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Original filing (PDF)20251015094447NAL0005846096001
GATEWAY-LONGVIEW, INC.
Form 5500
FILING_RECEIVED
DEFINED BENEFIT PENSION PLAN FOR EMPLOYEES OF GATEWAY-LONGVIEW, INC.
Defined-benefit pension plan
Active participants
63
Accounts w/ balance
—
Plan assets (EOY)
$10.5M
Net assets (EOY)
$10.5M
How this plan invests
This plan
17 pooled trusts
Schedule D
16 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
75
Participation health
100
Knocking points off
- Plan is frozen (1I) — no new benefit accrual.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GATEWAY-LONGVIEW, INC..
Plan sponsor
Name
GATEWAY-LONGVIEW, INC.
EIN
16-0743081
Address
6350 MAIN STREET · WILLIAMSVILLE, NY · 14221
Phone
(716) 783-3100
Industry
Health Care & Social Assistancesee 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
1I · Frozen plan — no new benefit accrual
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BONADIO & CO., LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NOTTINGHAM ADVISORS | 16-1133372 | — | INVESTMENT ADVISOR | $26K | — |
Investments
6 direct securities · 17 pooled funds· $12.4M(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.
Pooled Separate Account
$8.8M
17 holdings
Uncategorized
$3.5M
6 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PRIN LDI INTERM DURATION SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 021 | Pooled Separate Account | — | $2.1M | $2.1M | 19.7% | |
| PRIN LGCAP S&P 500 INDEX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | $601K | $1.9M | 18.4% | |
| Principal Life Insurance Company Principal LDI Long Duration Separate Account | — | — | $1.6M | $1.5M | 14.5% | |
| PRIN METRO WEST TOTAL RETURN BOND F PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 125 | Pooled Separate Account | — | $1.2M | $1.0M | 9.9% | |
| Principal Life Insurance Company International Equity Index Separate Account | — | — | $615K | $807K | 7.7% | |
| PRIN INT'L I SEP ACCT R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 014 | Pooled Separate Account | — | — | $807K | 7.7% | |
| AM FUNDS BOND R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 020 | Pooled Separate Account | — | $736K | $727K | 6.9% | |
| Principal Life Insurance Company Inflation Protection Separate Account | — | — | $578K | $617K | 5.9% | |
| PRIN INFLATION PROTECT SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 099 | Pooled Separate Account | — | — | $617K | 5.9% | |
| PRIN SHORT TERM INCOME SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 124 | Pooled Separate Account | — | $484K | $523K | 5.0% | |
| Principal Life Insurance Company Principal Mid Cap S&P 400 Index Separate Account | — | — | $121K | $262K | 2.5% | |
| PRIN MIDCAP S&P 400 IDX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $262K | 2.5% | |
| PRIN CORE PLUS BD SEPARATE ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 115 | Pooled Separate Account | — | $207K | $206K | 2.0% | |
| PRIN SMCAP S&P 600 INDEX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | $90K | $159K | 1.5% | |
| American Funds Service Company American Funds New World R4 Fund | — | — | $149K | $152K | 1.4% | |
| PRIN AMERICAN FUNDS WASHINGTON MUTU PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 022 | Pooled Separate Account | — | — | $152K | 1.4% | |
| The American Funds American Funds Europacific Growth R4 Fund | — | — | $154K | $151K | 1.4% | |
| PRIN AM FDS EUROPACIFIC GRTH R4 FUN PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 126 | Pooled Separate Account | — | — | $151K | 1.4% | |
| PRIN REAL ESTATE SECS SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | $62K | $100K | 1.0% | |
| PRIN PIMCO AII ASSET A FUND PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 123 | Pooled Separate Account | — | $57K | $52K | 0.5% | |
| PRIN DIVERSIFIED REAL R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | $50K | $50K | 0.5% | |
| PRIN INTL EMERG MARKET SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 013 | Pooled Separate Account | — | — | $474 | <0.1% | |
| PRIN BOND MARKET INDEX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 122 | Pooled Separate Account | — | — | $459 | <0.1% |