Miller Kaplan Arase LLP signed Board of Trustees, Sheet Metal Workers' Health 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' Health Plan's EIN is 95-6052259.
Download the official 2024 Form 5500 (PDF) for Board of Trustees, Sheet Metal Workers' Health Plan from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Board of Trustees, Sheet Metal Workers' Health Plan's plan includes health coverage, dental coverage, vision coverage.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SHEET METAL BENEFIT PLANS ADMIN | 95-4337897 | — | NONE | $3.9M | — |
| ANTHEM BLUE CROSS LIFE & HEALTH | 95-4331852 | — | NONE | $1.7M | — |
| Provider | Nondisclosure info |
|---|---|
| COMERICA | PROVIDER DID NOT PROVIDE THE INFORMATION NEEDED TO COMPLETE SCHEDULE C. |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| THE SEGAL COMPANY (WS), INC. |
| 94-1503999 |
| — |
| NONE |
| $355K |
| — |
| GARCIA HAMILTON & ASSOC. L.P. | 76-0589652 | — | NONE | $259K | — |
| MILLER KAPLAN ARASE LLP | 95-2036255 | — | NONE | $237K | — |
| FOX ROTHSCHILD LLP | 23-1404723 | — | NONE | $120K | — |
| WITHUM SMITH + BROWN | 22-2027092 | — | NONE | $114K | — |
| BEAT IT PROGRAM INC. | 77-0111619 | — | NONE | $92K | — |
| MORGAN STANLEY SMITH BARNEY LLC | 11-3658445 | — | NONE | $67K | — |
| WELLS FARGO N.A. | — | SAN FRANCISCO, CA | NONE | $40K | — |
| AMERICAN MAILING SERVICE, INC | 95-1582580 | — | NONE | $36K | — |
| BRIDGEWAY BENEFIT TECHNOLOGIES, LLC | 52-1796473 | — | NONE | $17K | — |
| COMERICA | 42-1741646 | — | NONE | $12K | — |
| EXPRESS SCRIPTS | 43-1420563 | — | NONE | $12K | — |
| MARSH & MCLENNAN COMPANIES, INC. | 36-2668272 | — | NONE | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| GS Fin Sq Gov | Other securities | — | $9.6M | $9.6M | 4.8% | |
| Vanguard Intl Equity Index Fds Ftse All World Ex US Index Fd ETF | Common Collective Trusts | — | $9.2M | $8.3M | 4.2% | |
| US Treasury Note 02/15/32 | U.S. Treasuries | — | $6.2M | $6.4M | 3.2% | |
| US Treasury Note 02/15/33 | U.S. Treasuries | — | $6.0M | $6.1M | 3.1% | |
| US Treasury Note 11/15/27 | U.S. Treasuries | — | $3.9M | $3.8M | 1.9% | |
| No. of Shares Exchange Traded Funds 12,007 Ishares Core S&P 500 ETF | Common Collective Trusts | — | $7.1M | $3.6M | 1.8% | |
| US Treasury Note 03/31/28 | U.S. Treasuries | — | $3.1M | $3.2M | 1.6% | |
| US Treasury Note 01/31/28 | U.S. Treasuries | — | $3.0M | $3.0M | 1.5% | |
| US Treasury Note 02/15/34 | U.S. Treasuries | — | $2.9M | $3.0M | 1.5% | |
| US Treasury Note 05/31/28 | U.S. Treasuries | — | $2.8M | $2.8M | 1.4% | |
| US Treasury Note 09/30/27 | U.S. Treasuries | — | $2.7M | $2.7M | 1.4% | |
| Federal Home Ln Mtg Corp Partn CTF 01/01/51 | Agency / Mortgage-Backed | — | $2.6M | $2.7M | 1.4% | |
| US Treasury Note 08/15/27 | U.S. Treasuries | — | $2.7M | $2.6M | 1.3% | |
| Federal Home Ln Mtg Corp Partn CTF 04/01/52 | Agency / Mortgage-Backed | — | $2.4M | $2.6M | 1.3% | |
| US Treasury Bond 05/15/46 | U.S. Treasuries | — | $1.9M | $2.5M | 1.3% | |
| US Treasury Bond 08/15/41 | U.S. Treasuries | — | $2.2M | $2.4M | 1.2% | |
| US Treasury Note 04/30/27 | U.S. Treasuries | — | $2.4M | $2.3M | 1.2% | |
| Federal Natl Mtg Assn Gtd Passthru CTF 11/01/52 | Agency / Mortgage-Backed | — | $2.1M | $2.1M | 1.1% | |
| US Treasury Note 07/15/27 | U.S. Treasuries | — | $2.1M | $2.1M | 1.1% | |
| US Treasury Note 04/30/29 | U.S. Treasuries | — | $2.1M | $2.1M | 1.1% | |
| US Treasury Bond 02/15/45 | U.S. Treasuries | — | $1.8M | $2.1M | 1.0% | |
| E.I.N. 95-6052259; PLAN NO. 501 DECEMBER 31, 2024 Par Maturity Interest Fair Value Government Debt Securities Date Rate (%) Value Cost $ US Treasury Note 02/28/27 | U.S. Treasuries | — | $2.0M | $2.0M | 1.0% | |
| Ishares Core S&P Small-Cap ETF | Other securities | — | $2.9M | $1.9M | 1.0% | |
| US Treasury Note 11/15/27 | U.S. Treasuries | — | $1.8M | $1.8M | 0.9% | |
| US Treasury Note 05/15/27 | U.S. Treasuries | — | $1.6M | $1.6M | 0.8% | |
| Federal Home Ln Mtg Corp Partn CTF 11/01/52 | Agency / Mortgage-Backed | — | $1.5M | $1.5M | 0.8% | |
| Federal Home Ln Mtg Corp Partn CTF 10/01/52 | Agency / Mortgage-Backed | — | $1.4M | $1.5M | 0.8% | |
| Short Term Investment Funds 1,461,047 Bank Deposits Program Morgan Stanley Citigroup | Cash / Money Market | — | $1.5M | $1.5M | 0.7% | |
| Comcast Corp New Sr NT 04/01/30 | Common Stocks | — | $1.3M | $1.4M | 0.7% | |
| Federal Natl Mtg Assn Gtd Passthru CTF 03/01/54 | Agency / Mortgage-Backed | — | $1.4M | $1.4M | 0.7% | |
| US Treasury Note 02/15/31 | U.S. Treasuries | — | $1.2M | $1.2M | 0.6% | |
| Federal Natl Mtg Assn Gtd Passthru CTF 06/01/52 | Agency / Mortgage-Backed | — | $1.2M | $1.2M | 0.6% | |
| Federal Home Ln Mtg Corp Partn CTF 03/01/51 | Agency / Mortgage-Backed | — | $1.2M | $1.2M | 0.6% | |
| Federal Natl Mtg Assn Gtd Passthru CTF 05/01/52 | Agency / Mortgage-Backed | — | $1.2M | $1.2M | 0.6% | |
| Federal Natl Mtg Assn Gtd Passthru CTF 10/01/52 | Agency / Mortgage-Backed | — | $1.2M | $1.2M | 0.6% | |
| Federal Home Ln Mtg Corp Partn CTF 06/01/35 | Agency / Mortgage-Backed | — | $1.2M | $1.2M | 0.6% | |
| Federal Natl Mtg Assn Gtd Passthru CTF 09/01/32 | Agency / Mortgage-Backed | — | $1.1M | $1.1M | 0.5% | |
| Federal Natl Mtg Assn Gtd Passthru CTF 02/01/34 | Agency / Mortgage-Backed | — | $1.1M | $1.1M | 0.5% | |
| US Treasury Note 08/15/33 | U.S. Treasuries | — | $1.1M | $1.1M | 0.5% | |
| Federal Natl Mtg Assn Gtd Passthru CTF 07/01/52 | Agency / Mortgage-Backed | — | $1.1M | $1.0M | 0.5% | |
| International Business Machs Sr NT 05/15/29 | Other securities | — | $943K | $1.0M | 0.5% | |
| Federal Home Ln Mtg Corp Partn CTF 06/01/52 | Agency / Mortgage-Backed | — | $960K | $1.0M | 0.5% | |
| Citigroup Inc 03/20/30 | Common Stocks | — | $869K | $1.0M | 0.5% | |
| Federal Home Ln Mtg Corp Partn CTF 02/01/52 | Agency / Mortgage-Backed | — | $1.0M | $988K | 0.5% | |
| US Treasury Note 06/30/29 | U.S. Treasuries | — | $994K | $980K | 0.5% | |
| Federal Natl Mtg Assn Gtd Passthru CTF 04/01/52 | Agency / Mortgage-Backed | — | $971K | $957K | 0.5% | |
| Federal Home Ln Mtg Corp Partn CTF 02/01/53 | Agency / Mortgage-Backed | — | $853K | $900K | 0.5% | |
| US Treasury Note 02/15/32 | U.S. Treasuries | — | $905K | $889K | 0.4% | |
| Federal Natl Mtg Assn Gtd Passthru CTF 04/01/36 | Agency / Mortgage-Backed | — | $866K | $877K | 0.4% | |
| Federal Home Ln Mtg Corp Partn CTF 07/01/30 | Agency / Mortgage-Backed | — | $862K | $861K | 0.4% |
