Dennis Young signed BOT,All AK Longshore Pension Fund's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
BOT,All AK Longshore Pension Fund's EIN is 91-6085352.
Download the official 2024 Form 5500 (PDF) for BOT,All AK Longshore Pension Fund from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)BOT,All AK Longshore Pension Fund'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 |
|---|---|---|---|---|---|
| FERGUSON WELLMAN CAPITAL MANAGEMENT | 93-0646988 | — | NONE | $223K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAEL & LETSON | 94-1701048 | — | NONE | $95K |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FIDELITY CAP & INCOME FD SBI #38 | Mutual Funds | — | $6.3M | $6.7M | 5.4% | |
| ISHARES CORE S P SMALL CAP ETF | Other securities | — | $4.6M | $5.6M | 4.5% | |
| MICROSOFT CORP COM | Common Stocks | — | $591K | $4.9M | 4.0% | |
| ISHARES MBS ETF | Other securities | — | $5.0M | $4.6M | 3.7% | |
| NVIDIA CORP | Common Stocks | — | $1.2M | $4.4M | 3.6% | |
| ALPHABET INC CL A | Common Stocks | — | $853K | $4.4M | 3.5% | |
| APPLE INC COM | Common Stocks | — | $1.1M | $3.8M | 3.0% | |
| LLC IRONWOOD INST MULTI-STRATEGY FD LLC | Other securities | — | $3.4M | $3.7M | 3.0% | |
| VERSUS CAP RL EST | Other securities | — | $3.0M | $3.4M | 2.7% | |
| Registered Investment Companies DFA EMERGING MARKETS CORE EQUITY I | Mutual Funds | — | $2.7M | $2.7M | 2.2% | |
| AMAZON COM INC | Common Stocks | — | $1.7M | $2.4M | 1.9% | |
| VARIANT ALTERNATIVE INCOME FD INSTL | Other securities | — | $2.2M | $2.1M | 1.7% | |
| BROADCOM INC | Common Stocks | — | $249K | $2.0M | 1.6% | |
| JPMORGAN CHASE CO | Common Stocks | — | $861K | $1.9M | 1.5% | |
| STATE STR CORP | Common Stocks | — | $1.3M | $1.7M | 1.4% | |
| VISA INC COM CL A | Common Stocks | — | $852K | $1.7M | 1.4% | |
| PARKER HANNIFIN CORP | Common Stocks | — | $624K | $1.6M | 1.3% | |
| FORTIVE CORP WI | Common Stocks | — | $1.5M | $1.6M | 1.3% | |
| PROCTER GAMBLE CO | Common Stocks | — | $1.2M | $1.5M | 1.2% | |
| ISHARES MSCI EMERGING EX CHINA ETF | Other securities | — | $1.3M | $1.4M | 1.1% | |
| CHEVRON CORPORATION | Common Stocks | — | $1.1M | $1.3M | 1.1% | |
| UNITEDHEALTH GROUP INC COM | Common Stocks | — | $984K | $1.3M | 1.0% | |
| PALO ALTO NETWORKS INC | Common Stocks | — | $637K | $1.2M | 1.0% | |
| STRYKER CORP | Common Stocks | — | $834K | $1.2M | 0.9% | |
| ABBVIE INC | Common Stocks | — | $752K | $1.1M | 0.9% | |
| T MOBILE US INC | Common Stocks | — | $924K | $1.1M | 0.9% | |
| TJX COMPANIES INC | Common Stocks | — | $611K | $1.1M | 0.9% | |
| ENTERGY CORPORATION | Common Stocks | — | $698K | $1.1M | 0.9% | |
| CROWDSTRIKE HOLDINGS INC A | Common Stocks | — | $400K | $1.1M | 0.9% | |
| SERVICENOW INC | Common Stocks | — | $545K | $1.0M | 0.8% | |
| PHILIP MORRIS INTL | Other securities | — | $702K | $1.0M | 0.8% | |
| INVESTMENT TRUST BLACKSTONE REAL ESTATE INCOME TRUST | Real Estate | — | $1.1M | $1.0M | 0.8% | |
| VERSUS CAPITAL REAL ESTATE | Other securities | — | $1.1M | $1.0M | 0.8% | |
| THERMO FISHER SCIENTIFIC INC | Common Stocks | — | $738K | $993K | 0.8% | |
| VERALTO CORP COM SHS | Common Stocks | — | $849K | $965K | 0.8% | |
| MOTOROLA SOLUTIONS INC | Common Stocks | — | $417K | $936K | 0.8% | |
| ISHARES MSCI EAFE SMALL CAP ETF | Other securities | — | $823K | $875K | 0.7% | |
| CONSUMER STAPLES SELECT SECTOR ETF | Other securities | — | $724K | $861K | 0.7% | |
| AUTONATION INC | Common Stocks | — | $387K | $859K | 0.7% | |
| MERCK CO INC | Common Stocks | — | $927K | $804K | 0.6% | |
| HOME DEPOT INC | Common Stocks | — | $284K | $801K | 0.6% | |
| U S TREASURY NT 2.250% 3/31/26 | Bonds / Notes | — | $765K | $781K | 0.6% | |
| U S TREASURY NT 2.375% 5/15/27 | Bonds / Notes | — | $757K | $766K | 0.6% | |
| TEXTRON INC | Common Stocks | — | $860K | $754K | 0.6% | |
| VERIZON 5.250% 3/16/37 | Bonds / Notes | — | $742K | $732K | 0.6% | |
| COMCAST CORPORATION 3.400% 4/01/30 | Bonds / Notes | — | $760K | $696K | 0.6% | |
| BROWN INC | Common Stocks | — | $442K | $695K | 0.6% | |
| U S TREASURY NT 3.375% 5/15/33 | Bonds / Notes | — | $713K | $689K | 0.6% | |
| U S TREASURY BD 3.375% 8/15/53 | Bonds / Notes | — | $699K | $668K | 0.5% | |
| (Contined) GOLDMAN SACHS GROUP 3.800% 3/15/30 | Corporate Bonds | — | $658K | $656K | 0.5% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| BENESYS INC | 93-0446761 | — | NONE | $79K | — |
| US BANK NA | 31-0841368 | — | NONE | $36K | — |
| CLIFTONLARSONALLEN LLP | 41-0746749 | — | NONE | $27K | — |
| BARLOW & COUGHRAN, P.S. | 91-0889948 | — | NONE | $15K | — |
| HILTON VANCOUVER WASHINGTON | — | VANCOUVER, WA | NONE | $10K | — |
