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Original filing (PDF)20251216150411NAL0006552754001
MCLANE MIDDLETON PROFESSIONAL ASSOCIATION
Form 5500
FILING_RECEIVED
MCLANE MIDDLETON PROFESSIONAL ASSOCIATION PENSION PLAN
Defined-benefit pension plan
Signals · 1
Late filing · 1.0 mo
Active participants
20
Accounts w/ balance
—
Plan assets (EOY)
$50.1M
Net assets (EOY)
$50.1M
How this plan invests
This plan
144 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
96
Concentration risk
100
Total plan cost
65
Vendor stack
75
Participation health
100
Knocking points off
- Filed 1.0 months past the 10.5-month grace window.
- 66 bps in Schedule C fees — 313% above peer band of 16 bps.
- Plan is frozen (1I) — no new benefit accrual.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MCLANE MIDDLETON PROFESSIONAL ASSOCIATION.
Plan sponsor
Name
MCLANE MIDDLETON PROFESSIONAL ASSOCIATION
EIN
02-0325043
Address
P.O. BOX 326 · 900 ELM STREET · MANCHESTER, NH · 031050326
Phone
(603) 625-6464
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-12-16
Pension benefit codes
1A · Pay-related DB formula
3H · Sponsor in controlled / affiliated group
1I · Frozen plan — no new benefit accrual
Audit & trust (Schedule H)
Auditor
CARON & BLETZER, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SLC MANAGEMENT (U.S.) LLC | 68-0635051 | — | NONE | $145K | — |
| CBIZ BENEFITS AND INSURANCE SERVICE | 31-1582098 | — | NONE | $113K | — |
| FIDUCIENT ADVISORS LLC | 36-4001764 | — | NONE | $74K | — |
Investments
136 direct securities· $47.1M(94% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| State Street Institutional Treasury Money Market Fund 1,571,695 Shares | — | — | $1.6M | $1.6M | 3.1% | |
| US Treasury Bond 4.1250% 11/15/2027 1,200,000 Par Value | — | — | $1.2M | $1.2M | 2.4% | |
| US Treasury Strips 0.0000% 02/15/2044 2,275,000 Par Value | — | — | $1.0M | $866K | 1.7% | |
| Sdart 2022-4 C 5.0000% 11/15/2029 835,000 Par Value | — | — | $830K | $841K | 1.7% | |
| Sdart 2023-5 C 6.4300% 02/18/2031 770,000 Par Value | — | — | $799K | $801K | 1.6% | |
| US Treasury Strips 0.0000% 02/15/2045 2,095,000 Par Value | — | — | $879K | $760K | 1.5% | |
| Eart 2022-2A D 4.5600% 07/17/2028 700,000 Par Value | — | — | $672K | $699K | 1.4% | |
| Sdart 2023-4 C 6.0400% 12/15/2031 680,000 Par Value | — | — | $680K | $697K | 1.4% | |
| Eart 2023-5A C 6.8500% 01/16/2029 665,000 Par Value | — | — | $685K | $685K | 1.4% | |
| US Treasury Strips 0.0000% 02/15/2046 1,920,000 Par Value | — | — | $736K | $662K | 1.3% | |
| Sdart 2022-2 C 3.7600% 07/16/2029 665,000 Par Value | — | — | $645K | $659K | 1.3% | |
| Apple Inc 4.3750% 05/13/2045 710,000 Par Value | — | — | $682K | $630K | 1.3% | |
| US Treasury Bond 4.2500% 08/15/2054 625,000 Par Value | — | — | $589K | $582K | 1.2% | |
| Bank Of America Corp 2.0870% 06/14/2029 635,000 Par Value | — | — | $559K | $576K | 1.2% | |
| US Treasury Strips 0.0000% 02/15/2047 1,735,000 Par Value | — | — | $688K | $571K | 1.1% | |
| US Treasury Bond 4.1250% 08/15/2044 580,000 Par Value | — | — | $537K | $534K | 1.1% | |
| US Treasury Bond 4.2500% 11/15/2034 530,000 Par Value | — | — | $523K | $519K | 1.0% | |
| Energy Transfer Lp 6.4000% 12/01/2030 470,000 Par Value | — | — | $503K | $499K | 1.0% | |
| US Treasury Strips 0.0000% 02/15/2048 1,575,000 Par Value | — | — | $575K | $494K | 1.0% | |
| Jpmdb 2017-C5 As 3.8575% 03/15/2050 545,000 Par Value | — | — | $521K | $486K | 1.0% | |
| Jpmorgan Chase & Co 3.8820% 07/24/2038 560,000 Par Value | — | — | $526K | $485K | 1.0% | |
| US Treasury Strips 0.0000% 08/15/2053 1,815,000 Par Value | — | — | $514K | $478K | 1.0% | |
| Comcast Corp 3.4000% 07/15/2046 660,000 Par Value | — | — | $531K | $474K | 0.9% | |
| Florida Power & Light Co 4.0500% 10/01/2044 575,000 Par Value | — | — | $517K | $473K | 0.9% | |
| Ameren Illinois Co 3.7000% 12/01/2047 625,000 Par Value | — | — | $522K | $471K | 0.9% | |
| Wells Fargo & Company 4.3000% 07/22/2027 460,000 Par Value | — | — | $456K | $463K | 0.9% | |
| Duke Energy Indiana Llc 3.7500% 05/15/2046 610,000 Par Value | — | — | $474K | $458K | 0.9% | |
| Ares Capital Corp 7.0000% 01/15/2027 410,000 Par Value | — | — | $414K | $438K | 0.9% | |
| Microsoft Corp 2.9210% 03/17/2052 650,000 Par Value | — | — | $457K | $436K | 0.9% | |
| Unitedhealth Group Inc 4.6250% 07/15/2035 440,000 Par Value | — | — | $458K | $425K | 0.8% | |
| Burlingtn North Santa Fe 5.1500% 09/01/2043 435,000 Par Value | — | — | $483K | $422K | 0.8% | |
| Bmo 2023-C7 A5 6.1600% 12/15/2056 390,000 Par Value | — | — | $402K | $413K | 0.8% | |
| Dte Electric Co 2.9500% 03/01/2050 625,000 Par Value | — | — | $438K | $412K | 0.8% | |
| US Treasury Strips 0.0000% 02/15/2043 1,015,000 Par Value | — | — | $396K | $405K | 0.8% | |
| Cisco Systems Inc 5.5000% 01/15/2040 390,000 Par Value | — | — | $456K | $403K | 0.8% | |
| General Dynamics Corp 4.2500% 04/01/2040 455,000 Par Value | — | — | $452K | $402K | 0.8% | |
| Equinor Asa 3.9500% 05/15/2043 485,000 Par Value | — | — | $422K | $401K | 0.8% | |
| Amazon.Com Inc 2.5000% 06/03/2050 665,000 Par Value | — | — | $462K | $398K | 0.8% | |
| Goldman Sachs Group Inc 1.9920% 01/27/2032 470,000 Par Value | — | — | $378K | $392K | 0.8% | |
| Manulife Financial Corp 4.0610% 02/24/2032 395,000 Par Value | — | — | $379K | $391K | 0.8% | |
| Anheuser-Busch Inbev Wor 5.4500% 01/23/2039 380,000 Par Value | — | — | $377K | $390K | 0.8% | |
| US Treasury Strips 0.0000% 05/15/2053 1,465,000 Par Value | — | — | $432K | $387K | 0.8% | |
| General Motors Finl Co 4.3000% 04/06/2029 385,000 Par Value | — | — | $358K | $375K | 0.7% | |
| National Rural Util Coop 5.8000% 01/15/2033 345,000 Par Value | — | — | $368K | $366K | 0.7% | |
| Sdart 2022-3 C 4.4900% 08/15/2029 360,000 Par Value | — | — | $360K | $360K | 0.7% | |
| Citigroup Inc 2.6660% 01/29/2031 400,000 Par Value | — | — | $358K | $358K | 0.7% | |
| Natwest Group Plc 1.6420% 06/14/2027 370,000 Par Value | — | — | $333K | $353K | 0.7% | |
| Hca Inc 5.2000% 06/01/2028 345,000 Par Value | — | — | $351K | $347K | 0.7% | |
| Bank Of Nova Scotia 2.4500% 02/02/2032 410,000 Par Value | — | — | $355K | $347K | 0.7% | |
| Omnicom Group Inc 2.6000% 08/01/2031 400,000 Par Value | — | — | $343K | $346K | 0.7% | |
| Eart 2024-4A D 5.8100% 12/16/2030 340,000 Par Value | — | — | $340K | $342K | 0.7% | |
| Philip Morris Intl Inc 4.7500% 11/01/2031 345,000 Par Value | — | — | $339K | $340K | 0.7% | |
| Bhp Billiton Fin Usa Ltd 4.9000% 02/28/2033 340,000 Par Value | — | — | $346K | $340K | 0.7% | |
| Pnc Bank Na 4.0500% 07/26/2028 345,000 Par Value | — | — | $342K | $339K | 0.7% | |
| Commonwealth Edison Co 3.7000% 03/01/2045 435,000 Par Value | — | — | $352K | $337K | 0.7% | |
| Home Depot Inc 4.5000% 12/06/2048 390,000 Par Value | — | — | $412K | $334K | 0.7% | |
| United Parcel Service 3.7500% 11/15/2047 435,000 Par Value | — | — | $397K | $332K | 0.7% | |
| Elevance Health Inc 4.1000% 05/15/2032 355,000 Par Value | — | — | $343K | $330K | 0.7% | |
| US Treasury Strips 0.0000% 02/15/2050 1,145,000 Par Value | — | — | $388K | $327K | 0.7% | |
| Public Service Electric 3.9500% 05/01/2042 395,000 Par Value | — | — | $376K | $324K | 0.6% | |
| US Treasury Strips 0.0000% 02/15/2051 1,155,000 Par Value | — | — | $435K | $317K | 0.6% | |
| Canadian Natl Railway 3.6500% 02/03/2048 410,000 Par Value | — | — | $358K | $315K | 0.6% | |
| Verizon Communications 4.0160% 12/03/2029 325,000 Par Value | — | — | $320K | $313K | 0.6% | |
| Intel Corp 3.7340% 12/08/2047 470,000 Par Value | — | — | $395K | $312K | 0.6% | |
| Allstate Corp 4.2000% 12/15/2046 380,000 Par Value | — | — | $325K | $307K | 0.6% | |
| Aercap Ireland Cap/Globa 3.0000% 10/29/2028 325,000 Par Value | — | — | $302K | $303K | 0.6% | |
| O'Reilly Automotive Inc 1.7500% 03/15/2031 365,000 Par Value | — | — | $292K | $301K | 0.6% | |
| Conagra Brands Inc 1.3750% 11/01/2027 330,000 Par Value | — | — | $301K | $300K | 0.6% | |
| US Treasury Strips 0.0000% 02/15/2049 1,005,000 Par Value | — | — | $398K | $300K | 0.6% | |
| Oge Energy Corp 5.4500% 05/15/2029 290,000 Par Value | — | — | $299K | $296K | 0.6% | |
| Truist Bank 4.6320% 09/17/2029 300,000 Par Value | — | — | $289K | $295K | 0.6% | |
| Avalonbay Communities 5.3500% 06/01/2034 290,000 Par Value | — | — | $297K | $293K | 0.6% | |
| Berkshire Hathaway Fin 4.3000% 05/15/2043 335,000 Par Value | — | — | $325K | $291K | 0.6% | |
| Con Edison Co Of Ny Inc 4.4500% 03/15/2044 335,000 Par Value | — | — | $320K | $291K | 0.6% | |
| Prologis Lp 5.0000% 03/15/2034 290,000 Par Value | — | — | $293K | $287K | 0.6% | |
| Toronto-Dominion Bank 4.4560% 06/08/2032 300,000 Par Value | — | — | $290K | $285K | 0.6% | |
| Nevada Power Co 3.7000% 05/01/2029 295,000 Par Value | — | — | $284K | $283K | 0.6% | |
| Santander Holdings Usa 3.2440% 10/05/2026 285,000 Par Value | — | — | $276K | $279K | 0.6% | |
| Corebridge Financial Inc 6.8750% 12/15/2052 270,000 Par Value | — | — | $276K | $278K | 0.6% | |
| Sumitomo Mitsui Finl Grp 5.5200% 01/13/2028 265,000 Par Value | — | — | $272K | $276K | 0.6% | |
| Copt Defense Prop Lp 2.0000% 01/15/2029 310,000 Par Value | — | — | $262K | $276K | 0.6% | |
| John Deere Capital Corp 5.0500% 06/12/2034 275,000 Par Value | — | — | $273K | $274K | 0.5% | |
| American Express Co 5.2820% 07/27/2029 260,000 Par Value | — | — | $263K | $268K | 0.5% | |
| Blackstone Private Cre 2.6250% 12/15/2026 280,000 Par Value | — | — | $238K | $267K | 0.5% | |
| Walmart Inc 4.5000% 09/09/2052 300,000 Par Value | — | — | $293K | $266K | 0.5% | |
| Centerpoint Energy Res 1.7500% 10/01/2030 315,000 Par Value | — | — | $256K | $265K | 0.5% | |
| Us Bancorp 4.5480% 07/22/2028 260,000 Par Value | — | — | $260K | $263K | 0.5% | |
| Kimco Realty Op Llc 6.4000% 03/01/2034 240,000 Par Value | — | — | $249K | $260K | 0.5% | |
| Oncor Electric Delivery 3.8000% 06/01/2049 340,000 Par Value | — | — | $301K | $258K | 0.5% | |
| Verizon Communications 4.4000% 11/01/2034 275,000 Par Value | — | — | $271K | $257K | 0.5% | |
| Drive 2024-2 D 4.9400% 05/17/2032 260,000 Par Value | — | — | $260K | $256K | 0.5% | |
| Bbcms 2023-C22 As 7.1269% 11/15/2056 230,000 Par Value | — | — | $237K | $255K | 0.5% | |
| Cgcmt 2017-P7 As 3.9150% 04/14/2050 270,000 Par Value | — | — | $257K | $250K | 0.5% | |
| Amgen Inc 2.3000% 02/25/2031 290,000 Par Value | — | — | $252K | $249K | 0.5% | |
| Pacific Gas & Electric 3.0000% 06/15/2028 265,000 Par Value | — | — | $250K | $249K | 0.5% | |
| Bristol-Myers Squibb Co 5.9000% 11/15/2033 235,000 Par Value | — | — | $237K | $248K | 0.5% | |
| Borgwarner Inc 4.9500% 08/15/2029 245,000 Par Value | — | — | $245K | $248K | 0.5% | |
| Bp Cap Markets America 2.7210% 01/12/2032 285,000 Par Value | — | — | $246K | $248K | 0.5% | |
| Prudential Financial Inc 3.0000% 03/10/2040 325,000 Par Value | — | — | $269K | $243K | 0.5% | |
| Eart 2023-4A D 6.9500% 12/17/2029 235,000 Par Value | — | — | $241K | $242K | 0.5% | |
| Intercontinentalexchange 2.6500% 09/15/2040 340,000 Par Value | — | — | $252K | $240K | 0.5% | |
| Conocophillips Company 5.3000% 05/15/2053 255,000 Par Value | — | — | $256K | $238K | 0.5% | |
| Mastercard Inc 3.6500% 06/01/2049 305,000 Par Value | — | — | $274K | $232K | 0.5% | |
| US Treasury Strips 0.0000% 02/15/2052 870,000 Par Value | — | — | $279K | $231K | 0.5% | |
| Comcast Corp 4.2500% 01/15/2033 235,000 Par Value | — | — | $232K | $224K | 0.4% | |
| Johnson & Johnson 3.5500% 03/01/2036 250,000 Par Value | — | — | $231K | $221K | 0.4% | |
| Abbvie Inc 5.0500% 03/15/2034 215,000 Par Value | — | — | $216K | $216K | 0.4% | |
| Morgan Stanley 1.9280% 04/28/2032 255,000 Par Value | — | — | $204K | $210K | 0.4% | |
| Capital One Financial Co 4.9270% 05/10/2028 205,000 Par Value | — | — | $201K | $206K | 0.4% | |
| Eli Lilly & Co 3.9500% 03/15/2049 255,000 Par Value | — | — | $203K | $203K | 0.4% | |
| US Treasury Strips 0.0000% 02/15/2054 755,000 Par Value | — | — | $210K | $197K | 0.4% | |
| Trinity Health Corp 2.6320% 12/01/2040 280,000 Par Value | — | — | $212K | $195K | 0.4% | |
| Exxon Mobil Corporation 3.0950% 08/16/2049 285,000 Par Value | — | — | $208K | $193K | 0.4% | |
| Brighthouse Financial In 3.7000% 06/22/2027 195,000 Par Value | — | — | $189K | $189K | 0.4% | |
| Travelers Cos Inc 4.0500% 03/07/2048 230,000 Par Value | — | — | $202K | $187K | 0.4% | |
| Cigna Group/The 2.4000% 03/15/2030 208,000 Par Value | — | — | $187K | $183K | 0.4% | |
| Virginia Elec & Power Co 5.3000% 08/15/2033 175,000 Par Value | — | — | $171K | $178K | 0.4% | |
| Cvs Health Corp 1.7500% 08/21/2030 215,000 Par Value | — | — | $186K | $176K | 0.4% | |
| Oracle Corp 6.5000% 04/15/2038 160,000 Par Value | — | — | $166K | $174K | 0.3% | |
| Totalenergies Capital Sa 4.7240% 09/10/2034 175,000 Par Value | — | — | $174K | $171K | 0.3% | |
| Chubb Ina Holdings Llc 5.0000% 03/15/2034 170,000 Par Value | — | — | $175K | $170K | 0.3% | |
| Kinder Morgan Inc 5.1000% 08/01/2029 165,000 Par Value | — | — | $169K | $169K | 0.3% | |
| Rtx Corp 6.0000% 03/15/2031 155,000 Par Value | — | — | $155K | $165K | 0.3% | |
| Paypal Holdings Inc 5.1500% 06/01/2034 165,000 Par Value | — | — | $166K | $165K | 0.3% | |
| Jpmbb 2015-C28 B 3.9860% 10/15/2048 165,000 Par Value | — | — | $156K | $163K | 0.3% | |
| Motorola Solutions Inc 5.4000% 04/15/2034 150,000 Par Value | — | — | $150K | $152K | 0.3% | |
| Pepsico Inc 2.8750% 10/15/2049 205,000 Par Value | — | — | $133K | $135K | 0.3% | |
| Arthur J Gallagher & Co 5.1500% 02/15/2035 135,000 Par Value | — | — | $133K | $132K | 0.3% | |
| Allstate Corp 5.1% Pref 5,000 Shares | — | — | $128K | $127K | 0.3% | |
| Alexandria Real Estate E 2.9500% 03/15/2034 150,000 Par Value | — | — | $127K | $125K | 0.2% | |
| Astrazeneca Plc 3.0000% 05/28/2051 180,000 Par Value | — | — | $128K | $118K | 0.2% | |
| Private Export Funding 4.6000% 02/15/2034 115,000 Par Value | — | — | $115K | $115K | 0.2% | |
| Kimberly-Clark Corp 3.9000% 05/04/2047 130,000 Par Value | — | — | $113K | $102K | 0.2% | |
| Vici Properties Lp 5.1250% 11/15/2031 90,000 Par Value | — | — | $90K | $88K | 0.2% | |
| Enterprise Products Oper 2.8000% 01/31/2030 90,000 Par Value | — | — | $81K | $82K | 0.2% | |
| Vulcan Materials Co 5.3500% 12/01/2034 30,000 Par Value | — | — | $30K | $30K | <0.1% |