Original filing (PDF)20251014123038NAL0005931282001

BOARD OF TRUSTEES OF I.B. OF T. WELFARE FUND - 945

Name: BOARD OF TRUSTEES OF I.B. OF T. WELFARE FUND - 945 — LOCAL 945 IB OF T WELFARE FUND, Form 5500 (2024)
Creator: BOARD OF TRUSTEES OF I.B. OF T. WELFARE FUND - 945

Form 5500

FILING_RECEIVED

LOCAL 945 IB OF T WELFARE FUND

Health & welfare plan

Signals · 2

~931 bps in Sched C fees19 service providers

Active participants

2,130

Accounts w/ balance

—

Plan assets (EOY)

$24.6M

Net assets (EOY)

$18.8M

How this plan invests

This plan

132 securities

funds · stocks · CUSIPs

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

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (0th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BOARD OF TRUSTEES OF I.B. OF T. WELFARE FUND - 945.

Plan sponsor

Name

BOARD OF TRUSTEES OF I.B. OF T. WELFARE FUND - 945

EIN

22-1644608

Address

585 HAMBURG TURNPIKE · WAYNE, NJ · 07470

Phone

(973) 942-9463

Industry

Transportation & Warehousingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Welfare benefit codes

4A · Health (other than dental or vision)

4B · Life Insurance

4D · Dental

4E · Vision

Audit & trust (Schedule H)

Auditor

MSPC CPA'S & ADVISOS, P.C.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

19 rows

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
AMERICAN REALTY ADVISORS	33-0123114	—	NONE	$11K	—

Other service providers

Investments

132 direct securities· $20.3M(82% of reported assets)

Bonds / Notes

$13.6M

127 holdings

Other securities

$6.7M

5 holdings

					% of plan
Boyd Watterson State Govt Fund, LP	Other securities	—	$3.8M	$3.3M	13.5%
Spdr S P 500 Etf	Other securities	—	$1.1M	$2.0M	8.1%
American Core Realty Fund LLC	Other securities	—	$1.0M	$1.0M	4.1%
U S Treasury Nt 4.13% 11/15/32	Bonds / Notes	—	$505K	$488K	2.0%
PNC Finl Svcs 5.40% 07/23/35	Bonds / Notes	—	$334K	$322K	1.3%
F H L M C #Sd2737 5.50% 04/01/53	Bonds / Notes	—	$284K	$279K	1.1%
U S Treasury Nt 4.00% 02/29/28	Bonds / Notes	—	$275K	$273K	1.1%
First Am Inst Prime Ob Fd Cl Z N/A	Other securities	—	$227K	$227K	0.9%
F C B Deb 2.92% 03/03/31	Bonds / Notes	—	$250K	$226K	0.9%
F C B Deb 2.94% 02/23/32	Bonds / Notes	—	$250K	$222K	0.9%
Bank Of America Mtn 3.97% 02/07/30	Bonds / Notes	—	$262K	$216K	0.9%
L3harris 5.40% 07/31/33	Bonds / Notes	—	$219K	$215K	0.9%
Southern Co 5.50% 03/15/29	Bonds / Notes	—	$203K	$204K	0.8%
F H L M C #Sd4559 5.00% 09/01/53	Bonds / Notes	—	$207K	$203K	0.8%
Icahn Enterprises 5.25% 05/15/27	Bonds / Notes	—	$189K	$202K	0.8%
MassMutual M T N 5.05% 06/14/28	Bonds / Notes	—	$200K	$202K	0.8%
BankUnited Inc 5.13% 06/11/30	Bonds / Notes	—	$218K	$198K	0.8%
HSBC Hldgs 5.87% 11/18/35	Bonds / Notes	—	$200K	$195K	0.8%
Pfizer Invt 4.75% 05/19/33	Bonds / Notes	—	$196K	$194K	0.8%
F H L B DEB 5.75% 12/27/35	Bonds / Notes	—	$175K	$175K	0.7%
Oceaneering Intl Inc 6.00% 02/01/28	Bonds / Notes	—	$170K	$169K	0.7%
F H L B DEB 5.92% 05/23/24	Bonds / Notes	—	$160K	$160K	0.7%
Beazer Homes USA 5.88% 10/15/27	Bonds / Notes	—	$157K	$156K	0.6%
F H L M C #Sd7032 6.00% 05/01/54	Bonds / Notes	—	$153K	$151K	0.6%
Met Life Mtn 4.05% 08/25/25	Bonds / Notes	—	$150K	$150K	0.6%
Eversource Energy 5.50% 01/01/34	Bonds / Notes	—	$151K	$149K	0.6%
Griffon Corp Sr Glbl 5.75% 03/01/28	Bonds / Notes	—	$146K	$147K	0.6%
U S Treasury Nt 2.88% 08/15/28	Bonds / Notes	—	$163K	$143K	0.6%
F C B Deb 5.65% 08/14/34	Bonds / Notes	—	$140K	$140K	0.6%
Goldman Sachs Group 5.05% 07/23/30	Bonds / Notes	—	$140K	$139K	0.6%
Onemain Financial 3.50% 01/15/27	Bonds / Notes	—	$135K	$138K	0.6%
USA Com Part 6.88% 09/01/27	Bonds / Notes	—	$135K	$135K	0.6%
F N M A #Fs5752 6.00% 09/01/53	Bonds / Notes	—	$134K	$134K	0.5%
Methanex Corp 5.13% 10/15/27	Bonds / Notes	—	$131K	$132K	0.5%
Spirit Aerosystems 3.85% 06/15/26	Bonds / Notes	—	$119K	$132K	0.5%
NuStar Logistics 5.75% 10/01/25	Bonds / Notes	—	$132K	$130K	0.5%
U S Treasury Nt 4.00% 02/15/26	Bonds / Notes	—	$130K	$130K	0.5%
First American Treasury Obligations N/A $	Other securities	—	$126K	$126K	0.5%
John Deere Mtn 4.95% 07/14/28	Bonds / Notes	—	$125K	$126K	0.5%
Deere John Mtn 4.90% 03/03/28	Bonds / Notes	—	$125K	$126K	0.5%
Federal Farm Cr Bks 6.22% 04/25/39	Bonds / Notes	—	$125K	$125K	0.5%
F C B Deb 5.72% 10/28/44	Bonds / Notes	—	$125K	$125K	0.5%
Wyndham Worldwide 6.00% 04/01/27	Bonds / Notes	—	$127K	$125K	0.5%
Rhp Hotel Ppty 4.75% 10/15/27	Bonds / Notes	—	$118K	$124K	0.5%
Sm Energy Co 6.75% 09/15/26	Bonds / Notes	—	$122K	$123K	0.5%
L Brands Inc 6.69% 01/15/27	Bonds / Notes	—	$121K	$123K	0.5%
Century Communities 6.75% 06/01/27	Bonds / Notes	—	$117K	$121K	0.5%
Marriott Ownership 4.75% 01/15/28	Bonds / Notes	—	$115K	$120K	0.5%
Buckeye L P 4.13% 12/01/27	Bonds / Notes	—	$120K	$119K	0.5%
American Axle Mfg 6.50% 04/01/27	Bonds / Notes	—	$116K	$119K	0.5%

1–50 of 132

1 / 3

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

State Street / SPDR$2.0M MassMutual / MML$202K MetLife$150K Goldman Sachs$139K Prudential / PGIM$99K Morgan Stanley$53K JPMorgan$50K

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Name	EIN	Location	Relation	Direct comp	Indirect comp
AETNA LIFE INSURANCE COMPANY	06-6033492	—	NONE	$1.3M	—
EMPIRX HEALTH	47-1226691	—	NONE	$337K	—
PAYER MATRIX, LLC	81-3946362	—	NONE	$165K	—
DAVID BAUMAN	22-1644608	—	EMPLOYEE	$106K	—
INNOVATIVE SOFTWARE SOLUTIONS, INC.	23-2182079	—	NONE	$56K	—
MSPC	22-2951202	—	ACCT FOR LOCAL 125	$55K	—
LYNN THOMSON	22-1644608	—	EMPLOYEE	$55K	—
JENNIFER CHERMAK	22-1644608	—	EMPLOYEE	$48K	—
MB CONNAUGHTON ESQS., LLC	30-0990582	—	ATTY FOR LOCAL 125	$45K	—
ANTONIO PETILLO	22-1644608	—	EMPLOYEE	$33K	—
O'SULLIVAN ASSOCIATES, INC.	20-8199367	—	NONE	$24K	—
ATALANTA SOSNOFF CAPITAL, LLC	20-0461050	—	NONE	$23K	—
AMALGAMATED BANK OF CHICAGO	36-0721895	—	NONE	$21K	—
DEALY & SILBERSTEIN, LLP	46-0507412	—	NONE	$16K	—
NATIONAL VISION ADMINISTRATORS, LLC	74-3033381	—	NONE	$8K	—
RBC WEALTH MANAGEMENT	20-0563684	—	NONE	$5K	—
U.S. BANK NATIONAL ASSOCIATION	31-0841368	—	NONE	$2K	—
INVESTMENT PERFORMANCE SERVICES LLC	58-2432390	—	NONE	$2K	—