Retiree's Welfare Trust Board of Trustees' EIN is 91-6065367.
Download the official 2024 Form 5500 (PDF) for Retiree's Welfare Trust Board of Trustees from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Retiree's Welfare Trust Board of Trustees' plan includes health coverage, dental coverage.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHWEST ADMINISTRATORS, INC. | 91-0680697 | — | NONE | $3.3M | — |
| PREMERA BLUE CROSS | 91-0499247 | — | NONE | $428K | — |
| DIMARTINO ASSOCIATES | 91-0378940 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Guggenheim Total Return Bond Fund | Other securities | — | $32.7M | $29.2M | 18.6% | |
| Vanguard Total Stock Mkt Idx Adm Mutual Fund | Common Collective Trusts | — | $6.5M | $14.5M | 9.2% | |
| U.S. Treasury Bills | Other securities | — | $5.8M | $5.9M | 3.8% | |
| U.S. Treasury Bills | Other securities | — | $4.8M | $4.9M | 3.1% | |
| Goldman Sachs FS Treasury Obligations Fund | Other securities | — | $4.2M | $4.2M | 2.7% | |
| Treasury Notes | U.S. Treasuries | — | $4.0M | $4.0M | 2.6% | |
| Federal Home Loan Bank (FHLB) | Other securities | — | $3.9M | $3.9M | 2.5% | |
| U.S. Treasury Bills | Other securities | — | $3.8M | $3.9M | 2.5% | |
| U.S. Treasury Bills | Other securities | — | $3.8M | $3.9M | 2.5% | |
| Treasury Notes | U.S. Treasuries | — | $3.0M | $3.0M | 1.9% | |
| Treasury Notes | U.S. Treasuries | — | $3.0M | $3.0M | 1.9% | |
| Federal Home Loan Mortgage Corp (FHLMC) | Agency / Mortgage-Backed | — | $3.0M | $3.0M | 1.9% | |
| Federal Home Loan Bank (FHLB) | Other securities | — | $3.0M | $3.0M | 1.9% | |
| U.S. Treasury Bills | Other securities | — | $3.0M | $3.0M | 1.9% | |
| U.S. Treasury Bills | Other securities | — | $2.9M | $2.9M | 1.9% | |
| Federal Home Loan Bank (FHLB) | Other securities | — | $3.0M | $2.8M | 1.8% | |
| Allspring Treasury Plus Mny Mkt Fund | Other securities | — | $2.5M | $2.5M | 1.6% | |
| Treasury Notes | U.S. Treasuries | — | $2.0M | $2.0M | 1.3% | |
| Federal Farm Credit Bank (FFCB) | Other securities | — | $2.0M | $2.0M | 1.3% | |
| Treasury Notes | U.S. Treasuries | — | $2.0M | $2.0M | 1.3% | |
| Federal Home Loan Bank (FHLB) | Agency / Mortgage-Backed | — | $2.0M | $2.0M | 1.3% | |
| Federal Home Loan Mortgage Corp (FHLMC) | Agency / Mortgage-Backed | — | $2.0M | $2.0M | 1.3% | |
| U.S. Treasury Bills | U.S. Treasuries | — | $1.9M | $2.0M | 1.3% | |
| Federal Home Loan Bank (FHLB) | Other securities | — | $2.0M | $2.0M | 1.3% | |
| U.S. Treasury Bills | Other securities | — | $1.9M | $2.0M | 1.3% | |
| U.S. Treasury Bills | U.S. Treasuries | — | $1.9M | $2.0M | 1.3% | |
| Federal Home Loan Bank (FHLB) | Other securities | — | $2.0M | $2.0M | 1.3% | |
| Federal Farm Credit Bank (FFCB) | Other securities | — | $2.0M | $1.9M | 1.2% | |
| U.S. Treasury Bills | Other securities | — | $1.9M | $1.9M | 1.2% | |
| U.S. Treasury Bills | Other securities | — | $1.9M | $1.9M | 1.2% | |
| Federal Home Loan Bank (FHLB) | Other securities | — | $2.0M | $1.9M | 1.2% | |
| Federal Home Loan Bank (FHLB) | Other securities | — | $2.0M | $1.9M | 1.2% | |
| Federal Home Loan Bank (FHLB) | Other securities | — | $2.0M | $1.9M | 1.2% | |
| Federal Home Loan Bank (FHLB) | Other securities | — | $2.0M | $1.9M | 1.2% | |
| Federal Home Loan Mortgage Corp (FHLMC) | Agency / Mortgage-Backed | — | $1.0M | $1.0M | 0.6% | |
| Federal Home Loan Mortgage Corp (FHLMC) | Agency / Mortgage-Backed | — | $1.0M | $999K | 0.6% | |
| Federal Home Loan Bank (FHLB) | Other securities | — | $1.0M | $998K | 0.6% | |
| Treasury Notes | U.S. Treasuries | — | $996K | $994K | 0.6% | |
| Federal Home Loan Bank (FHLB) | Other securities | — | $1.0M | $989K | 0.6% | |
| Federal Home Loan Bank (FHLB) | Other securities | — | $1.0M | $959K | 0.6% | |
| Federal Home Loan Bank (FHLB) | Other securities | — | $1.0M | $958K | 0.6% | |
| Federal Home Loan Bank (FHLB) | Other securities | — | $1.0M | $950K | 0.6% | |
| Federal Home Loan Bank (FHLB) | Other securities | — | $1.0M | $948K | 0.6% | |
| Federal Home Loan Bank (FHLB) | Other securities | — | $975K | $936K | 0.6% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NONE |
| $51K |
| — |
| PROPEL INSURANCE | 91-0830024 | — | NONE | $50K | — |
| WELLS FARGO | 94-1347393 | — | NONE | $45K | — |
| ALAN BILLER AND ASSOCIATES INC. | — | MENLO PARK, CA | NONE | $40K | — |
| WILMINGTON TRUST COMPANY | 51-0055023 | — | NONE | $37K | — |
| MEDIMPACT HEALTHCARE SYSTEMS, INC. | 33-0567651 | — | NONE | $29K | — |
| MILLIMAN, INC. | 91-0675641 | — | NONE | $23K | — |
| ANASTASI, MOORE & MARTIN, PLLC | 20-8149084 | — | NONE | $18K | — |
| SERVICE PRINTING CO. INC. | 91-0830372 | — | NONE | $18K | — |
| ZURICH AMERICAN INSURANCE COMPANY | 36-4233459 | — | NONE | $17K | — |
| REID, MCCARTHY, BALLEW & LEAHY, LLP | 91-0749971 | — | NONE | $14K | — |
