Scott Chaffin signed BOT, N.W. GMP & Allied Workers Pension Plan's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
BOT, N.W. GMP & Allied Workers Pension Plan's EIN is 91-6033485.
Download the official 2024 Form 5500 (PDF) for BOT, N.W. GMP & Allied Workers Pension Plan from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)BOT, N.W. GMP & Allied Workers Pension Plan's plan includes a defined-benefit pension formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELFARE & PENSION ADMIN SVC, INC | 91-1363171 | — | NONE | $194K | — |
| MILLIMAN | 91-0675641 | — | NONE | $135K | — |
| RV KUHNS & ASSOCIATES | 93-0910652 | — | NONE | $58K | — |
| BARLOW & COUGHRAN, P.S. | 91-0889948 | — | NONE |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Dodge & Cox Global Stk Fd | Mutual Funds | — | $10.7M | $13.2M | 15.1% | |
| Artisan Global Equity Institutional | Other securities | — | $9.8M | $12.7M | 14.5% | |
| Vanguard Total Bond Market Idx Fd | Common Collective Trusts | — | $12.4M | $11.1M | 12.7% | |
| PIMCO Total Return Fd | Mutual Funds | — | $11.4M | $10.0M | 11.4% | |
| Dodge & Cox Income Fd | Mutual Funds | — | $10.2M | $9.9M | 11.3% | |
| GMO Benchmark Free Allocation | Other securities | — | $8.9M | $9.0M | 10.3% | |
| Fidelity Total Market Idx Fd | Common Collective Trusts | — | $6.0M | $8.8M | 10.0% | |
| First Am Govt Ob Fd Cl Z Variable Interest Rate | Other securities | — | $6.2M | $6.2M | 7.1% | |
| Vanguard Total World Stk Idx Fd | Common Collective Trusts | — | $4.6M | $6.2M | 7.0% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $29K |
| — |
| US BANK | 31-0841368 | — | NONE | $24K | — |
| CLIFTONLARSONALLEN LLP | 41-0746749 | — | NONE | $23K | — |
| BANK OF AMERICA | 94-1687665 | — | NONE | $10K | — |
