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Original filing (PDF)20251015093813NAL0004468097001
AMERICAN BUREAU OF SHIPPING
Form 5500
FILING_RECEIVED
AMERICAN BUREAU OF SHIPPING PENSION PLAN
Defined-benefit pension plan
Signals · 1
No recordkeeper disclosed
Active participants
678
Accounts w/ balance
—
Plan assets (EOY)
$426.4M
Net assets (EOY)
$425.7M
How this plan invests
This plan
12 pooled trusts
Schedule D
19 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
100
Concentration risk
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 48 bps in Schedule C fees — 377% 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 AMERICAN BUREAU OF SHIPPING.
Plan sponsor
Name
AMERICAN BUREAU OF SHIPPING
EIN
13-4921556
Address
1701 CITY PLAZA DRIVE · SPRING, TX · 77389
Phone
(281) 877-6712
Industry
All Other Professional Services· 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
2025-10-15
Pension benefit codes
1A · Pay-related DB formula
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
MCCONNELL & JONES LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER INVESTMENT MANAGEMENT | 30-0282430 | — | NONE | $1.5M | — |
| BUCK GLOBAL, LLC | 13-3954297 | — | NONE | $389K | — |
| MCCONNELL & JONES LLP | 76-0488832 | — | NONE | $47K | — |
| STATE STREET BANK & TRUST COMPANY | 04-1867445 | — | NONE | $36K | — |
| METROPOLITAN LIFE INSURANCE COMPANY | 13-5581829 | — | NONE | $34K | — |
Investments
9 direct securities · 12 pooled funds· $449.7M(100% 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.
Common Collective Trust
$423.9M
11 holdings
Uncategorized
$25.8M
9 holdings
Pooled Separate Account
$36K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MERCER US LARGE CAP CORE PASSIVE EQ MERCER TRUST COMPANY LLC · EIN 03-0566613 / PN 005 | Common Collective Trust | — | $65.2M | $105.3M | 24.7% | |
| MERCER ACTIVE LONG CORP FXD INCOME MERCER TRUST COMPANY LLC · EIN 45-6178743 / PN 004 | Common Collective Trust | — | $74.4M | $82.1M | 19.2% | |
| MERCER LONG STRIPS FIXED INCOME MERCER TRUST COMPANY LLC · EIN 80-6243236 / PN 019 | Common Collective Trust | — | $69.5M | $58.1M | 13.6% | |
| MERCER NON-US CORE EQUITY PORTFOLIO MERCER TRUST COMPANY LLC · EIN 03-0566617 / PN 009 | Common Collective Trust | — | $33.7M | $49.1M | 11.5% | |
| MERCER OPPORTUNISTIC FIXED INCOME MERCER TRUST COMPANY LLC · EIN 36-7630030 / PN 020 | Common Collective Trust | — | $31.1M | $33.7M | 7.9% | |
| MERCER ERISA HEDGE FUND INVESTORS P MERCER TRUST COMPANY LLC · EIN 47-2199849 / PN 021 | Common Collective Trust | — | — | $23.2M | 5.4% | |
| MERCER US CORE REAL ESTATE PORTFOIO MERCER TRUST COMPANY LLC · EIN 87-1321612 / PN 022 | Common Collective Trust | — | $25.3M | $23.1M | 5.4% | |
| MERCER EMERGING MARKETS EQUITY PORT MERCER TRUST COMPANY LLC · EIN 32-6219484 / PN 017 | Common Collective Trust | — | $19.2M | $21.6M | 5.1% | |
| MERCER ERISA HEDGE FUND INVEST | — | — | $20.3M | $20.9M | 4.9% | |
| MERCER US SMALL/MID CAP EQUITY MERCER TRUST COMPANY LLC · EIN 03-0566611 / PN 003 | Common Collective Trust | — | $10.3M | $16.9M | 4.0% | |
| MERCER GLOBAL LOW VOLATILITY EQTY MERCER TRUST COMPANY LLC · EIN 35-7004395 / PN 018 | Common Collective Trust | — | $4.7M | $8.3M | 2.0% | |
| MERCER PASSIVE LONG GOVT FIP MERCER TRUST COMPANY LLC · EIN 51-0560117 / PN 010 | Common Collective Trust | — | $2.9M | $2.5M | 0.6% | |
| MERCER ERISA HEDGE FUND INVEST | — | — | $2.2M | $2.3M | 0.5% | |
| STATE STREET INSTITUTIONAL US | — | — | $1.3M | $1.3M | 0.3% | |
| METLIFE GAC LIMITED PARTNERSHIP | — | — | $3.0M | $765K | 0.2% | |
| MS LIQ MKTS FD II SPV LP PEN | — | — | $28K | $357K | <0.1% | |
| MS LIQ MKTS FD II SPV LP GRO | — | — | $4K | $58K | <0.1% | |
| METLIFE GAC 257 SEPARATE 41 | — | — | $36K | $36K | <0.1% | |
| BLACKROCK BROAD MARKET FUND METROPOLITAN LIFE INSURANCE COMPANY · EIN 13-5581829 / PN 000 | Pooled Separate Account | — | — | $36K | <0.1% | |
| STATE STREET INSTITUTIONAL US | — | — | $5K | $5K | <0.1% | |
| STATE STREET INSTITUTIONAL US | — | — | $2K | $2K | <0.1% |