Board of Trustees Bay Area Delivery Drivers Security Fund's EIN is 94-6072965.
Download the official 2023 Form 5500 (PDF) for Board of Trustees Bay Area Delivery Drivers Security Fund from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Board of Trustees Bay Area Delivery Drivers Security Fund's plan includes health coverage, life insurance, dental coverage, vision coverage.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HEALTH SERVICES & BENEFIT ADMIN | 94-3089465 | — | NONE | $956K | — |
| BLUE CROSS OF CALIFORNIA | 95-3760980 | — | NONE | $391K | — |
| THE SEGAL COMPANY | 94-1503999 | — | NONE | $170K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $6.6M | 30.2% | |
| Vanguard Total Bond Market Index Fund | Common Collective Trusts | — | $4.8M | $4.3M | 19.6% | |
| iShares Core Total USD Bond Market ETF | Other securities | — | $2.9M | $2.8M | 12.6% | |
| Interest-bearing Cash Fremont Bank Business MM Savings, 3.65% | Cash / Money Market | — | $2.7M | $2.7M | 12.0% | |
| Blackrock Strategic Income Opportunities Fund | Other securities | — | $1.4M | $1.4M | 6.3% | |
| SPDR Portfolio Long Term Treasury ETF | Other securities | — | $877K | $769K | 3.5% | |
| and Exchange Traded Funds Blackrock ETF Trust II Flexible Income | Mutual Funds | — | $612K | $622K | 2.8% | |
| JPMorgan US Equity Fund Select Class | Other securities | — | $424K | $506K | 2.3% | |
| Blackrock ETF Trust US Equity Factor | Other securities | — | $366K | $378K | 1.7% | |
| Blackrock Systematic Multi- Strategy Fund Inst Shares | Other securities | — | $351K | $366K | 1.7% | |
| Blackrock Global Equity Market Neutral NSTL | Other securities | — | $244K | $265K | 1.2% | |
| Vanguard S&P 500 Index Fund ETF Shares | Common Collective Trusts | — | $199K | $264K | 1.2% | |
| iShares TR MSCI USA Quality Factor ETF | Other securities | — | $202K | $260K | 1.2% | |
| Campbell Systematic Macro Fund Class I | Other securities | — | $244K | $249K | 1.1% | |
| iShares TR EAFE Value ETF | Other securities | — | $215K | $249K | 1.1% | |
| Blackrock Tactical Opportunities Fund Inst Shares | Other securities | — | $236K | $239K | 1.1% | |
| Fidelity Government Cash Reserves | Mutual Funds | — | $63K | $63K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| MCMORGAN & COMPANY |
| 52-2334388 |
| — |
| NONE |
| $78K |
| — |
| BEESON, TAYER, & BODINE | 94-3126136 | — | NONE | $74K | — |
| WITHUMSMITH+BROWN, PC | 22-2027092 | — | NONE | $56K | — |
| VISION SERVICE PLAN | 94-1632821 | — | NONE | $42K | — |
| TEAMSTERS ASSISTANCE PROGRAM | 68-0048516 | — | NONE | $39K | — |
| ROAD RUNNER | 87-1226713 | — | NONE | $8K | — |
| WHEELER PRINTING | — | VALLEJO, CA | NONE | $7K | — |
