| 2022 | Local 1199 Hospital League Health Care Industry Job Security Fund | 990 | Nbf- Portfolio Manager | 1 | $0 | $381,632 | View return |
| 2022 | 1199 Seiu League Training and Upgrading Fund | 990 | Nbf-Portfolio Manager | 1 | $0 | $381,632 | View return |
| 2022 | 1199Seiu Labor Management Initiatives Inc | 990 | Nbf- Portfolio Manager | 1 | $0 | $381,632 | View return |
| 2022 | Licensed Practical Nurses Welfare Fund | 990 | Nbf - Portfolio Manager | 1 | $0 | $381,632 | View return |
| 2022 | 1199 Seiu League Hlth Care Industry Rn Training and Job Security Fund | 990 | Nbf - Portfolio Manager | 1 | $0 | $381,632 | View return |
| 2021 | 1199Seiu National Benefit Fund for Health and Human Service Employees | 990 | Nbf - Portfolio Manager | 1 | $11,376 | $288,084 | View return |
| 2021 | Licensed Practical Nurses Welfare Fund | 990 | Nbf - Portfolio Manager | 1 | $0 | $299,460 | View return |
| 2020 | 1199Seiu National Benefit Fund for Health and Human Service Employees | 990 | Nbf - Portfolio Manager | 1 | $12,023 | $304,475 | View return |
| 2020 | Local 1199 Hospital League Health Care Industry Job Security Fund | 990 | Nbf - Portfolio Manager | 1 | $0 | $316,498 | View return |
| 2020 | 1199 Seiu League Hlth Care Industry Rn Training and Job Security Fund | 990 | Nbf-Portfolio Manager | 1 | $0 | $316,498 | View return |
| 2020 | 1199Seiu Labor Management Initiatives Inc | 990 | Nbf - Portfolio Manager | 1 | $0 | $316,498 | View return |
| 2020 | Licensed Practical Nurses Welfare Fund | 990 | Nbf - Portfolio Manager | 1 | $0 | $316,498 | View return |
| 2020 | 1199 Seiu League Training and Upgrading Fund | 990 | Nbf- Portfolio Manager | 1 | $0 | $316,498 | View return |
| 2019 | 1199Seiu National Benefit Fund for Health and Human Service Employees | 990 | Nbf - Portfolio Manager | 1 | $11,324 | $287,761 | View return |
| 2019 | 1199 Seiu National Benefit Fund for Home Care Employees | 990 | Nbf - Portfolio Manager | 0 | $4,663 | $0 | View return |
| 2019 | 1199-Seiu Greater New York Benefit Fund | 990 | Nbf - Portfolio Manager | 1 | $2,998 | $16,653 | View return |
| 2019 | Local 1199 Hospital League Health Care Industry Job Security Fund | 990 | Nbf- Portfolio Manager | 1 | $0 | $299,085 | View return |
| 2019 | 1199 Seiu League Training and Upgrading Fund | 990 | Nbf - Portfolio Manager | 1 | $0 | $299,085 | View return |
| 2019 | Licensed Practical Nurses Welfare Fund | 990 | Nbf - Portfolio Manager | 1 | $0 | $299,085 | View return |
| 2019 | 1199 Seiu League Hlth Care Industry Rn Training and Job Security Fund | 990 | Nbf- Portfolio Manager | 1 | $0 | $299,085 | View return |
| 2019 | 1199Seiu Labor Management Initiatives Inc | 990 | Nbf- Portfolio Manager | 1 | $0 | $299,085 | View return |
| 2018 | 1199Seiu National Benefit Fund for Health and Human Service Employees | 990 | Nbf - Portfolio Manager | 1 | $11,354 | $288,525 | View return |
| 2018 | 1199 Seiu National Benefit Fund for Home Care Employees | 990 | Nbf - Portfolio Manager | 2 | $4,675 | $0 | View return |
| 2018 | 1199-Seiu Greater New York Benefit Fund | 990 | Nbf - Portfolio Manager | 0 | $3,005 | $16,697 | View return |
| 2018 | Licensed Practical Nurses Welfare Fund | 990 | Nfp - Portfolio Manager | 1 | $0 | $299,879 | View return |