Brandon Mortorff signed Board of Trustees, Airconditioning and Refrigeration's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Board of Trustees, Airconditioning and Refrigeration's EIN is 95-6035386.
Download the official 2024 Form 5500 (PDF) for Board of Trustees, Airconditioning and Refrigeration from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STATE STREET GLOBAL ADVISORS | 04-1867445 | — | NONE | $38K | — |
| ABERDEEN ASSET MANAGEMENT | 51-0368279 |
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.
| % of plan | |||
|---|---|---|---|
| SSGA RUSSELL 3000 INDEX STATE STREET BANK AND TRUST COMPANY · EIN 04-0025081 / PN 042 | Common Collective Trust | $22.9M | 6.7% |
| STATE ST GLOBAL ADVISORS MSCI EAFE STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 159 | Common Collective Trust | $19.6M | 5.8% |
| WALTER SCOTT GROUP TRUST-INTL FD THE BANK OF NEW YORK MELLON · EIN 76-6192146 / PN 001 | 103-12 Investment Entity | $17.2M | 5.1% |
| STATE ST GLOBAL ADVISORS BOND I.F. STATE STREET BANK AND TRUST COMPANY · EIN 04-0025081 / PN 070 | Common Collective Trust | $17.0M | 5.0% |
| STATE ST GLOBAL ADVISORS TIPS I.F. STATE STREET BANK AND TRUST COMPANY · EIN 04-0025081 / PN 152 | Common Collective Trust | $12.4M | 3.7% |
| JPMCB STRATEGIC PROPERTY FUND JPMORGAN BANK NA · EIN 13-6038770 / PN 001 | Common Collective Trust | $12.4M | 3.6% |
| J STERN & CO WORLD STARS GLOBAL J. STERN & CO. WORLD STARS GP LLC · EIN 93-2392556 / PN 001 | 103-12 Investment Entity | $10.7M | 3.1% |
| HARBOURVEST PARTNERS X LP HARBOURVEST PARTNERS LLC · EIN 98-1208489 / PN 001 | 103-12 Investment Entity | $10.6M | 3.1% |
| SSGA GLOBAL LARGE MID CAP NATURAL STATE STREET BANK AND TRUST COMPANY · EIN 45-6268981 / PN 001 | Common Collective Trust | $9.1M | 2.7% |
| ULLICO INFRASTRUCTURE TAX EXEMPT FD ULLICO INVESTMENT ADVISORS · EIN 90-0622302 / PN 001 | 103-12 Investment Entity | $7.8M | 2.3% |
| SSGA DAILY MSCI EMERGING MARKETS IN STATE STREET BANK AND TRUST COMPANY · EIN 04-0025081 / PN 192 | Common Collective Trust | $7.5M | 2.2% |
| SSGA RUSSELL 1000 INDEX STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 123 | Common Collective Trust | $7.3M | 2.2% |
| KOPERNICK GLOBAL ALL CAP CIT KOPERNICK GLOBAL COLLECTIVE INVESTMENT TRUST · EIN 83-2022303 / PN 126 | Common Collective Trust | $5.1M | 1.5% |
| HARBOURVEST PARTNERS IX FUND, LP HARBOURVEST PARTNERS LLC · EIN 80-0653172 / PN 001 | 103-12 Investment Entity | $4.8M | 1.4% |
| SSGA RUSSELL 1000 GROWTH STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 124 | Common Collective Trust | $4.4M | 1.3% |
| — |
| NONE |
| $17K |
| — |
| RHUMBLINE ADVISERS | 04-3118582 | — | NONE | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MEKETA FIDUCIARY MANAGEMENT | 47-2126910 | — | NONE | $230K | — |
| MILLER KAPLAN ARASE LLP | 95-2036255 | — | NONE | $207K | — |
| WALTER SCOTT & PARTNERS LTD | — | — | NONE | $166K | — |
| HORIZON ACTUARIAL SERVICES, LLC | 26-1370698 | — | NONE | $123K | — |
| ULLICO | 52-6435649 | — | NONE | $116K | — |
| EMPLOYEE 2 | 95-6035386 | — | NONE | $92K | — |
| NEPC LLC | 26-1429809 | — | NONE | $90K | — |
| EMPLOYEE 7 | 95-6035386 | — | NONE | $57K | — |
| SEYFARTH SHAW, LLP | 36-2152202 | — | NONE | $55K | — |
| COMERICA BANK | 42-1741646 | — | NONE | $52K | — |
| JACK WILKERSON | — | ORANGE, CA | NONE | $48K | — |
| MERIPLEX | — | CAMARILLO, CA | NONE | $40K | — |
| EMPLOYEE 5 | 95-6035386 | — | NONE | $34K | — |
| EMPLOYEE 8 | 95-6041105 | — | NONE | $32K | — |
| ALLIANCE BERNSTEIN, LP | 13-4064930 | — | NONE | $12K | — |
| WOHLNER, KAPLON, PHILLIPS ET AL | 95-4177931 | — | NONE | $12K | — |
| BRIDGEWAY | 23-2182079 | — | NONE | $9K | — |
