks | — | $3.5M | $6.4M | 0.5% | |
| U S TREASURY BD 4.750% Due 2/15/41 | Bonds / Notes | — | $4.5M | $4.3M | 0.3% | |
| FIRST AMERICAN TREASURY OBLIG FD Variable Rate | Other securities | — | $4.0M | $4.0M | 0.3% | |
| U S TREASURY BD 4.375% Due 8/15/43 | Bonds / Notes | — | $3.8M | $3.7M | 0.3% | |
| META PLATFORMS INC | Common Stocks | — | $2.3M | $3.4M | 0.3% | |
| BROADCOM INC | Common Stocks | — | $2.0M | $3.3M | 0.3% | |
| U S TREASURY BD 3.000% Due 8/15/52 | Bonds / Notes | — | $3.4M | $3.2M | 0.3% | |
| U S TREASURY BD 3.125% Due 2/15/42 | Bonds / Notes | — | $3.3M | $3.2M | 0.3% | |
| U S TREASURY BD 4.250% Due 5/15/39 | Bonds / Notes | — | $3.1M | $3.1M | 0.2% | |
| U S TREASURY BD 2.875% Due 11/15/46 | Bonds / Notes | — | $3.2M | $3.0M | 0.2% | |
| TESLA INC | Common Stocks | — | $1.7M | $2.9M | 0.2% | |
| U S TREASURY BD 3.500% Due 2/15/53 | Bonds / Notes | — | $3.0M | $2.7M | 0.2% | |
| U S TREASURY BD 4.250% Due 2/15/54 | Bonds / Notes | — | $2.9M | $2.7M | 0.2% | |
| U S TREASURY NT 4.125% Due 11/15/32 | Bonds / Notes | — | $2.7M | $2.7M | 0.2% | |
| UBS GROUP AG 4.875% Due 5/15/45 | Bonds / Notes | — | $2.8M | $2.7M | 0.2% | |
| NARRAGANSETT EL 5.638% Due 3/15/40 | Bonds / Notes | — | $2.5M | $2.5M | 0.2% | |
| WALT DISNEY COMPANY 7.750% Due 12/01/45 | Bonds / Notes | — | $2.5M | $2.5M | 0.2% | |
| BANCO SANTANDER S A 6.938% 11/07/33 | Bonds / Notes | — | $2.4M | $2.4M | 0.2% | |
| COMCAST CORP 4.950% Due 10/15/58 | Bonds / Notes | — | $2.6M | $2.4M | 0.2% | |
| HUNTINGTON NATIONAL 5.650% Due 1/10/30 | Bonds / Notes | — | $2.3M | $2.3M | 0.2% | |
| U S TREASURY NT 1.625% Due 5/15/31 | Bonds / Notes | — | $2.4M | $2.3M | 0.2% | |
| JPMORGAN CHASE CO 3.882% Due 7/24/38 | Bonds / Notes | — | $2.4M | $2.3M | 0.2% | |
| HYUNDAI CAP AMER MTN 4.750% Due 9/26/31 | Bonds / Notes | — | $2.4M | $2.3M | 0.2% | |
| GOLDMAN SACHS GROUP 6.250% Due 2/01/41 | Bonds / Notes | — | $2.4M | $2.3M | 0.2% | |
| VOLKSWAGEN GROUP 5.600% 3/22/34 | Bonds / Notes | — | $2.4M | $2.3M | 0.2% | |
| CON EDISON NY 4.200% Due 3/15/42 | Bonds / Notes | — | $2.3M | $2.3M | 0.2% | |
| SIMON PROPERTY GROUP 6.750% Due 2/01/40 | Bonds / Notes | — | $2.3M | $2.3M | 0.2% | |
| JOHNSON 3.550% Due 3/01/36 | Bonds / Notes | — | $2.3M | $2.2M | 0.2% | |
| RAYMOND JAMES 4.950% Due 7/15/46 | Bonds / Notes | — | $2.3M | $2.2M | 0.2% |
