Eric Coffelt signed Board of Trustees, Cement Masons and Plasterers Retirement Trust's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Board of Trustees, Cement Masons and Plasterers Retirement Trust's EIN is 91-6066773.
Download the official 2024 Form 5500 (PDF) for Board of Trustees, Cement Masons and Plasterers Retirement Trust 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 |
|---|---|---|---|---|---|
| WASHINGTON CAPITAL MANAGEMENT | 91-1042342 | — | NONE | $895K | — |
| DODGE & COX INVESTMENT MANAGEMENT | 94-1441976 | — | NONE | $162K | — |
| BRANDYWINE GLOBAL INVESTMENT MGMT | 51-0412248 | — | NONE |
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.
Board of Trustees, Cement Masons and Plasterers Retirement Trust's plan includes a defined-benefit pension formula.
| $82K |
| — |
| HIGHLAND CAPITAL ADVISORS | 20-4284376 | — | NONE | $56K | — |
| QUEST INVESTMENT MANAGEMENT | 93-0880854 | — | NONE | $32K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELFARE & PENSION ADMIN SERVICE | 91-1363171 | — | NONE | $456K | — |
| RAEL & LETSON | 94-1701048 | — | NONE | $206K | — |
| US BANK | 31-0841368 | — | PARTY-IN-INTEREST | $142K | — |
| BARLOW & COUGHRAN, P.S. | 91-0889948 | — | NONE | $82K | — |
| CLIFTONLARSONALLEN LLP | 41-0746749 | — | NONE | $32K | — |
| BANK OF AMERICA, NA | 91-1687665 | — | NONE | $9K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| WASHINGTON CAPITAL JOINT MASTER TR WASHINGTON CAPITAL MANAGEMENT, INC · EIN 91-1163419 / PN 001 | 103-12 Investment Entity | — | — | $113.4M | 24.9% | |
| Wa Cap Jt Master Tr Re Equity Fd | Other securities | — | $21.1M | $65.9M | 14.5% | |
| METROPOLITAN WEST TOTAL RET P | Other securities | — | $71.4M | $64.3M | 14.1% | |
| DODGE COX INCOME | Mutual Funds | — | $68.0M | $64.0M | 14.1% | |
| Wa Cap Jt Master Tr Mtg Income Fd | Other securities | — | $17.2M | $47.5M | 10.5% | |
| VANGUARD TOTAL INTL STOCK INDEX FD | Mutual Funds | — | $34.4M | $40.8M | 9.0% | |
| VANGUARD RUSSELL 1000 GR IS | Common Collective Trusts | — | $13.0M | $27.0M | 5.9% | |
| VANGUARD MC GROW INDEX ADM | Mutual Funds | — | $9.1M | $21.7M | 4.8% | |
| S DIAMOND HILL SMALL MID CAP Y | Mutual Funds | — | $16.1M | $20.3M | 4.5% | |
| 103-12 ENTITIES Bw Global Opportunity Fixed Income | Other securities | — | $18.1M | $17.4M | 3.8% | |
| BRANDYWINE GLOBAL INV MGMT TRUST BRANDYWINE GLOBAL INV MGMT LLC · EIN 51-0412248 / PN 017 | 103-12 Investment Entity | — | — | $17.4M | 3.8% | |
| DODGE COX GLOBAL STOCK FD I | Mutual Funds | — | $14.8M | $16.2M | 3.6% | |
| T ROWE PRICE LARGE CAP GWTH I | Mutual Funds | — | $8.4M | $15.6M | 3.4% | |
| COLLECTIVE TRUST FUNDS Rainier Int Small Cap Eq Col Cl L | Common Collective Trusts | — | $3.5M | $8.5M | 1.9% | |
| RAINIER MULTIPLE INVESTMENT TRUST SEI TRUST COMPANY · EIN 27-2402927 / PN 042 | Common Collective Trust | — | — | $8.5M | 1.9% | |
| MOUNT VERNON LIQUID ASSET PORT VARIABLE RATE | Other securities | — | $8.0M | $8.0M | 1.8% | |
| FISERV INC | Common Stocks | — | $637K | $1.2M | 0.3% | |
| SCHWAB CHARLES CORP COM | Mutual Funds | — | $666K | $1.2M | 0.3% | |
| RTX CORPORATION | Common Stocks | — | $666K | $1.1M | 0.2% | |
| JOHNSON CTLS INTL PLC SHS | Common Stocks | — | $549K | $995K | 0.2% | |
| WELLS FARGO CO NEW COM | Common Stocks | — | $534K | $990K | 0.2% | |
| METLIFE INC | Common Stocks | — | $528K | $892K | 0.2% | |
| SANOFI A D R | Other securities | — | $805K | $830K | 0.2% | |
| OCCIDENTAL PETROLEUM CORPORATION | Common Stocks | — | $699K | $761K | 0.2% | |
| FED EX CORP | Common Stocks | — | $488K | $717K | 0.2% | |
| CHARTER COMMUNICATIONS INC NEW | Common Stocks | — | $714K | $703K | 0.2% | |
| MICROSOFT CORP COM | Common Stocks | — | $159K | $685K | 0.2% | |
| AMAZON COM INC | Common Stocks | — | $356K | $680K | 0.1% | |
| BANK OF NEW YORK MELLON CORP | Common Stocks | — | $345K | $668K | 0.1% | |
| GILEAD SCIENCES INC | Common Stocks | — | $458K | $619K | 0.1% | |
| CAPITAL ONE FINL CORP | Common Stocks | — | $271K | $605K | 0.1% | |
| CVS HEALTH CORP | Common Stocks | — | $818K | $557K | 0.1% | |
| BOOKING HOLDINGS INC | Common Stocks | — | $189K | $547K | 0.1% | |
| (CONTINUED) GSK PLC SPONSORED A D R | Common Stocks | — | $587K | $534K | 0.1% | |
| NORFOLK SOUTHN CORP COM | Common Stocks | — | $483K | $528K | 0.1% | |
| COMCAST CORP CLASS A | Common Stocks | — | $488K | $523K | 0.1% | |
| ALPHABET INC CL A | Common Stocks | — | $257K | $511K | 0.1% | |
| FIDELITY NATIONAL INFO SERV | Mutual Funds | — | $457K | $509K | 0.1% | |
| ALPHABET INC CL C | Common Stocks | — | $112K | $495K | 0.1% | |
| GE AEROSPACE | Common Stocks | — | $151K | $484K | 0.1% | |
| HUMANA INC | Common Stocks | — | $570K | $469K | 0.1% | |
| GOLDMAN SACHS GROUP INC | Common Stocks | — | $146K | $444K | <0.1% | |
| THE CIGNA GROUP | Common Stocks | — | $346K | $442K | <0.1% | |
| T MOBILE US INC | Common Stocks | — | $242K | $436K | <0.1% | |
| ANHEUSER BUSCH INBEV NV A D R | Common Stocks | — | $466K | $411K | <0.1% | |
| META PLATFORMS INC | Common Stocks | — | $166K | $410K | <0.1% | |
| WILLIAMS COS INC COM | Common Stocks | — | $156K | $395K | <0.1% | |
| AVANTOR INC | Common Stocks | — | $367K | $386K | <0.1% | |
| BAKER HUGHES COMPANY | Common Stocks | — | $261K | $377K | <0.1% | |
| UNITEDHEALTH GROUP INC COM | Common Stocks | — | $138K | $367K | <0.1% |
