The 170 Group Insurance Benefits Trust's EIN is 95-3136353.
Download the official 2023 Form 5500 (PDF) for The 170 Group Insurance Benefits Trust from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)The 170 Group Insurance Benefits Trust'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 |
|---|---|---|---|---|---|
| DUCENTA SQUARED ASSET MANAGEMENT | 85-0584508 | — | NONE | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFITS PROGRAM ADMINISTRATION | 13-2501278 | — | NONE |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| United States Treasury Note 3/31/2026 4.000% | U.S. Treasuries | — | $252K | $252K | 5.2% | |
| United States Treasury Note 2/15/2034 4.500% | U.S. Treasuries | — | $194K | $192K | 4.0% | |
| United States Treasury Note 1/31/2029 4.250% | U.S. Treasuries | — | $147K | $148K | 3.0% | |
| FHLMC 6/1/2054 5.500% | Agency / Mortgage-Backed | — | $74K | $74K | 1.5% | |
| GNMA II 6/20/2054 6.000% | Agency / Mortgage-Backed | — | $65K | $65K | 1.3% | |
| Money market mutual fund First Am Govt Money market mutual fund | Cash / Money Market | — | $53K | $53K | 1.1% | |
| GNMA II 5/20/2054 6.000% | Agency / Mortgage-Backed | — | $46K | $45K | 0.9% | |
| Carvana Auto Rec 11/8/2026 1.320% | Bonds / Notes | — | $40K | $38K | 0.8% | |
| Domestic AT&T Inc 2/15/2034 5.400% | Corporate Bonds | — | $35K | $35K | 0.7% | |
| GNMA II 5/20/2054 5.500% | Agency / Mortgage-Backed | — | $35K | $35K | 0.7% | |
| Jp Morgan Chase Co 11/8/2032 2.545% | Bonds / Notes | — | $33K | $33K | 0.7% | |
| Viacomcbs 5/19/2032 4.200% | Bonds / Notes | — | $31K | $31K | 0.6% | |
| Gxo Logistics Inc 5/6/2029 6.250% | Bonds / Notes | — | $30K | $31K | 0.6% | |
| Energy Transfer LP 4/1/2025 5.750% | Bonds / Notes | — | $30K | $30K | 0.6% | |
| BMO Mortgage Trust 12/15/2056 6.674% | Bonds / Notes | — | $27K | $27K | 0.6% | |
| Warnermadia Holdings 3/15/2032 4.279% | Bonds / Notes | — | $26K | $26K | 0.5% | |
| Siriuspoint Ltd 4/5/2029 7.000% | Bonds / Notes | — | $25K | $25K | 0.5% | |
| Oreilly Automotive 11/20/2026 5.750% | Bonds / Notes | — | $25K | $25K | 0.5% | |
| Amgen Inc 3/2/2026 5.507% | Bonds / Notes | — | $25K | $25K | 0.5% | |
| Micron Technology 1/15/2031 5.300% | Bonds / Notes | — | $25K | $25K | 0.5% | |
| Energy Transfer LP 5/15/2034 5.550% | Bonds / Notes | — | $24K | $25K | 0.5% | |
| Kinder Morgan Inc 2/1/2034 5.400% | Bonds / Notes | — | $24K | $25K | 0.5% | |
| Blue Owl Capital 3/15/2029 5.950% | Bonds / Notes | — | $25K | $25K | 0.5% | |
| T Mobile Inc 4/15/2034 5.150% | Bonds / Notes | — | $24K | $25K | 0.5% | |
| Willis North Amer 5/15/2033 5.350% | Bonds / Notes | — | $24K | $25K | 0.5% | |
| Tanger pptys Ltd 9/1/2031 2.750% | Bonds / Notes | — | $24K | $24K | 0.5% | |
| Western Digital Corp 2/1/2032 3.100% | Bonds / Notes | — | $24K | $24K | 0.5% | |
| Corporate Securities - Foreign BAT Intl Financial Plc 2/2/2029 5.931% | Bonds / Notes | — | $23K | $24K | 0.5% | |
| Humana Inc 12/1/2028 5.750% | Bonds / Notes | — | $23K | $23K | 0.5% | |
| Teck Resources Ltd 7/15/2030 3.900% | Bonds / Notes | — | $23K | $23K | 0.5% | |
| Government Securities FHLMC 5/1/2052 3.000% | Agency / Mortgage-Backed | — | $23K | $23K | 0.5% | |
| Philip Morris Intl 2/13/2026 4.875% | Bonds / Notes | — | $23K | $23K | 0.5% | |
| Bank Of America Mtn 4/20/2026 3.384% | Bonds / Notes | — | $23K | $23K | 0.5% | |
| Huntington 8/21/2029 6.208% | Bonds / Notes | — | $22K | $22K | 0.5% | |
| Occidental Petroleum 9/15/2031 7.875% | Bonds / Notes | — | $22K | $22K | 0.5% | |
| Thermo Fisher 12/5/2026 5.000% | Bonds / Notes | — | $22K | $22K | 0.5% | |
| FHLMC 4/1/2053 4.000% | Agency / Mortgage-Backed | — | $22K | $22K | 0.5% | |
| Keycorp Mtn 5/23/2025 3.878% | Bonds / Notes | — | $21K | $22K | 0.5% | |
| Paterson Uti 10/1/2033 7.150% | Bonds / Notes | — | $21K | $21K | 0.4% | |
| Celanese US Holdings 11/15/2030 6.550% | Bonds / Notes | — | $21K | $21K | 0.4% | |
| US Bank Mtn 10/26/2027 6.787% | Bonds / Notes | — | $20K | $21K | 0.4% | |
| Westpac Bkg Corp 11/17/2028 5.535% | Bonds / Notes | — | $20K | $20K | 0.4% | |
| Americr Automobile 7/18/2029 6.000% | Bonds / Notes | — | $20K | $20K | 0.4% | |
| Schwab Charles Corp 8/24/2026 5.875% | Mutual Funds | — | $20K | $20K | 0.4% | |
| L3Harris 1/15/2027 5.400% | Bonds / Notes | — | $20K | $20K | 0.4% | |
| American Express Co 7/8/2027 5.389% | Bonds / Notes | — | $20K | $20K | 0.4% | |
| CNO Financial Group 6/13/2034 6.450% | Bonds / Notes | — | $20K | $20K | 0.4% | |
| General Motors 4/6/2026 5.400% | Bonds / Notes | — | $20K | $20K | 0.4% | |
| Enterprise Prods LLC 1/10/2026 5.050% | Bonds / Notes | — | $20K | $20K | 0.4% | |
| Realty Income Corp 1/13/2026 5.050% | Bonds / Notes | — | $20K | $20K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $136K |
| — |
| RAEL & LETSON | 94-1701048 | — | NONE | $46K | — |
| WOHLNER KAPLON CUTLER HALFORD ROSEN | 95-4177931 | — | NONE | $37K | — |
| EIDE BAILLY LLP | 45-0250958 | — | NONE | $35K | — |
| NATIONAL COMPLIANCE SERVICES | 77-0547053 | — | NONE | $12K | — |
| US BANK | 31-0841368 | — | NONE | $6K | — |
