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Original filing (PDF)20250708132700NAL0002706227001
TENSION ENVELOPE CORPORATION
Form 5500
FILING_RECEIVED
TENSION ENVELOPE CORPORATION RESTATED RETIREMENT PLAN
Defined-benefit pension plan
Active participants
74
Accounts w/ balance
—
Plan assets (EOY)
$30.4M
Net assets (EOY)
$30.4M
How this plan invests
This plan
12 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)
88
/ 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
75
Total plan cost
80
Vendor stack
75
Participation health
100
Knocking points off
- 41 bps in Schedule C fees — modestly above peer band of 29 bps.
- Plan is frozen (1I) — no new benefit accrual.
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 TENSION ENVELOPE CORPORATION.
Plan sponsor
Name
TENSION ENVELOPE 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
005
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2025-07-08
Pension benefit codes
1A · Pay-related 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 | $83K | — |
Actuary
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AON CONSULTING | 22-2232264 | — | ACTUARY | $43K | — |
Investments
12 pooled funds· $24.0M(79% 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 |
|---|---|---|---|
| PRINCIPAL/BLACKROCK S&P 500 INDEX C PRINCIPAL · EIN 94-3224211 / PN 001 | Common Collective Trust | $3.8M | 12.6% |
| PRINCIPAL/DODGE & COX INTERMEDIATE PRINCIPAL · EIN 47-6566265 / PN 001 | Common Collective Trust | $2.8M | 9.1% |
| ALLSPRING CORE BOND CIT N ALLSPRING · EIN 94-3222878 / PN 001 | Common Collective Trust | $2.8M | 9.1% |
| PRINCIPAL/FEDERATED TOTAL RETURN BO PRINCIPAL · EIN 46-6584317 / PN 001 | Common Collective Trust | $2.7M | 9.0% |
| PRINCIPAL/BLACKROCK S&P MIDCAP INDE PRINCIPAL · EIN 52-2265235 / PN 001 | Common Collective Trust | $2.6M | 8.4% |
| PRINCIPAL/BLACKROCK INTERNATIONAL E PRINCIPAL · EIN 52-2265229 / PN 001 | Common Collective Trust | $1.5M | 4.9% |
| PRINCIPAL/MULTI-MANAGER SMALL CAP C PRINCIPAL · EIN 45-6648658 / PN 001 | Common Collective Trust | $1.5M | 4.9% |
| PRINCIPAL/ALLIANCE BERNSTEIN LARGE PRINCIPAL · EIN 92-1443848 / PN 001 | Common Collective Trust | $1.5M | 4.8% |
| PRINCIPAL/T ROWE PRICE INST. LCG MG PRINCIPAL · EIN 45-6648614 / PN 001 | Common Collective Trust | $1.4M | 4.7% |
| PRINCIPAL/T ROWE PRICE INSTITUTIONA PRINCIPAL · EIN 46-6586666 / PN 001 | Common Collective Trust | $1.2M | 3.8% |
| PRINCIPAL/MFS VALUE CIT N PRINCIPAL · EIN 45-6648640 / PN 001 | Common Collective Trust | $1.2M | 3.8% |
| PRINCIPAL/CAUSEWAY INTERNATIONAL VA PRINCIPAL · EIN 47-6375784 / PN 001 | Common Collective Trust | $1.1M | 3.6% |
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