Original filing (PDF)20260313125108NAL0007802800001

BOARD OF TRUSTEES INLAND PENSION FUND

Name: BOARD OF TRUSTEES INLAND PENSION FUND — INLAND PENSION FUND, Form 5500 (2024)
Creator: BOARD OF TRUSTEES INLAND PENSION FUND

Form 5500

FILING_RECEIVED

INLAND PENSION FUND

Defined-benefit pension plan

Signals · 3

32% in single holding~141 bps in Sched C fees12 service providers

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$20.6M

Net assets (EOY)

$20.6M

How this plan invests

This plan

247 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

100

Knocking points off

Top holding "Vanguard Instl Index" is 32% of plan.
141 bps in Schedule C fees — 386% above peer band of 29 bps.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES INLAND PENSION FUND.

Plan sponsor

Name

BOARD OF TRUSTEES INLAND PENSION FUND

EIN

13-6068885

Address

587 BERGEN BOULEVARD · RIDGEFIELD, NJ · 076572025

Phone

(201) 941-7290

Industry

Transportation & Warehousingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-06-01

Tax period

2025-05-31

Filed

2026-03-13

Pension benefit codes

1B · Flat-dollar DB formula

Audit & trust (Schedule H)

Auditor

MSPC CERTIFIED PUBLIC ACCOUNTANTS &

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

12 rows

Trustee

Name	EIN	Location	Relation	Direct comp	Indirect comp
ANTHONY SIDOTI	13-6068885	—	TRUSTEE	$12K	—
GERALD WESBECKER	13-6068885	—	TRUSTEE	$12K	—
WILLIAM DISTELCAMP	13-6068885	—	TRUSTEE/EMPLOYEE	$11K	—

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
PATRICIA DEPASCALE	13-6068885	—	EMPLOYEE	$80K	—
SLEVIN & HART, PC	52-1708613	—	NONE	$32K	—
FIRST ACTUARIAL CONSULTING TEAM	26-3842522	—	NONE	$32K	—
MSPC	22-2951202	—	NONE	$32K	—
SEGALL, BRYANT & HAMILL	41-1788385	—	NONE	$22K	—
SELIG MANAGEMENT, INC.	11-3345757	—	NONE	$21K	—
SEGAL ADVISORS	13-2646110	—	NONE	$18K	—
AGINCOURT CAPITAL MANAGEMENT, LLC	54-1947440	—	NONE	$14K	—
AMALGAMATED BANK	13-4920330	—	NONE	$6K	—

Investments

245 direct securities· $19.5M(95% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
Vanguard Instl Index	—	—	$6.2M	$6.2M	30.2%
Loomis Inst High Inc I	—	—	$3.0M	$2.6M	12.5%
Pimco All Asset Inst Class	—	—	$2.1M	$2.1M	10.0%
Vanguard Total Intl Stk Index Admiral	—	—	$1.2M	$1.2M	6.0%
U.S. Treasury Notes 2.88% 05/15/28	—	—	$1.1M	$1.1M	5.2%
U.S. Treasury Note 2.75% 08/15/32	—	—	$553K	$556K	2.7%
U.S. Treasury Note 1.88% 02/28/27	—	—	$190K	$193K	0.9%
Dreyfus Government Cash Management 1.00% N/A	—	—	$150K	$150K	0.7%
FHLMC Pool #SB-1313 4.50% 09/01/39	—	—	$130K	$129K	0.6%
FHLMC Pool #SB-8148 2.00% 04/01/37	—	—	$105K	$107K	0.5%
FNMA Pool #MA4600 3.50% 05/01/52	—	—	$109K	$105K	0.5%
Citigroup Inc 90,000 3.700% 01/12/26	—	—	$93K	$90K	0.4%
FHLMC Pool #SB-8337 4.00% 11/01/39	—	—	$72K	$72K	0.3%
FNMA UMBS Pool #CB9608 4.50% 12/01/54	—	—	$70K	$70K	0.3%
FNMA Pool #MA4579 3.00% 04/01/52	—	—	$70K	$66K	0.3%
Goldman Sachs Grp Inc 65,000 3.691% 06/05/28	—	—	$64K	$64K	0.3%
Morgan Stanley Variable 60,000 Variable 01/23/30	—	—	$62K	$60K	0.3%
Enpro Industries Inc	—	—	$41K	$58K	0.3%
FNMA UMBS Pool #MA5589 4.50% 01/01/40	—	—	$55K	$55K	0.3%
U.S. Treasury Notes 2.00% 08/15/25	—	—	$54K	$55K	0.3%
FNMA UMBS Pool #MA4700 4.00% 08/01/52	—	—	$56K	$54K	0.3%
RBC Bearings Inc	—	—	$39K	$53K	0.3%
Silgan Holdings Inc	—	—	$40K	$49K	0.2%
Bank of America Corp Fltg 50,000 Variable 12/20/28	—	—	$52K	$49K	0.2%
Ensign Group	—	—	$34K	$48K	0.2%
Valmont Industries	—	—	$42K	$47K	0.2%
Casella Waste Systems Inc (Ci A)	—	—	$31K	$46K	0.2%
Crane Company Common Stock	—	—	$27K	$46K	0.2%
Descartes System Corp	—	—	$31K	$44K	0.2%
Southstate Corporation Com	—	—	$38K	$44K	0.2%
Agilsys Inc	—	—	$30K	$44K	0.2%
Insulet Corporation	—	—	$25K	$43K	0.2%
FNMA Pool #FS0755 2.00% 03/01/37	—	—	$41K	$42K	0.2%
Apt Argroup Inc	—	—	$39K	$42K	0.2%
Texas Roadhouse	—	—	$22K	$41K	0.2%
Dell Intl LLC Var 40,000 Variable 10/01/26	—	—	$42K	$40K	0.2%
Element Solutions Inc	—	—	$37K	$40K	0.2%
Rush Enterprises Inc Cl A	—	—	$38K	$37K	0.2%
Casey's Gen Stories Inc	—	—	$24K	$37K	0.2%
ITT Inc	—	—	$22K	$36K	0.2%
FNMA Pool #FS7252 5.00% 11/01/53	—	—	$35K	$36K	0.2%
JPMorgan Chase & Co Fltg 40,000 Variable 04/22/32	—	—	$35K	$35K	0.2%
Griffon Corp	—	—	$29K	$35K	0.2%
Roper Technologies Inc 40,000 2.000% 06/30/30	—	—	$34K	$35K	0.2%
Devon Energy Corporation 35,000 5.850% 12/15/25	—	—	$40K	$35K	0.2%
Gildan Activiewear Inc	—	—	$23K	$35K	0.2%
Matador Resources Co	—	—	$44K	$34K	0.2%
FNMA UMBS Pool #MA5070 4.50% 07/01/53	—	—	$34K	$34K	0.2%
Encompass Health Corp	—	—	$21K	$34K	0.2%
Rev Group Inc	—	—	$22K	$34K	0.2%
Universal Display Corp	—	—	$35K	$33K	0.2%
Globus Medical Inc. Class A	—	—	$32K	$33K	0.2%
Ameris Bancorp	—	—	$24K	$33K	0.2%
Advanced Energy Industries	—	—	$28K	$32K	0.2%
Chemed Corporation	—	—	$32K	$32K	0.2%
Irythm Technologie Inc	—	—	$26K	$31K	0.2%
Bio-Techne Corp	—	—	$43K	$31K	0.2%
Glacier Bancorp Inc	—	—	$26K	$31K	0.2%
Dreyfus Treasury & Agency Cash Mgmt 1.00% N/A	—	—	$31K	$31K	0.2%
Cadence Bank Com	—	—	$32K	$31K	0.1%
BP Cap Mkts Amer 30,000 4.970% 10/17/29	—	—	$31K	$31K	0.1%
Q Holdings Inc	—	—	$20K	$30K	0.1%
Sunoco Logistics Partner 30,000 5.950% 12/01/25	—	—	$33K	$30K	0.1%
Carlisle Cos Inc Com	—	—	$22K	$30K	0.1%
Seacoast Banking Corp/Fl	—	—	$27K	$30K	0.1%
Dominion Energy Inc 30,000 4.250% 06/01/28	—	—	$35K	$30K	0.1%
United Bankshares Inc	—	—	$25K	$30K	0.1%
Southern Co Gas Capital 30,000 3.250% 06/15/26	—	—	$30K	$30K	0.1%
Canadian Natl Resources 30,000 3.850% 06/01/27	—	—	$31K	$30K	0.1%
Stag Industrial Inc	—	—	$29K	$29K	0.1%
Southwest Airlines Co 30,000 3.000% 11/15/26	—	—	$31K	$29K	0.1%
FHLMC Pool #SD-8288 5.00% 01/01/53	—	—	$29K	$29K	0.1%
Repligen Corporation	—	—	$36K	$29K	0.1%
Marvell Technology Inc 30,000 2.450% 04/15/28	—	—	$29K	$28K	0.1%
Caci International Inc -Cl A	—	—	$23K	$28K	0.1%
Flowservice Corp	—	—	$29K	$28K	0.1%
Eagle Materials Inc	—	—	$25K	$28K	0.1%
Prudential Financial Inc 27,000 3.878% 03/27/28	—	—	$28K	$27K	0.1%
United Community Banks/Ga	—	—	$25K	$26K	0.1%
First Industrial Realty Tr	—	—	$26K	$26K	0.1%
Blackline Ince	—	—	$27K	$26K	0.1%
Churchill Downs Inc	—	—	$30K	$26K	0.1%
Atmos Energy 30,000 1.500% 01/15/31	—	—	$24K	$25K	0.1%
Kinder Morgan Inc 25,000 5.150% 06/01/30	—	—	$25K	$25K	0.1%
Duke Energy Corp New 25,000 4.300% 03/15/28	—	—	$24K	$25K	0.1%
AT&T Inc 25,000 4.100% 02/15/28	—	—	$26K	$25K	0.1%
Lemaitre Vascular Inc	—	—	$27K	$25K	0.1%
Lincoln National Corp 25,000 3.625% 12/12/26	—	—	$28K	$25K	0.1%
British Telecom Plc 20,000 8.875% 12/15/30	—	—	$30K	$24K	0.1%
JPMorgan Chase & Co Fltg 25,000 Variable 02/04/27	—	—	$24K	$24K	0.1%
Comcast Corp 25,000 3.150% 02/15/28	—	—	$26K	$24K	0.1%
JP Morgan Chase & Co Fltg 25,000 Variable 06/06/30	—	—	$27K	$24K	0.1%
Halozyme Trerrapeutics Inc	—	—	$18K	$24K	0.1%
Intel Corp 25,000 3.900% 03/25/30	—	—	$28K	$24K	0.1%
Inter Parfums Inc	—	—	$21K	$24K	0.1%
Crane Nxt Co Com	—	—	$25K	$24K	0.1%
Equinor Asa 25,000 3.125% 04/06/30	—	—	$25K	$24K	0.1%
Ingevity Corporation	—	—	$26K	$24K	0.1%
WNS Hldgs	—	—	$23K	$24K	0.1%
Deutsche Tel Fin 20,000 8.750% 06/15/30	—	—	$30K	$23K	0.1%
KBR Inc	—	—	$25K	$23K	0.1%
Materion Corporation	—	—	$31K	$23K	0.1%
Nucor Corp 25,000 2.700% 06/01/30	—	—	$26K	$23K	0.1%
Goldman Sachs Group Inc Var 25,000 Variable 02/24/33	—	—	$22K	$22K	0.1%
Simpson Manufacturing Co Inc	—	—	$24K	$22K	0.1%
Hub Group Inc. Class A	—	—	$23K	$22K	0.1%
Azenta Inc Com	—	—	$31K	$22K	0.1%
Littelfuse Inc	—	—	$24K	$21K	0.1%
Enterprise Prods Oper 20,000 5.350% 01/31/33	—	—	$21K	$20K	<0.1%
Allegrio Microsystems Inc Com	—	—	$18K	$20K	<0.1%
Fiserv Inc 20,000 3.850% 06/01/25	—	—	$20K	$20K	<0.1%
Steel Dynamics Inc Sr 20,000 5.375% 08/15/34	—	—	$20K	$20K	<0.1%
Microchip Technology 20,000 4.250% 09/01/25	—	—	$20K	$20K	<0.1%
Verizon Communications 20,000 4.329% 09/21/28	—	—	$21K	$20K	<0.1%
Verizon Communications 20,000 4.125% 03/16/27	—	—	$21K	$20K	<0.1%
Gentex Corporation	—	—	$27K	$20K	<0.1%
Northru Grumman 20,000 4.400% 05/01/30	—	—	$22K	$20K	<0.1%
AT&T Inc 20,000 4.300% 02/15/30	—	—	$19K	$20K	<0.1%
Ventas Realty LP 20,000 4.000% 03/01/28	—	—	$21K	$20K	<0.1%
Duke Energy Corp New 20,000 2.650% 09/01/26	—	—	$19K	$20K	<0.1%
Citigroup Inc Sr Var 20,000 Variable 03/31/31	—	—	$20K	$20K	<0.1%
National Rural Utils 20,000 3.400% 02/07/28	—	—	$21K	$20K	<0.1%
Bank of America Corp Fltg 20,000 Variable 02/07/30	—	—	$20K	$20K	<0.1%
T Mobile Usa Inc Sr 20,000 3.875% 04/15/30	—	—	$19K	$19K	<0.1%
Toronto Dominion Bank 20,000 1.250% 09/10/26	—	—	$18K	$19K	<0.1%
Regal Rexnord Corp	—	—	$19K	$19K	<0.1%
Fiserv Inc 20,000 3.500% 07/01/29	—	—	$21K	$19K	<0.1%
General Motors Co 19,000 6.125% 10/01/25	—	—	$22K	$19K	<0.1%
AbbVie Inc 20,000 3.200% 11/21/29	—	—	$18K	$19K	<0.1%
Toyota Motor Credit Group 20,000 3.375% 04/01/30	—	—	$21K	$19K	<0.1%
Mohawk Industries Inc 20,000 3.625% 05/15/30	—	—	$20K	$19K	<0.1%
Brown & Brown Inc Sr 20,000 4.200% 03/17/32	—	—	$19K	$19K	<0.1%
Relx Capital Inc 20,000 3.000% 05/22/30	—	—	$21K	$19K	<0.1%
Shell Fin Us Inc Sr 20,000 2.750% 04/06/30	—	—	$20K	$19K	<0.1%
Home Depot Inc 20,000 2.700% 04/15/30	—	—	$21K	$19K	<0.1%
Azek Co Inc/The	—	—	$12K	$18K	<0.1%
Constellation Brds 20,000 2.875% 05/01/30	—	—	$18K	$18K	<0.1%
Bath & Body Works Inc Com	—	—	$22K	$18K	<0.1%
Target Corp 20,000 2.650% 09/15/30	—	—	$20K	$18K	<0.1%
SPX Corporation	—	—	$12K	$18K	<0.1%
Martin Marietta Material 20,000 2.500% 03/15/30	—	—	$18K	$18K	<0.1%
National Rural Util Corp 20,000 2.400% 03/15/30	—	—	$20K	$18K	<0.1%
France Telecome Sa 15,000 8.500% 03/01/31	—	—	$23K	$18K	<0.1%
Vericel Corp	—	—	$17K	$18K	<0.1%
Howmet Aerospace 18,000 4.850% 10/15/31	—	—	$18K	$18K	<0.1%
AAR Corp	—	—	$16K	$18K	<0.1%
UFP Industries Inc	—	—	$18K	$18K	<0.1%
Veracyte Inc	—	—	$18K	$17K	<0.1%
Capital One Finl Corp Var 20,000 Variable 11/02/32	—	—	$17K	$17K	<0.1%
Lockheed Martin Corp 17,000 3.550% 01/15/26	—	—	$19K	$17K	<0.1%
Chord Energy Corporation Com New	—	—	$28K	$17K	<0.1%
Modine Manufacturing Co	—	—	$10K	$16K	<0.1%
Emcor Group Inc	—	—	$8K	$16K	<0.1%
Kadant Inc	—	—	$17K	$16K	<0.1%
Sysco Corp Sr Glbl 15,000 6.000% 01/17/34	—	—	$16K	$16K	<0.1%
Steven Madden Ltd	—	—	$19K	$16K	<0.1%
Procedure Technologies Inc Come	—	—	$14K	$16K	<0.1%
DTE Energy Co Sr 15,000 5.850% 06/01/34	—	—	$15K	$15K	<0.1%
Truist Finl Corp Fr Var 15,000 Variable 06/08/34	—	—	$15K	$15K	<0.1%
Medpace Holdings Inc	—	—	$14K	$15K	<0.1%
Southwest Airlines Co 15,000 5.125% 06/15/27	—	—	$15K	$15K	<0.1%
UnitedHealth Group Inc 15,000 3.750% 07/15/25	—	—	$15K	$15K	<0.1%
Radian Group Inc 15,000 4.875% 03/15/27	—	—	$15K	$15K	<0.1%
FedEx Corp 15,000 3.250% 04/01/26	—	—	$15K	$15K	<0.1%
PNC Finl Svcs Group Inc Var 15,000 Variable 01/24/34	—	—	$15K	$15K	<0.1%
General Motors Co 15,000 4.200% 10/01/27	—	—	$15K	$15K	<0.1%
Duke Energy Progress 15,000 3.700% 09/01/28	—	—	$16K	$15K	<0.1%
Truist Finl Corp Fr Var 15,000 Variable 01/26/34	—	—	$14K	$15K	<0.1%
Aptiv Plc 15,000 4.350% 03/15/29	—	—	$15K	$15K	<0.1%
Principal Financial Grp 15,000 3.700% 05/15/29	—	—	$14K	$15K	<0.1%
Air Products & Chemicals 15,000 1.850% 05/15/27	—	—	$15K	$14K	<0.1%
CCC Intelligent Solutions Hld	—	—	$18K	$14K	<0.1%
Dominion Energy Inc 14,000 4.600% 05/15/28	—	—	$14K	$14K	<0.1%
Caterpillar Inc 15,000 2.600% 09/19/29	—	—	$15K	$14K	<0.1%
Analog Devices Inc 15,000 1.700% 10/01/28	—	—	$14K	$14K	<0.1%
Nutrien Ltd 15,000 2.950% 05/13/30	—	—	$15K	$14K	<0.1%
Ei Du Pont De Nemours 15,000 2.300% 07/15/30	—	—	$15K	$14K	<0.1%
UDR Inc Fr 15,000 3.000% 08/15/31	—	—	$13K	$13K	<0.1%
Marvell Technology Inc 15,000 2.950% 04/15/31	—	—	$13K	$13K	<0.1%
Bank of America Corp Fltg 15,000 Variable 02/04/33	—	—	$13K	$13K	<0.1%
FedEx 2020 Cl Aa 15,187 1.875% 02/20/34	—	—	$12K	$13K	<0.1%
Carlisle Cos Inc Sr 15,000 2.200% 03/01/32	—	—	$12K	$13K	<0.1%
Silicon Laboratories Inc	—	—	$12K	$12K	<0.1%
Badger Meter Inc	—	—	$8K	$12K	<0.1%
Ford Mtr Co Del 15,000 3.250% 02/12/32	—	—	$11K	$12K	<0.1%
Telefonica Europe Bv 10,000 8.250% 09/15/30	—	—	$11K	$12K	<0.1%
Devon Fing Corp U L 10,000 7.875% 09/30/31	—	—	$11K	$11K	<0.1%
Canadian Pacific Rr Co 10,000 7.125% 10/15/31	—	—	$11K	$11K	<0.1%
Five 9 Inc	—	—	$21K	$11K	<0.1%
Wells Fargo & Co Sr Nt Var 10,000 Variable 10/23/34	—	—	$11K	$11K	<0.1%
General Mtrs Finl Co 10,000 5.850% 04/06/30	—	—	$10K	$10K	<0.1%
Enbridge Inc Mtn Cds 10,000 5.700% 03/08/33	—	—	$10K	$10K	<0.1%
Fiserv Inc Sr Glbl Nt 10,000 5.600% 03/02/33	—	—	$10K	$10K	<0.1%
Capital One Finl Corp Var 10,000 Variable 02/01/29	—	—	$10K	$10K	<0.1%
Allegiant Travel Co	—	—	$15K	$10K	<0.1%
Ventas Rlty Ltd 10,000 5.625% 07/01/34	—	—	$10K	$10K	<0.1%
HCA Inc. Sr Glbl 10,000 5.500% 06/01/33	—	—	$10K	$10K	<0.1%
Prizer Invt Enterprises 10,000 4.650% 05/19/30	—	—	$10K	$10K	<0.1%
Constellation Brands 10,000 4.750% 12/01/25	—	—	$11K	$10K	<0.1%
Morgan Stanley 10,000 4.000% 07/23/25	—	—	$11K	$10K	<0.1%

Showing top 200 of 245 investments by value.