Laurie Butcher signed Joint Board of Trustees Alaska Electrical Legal and Welfare BENE Fund's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Joint Board of Trustees Alaska Electrical Legal and Welfare BENE Fund's EIN is 92-0058156.
Download the official 2024 Form 5500 (PDF) for Joint Board of Trustees Alaska Electrical Legal and Welfare BENE Fund 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 |
|---|---|---|---|---|---|
| LAURA MAHORIC | 92-6005171 | — | EMPLOYEE | $35K | — |
| CLIFTONLARSONALLEN LLP | 41-0746749 | — | NONE | $23K | — |
| U.S.BANK NATIONAL ASSOCIATION | 31-0841368 | — | NONE | $23K | — |
| COLOR ART PRINTING CO., INC. | 92-0027042 | — | NONE |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | Common Collective Trusts | — | $2.5M | $3.4M | 31.6% | |
| Ishares Core U.S. Aggregate Bond Etf | Other securities | — | $3.6M | $3.2M | 30.2% | |
| Vanguard Total International Etf | Mutual Funds | — | $2.4M | $2.3M | 21.5% | |
| Vanguard Real Estate Etf | Mutual Funds | — | $874K | $836K | 7.8% | |
| Schwab U S Tips Etf | Mutual Funds | — | $601K | $540K | 5.0% | |
| First Am Government Obligation Fund | Other securities | — | $371K | $371K | 3.5% | |
| (g) (Loss) Net Gain $ | Other securities | — | $65K | $36K | 0.3% | |
| Transaction Date$ | Other securities | — | $65K | $36K | 0.3% | |
| Selling Price $ | Other securities | — | $65K | $36K | 0.3% | |
| 152 Purchases77 Sales2 Purchases2 Sales2 Purchases2 Purchases1 Sales1 Purchases Mutual Fund 14,081 UnitsMutual Fund 38,032 UnitsMutual Fund 39,175 UnitsMutual Fund 9,385 UnitsMoney Market Fund:Mutual Fund: | Cash / Money Market | — | $39K | $9K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $22K |
| — |
| BARLOW COUGHRAN MORALES & JOSEPHSON | 91-0889948 | — | NONE | $13K | — |
| EXPRESS BUSINESS SERVICES,LLC | 91-1807227 | — | NONE | $12K | — |
