Henry YU signed Board of Trustees Retirement Plan for Hospital Employees' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Board of Trustees Retirement Plan for Hospital Employees' EIN is 94-2995676.
Download the official 2024 Form 5500 (PDF) for Board of Trustees Retirement Plan for Hospital Employees from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Board of Trustees Retirement Plan for Hospital Employees' plan includes a defined-benefit pension formula, a cash-balance formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| IRON MOUNTAIN | 23-2588479 | — | NONE | $109K | — |
| Name | EIN | Location | Relation |
|---|
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.
| Direct comp |
|---|
| Indirect comp |
|---|
| TOWERS WATSON INVESTMENT SERVICES | 52-1868818 | — | NONE | $1.6M | — |
| PRINCIPAL CUSTODY SOLUTIONS | 94-0282125 | — | NONE | $967K | — |
| SANGUS LTD DBA RETIREMENT PLAN | 94-3224310 | — | NONE | $586K | — |
| TRUCKER-HUSS | 94-3216063 | — | NONE | $528K | — |
| WILLIS TOWERS WATSON | 53-0181291 | — | NONE | $316K | — |
| DODGE & COX | 94-1441976 | — | NONE | $282K | — |
| BRANDYWINE GLOBAL INVESTMENT MANAG | 51-0412248 | — | NONE | $79K | — |
| STEPHEN HORN | 94-3249244 | — | NONE | $77K | — |
| WTC-CIF SECURITIZED | — | BOSTON, MA | NONE | $70K | — |
| COMMUNICATION SERVICES CENTER INC | 94-3093367 | — | NONE | $59K | — |
| EIDE BAILLY LLP | 45-0250958 | — | NONE | $41K | — |
| RV KUHNS & ASSOCIATES | 93-0910652 | — | NONE | $17K | — |
| PENSION BENEFIT INFORMATION | 82-2042737 | — | NONE | $10K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| DIVERSIFIED EQUITY FUND TOWERS WATSON INVESTMENT SERVICES · EIN 82-6695738 / PN 002 | Common Collective Trust | — | $329.2M | $486.2M | 40.4% | |
| REAL ASSETS FUND TOWERS WATSON INVESTMENT SERVICES · EIN 82-6695738 / PN 005 | Common Collective Trust | — | $257.0M | $256.3M | 21.3% | |
| GT DIVERSIFIED CREDIT FUND TOWERS WATSON INVESTMENT SERVICES · EIN 82-6695738 / PN 001 | Common Collective Trust | — | $174.0M | $176.0M | 14.6% | |
| 103-12 Entity * Willis Towers Diversifiers Fund | Other securities | — | $90.0M | $90.0M | 7.5% | |
| LIQUID DIVERSIFIERS FUND, LTD TOWERS WATSON INVESTMENT SERVICES · EIN 98-1773982 / PN 001 | 103-12 Investment Entity | — | — | $90.0M | 7.5% | |
| Money Market Deposit Account * Principal Deposit Sweep Program Cash Sweep Account | Cash / Money Market | — | $22.8M | $22.8M | 1.9% | |
| Fedl Natl Mtge Assn Pool #fs2143 DTD 06/ 01/2022 3.500% 06/01/2052 | Agency / Mortgage-Backed | — | $8.1M | $7.5M | 0.6% | |
| Us Treasury Bond DTD 08/ 15/2023 4.125% 08/15/2053 | U.S. Treasuries | — | $6.7M | $6.5M | 0.5% | |
| Fed Natl Mtg Assn Pool #ca6990 DTD 08/ 01/20 2.500 09/ 01/2050 | Agency / Mortgage-Backed | — | $5.9M | $4.7M | 0.4% | |
| Us Treasury Bond DTD 02/ 15/2024 4.500% 02/15/2044 | U.S. Treasuries | — | $4.0M | $3.8M | 0.3% | |
| Govt Natl Mtg Assn DTD 01/ 20/20 01/ 20/2070 | Other securities | — | $3.9M | $3.8M | 0.3% | |
| Fedl Natl Mtge Assn Pool #cb3333 DTD 03/ 01/2022 3.500% 04/01/2052 | Agency / Mortgage-Backed | — | $3.6M | $3.4M | 0.3% | |
| Slm Student Loan Trust DTD 10/ 23/2007 VAR CPN 04/ 27/2043 | Other securities | — | $3.0M | $3.1M | 0.3% | |
| Us Treasury Bond DTD 05/ 15/2023 3.625% 05/15/2053 | U.S. Treasuries | — | $3.3M | $3.0M | 0.3% | |
| Fed Home Loan Mtge Corp Pool #sd8207 DTD 03/ 01/2022 3.500% 04/01/2052 | Agency / Mortgage-Backed | — | $2.1M | $2.1M | 0.2% | |
| Fedl Natl Mtge Assn Pool #fs2512 DTD 07/ 01/2022 3.500% 07/01/2052 | Agency / Mortgage-Backed | — | $2.4M | $2.1M | 0.2% | |
| Petroleos Mexicanos DTD 07/ 23/20 7.690 01/ 23/2050 | Other securities | — | $2.0M | $2.0M | 0.2% | |
| Transcanada Trust DTD 03/ 02/17 03/ 15/2077 | Other securities | — | $2.0M | $1.9M | 0.2% | |
| Govt Natl Mtg Assn DTD 11/ 20/17 11/ 20/2067 | Other securities | — | $1.7M | $1.7M | 0.1% | |
| Government National Mortgage Assn DTD 04/ 20/2022 VAR CPN 04/ 20/2072 | Other securities | — | $1.7M | $1.7M | 0.1% | |
| Federal Home Loan Mortgage Corp DTD 11/ 01/2021 2.500% 04/25/2050 | Agency / Mortgage-Backed | — | $1.7M | $1.6M | 0.1% | |
| Govt Natl Mtg Assn DTD 01/ 20/18 01/ 20/2068 | Other securities | — | $1.6M | $1.6M | 0.1% | |
| Citigroup Capital Xiii 7.88% Pfd Preferred Stock | Preferred Stocks | — | $1.4M | $1.6M | 0.1% | |
| Fed Home Loan Mtge Corp Pool #841463 DTD 07/ 01/2022 VAR CPN 07/ 01/2052 | Agency / Mortgage-Backed | — | $1.6M | $1.5M | 0.1% | |
| Government National Mortgage Assn DTD 04/ 20/2022 VAR CPN 03/ 20/2072 | Other securities | — | $1.5M | $1.5M | 0.1% | |
| Govt Natl Mtg Ass DTD 12/ 30/21 1.000 12/ 20/2071 | Other securities | — | $1.5M | $1.5M | 0.1% | |
| Us Treasury Bond DTD 08/ 15/2024 4.125% 08/15/2044 | U.S. Treasuries | — | $1.5M | $1.5M | 0.1% | |
| Bayer Us Finance Ii Llc 144A PRIV PLCMT 4.250 12/15/2025 | Other securities | — | $1.6M | $1.5M | 0.1% | |
| Mperial Brands Fin Plc 144A PRIV PLCMT 3.500 07/26/2026 | Common Stocks | — | $1.5M | $1.5M | 0.1% | |
| Dillard Dept Stores Inc DTD 05/ 15/97 7.750 05/ 15/2027 | Common Stocks | — | $1.1M | $1.5M | 0.1% | |
| Fedl Natl Mtge Assn Pool #bt9404 DTD 11/ 01/2021 2.000% 11/01/2041 | Agency / Mortgage-Backed | — | $1.5M | $1.5M | 0.1% | |
| Slm Student Loan Trus DTD 05/ 19/05 07/ 25/2040 | Other securities | — | $1.4M | $1.4M | 0.1% | |
| Fed Natl Mtg Assn Pool #ca6401 DTD 06/ 01/20 2.500 07/ 01/2050 | Agency / Mortgage-Backed | — | $1.8M | $1.4M | 0.1% | |
| Federal Home Loan Mortgage Corp DTD 07/ 01/2021 3.000% 07/25/2041 | Agency / Mortgage-Backed | — | $1.4M | $1.4M | 0.1% | |
| Fed Home Ln Mtg Corp Pool #g61080 DTD 07/ 01/17 4.500 03/ 01/2047 | Agency / Mortgage-Backed | — | $1.5M | $1.3M | 0.1% | |
| Fedl Natl Mtge Assn Pool #ma4625 DTD 05/ 01/2022 3.500% 05/01/2052 | Agency / Mortgage-Backed | — | $1.4M | $1.3M | 0.1% | |
| Us Treasury Bond DTD 08/ 15/2022 3.000% 08/15/2052 | U.S. Treasuries | — | $1.6M | $1.3M | 0.1% | |
| Fed Natl Mtg Assn Pool #az4765 DTD 10/ 01/15 4.000 10/ 01/2045 | Agency / Mortgage-Backed | — | $1.4M | $1.3M | 0.1% | |
| Fedl Natl Mtge Assn Pool #fs7754 DTD 04/ 01/2024 4.000% 07/01/2053 | Agency / Mortgage-Backed | — | $1.2M | $1.2M | 0.1% | |
| U.S. Government Securities Us Treasury Bond DTD 05/ 15/2022 2.875% 05/15/2052 | U.S. Treasuries | — | $1.6M | $1.2M | <0.1% | |
| Ubs Group Ag DTD 01/ 12/2023 VAR CPN 01/ 12/2034 | Common Stocks | — | $1.1M | $1.2M | <0.1% | |
| Govt Natl Mtg Assn DTD 09/ 20/17 09/ 20/2067 | Other securities | — | $1.1M | $1.1M | <0.1% | |
| Govt Natl Mtg Assn DTD 04/ 20/18 04/ 20/2068 | Other securities | — | $1.1M | $1.1M | <0.1% | |
| Fed Home Loan Mtge Corp Pool #sd1933 DTD 11/ 01/2022 3.500% 06/01/2052 | Agency / Mortgage-Backed | — | $1.2M | $1.1M | <0.1% | |
| Petroleos Mexicanos DTD 12/ 16/2021 6.700% 02/16/2032 | Bonds / Notes | — | $1.4M | $1.1M | <0.1% | |
| Fedl Natl Mtge Assn Pool #bv5583 DTD 05/ 01/2022 4.000% 05/01/2052 | Agency / Mortgage-Backed | — | $1.1M | $1.1M | <0.1% | |
| California St DTD 10/ 15/09 7.300 10/ 01/2039 | Other securities | — | $1.1M | $1.0M | <0.1% | |
| Illinois St Txbl DTD 06/ 12/03 5.100 06/ 01/2033 | Other securities | — | $971K | $997K | <0.1% | |
| Southern Co DTD 09/ 18/20 01/ 15/2051 | Common Stocks | — | $1.0M | $980K | <0.1% | |
| Fedl Natl Mtge Assn Pool #ma4600 DTD 04/ 01/2022 3.500% 05/01/2052 | Agency / Mortgage-Backed | — | $965K | $936K | <0.1% |
