Miller Kaplan Arase LLP signed Board of Trustees, Sheet Metal Workers' Pension Plan's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Board of Trustees, Sheet Metal Workers' Pension Plan's EIN is 95-6052257.
Download the official 2024 Form 5500 (PDF) for Board of Trustees, Sheet Metal Workers' Pension Plan from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Board of Trustees, Sheet Metal Workers' Pension Plan's plan includes a defined-benefit pension formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
| Provider | Nondisclosure info |
|---|---|
| COMERICA | PROVIDER DID NOT PROVIDE THE INFORMATION NEEDED TO COMPLETE SCHEDULE C. |
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.
| WASHINGTON CAPITAL MANAGEMENT INC. | 91-1042342 | — | NONE | $607K | — |
| AMERICAN REALTY ADVISORS | 33-0123114 | — | NONE | $303K | — |
| COLUMBIA MGMT INVESTMENT ADVISORS | 41-1533211 | — | NONE | $300K | — |
| DELAWARE CAPITAL MANAGEMENT | 23-3061021 | — | NONE | $244K | — |
| ASB CAPITAL MANAGEMENT LLC | 80-0618452 | — | NONE | $203K | — |
| CAUSEWAY CAPITAL MGMT | — | LOS ANGELES, CA | NONE | $88K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | 11-3658445 | — | NONE | $2.5M | — |
| SHEET METAL BENEFIT PLANS ADMIN | 95-4337897 | — | NONE | $2.1M | — |
| THE SEGAL COMPANY (WS), INC. | 94-1503999 | — | NONE | $286K | — |
| MCMORGAN & COMPANY LLC | 52-2334338 | — | NONE | $264K | — |
| FOX ROTHSCHILD LLP | 23-1404723 | — | NONE | $261K | — |
| MARTIN CURRIE | — | NEW YORK, NY | NONE | $253K | — |
| FIERA CAPITAL INC. | 13-2726734 | — | NONE | $180K | — |
| MILLER KAPLAN ARASE LLP | 95-2036255 | — | NONE | $145K | — |
| COMERICA | 42-1741646 | — | NONE | $132K | — |
| MADISON CORE PROPERTY FUND, LP | — | SAN FRANCISCO, CA | NONE | $108K | — |
| THE LONDON COMPANY | — | RICHMOND, VA | NONE | $96K | — |
| SEGALL BRYANT & HAMILL | 41-1788385 | — | NONE | $93K | — |
| CUSHMAN & WAKEFIELD OF CALIFORNIA | — | EL SEGUNDO, CA | NONE | $85K | — |
| UNION LABOR LIFE INSURANCE COMPANY | 13-1423090 | — | NONE | $72K | — |
| GARCIA HAMILTON & ASSOC. L.P. | 76-0589652 | — | NONE | $71K | — |
| WITHUM SMITH + BROWN | 22-2027092 | — | NONE | $65K | — |
| CAPITAL GROUP | — | LOS ANGELES, CA | NONE | $59K | — |
| AMERICAN MAILING SERVICE, INC. | 95-1582580 | — | NONE | $22K | — |
| ERISA ADVISORY GROUP | 45-2841488 | — | NONE | $17K | — |
| TVG CONSULTING | 51-0536228 | — | NONE | $13K | — |
| SANDCO SERVICES INC. | 45-0971678 | — | NONE | $0 | — |
| MARSH & MCLENNAN COMPANIES, INC. | 36-2668272 | — | NONE | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| LEGAL & GENERAL S&P 500 CIT RELIANCE TRUST COMPANY · EIN 35-7085469 / PN 005 | Common Collective Trust | — | $75.7M | $162.1M | 11.4% | |
| WASHINGTON CAPITAL JOINT MASTER TR WASHINGTON CAPITAL MANAGEMENT INC. · EIN 91-1163419 / PN 001 | 103-12 Investment Entity | — | $22.8M | $60.4M | 4.3% | |
| LAZARD EMERGING MARKETS PORT | Other securities | — | $54.1M | $54.8M | 3.9% | |
| AMERICAN CORE REALTY FUND | Other securities | — | $32.2M | $30.1M | 2.1% | |
| LEGAL & GENERAL MSCI ACWI EX US CIT RELIANCE TRUST COMPANY · EIN 35-7085469 / PN 010 | Common Collective Trust | — | $20.4M | $26.7M | 1.9% | |
| VICTORY TRIVALENT INTL SMALL CAP GLOBAL TRUST COMPANY · EIN 26-3761443 / PN 006 | Common Collective Trust | — | $19.2M | $26.6M | 1.9% | |
| ASB ALLEGIANCE REAL ESTATE FUND LP | Other securities | — | $21.5M | $21.2M | 1.5% | |
| Investment in Manhattan Plaza | Other securities | — | $12.2M | $20.7M | 1.5% | |
| MARTIN CURRIE EMERGING MARKETS | Other securities | — | $19.5M | $19.5M | 1.4% | |
| GCM LABOR IMPACT FEDDER FUND | Other securities | — | $15.7M | $19.2M | 1.4% | |
| UNITED STATES TREAS NOTE | U.S. Treasuries | — | $18.2M | $18.1M | 1.3% | |
| MULTI-EMPLOYER PROPERTY TRUST NEWTOWER TRUST COMPANY · EIN 52-6218800 / PN 001 | Common Collective Trust | — | $6.7M | $17.4M | 1.2% | |
| LEGAL & GENERAL S&P 400 CIT RELIANCE TRUST COMPANY · EIN 35-7085469 / PN 004 | Common Collective Trust | — | $8.7M | $15.8M | 1.1% | |
| GS FIN SQ GOV #466 | Other securities | — | $15.7M | $15.7M | 1.1% | |
| UNITED STATES TREAS NOTE | U.S. Treasuries | — | $15.7M | $15.6M | 1.1% | |
| UNITED STATES TREAS BDS | U.S. Treasuries | — | $15.0M | $14.4M | 1.0% | |
| UNITED STATES TREAS NOTE | U.S. Treasuries | — | $14.1M | $13.9M | 1.0% | |
| LEGAL & GENERAL S&P 600 RELIANCE TRUST COMPANY · EIN 35-7085469 / PN 009 | Common Collective Trust | — | $8.1M | $13.5M | 0.9% | |
| SEPARATE ACCOUNT J THE UNION LABOR LIFE INSURANCE CO. · EIN 13-1423090 / PN 207 | Pooled Separate Account | — | $4.1M | $13.3M | 0.9% | |
| BANK DEPOSITS PROGRAM MORGAN STANLEY CITIGROUP | Other securities | — | $13.1M | $13.1M | 0.9% | |
| PRIVATE ADVISORS SMALL COMPANY PRIVATE EQUITY FUND VIII LP | Common Stocks | — | $5.9M | $13.0M | 0.9% | |
| UNITED STATES TREAS BDS | U.S. Treasuries | — | $13.0M | $12.6M | 0.9% | |
| CK OPPORTUNITIES OFFSHORE FUND LP | Other securities | — | $8.9M | $12.6M | 0.9% | |
| APPLE INC COM | Common Stocks | — | $9.1M | $12.5M | 0.9% | |
| MADISON CORE PROPERTY FUND LP | Other securities | — | $11.3M | $11.5M | 0.8% | |
| NVIDIA CORP COM | Common Stocks | — | $4.6M | $10.7M | 0.8% | |
| INTERCONTINENTAL US REAL ESTATE INVESTMENT FUND | Other securities | — | $11.0M | $10.4M | 0.7% | |
| UNITED STATES TREAS NOTE | U.S. Treasuries | — | $10.1M | $10.1M | 0.7% | |
| TAIWAN SEMICONDUCTOR MFG CO LTD SPONSORED ADR | Common Stocks | — | $4.8M | $8.9M | 0.6% | |
| MICROSOFT CORP COM | Common Stocks | — | $5.1M | $8.5M | 0.6% | |
| PRIVATE ADVISORS SMALL COMPANY PRIVATE EQUITY FUND VII LP | Common Stocks | — | $3.9M | $8.0M | 0.6% | |
| AMAZON.COM INC COM | Common Stocks | — | $4.3M | $7.9M | 0.6% | |
| GROSVENOR REAL ESTATE SOLUTIONS | Other securities | — | $6.3M | $7.5M | 0.5% | |
| AFL-CIO BUILDING INVESTMENT TRUST PNC BANK, NA · EIN 52-6328901 / PN 001 | Common Collective Trust | — | $10.0M | $7.1M | 0.5% | |
| UNITED STATES TREAS NOTE | U.S. Treasuries | — | $6.5M | $6.7M | 0.5% | |
| UNITED STATES TREAS NOTE | U.S. Treasuries | — | $6.6M | $6.5M | 0.5% | |
| UNITED STATES TREAS NOTE | U.S. Treasuries | — | $6.4M | $6.4M | 0.4% | |
| META PLATFORM, INC. | Common Stocks | — | $3.3M | $6.2M | 0.4% | |
| ALPHABET INC CAP STK CL C | Common Stocks | — | $3.5M | $5.9M | 0.4% | |
| UNITED STATES TREAS NOTE | U.S. Treasuries | — | $5.7M | $5.7M | 0.4% | |
| UNITED STATES TREAS NOTE | U.S. Treasuries | — | $5.6M | $5.6M | 0.4% | |
| BLUE OWL ASSET SPECIAL OPPORTUNITIES FUND TE IX | Other securities | — | $4.9M | $5.2M | 0.4% | |
| UNITED STATES TREAS NOTE | U.S. Treasuries | — | $5.1M | $5.0M | 0.4% | |
| UNITED STATES TREAS NOTE | U.S. Treasuries | — | $1.1M | $5.0M | 0.3% | |
| FORTRESS LENDING FUND II LP | Other securities | — | $3.6M | $4.9M | 0.3% | |
| UNITED STATES TREAS NOTE | U.S. Treasuries | — | $5.0M | $4.9M | 0.3% | |
| UNITED STATES TREAS NOTE | U.S. Treasuries | — | $4.9M | $4.8M | 0.3% | |
| FEDERAL NATL MTG ASSN | Agency / Mortgage-Backed | — | $4.8M | $4.8M | 0.3% | |
| TENCENT HLDGS LTD ADR | Common Stocks | — | $2.7M | $4.7M | 0.3% | |
| UNITED STATES TREAS NOTE | U.S. Treasuries | — | $4.2M | $4.3M | 0.3% |
