Board of Trustees,Construction Laborers Annuity Plan for Southern CALI's EIN is 95-6031812.
Download the official 2024 Form 5500 (PDF) for Board of Trustees,Construction Laborers Annuity Plan for Southern CALI from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Board of Trustees,Construction Laborers Annuity Plan for Southern CALI's plan includes money-purchase contributions.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CALIBRE CPA GROUP PLLC | 47-0900880 | — | NONE | $20K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL INVESTMENT SERVICES | 84-3937993 | — | NONE | $532K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| US Treasury Bill U.S. Treasury Bill N/A 09/04/25 N/A | U.S. Treasuries | — | $24.1M | $24.3M | 8.9% | |
| US Treasury Bill U.S. Treasury Bill N/A 10/02/25 N/A | U.S. Treasuries | — | $24.0M | $24.2M | 8.9% | |
| U.S. Treasury Note U.S. Gov ernment Obligation N/A 05/15/25 2.13% | U.S. Treasuries | — | $21.5M | $21.8M | 8.0% | |
| US Treasury Bill U.S. Treasury Bill N/A 07/10/25 N/A | U.S. Treasuries | — | $19.1M | $19.6M | 7.2% | |
| U.S. Government Obligations U.S. Treasury Note U.S. Gov ernment Obligation N/A 02/15/25 1.50% | U.S. Treasuries | — | $9.7M | $10.0M | 3.7% | |
| US Treasury Bill U.S. Treasury Bill N/A 03/13/25 N/A | U.S. Treasuries | — | $9.8M | $9.9M | 3.6% | |
| U.S. Treasury Note U.S. Gov ernment Obligation N/A 12/31/25 2.63% | U.S. Treasuries | — | $9.8M | $9.8M | 3.6% | |
| US Treasury Bill U.S. Treasury Bill N/A 12/26/25 N/A | U.S. Treasuries | — | $9.6M | $9.6M | 3.5% | |
| First American Govt Oblig Fund Class Z Money Market Fund N/A | Cash / Money Market | — | $9.0M | $9.0M | 3.3% | |
| Lowes Cos Inc Corporate Bond N/A 09/08/25 4.40% | Bonds / Notes | — | $3.5M | $3.5M | 1.3% | |
| Westpac Bkg Foreign Issues N/A 08/26/25 3.74% | Bonds / Notes | — | $3.4M | $3.4M | 1.3% | |
| Wisconsin Pub Corporate Bond N/A 11/10/25 5.35% | Bonds / Notes | — | $3.0M | $3.0M | 1.1% | |
| Nextera Corporate Bond N/A 03/01/25 6.05% | Bonds / Notes | — | $3.0M | $3.0M | 1.1% | |
| Brookfield Foreign Issues N/A 01/15/25 4.00% | Bonds / Notes | — | $3.0M | $3.0M | 1.1% | |
| General Corporate Bond N/A 05/15/25 3.50% | Bonds / Notes | — | $3.0M | $3.0M | 1.1% | |
| Skymiles Ip Corporate Bond N/A 10/20/25 4.50% | Bonds / Notes | — | $3.0M | $3.0M | 1.1% | |
| Truist Finl Corporate Bond N/A 08/05/25 1.20% | Bonds / Notes | — | $2.9M | $2.9M | 1.1% | |
| Americredit Corporate Bond N/A 09/18/26 1.49% | Bonds / Notes | — | $2.9M | $2.9M | 1.1% | |
| Flagship Cr Corporate Bond N/A 03/15/27 2.67% | Common Collective Trusts | — | $2.7M | $2.8M | 1.0% | |
| New Jersey ST Municipal Bond N/A 06/15/25 5.09% | Bonds / Notes | — | $2.6M | $2.6M | 1.0% | |
| National Secs Corporate Bond N/A 04/23/25 1.50% | Bonds / Notes | — | $2.5M | $2.6M | 0.9% | |
| Schwab Corporate Bond N/A 03/24/25 4.20% | Mutual Funds | — | $2.5M | $2.5M | 0.9% | |
| Aercap Foreign Issues N/A 10/01/25 4.45% | Bonds / Notes | — | $2.5M | $2.5M | 0.9% | |
| Bank Of Corporate Bond N/A 04/21/25 3.95% | Bonds / Notes | — | $2.5M | $2.5M | 0.9% | |
| Microsoft Corporate Bond N/A 11/03/25 3.13% | Bonds / Notes | — | $2.5M | $2.5M | 0.9% | |
| Air Lease Corporate Bond N/A 07/01/25 3.38% | Bonds / Notes | — | $2.4M | $2.5M | 0.9% | |
| Westlake Corporate Bond N/A 12/15/26 1.23% | Bonds / Notes | — | $2.1M | $2.1M | 0.8% | |
| Disney Walt Corporate Bond N/A 03/24/25 3.35% | Bonds / Notes | — | $2.1M | $2.1M | 0.8% | |
| Manufac Corporate Bond N/A 02/06/25 2.90% | Bonds / Notes | — | $2.1M | $2.1M | 0.8% | |
| Dcp Midstream Corporate Bond N/A 07/15/25 5.38% | Bonds / Notes | — | $2.0M | $2.0M | 0.7% | |
| Hyundai Corporate Bond N/A 02/10/25 2.65% | Bonds / Notes | — | $1.9M | $2.0M | 0.7% | |
| Ubs Group Ag Foreign Issues N/A 03/26/25 3.75% | Bonds / Notes | — | $2.0M | $2.0M | 0.7% | |
| Goldman Sachs Corporate Bond N/A 05/22/25 3.75% | Bonds / Notes | — | $2.0M | $2.0M | 0.7% | |
| Oracle Corporate Bond N/A 04/01/25 2.50% | Bonds / Notes | — | $1.9M | $2.0M | 0.7% | |
| Apple Inc Corporate Bond N/A 05/11/25 1.13% | Bonds / Notes | — | $1.9M | $2.0M | 0.7% | |
| Equinix Inc Corporate Bond N/A 09/15/25 1.00% | Bonds / Notes | — | $1.9M | $1.9M | 0.7% | |
| World Omni Corporate Bond N/A 11/15/27 1.09% | Bonds / Notes | — | $1.9M | $1.9M | 0.7% | |
| Santander Dr Corporate Bond N/A 09/15/27 3.44% | Bonds / Notes | — | $1.8M | $1.8M | 0.7% | |
| Amgen Inc Corporate Bond N/A 03/02/25 5.25% | Bonds / Notes | — | $1.7M | $1.8M | 0.6% | |
| Drive Auto Corporate Bond N/A 03/15/29 1.39% | Bonds / Notes | — | $1.7M | $1.7M | 0.6% | |
| Anthem Inc Corporate Bond N/A 01/15/25 2.38% | Bonds / Notes | — | $1.7M | $1.7M | 0.6% | |
| Santander Corporate Bond N/A 09/15/27 0.00% | Bonds / Notes | — | $1.5M | $1.5M | 0.6% | |
| Buckeye Oh Municipal Bond N/A 06/01/25 1.81% | Bonds / Notes | — | $1.4M | $1.5M | 0.5% | |
| Nasdaq Inc Corporate Bond N/A 06/28/25 5.65% | Bonds / Notes | — | $1.4M | $1.4M | 0.5% | |
| US Airways Corporate Bond N/A 05/15/27 3.95% | Bonds / Notes | — | $1.3M | $1.3M | 0.5% | |
| Drive Auto Corporate Bond N/A 01/16/29 1.45% | Bonds / Notes | — | $1.2M | $1.3M | 0.5% | |
| Flagship Cr Corporate Bond N/A 02/15/27 1.49% | Common Collective Trusts | — | $1.3M | $1.3M | 0.5% | |
| Americredit Corporate Bond N/A 12/18/26 1.21% | Bonds / Notes | — | $1.1M | $1.1M | 0.4% | |
| Carvana Auto Corporate Bond N/A 11/10/27 4.61% | Bonds / Notes | — | $1.0M | $1.0M | 0.4% | |
| Citizens Bk Corporate Bond N/A 04/28/25 2.25% | Bonds / Notes | — | $969K | $992K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PACIFIC SOUTHWEST ADMINISTRATORS |
| 46-4942970 |
| — |
| NONE |
| $13K |
| — |
| REICH, ADELL, & CVITAN | 95-3082677 | — | NONE | $5K | — |
| NEPC, LLC | 26-1429809 | — | NONE | $5K | — |
