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Original filing (PDF)20251014154839NAL0003320577001
INT'L UNION OF OPERATING ENGINEERS LOCAL 25 MARINE DIVISION ANNUITY PL
Form 5500
FILING_RECEIVED
INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 25 MARINE DIVISION ANNUITY PLAN
401(k) retirement plan
Signals · 3
100% in single holdingNo recordkeeper disclosed9 service providers
Active participants
1,366
Accounts w/ balance
2,053
Plan assets (EOY)
$102.1M
Net assets (EOY)
$101.9M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "[DFE: INVESCO STABLE VALUE TRUST (extraction pending)]" is 100% of plan.
- 48 bps in Schedule C fees — 378% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INT'L UNION OF OPERATING ENGINEERS LOCAL 25 MARINE DIVISION ANNUITY PL.
Plan sponsor
Name
INT'L UNION OF OPERATING ENGINEERS LOCAL 25 MARINE DIVISION ANNUITY PL
EIN
11-3041922
Address
461 STATE ROUTE 33 · MILLSTONE TOWNSHIP, NJ · 085358102
Phone
(800) 548-6662
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
3J · U.S. plan covering Puerto Rico residents
Audit & trust (Schedule H)
Auditor
WEAVER AND TIDWELL, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
9 rowsOther
9| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MILLIMAN | 91-0675641 | — | NONE | $142K | — |
| INVESCO TRUST COMPANY | 46-3793325 | — | NONE | $121K | — |
| COHEN WEISS & SIMON | 13-1592323 | — | SERVICES RELATED PLANS | $103K | — |
| INVESTMENT CONSULTING SERVICES, LLP | 32-0016703 | — | SERVICES RELATED PLANS | $43K | — |
| WEAVER AND TIDWELL LLP | 75-0786316 | — | SERVICES RELATED PLANS | $34K | — |
| MATRIX TRUST COMPANY | 75-3182674 | — | NONE | $22K | — |
| SEGAL | 13-1835864 | — | SERVICES RELATED PLANS | $14K | — |
| MEGHAN BRODOWSKI | 13-1931288 | — | SERVICES RELATED PLANS | $5K | — |
| KRISTI FENNELL | 13-1931288 | — | SERVICES RELATED PLANS | $5K | — |
Investments
1 pooled fund· $38.5M(38% of reported assets)
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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| INVESCO STABLE VALUE TRUST COMPANY INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $38.5M | 37.7% |