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Original filing (PDF)20251204104530NAL0001226979001
TENSION CORPORATION
Form 5500
FILING_RECEIVED
REVISED RETIREMENT PLAN FOR EMPLOYEES OF TENSION ENVELOPE CORPORATION (NEW YORK AND IOWA)
Defined-benefit pension plan
Active participants
62
Accounts w/ balance
—
Plan assets (EOY)
$7.4M
Net assets (EOY)
$7.4M
How this plan invests
This plan
12 pooled trusts
Schedule D
12 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Vendor stack
75
Participation health
100
Knocking points off
- 68 bps in Schedule C fees — modestly above peer band of 52 bps.
- Plan is frozen (1I) — no new benefit accrual.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TENSION CORPORATION.
Plan sponsor
Name
TENSION CORPORATION
EIN
22-1589367
Address
819 EAST 19TH STREET · KANSAS CITY, MO · 641081703
Phone
(816) 471-3800
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-03-01
Tax period
2025-02-28
Filed
2025-12-04
Pension benefit codes
1B · Flat-dollar DB formula
1I · Frozen plan — no new benefit accrual
Audit & trust (Schedule H)
Auditor
PICKETT, CHANEY & MCMULLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL TRUST COMPANY | 51-0099493 | — | CUSTODIAN | $22K | — |
Actuary
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AON CONSULTING | 22-2232264 | — | ACTUARY | $28K | — |
Investments
1 direct security · 12 pooled funds· $6.2M(84% 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
$5.8M
12 holdings
Uncategorized
$352K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PRINCIPAL / BR S&P 500 INDEX CIT PRINCIPAL · EIN 94-3224211 / PN 001 | Common Collective Trust | — | — | $928K | 12.6% | |
| PRI/DODGE & COX INTERM. BOND CIT PRINCIPAL · EIN 47-6566265 / PN 001 | Common Collective Trust | — | — | $685K | 9.3% | |
| ALLSPRING CORE BOND CIT ALLSPRING · EIN 94-3222878 / PN 001 | Common Collective Trust | — | — | $685K | 9.3% | |
| PRI/FEDERATED TOTAL RETURN BOND CIT PRINCIPAL · EIN 46-6584317 / PN 001 | Common Collective Trust | — | — | $685K | 9.3% | |
| PRINCIPAL/BLACKROCK S&P MIDCAP PRINCIPAL · EIN 52-2265235 / PN 001 | Common Collective Trust | — | — | $619K | 8.4% | |
| PRI/TRP INST. LARGE-CAP GR. MANAGED PRINCIPAL · EIN 45-6648614 / PN 001 | Common Collective Trust | — | — | $354K | 4.8% | |
| PRINCIPAL/ALLIANCE BERNSTEIN LARGE PRINCIPAL · EIN 92-1443848 / PN 001 | Common Collective Trust | — | — | $352K | 4.8% | |
| PRINCIPAL/MULTI-MANAGER SMALL CAP PRINCIPAL · EIN 45-6648658 / PN 001 | Common Collective Trust | — | — | $352K | 4.8% | |
| EAFE INDEX FUND F | — | — | — | $352K | 4.8% | |
| PRINCIPAL/BLACKROCK INTERNATIONAL PRINCIPAL · EIN 52-2265229 / PN 001 | Common Collective Trust | — | — | $352K | 4.8% | |
| PRINCIPAL/MFS VALUE CIT PRINCIPAL · EIN 45-6648640 / PN 001 | Common Collective Trust | — | — | $285K | 3.9% | |
| PRIN/TRP INST. EQ. INC. MANAGED CIT PRINCIPAL · EIN 46-6586666 / PN 001 | Common Collective Trust | — | — | $284K | 3.9% | |
| PRINCIPAL/CAUSEWAY INT'L VAL CIT PRINCIPAL · EIN 47-6375784 / PN 001 | Common Collective Trust | — | — | $264K | 3.6% |