Board of Trustees, NW Insulation Welfare Trust's EIN is 91-6035786.
Download the official 2023 Form 5500 (PDF) for Board of Trustees, NW Insulation Welfare Trust from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Board of Trustees, NW Insulation Welfare Trust's plan includes health coverage, life insurance, dental coverage, vision coverage.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| US BANK | 41-6271370 | PORTLAND, OR | INVESTMENT CUSTODIAN | $14K | — |
| Name | EIN | Location | Relation | Direct comp |
|---|
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.
| Indirect comp |
|---|
| WASHINGTON CAPITAL MANAGEMENT, INC. | 91-1042342 | SEATTLE, WA | INVESTMENT MANAGER | $59K | — |
| PROPEL INSURANCE | 91-0830024 | SEATTLE, WA | CONSULTANT | $44K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELFARE & PENSION ADMIN. SERVICES | 91-1363171 | SEATTLE, WA | THIRD PARTY ADMINISTRATOR | $330K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PLATFORM, CPAS, LLP | 88-4342576 | PORTLAND, OR | AUDITORS | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HEALTHCARE ACTUARIES LLC | 20-5718833 | BOTHELL, WA | ACTUARY | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BARLOW COUGHRAN MORALES & JOSEPHSON | 91-0889948 | SEATTLE, WA | LEGAL COUNSEL | $25K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AETNA | 06-6033492 | HARTFORD, CT | CLAIMS ADMINISTRATOR | $192K | — |
| HEALTH CARE COST MANAGEMENT CORP | — | ANCHORAGE, AK | PPO COST MANAGEMENT | $13K | — |
| ALAFFIA TECHNOLOGY SOLUTIONS INC. | — | NEW YORK, NY | CLAIMS PROCESSING | $13K | — |
| VSP | 23-7089668 | FRISCO, TX | VISION CLAIMS PROCESSING | $6K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund | Mutual Funds | — | $2.0M | $4.4M | 14.3% | |
| REAL ASSET INCOME FUND WASHINGTON CAPITAL · EIN 86-3454983 / PN 001 | 103-12 Investment Entity | — | $2.0M | $2.2M | 7.0% | |
| U.S. Treasury Note 1.125% 08/31/28 | U.S. Treasuries | — | $1.1M | $1.1M | 3.6% | |
| U.S. Treasury Note 1.250% 08/15/31 | U.S. Treasuries | — | $1.2M | $1.1M | 3.5% | |
| U.S. Treasury Note 0.250% 09/30/25 | U.S. Treasuries | — | $932K | $886K | 2.9% | |
| U.S. Treasury Note 2.250% 11/15/27 | U.S. Treasuries | — | $592K | $581K | 1.9% | |
| U.S. Treasury Note 0.250% 07/31/25 | U.S. Treasuries | — | $462K | $475K | 1.5% | |
| Money Market Fund First American Treasury Obligation Fund Cl Z | Cash / Money Market | — | $401K | $401K | 1.3% | |
| AEP Texas Central 2.294% 08/01/31 | Bonds / Notes | — | $400K | $368K | 1.2% | |
| Public Service Enterprise Group Incorporated 3.814% 02/01/35 | Bonds / Notes | — | $323K | $281K | 0.9% | |
| U.S. Treasury Note 2.875% 05/15/32 | U.S. Treasuries | — | $277K | $270K | 0.9% | |
| U.S. Treasury Note 0.625% 11/30/27 | U.S. Treasuries | — | $294K | $264K | 0.9% | |
| U.S. Treasury Note 0.500% 03/31/25 | U.S. Treasuries | — | $262K | $251K | 0.8% | |
| American Express Company 0.900% 11/16/26 | Bonds / Notes | — | $243K | $251K | 0.8% | |
| CMS Energy Corporation 3.750% 12/01/50 | Bonds / Notes | — | $297K | $242K | 0.8% | |
| U.S. Treasury Note 2.375% 05/15/29 | U.S. Treasuries | — | $262K | $228K | 0.7% | |
| Amphenol Corporation 2.200% 09/15/31 | Bonds / Notes | — | $277K | $228K | 0.7% | |
| Tri Pointe Group Inc. 5.250% 06/01/27 | Bonds / Notes | — | $237K | $224K | 0.7% | |
| GLP Capital 3.350% 09/01/24 | Bonds / Notes | — | $228K | $224K | 0.7% | |
| GM Financial Consumer Automobile 0.000% 05/17/27 | Bonds / Notes | — | $214K | $221K | 0.7% | |
| Government National Mortgage Association II 4.000% 11/20/52 | Bonds / Notes | — | $219K | $212K | 0.7% | |
| U.S. Treasury Note 1.125% 02/15/31 | U.S. Treasuries | — | $208K | $204K | 0.7% | |
| Verizon Master Trust 5.340% 04/22/30 | Master Trust Interest | — | $200K | $202K | 0.7% | |
| CarMax, Inc. 3.490% 02/16/27 | Bonds / Notes | — | $201K | $201K | 0.7% | |
| Rate Maturity Par Value Corporate Bonds - Continued World Omni Receivables Trust 5.260% 10/15/27 | Bonds / Notes | — | $200K | $200K | 0.7% | |
| Rate Maturity Par Value Corporate Bonds - Continued Honda Auto Receivables Trust 5.480% 11/18/26 | Bonds / Notes | — | $200K | $200K | 0.6% | |
| Targa Resources Corp. 6.875% 01/15/29 | Bonds / Notes | — | $201K | $200K | 0.6% | |
| Bank of Mtn 4.200% 08/26/24 | Bonds / Notes | — | $224K | $199K | 0.6% | |
| Government National Mortgage Association 1.750% 12/20/42 | Bonds / Notes | — | $192K | $198K | 0.6% | |
| Bank of America 3.530% 11/15/27 | Bonds / Notes | — | $196K | $196K | 0.6% | |
| Rate Maturity Par Value Corporate Bonds - Continued American 4.920% 03/15/27 | Bonds / Notes | — | $194K | $195K | 0.6% | |
| U.S. Treasury Note 1.500% 02/15/30 | U.S. Treasuries | — | $239K | $193K | 0.6% | |
| Jabil Inc. 1.700% 04/15/26 | Bonds / Notes | — | $190K | $191K | 0.6% | |
| World Omni Receivables LLC 1.040% 06/15/27 | Bonds / Notes | — | $190K | $191K | 0.6% | |
| Baxter International Inc. 2.600% 08/15/26 | Bonds / Notes | — | $210K | $189K | 0.6% | |
| Federal Home Loan Mortgage Corp. 2.000% 06/15/41 | Agency / Mortgage-Backed | — | $188K | $188K | 0.6% | |
| U.S. Treasury Note 3.500% 02/15/33 | U.S. Treasuries | — | $200K | $187K | 0.6% | |
| U.S. Treasury Note 3.375% 05/15/33 | U.S. Treasuries | — | $183K | $185K | 0.6% | |
| Federal National Mortgage Association 3.000% 04/01/52 | Bonds / Notes | — | $193K | $184K | 0.6% | |
| U.S. Treasury Bond 3.375% 11/15/48 | U.S. Treasuries | — | $262K | $183K | 0.6% | |
| Plains All American Pipeline L.P. 3.800% 09/15/30 | Bonds / Notes | — | $208K | $183K | 0.6% | |
| Bunge Limited Finance Corp. 2.750% 05/14/31 | Bonds / Notes | — | $197K | $171K | 0.6% | |
| U.S. Treasury Note 4.250% 11/15/40 | U.S. Treasuries | — | $217K | $170K | 0.6% | |
| Federal Home Loan Mortgage Corp. 3.500% 03/01/53 | Agency / Mortgage-Backed | — | $168K | $168K | 0.5% | |
| Americr Atmbl 4.380% 04/18/28 | Bonds / Notes | — | $166K | $166K | 0.5% | |
| Evergy Inc. 2.450% 09/15/24 | Bonds / Notes | — | $160K | $159K | 0.5% | |
| Central Hudson Gas & Electric Corp. 5.800% 11/01/39 | Bonds / Notes | — | $213K | $156K | 0.5% | |
| BNSF Funding Trust I 6.613% 12/15/55 | Bonds / Notes | — | $151K | $155K | 0.5% | |
| National Rural Utilities Cooperative Finance Corp. 1.000% 06/15/26 | Bonds / Notes | — | $165K | $152K | 0.5% | |
| Foreign Bonds AerCap Holdings N.V. 5.875% 10/10/79 | Bonds / Notes | — | $151K | $150K | 0.5% |
