Miller Kaplan Arase LLP signed Board of Trustees, Service Employees International's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Board of Trustees, Service Employees International's EIN is 93-6025789.
Download the official 2024 Form 5500 (PDF) for Board of Trustees, Service Employees International from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Board of Trustees, Service Employees International's plan includes health coverage, dental coverage, vision coverage.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FERGUSON WELLMAN CAPITAL MANAGEMENT | 93-0641698 | — | NONE | $25K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE WILLIAM C. EARHART CO., INC. | 93-0509592 | — | NONE | $167K |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| US Treasury | U.S. Treasuries | — | $498K | $491K | 3.4% | |
| E.I.N. 93-6025789; PLAN NO. 501 MAY 31, 2025 Face Maturity Interest Fair Value Government Securities Date Rate (%) Value Cost $ 500,000 US Treasury | U.S. Treasuries | — | $484K | $473K | 3.3% | |
| US Treasury | U.S. Treasuries | — | $478K | $467K | 3.2% | |
| US Treasury | U.S. Treasuries | — | $448K | $435K | 3.0% | |
| US Treasury | U.S. Treasuries | — | $401K | $404K | 2.8% | |
| US Treasury | U.S. Treasuries | — | $400K | $403K | 2.8% | |
| US Treasury | U.S. Treasuries | — | $389K | $385K | 2.7% | |
| US Treasury | U.S. Treasuries | — | $390K | $379K | 2.6% | |
| US Treasury | U.S. Treasuries | — | $302K | $305K | 2.1% | |
| US Treasury | U.S. Treasuries | — | $291K | $290K | 2.0% | |
| US Treasury | U.S. Treasuries | — | $292K | $287K | 2.0% | |
| US Treasury | U.S. Treasuries | — | $294K | $286K | 2.0% | |
| US Treasury | U.S. Treasuries | — | $292K | $285K | 2.0% | |
| No. of Units Money Market Fund 279,630 First American US Treasury Money Market Fund * Var. | U.S. Treasuries | — | $280K | $280K | 1.9% | |
| Unitedhealth | Other securities | — | $255K | $257K | 1.8% | |
| Amgen Inc | Common Stocks | — | $255K | $251K | 1.7% | |
| Gilead Sciences Inc | Common Stocks | — | $253K | $251K | 1.7% | |
| US Treasury | U.S. Treasuries | — | $251K | $249K | 1.7% | |
| Verizon | Other securities | — | $249K | $249K | 1.7% | |
| Comcast Corp | Common Stocks | — | $248K | $248K | 1.7% | |
| Home Depot Inc | Common Stocks | — | $248K | $247K | 1.7% | |
| $ 250,000 Abbvie Inc | Corporate Bonds | — | $250K | $246K | 1.7% | |
| Goldman Sachs Group | Common Stocks | — | $248K | $245K | 1.7% | |
| US Treasury | U.S. Treasuries | — | $246K | $243K | 1.7% | |
| Oracle Corp | Common Stocks | — | $246K | $241K | 1.7% | |
| Starbucks Corp | Common Stocks | — | $241K | $239K | 1.6% | |
| Union Pacific Corp | Common Stocks | — | $198K | $198K | 1.4% | |
| Lowes Cos Inc | Common Stocks | — | $150K | $151K | 1.0% | |
| Bank of America | Other securities | — | $149K | $146K | 1.0% | |
| Visa Inc | Common Stocks | — | $124K | $128K | 0.9% | |
| Morgan Stanley | Other securities | — | $125K | $128K | 0.9% | |
| John Deere | Other securities | — | $128K | $126K | 0.9% | |
| McDonalds Corp | Common Stocks | — | $125K | $126K | 0.9% | |
| Intel Corp Sr | Common Stocks | — | $126K | $125K | 0.9% | |
| Jp Morgan Chase | Other securities | — | $123K | $122K | 0.8% | |
| Wells Fargo Company | Common Stocks | — | $122K | $119K | 0.8% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| USI INSURANCE SERVICES | 56-1882208 | — | NONE | $48K | — |
| WITHUM SMITH BROWN | 53-2385296 | — | NONE | $21K | — |
| BROWNSTEIN RASK, LLP | 93-0589000 | — | NONE | $16K | — |
| PLATFORM CPAS, LLP | 88-4342576 | — | NONE | $16K | — |
