Miller Kaplan Arase LLP signed Board of Trustees, I.A.T.S.E. Local 33 Section 401(k)'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Board of Trustees, I.A.T.S.E. Local 33 Section 401(k)'s EIN is 95-3954078.
Download the official 2024 Form 5500 (PDF) for Board of Trustees, I.A.T.S.E. Local 33 Section 401(k) from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Board of Trustees, I.A.T.S.E. Local 33 Section 401(k)'s plan includes a 401(k) feature.
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 | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BERRY AND CO CPA'S | 88-0400174 | — | NONE | $12K | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in common collective trust] | Other | — | — | $166.3M | 43.7% | |
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $93.4M | 24.5% | |
| [Assets held in pooled separate account] | Other | — | — | $62.7M | 16.5% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $58.9M | 15.5% | |
| PRINCIPAL LT 2030 CIT TIER II PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 27-5280363 / PN 003 | Common Collective Trust | — | — | $53.4M | 14.0% | |
| PRINCIPAL LT 2040 CIT TIER II PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 27-5280363 / PN 004 | Common Collective Trust | — | — | $30.3M | 8.0% | |
| PRINCIPAL LT 2050 CIT TIER II PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 27-5280363 / PN 005 | Common Collective Trust | — | — | $20.3M | 5.3% | |
| ARISTOTLE VAL EQ COL TR B SEI TRUST COMPANY · EIN 81-3393503 / PN 002 | Common Collective Trust | — | — | $12.9M | 3.4% | |
| WILLIAM BLAIR SM MD CP GR CL 4 GLOBAL TRUST COMPANY - WILLIAM BLAIR · EIN 27-6331814 / PN 004 | Common Collective Trust | — | — | $7.5M | 2.0% | |
| PRINCIPAL LT 2020 CIT TIER II PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 27-5280363 / PN 002 | Common Collective Trust | — | — | $6.5M | 1.7% | |
| WILLIAM BLAIR INTL LEAD CL 2 GLOBAL TRUST COMPANY-WILLIAM BLAIR · EIN 27-6331814 / PN 012 | Common Collective Trust | — | — | $6.2M | 1.6% | |
| WTC CIF II SMID CP RES EQ S 4 WELLINGTON TRUST COMPANY, NA · EIN 04-6913417 / PN 157 | Common Collective Trust | — | — | $4.4M | 1.2% | |
| PRINCIPAL LT 2060 CIT TIER II PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 27-5280363 / PN 007 | Common Collective Trust | — | — | $4.4M | 1.1% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $3.9M | 1.0% | |
| EAGLE MID CAP GROWTH CIT CL 1 CARILLON EAGLE MID CAP GROWTH CIT · EIN 83-0524193 / PN 001 | Common Collective Trust | — | — | $3.8M | 1.0% | |
| COLUMBIA TR SM CP VAL II FD 1 AMERIPRISE TRUST COMPANY · EIN 41-0007957 / PN 165 | Common Collective Trust | — | — | $3.2M | 0.9% | |
| PRINCIPAL LT 2055 CIT TIER II PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 27-5280363 / PN 012 | Common Collective Trust | — | — | $3.2M | 0.8% | |
| [Assets held in participant loans] | Other | — | — | $2.7M | 0.7% | |
| PRINCIPAL LT 2045 CIT TIER II PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 27-5280363 / PN 011 | Common Collective Trust | — | — | $2.5M | 0.7% | |
| PRINCIPAL LT STRA INC FD TR II PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 27-5280363 / PN 006 | Common Collective Trust | — | — | $2.4M | 0.6% | |
| PRINCIPAL LT 2035 CIT TIER II PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 27-5280363 / PN 010 | Common Collective Trust | — | — | $2.1M | 0.6% | |
| PRINCIPAL LT 2025 CIT TIER II PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 27-5280363 / PN 009 | Common Collective Trust | — | — | $1.9M | 0.5% | |
| PRINCIPAL LT 2065 CIT TIER II PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 27-5280363 / PN 013 | Common Collective Trust | — | — | $904K | 0.2% | |
| PRINCIPAL LT 2070 CIT TIER II PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 27-5280363 / PN 014 | Common Collective Trust | — | — | $166K | <0.1% | |
| PRINCIPAL LT 2015 CIT TIER II PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 27-5280363 / PN 008 | Common Collective Trust | — | — | $91K | <0.1% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT PROGRAMS ADMINISTRATION | 13-2501278 | — | NONE | $183K | — |
| GILBERT & SACKMAN | 95-2906951 | — | NONE | $92K | — |
| ALAN D BILLER ASSOCIATES | 94-2854958 | — | NONE | $62K | — |
| MILLER KAPLAN ARASE LLP | 95-2036255 | — | NONE | $34K | — |
| MILLIMAN, INC. | 91-0675641 | — | NONE | $10K | — |
