Western States Office & Professional EMP's EIN is 94-6076144.
Download the official 2024 Form 5500 (PDF) for Western States Office & Professional EMP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Western States Office & Professional EMP's plan includes a defined-benefit pension formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASB CAPITAL MANAGEMENT | — | BETHESDA, MD | NONE | $188K | — |
| BLACKROCK INSTITUTIONAL | 94-3112180 | — | NONE | $10K | — |
| Provider | Nondisclosure info |
|---|---|
| J.P. MORGAN INVESTMENTS MANAGEMENT | — |
| JPMORGAN CHASE BANK | — |
| IFM INVESTORS PTY LTD | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| BLACKROCK EQUITY IND NON LEND FUND BLACKROCK INSTITUTIONAL TRUST CO. · EIN 80-0300291 / PN 001 | Common Collective Trust | — | $36.9M | $71.9M | 12.0% | |
| LOOMIS SAYLES CIT CORE PLUS FIXED I LOOMIS SAYLES & COMPANY, LP · EIN 84-6391546 / PN 007 | Common Collective Trust | — | $59.0M | $69.0M | 11.5% | |
| INVESCO BALANCED-RISK ALLOCATION TR INVESCO TRUST COMPANY · EIN 26-6399613 / PN 001 | Common Collective Trust | — | $47.3M | $66.1M | 11.0% | |
| Causeway Internatl Value Ins Mutual Fund | Mutual Funds | — | $28.2M | $33.5M | 5.6% | |
| WCM Focused Intl Growth Fund LP Limited Partnership | Other securities | — | $30.9M | $30.9M | 5.1% | |
| ASB ALLEGIANCE REAL ESTATE FUND ASB CAPITAL MANAGEMENT · EIN 52-6257033 / PN 006 | Common Collective Trust | — | $14.5M | $17.7M | 2.9% | |
| Vanguard Small Cap Index Ins #857 Mutual Fund | Mutual Funds | — | $15.3M | $17.0M | 2.8% | |
| Limited partnerships IFM Global Infrastructure LP Limited Partnership | Other securities | — | $14.1M | $14.1M | 2.3% | |
| JPMCB SPECIAL SITUATION PROPERTY FU JPMORGAN CHASE BANK, N.A · EIN 13-3980309 / PN 001 | Common Collective Trust | — | $9.7M | $11.3M | 1.9% | |
| IIF ERISA LP Limited Partnership | Other securities | — | $4.2M | $7.6M | 1.3% | |
| Money market mutual fund First Am Govt Ob Fd Cl Z Money Market Mutual Fund | Cash / Money Market | — | $4.5M | $4.5M | 0.8% | |
| Northwestern 4.350% 9/15/27 | Bonds / Notes | — | $2.8M | $2.9M | 0.5% | |
| Met Life Glob 3.050% 6/17/29 | Bonds / Notes | — | $2.5M | $2.6M | 0.4% | |
| Massmutual 5.050% 6/14/28 | Bonds / Notes | — | $2.4M | $2.5M | 0.4% | |
| Pricoa Global 5.550% 8/28/26 | Bonds / Notes | — | $2.5M | $2.5M | 0.4% | |
| National Secs 5.100% 11/21/27 | Bonds / Notes | — | $2.4M | $2.5M | 0.4% | |
| Abbott Laboratories 2.950% 3/15/25 | Bonds / Notes | — | $2.4M | $2.5M | 0.4% | |
| Apple Inc 3.250% 2/23/26 | Bonds / Notes | — | $2.4M | $2.5M | 0.4% | |
| Alphabet Inc 1.998% 8/15/26 | Bonds / Notes | — | $2.1M | $2.1M | 0.3% | |
| Johnson Sr 0.550% 9/01/25 | Bonds / Notes | — | $2.0M | $2.0M | 0.3% | |
| Goldman Sachs 2.600% 2/07/30 | Bonds / Notes | — | $1.8M | $2.0M | 0.3% | |
| Ecolab Inc Nt 1.650% 2/01/27 | Bonds / Notes | — | $1.9M | $2.0M | 0.3% | |
| American Express Co 2.550% 3/04/27 | Bonds / Notes | — | $1.9M | $2.0M | 0.3% | |
| Apple Inc 1.125% 5/11/25 | Bonds / Notes | — | $1.9M | $2.0M | 0.3% | |
| Duke Energy 2.450% 8/15/29 | Bonds / Notes | — | $1.9M | $2.0M | 0.3% | |
| Baker Hughes 3.138% 11/07/29 | Bonds / Notes | — | $1.8M | $1.9M | 0.3% | |
| Morgan Stanley Mtn 3.625% 1/20/27 | Bonds / Notes | — | $1.8M | $1.9M | 0.3% | |
| Wells Fargo 4.150% 1/24/29 | Bonds / Notes | — | $1.8M | $1.9M | 0.3% | |
| Ww Grainger 1.850% 2/15/25 | Bonds / Notes | — | $1.8M | $1.9M | 0.3% | |
| Union Electric Co 2.950% 6/15/27 | Bonds / Notes | — | $1.8M | $1.9M | 0.3% | |
| Paypal Holdings Inc 2.650% 10/01/26 | Bonds / Notes | — | $1.8M | $1.9M | 0.3% | |
| Oklahoma G E 3.800% 8/15/28 | Bonds / Notes | — | $1.9M | $1.9M | 0.3% | |
| US Bancorp 3.900% 4/26/28 | Bonds / Notes | — | $1.8M | $1.9M | 0.3% | |
| Prologis L P 2.875% 11/15/29 | Bonds / Notes | — | $1.8M | $1.9M | 0.3% | |
| Jpmorgan Chase Co 3.125% 1/23/25 | Bonds / Notes | — | $1.9M | $1.9M | 0.3% | |
| Union Pacific Corp 3.250% 8/15/25 | Bonds / Notes | — | $1.9M | $1.9M | 0.3% | |
| Bank Of America Mtn 3.500% 4/19/26 | Bonds / Notes | — | $1.8M | $1.9M | 0.3% | |
| Intercontinental 4.350% 6/15/29 | Bonds / Notes | — | $1.8M | $1.9M | 0.3% | |
| Booking Holdings Inc 3.600% 6/01/26 | Bonds / Notes | — | $1.8M | $1.9M | 0.3% | |
| Intel Corp 3.700% 7/29/25 | Bonds / Notes | — | $1.9M | $1.9M | 0.3% | |
| (continued) Realty Income 4.700% 12/15/28 | Corporate Bonds | — | $1.8M | $1.9M | 0.3% | |
| Oncor Electric 5.750% 3/15/29 | Bonds / Notes | — | $1.9M | $1.9M | 0.3% | |
| Centerpoint Energy 5.250% 3/01/28 | Bonds / Notes | — | $1.9M | $1.9M | 0.3% | |
| Eog Resources 4.150% 1/15/26 | Bonds / Notes | — | $1.8M | $1.9M | 0.3% | |
| Blackstone Hldgs 5.900% 11/03/27 | Bonds / Notes | — | $1.8M | $1.9M | 0.3% | |
| United Parcel 3.050% 11/15/27 | Bonds / Notes | — | $1.8M | $1.8M | 0.3% | |
| State Str Corp 5.272% 8/03/26 | Bonds / Notes | — | $1.8M | $1.8M | 0.3% | |
| Mastercard 3.300% 3/26/27 | Bonds / Notes | — | $1.8M | $1.8M | 0.3% | |
| Kimberly Clark 3.100% 3/26/30 | Bonds / Notes | — | $1.8M | $1.8M | 0.3% | |
| Meta Platforms Inc 3.500% 8/15/27 | Bonds / Notes | — | $1.8M | $1.8M | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INVESCO | 46-3793325 | — | NONE | $430K | — |
| BENESYS, INC. | 32-2383171 | — | NONE | $357K | — |
| EIDE BAILLY LLP | 45-0250958 | — | NONE | $261K | — |
| VERUS ADVISORY, INC. | 91-1320111 | — | NONE | $235K | — |
| RAEL & LETSON | 94-1701048 | — | NONE | $231K | — |
| J.P. MORGAN INVESTMENTS MANAGEMENT | 13-3200244 | — | NONE | $214K | — |
| JPMORGAN CHASE BANK | 13-4994650 | — | NONE | $168K | — |
| WILLIAM C. EARHART | 93-0509592 | — | NONE | $152K | — |
| LOOMIS SAYLES & CO., LP | 04-3200030 | — | NONE | $132K | — |
| JOSEPH L REINHART | — | TIGARD, OR | NONE | $82K | — |
| US BANK | 31-0841368 | — | NONE | $30K | — |
