Board of Trustees Boilermaker Vacation Plan's EIN is 94-2630417.
Download the official 2023 Form 5500 (PDF) for Board of Trustees Boilermaker Vacation Plan from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CV ADMINISTRATIVE SERVICES INC. | 94-3173383 | — | NONE | $225K | — |
| HS & BA | 94-3089465 | — | NONE | $118K | — |
| BROTHERHOOD BANK AND TRUST | 48-0150325 | — | NONE | $103K | — |
| TRUCKER HUSS | 94-3216063 | — | NONE |
| Provider | Nondisclosure info |
|---|---|
| RONALD SCHMIDT | SERVICE PROVIDER WAS NOT AVAILABLE TO PROVIDE INFORMATION REGARDING INDIRECT COMPENSATION, IF ANY. |
| KATHY STAPP | THE FORMER TRUSTEE WAS NOT AVAILABLE TO PROVIDE INFORMATION REGARDING INDIRECT COMPENSATION, IF ANY. |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in interest-bearing cash] | Other | — | — | $16.1M | 35.7% | |
| U S TREASURY NOTE $13,435,000 par value, 2.25% matures 11/15/2024 | U.S. Treasuries | — | $13.3M | $13.4M | 29.6% | |
| U S TREASURY BILL $6,090,000 par value matures 11/29/2024 | Other securities | — | $5.9M | $6.0M | 13.4% | |
| U S TREASURY BILL $2,800,000 par value matures 11/21/2024 | Other securities | — | $2.7M | $2.8M | 6.1% | |
| GOLDMAN SACHS Financial Square Money Mutual Fund | Other securities | — | $2.1M | $2.1M | 4.6% | |
| U S TREASURY BILL $2,085,000 par value matures 10/31/2024 | Other securities | — | $2.0M | $2.1M | 4.6% | |
| BANK OF LABOR $500,000 par value, 5.15% matures 11/27/2024 | Bonds / Notes | — | $500K | $500K | 1.1% | |
| ACADEMY BANK NA $250,000 par value, 4.3% matures 09/20/2025 | Bonds / Notes | — | $250K | $250K | 0.6% | |
| CROSSFIRST BANK $249,000 par value, 5.3% matures 10/01/2024 | Bonds / Notes | — | $249K | $249K | 0.6% | |
| TRANSPORT ALLIANCE BK $248,000 par value, 5.75% matures 11/29/2024 | Bonds / Notes | — | $248K | $248K | 0.5% | |
| KEYSTONE BANK $240,000 par value, 5.45% matures 10/25/2024 | Bonds / Notes | — | $240K | $240K | 0.5% | |
| WEST POINTE BANK $216,000 par value, 5.25% matures 10/01/2024 | Bonds / Notes | — | $216K | $216K | 0.5% | |
| SUNRISE BANK $208,000 par value, 4.4% matures 09/28/2025 | Bonds / Notes | — | $208K | $208K | 0.5% | |
| BELMONT BANK & TRUST $190,000 par value, 4.53% matures 09/18/2025 | Bonds / Notes | — | $190K | $190K | 0.4% | |
| LIBERTY BANK $149,000 par value, 5.97% matures 11/28/2024 | Bonds / Notes | — | $149K | $149K | 0.3% | |
| T BANK NA $103,000 par value, 5.77% matures 11/28/2024 | Bonds / Notes | — | $103K | $103K | 0.2% | |
| 1ST FINANCIAL BANK $100,000 par value, 5.87% matures 11/03/2024 | Bonds / Notes | — | $100K | $100K | 0.2% | |
| AMERICAN STATE BANK $67,000 par value, 5.461% matures 10/01/2024 | Bonds / Notes | — | $67K | $67K | 0.1% | |
| BELMONT BANK & TR $59,000 par value, 5.701% matures 11/29/2024 | Bonds / Notes | — | $59K | $59K | 0.1% | |
| STONE BANK $50,000 par value, 5.46% matures 12/22/2024 | Bonds / Notes | — | $50K | $50K | 0.1% | |
| BROTHERHOOD BANK & TRUST Interest-Bearing Cash Account, 0.30% | Cash / Money Market | — | $47K | $47K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $77K |
| — |
| BOILERMAKER-BLACKSMITH NATIONAL PEN | 48-0669346 | — | NONE | $27K | — |
| WITHUMSMITH+BROWN, PC | 22-2027092 | — | NONE | $23K | — |
| RONALD SCHMIDT | — | FREMONT, CA | NONE | $8K | — |
