U.A. Local No. 343 Pension Trust's EIN is 94-6092775.
Download the official 2024 Form 5500 (PDF) for U.A. Local No. 343 Pension Trust from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA INVESTMENT TRUST COMPANY | 06-1440627 | — | NONE | $16K | — |
| Name | EIN |
|---|
| Provider | Nondisclosure info |
|---|---|
| TAKEHARA LANDSCAPE | SERVICE PROVIDER DID NOT PROVIDE INFORMATION REGARDING INDIRECT COMPENSATION, IF ANY. |
| UNIVERSAL BUILDING SERVICES | SERVICE PROVIDER DID NOT PROVIDE INFORMATION REGARDING INDIRECT COMPENSATION, IF ANY. |
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.
| Location |
|---|
| Relation |
|---|
| Direct comp |
|---|
| Indirect comp |
|---|
| WHITESTAR ADVISORS | 03-0496641 | — | NONE | $60K | — |
| WASHINGTON CAPITAL MANAGEMENT, INC | 91-1042342 | — | NONE | $33K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| U.A. LOCAL 343 JOINT SERVICES | 94-6092775 | — | PLAN SPONSOR | $132K | — |
| VERUS ADVISORY, INC. | 91-1320111 | — | NONE | $114K | — |
| WITHUMSMITH+BROWN, PC | 22-2027092 | — | NONE | $106K | — |
| KRAW LAW GROUP, APC | 32-0465891 | — | NONE | $63K | — |
| NORTHWEST PLAN SERVICES | 91-2090931 | — | NONE | $47K | — |
| PRUDENTIAL INSURANCE CO. OF AMERICA | 22-1211670 | — | NONE | $35K | — |
| U.S. BANK | 31-0841368 | — | NONE | $28K | — |
| TAKEHARA LANDSCAPE, INC. | — | SACRAMENTO, CA | NONE | $23K | — |
| HEATHER CLANTON | — | EL DORADO, CA | NONE | $18K | — |
| UNIVERSAL BUILDING SERVICES | 94-1692591 | — | NONE | $18K | — |
| CAROLE KEANE & ASSOCIATES | 68-0467589 | — | NONE | $6K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Metropolitan West Total Return | Other securities | — | $29.3M | $25.2M | 15.8% | |
| Dodge and Cox International Stock Fund I | Mutual Funds | — | $16.9M | $19.2M | 12.0% | |
| American Funds Pacific Growth Fund | Mutual Funds | — | $16.6M | $18.9M | 11.8% | |
| Dodge and Cox Income Fund | Mutual Funds | — | $19.1M | $17.6M | 11.0% | |
| BNYM MELLON AFL-CIO SL STOCK INDEX THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 340 | Common Collective Trust | — | $9.1M | $14.7M | 9.2% | |
| T. Rowe Large Cap Growth | Other securities | — | $3.5M | $10.6M | 6.7% | |
| Dodge and Cox Stock Fund I | Mutual Funds | — | $6.9M | $10.0M | 6.3% | |
| PACIFIC ASSET MNGT. BANK LOAN FUND PAM BANK LOAN GP LLC · EIN 46-5076716 / PN 001 | 103-12 Investment Entity | — | $8.9M | $8.7M | 5.4% | |
| U.A. Local No. 343 Defined Benefit Plan Vacaville | Other securities | — | $5.4M | $8.6M | 5.4% | |
| Vanguard Market Institutional Index Fund | Common Collective Trusts | — | $3.7M | $6.8M | 4.2% | |
| Prudential | Other securities | — | $4.4M | $6.6M | 4.1% | |
| PRISA ACCOUNT THE PRUDENTIAL INSURANCE CO. OF AMERICA · EIN 22-1211670 / PN 038 | Pooled Separate Account | — | — | $6.6M | 4.1% | |
| WASHINGTON CAPITAL JOINT MASTER TRU WASHINGTON CAPITAL MANAGEMENT, INC · EIN 91-1163419 / PN 001 | 103-12 Investment Entity | — | $3.5M | $3.8M | 2.4% | |
| THE UNION LABOR LIFE INS CO. SEP J THE UNION LABOR LIFE INSURANCE COMPANY · EIN 13-1423090 / PN 203 | Pooled Separate Account | — | $3.5M | $3.8M | 2.4% | |
| Madison Core Property Fund LP | Other securities | — | $1.9M | $3.4M | 2.1% | |
| United Business Bank | Other securities | — | $1.1M | $1.1M | 0.7% | |
| Aristotle Funds Floating Rate Inc I | Bonds / Notes | — | $60K | $60K | <0.1% | |
| J P Morgan | Other securities | — | $8K | $3K | <0.1% | |
| First American Treasury Obligations Fund - Class Z | Other securities | — | $3K | $3K | <0.1% | |
| VOYA SENIOR LOAN TRUST FUND VOYA INVESTMENT TRUST CO. · EIN 06-1440627 / PN 045 | Common Collective Trust | — | — | $0 | <0.1% |
