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Original filing (PDF)20250730143700NAL0002449715001
BOARD OF TRUSTEES OF PENSION FUND OF MAKEUP ARTISTS & HAIR STYLISTS
Form 5500
FILING_RECEIVED
PENSION FUND OF MAKE-UP ARTISTS & HAIR STYLISTS UNION - LOCAL 798 - IATSE
Defined-benefit pension plan
Signals · 2
No recordkeeper disclosed12 service providers
Active participants
1,265
Accounts w/ balance
—
Plan assets (EOY)
$155.9M
Net assets (EOY)
$155.5M
How this plan invests
This plan
5 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
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
- 43 bps in Schedule C fees — 327% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES OF PENSION FUND OF MAKEUP ARTISTS & HAIR STYLISTS.
Plan sponsor
Name
BOARD OF TRUSTEES OF PENSION FUND OF MAKEUP ARTISTS & HAIR STYLISTS
EIN
13-6116950
Address
PO BOX 17928 · LOS ANGELES, CA · 900170928
Phone
(201) 592-6800
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-11-01
Tax period
2024-10-31
Filed
2025-07-30
Pension benefit codes
1B · Flat-dollar DB formula
Audit & trust (Schedule H)
Auditor
SCHULTHEIS & PANETTIERI, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
12 rowsAccountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHULTHEIS & PANETTIERI, LLP | 13-1577780 | — | AUDITOR | $70K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SPIVAK LIPTON, LLP | 13-3494495 | — | ATTORNEY | $47K | — |
Other
10| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE SEGAL CO. (EASTERN STATES) INC. | 13-1835864 | — | NONE | $105K | — |
| BENEFIT PLANS, INC. | 95-4654044 | — | NONE | $103K | — |
| KAYNE ANDERSON RUDNICK INVST MGMT | 95-4191764 | — | NONE | $79K | — |
| PROSKAUER ROSE, LLP | 13-1840454 | — | NONE | $79K | — |
| SEGAL MARCO ADVISORS | 13-2646110 | — | NONE | $75K | — |
| INCOME RESEARCH + MANAGEMENT | 04-2955404 | — | NONE | $56K | — |
| JP MORGAN CHASE BANK, N.A. | 13-4994650 | — | NONE | $40K | — |
| AMALGAMATED BANK | 13-4920330 | — | NONE | $8K | — |
| THE NORTHERN TRUST COMPANY | 36-1561860 | — | NONE | $5K | — |
| SEGAL SELECT INSURANCE SERVICES INC | 46-0619194 | — | NONE | $0 | — |
Investments
5 pooled funds· $55.5M(36% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| NT COL S&P 500 INDEX FUND - NL NORTHERN TRUST INVESTMENTS INC · EIN 45-6138589 / PN 003 | Common Collective Trust | $34.4M | 22.1% |
| COM PEN TR FD (STRAT PROP) JPMCB NA JPMORGAN CHASE BANK, N.A. · EIN 13-6038770 / PN 001 | Common Collective Trust | $7.5M | 4.8% |
| NT COL RUSSELL 2000 INDEX FUND- NL NORTHERN TRUST INVESTMENTS INC · EIN 45-6138589 / PN 003 | Common Collective Trust | $7.2M | 4.6% |
| COMGEST GLOBAL EX US EQUITY TRUST GLOBAL TRUST COMPANY · EIN 61-6603183 / PN 003 | Common Collective Trust | $6.3M | 4.0% |
| LONGVIEW CORE BOND FUND AMALGAMATED BANK · EIN 13-4920330 / PN 005 | Common Collective Trust | $0 | <0.1% |