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Original filing (PDF)20250929084707NAL0011054769001
NOKIA OF AMERICA CORPORATION
Form 5500
FILING_RECEIVED
NOKIA RETIREE WELFARE BENEFITS PLAN
Health & welfare plan
Signals · 2
56% in single holding12 service providers
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
$677.3M
Net assets (EOY)
$654.4M
How this plan invests
This plan
4 pooled trusts
Schedule D
7 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
85
/ 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
65
Vendor stack
100
Participation health
90
Knocking points off
- Top holding "MetLife Insurance Policy 190374-G" is 56% of plan.
- 55 bps in Schedule C fees — 811% above peer band of 6 bps.
- No active participants reported but plan still holds assets.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NOKIA OF AMERICA CORPORATION.
Plan sponsor
Name
NOKIA OF AMERICA CORPORATION
EIN
22-3408857
Address
600 MOUNTAIN AVENUE, ROOM 6D-401A · MURRAY HILL, NJ · 07974
Phone
(908) 723-9869
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
504
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-29
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
Audit & trust (Schedule H)
Auditor
DELOITTE & TOUCHE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
12 rowsTrustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BANK OF NEW YORK MELLON | 13-5160382 | — | TRUSTEE | $23K | — |
Other
11| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALIGHT SOLUTIONS LLC | 82-1061233 | — | NONE | $3.0M | — |
| DELOITTE & TOUCHE LLP | 13-3891517 | — | NONE | $328K | — |
| AON CONSULTING, INC. | 22-2232264 | — | NONE | $159K | — |
| MERATIVE | 88-1430661 | — | NONE | $73K | — |
| NOKIA INVESTMENT MANAGEMENT CORP. | 22-3646524 | — | AFFILIATE | $52K | — |
| BLACKROCK INSTITUTIONAL TRUST CO. | 94-3112180 | — | NONE | $34K | — |
| ALSTON & BIRD | 58-0137615 | — | NONE | $25K | — |
| UNIVERSAL MAILING SERVICE | 22-2381663 | — | NONE | $24K | — |
| SEYFARTH SHAW | 36-2152202 | — | NONE | $8K | — |
| RICHARD CASH | — | BRIDGEWATER, NJ | NONE | $6K | — |
| UNITED HEALTHCARE | 36-2739571 | — | NONE | $5K | — |
Investments
4 direct securities · 4 pooled funds· $699.6M(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.
Uncategorized
$531.0M
4 holdings
Common Collective Trust
$168.7M
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MetLife Insurance Policy 190374-G | — | — | $518.0M | $391.2M | 57.8% | |
| BLACKROCK RUSSELL 3000 INDEX FUND B BLACKROCK INSTITUTIONAL TRUST CO. N.A · EIN 94-3304650 / PN 001 | Common Collective Trust | — | $70.4M | $97.7M | 14.4% | |
| MetLife Insurance Policy 95083-G | — | — | $92.4M | $92.6M | 13.7% | |
| BLACKROCK MSCI ACWI EX US INDEX FD BLACKROCK INSTITUTIONAL TRUST CO. N.A. · EIN 30-0587660 / PN 001 | Common Collective Trust | — | $53.6M | $54.9M | 8.1% | |
| Party Involved Description of Asset Price Asset Transaction Date or (Loss) MetLife General Account $ 40,000,000 – | — | — | — | $40.0M | 5.9% | |
| BLACKROCK U.S. DEBT INDEX FUND B BLACKROCK INSTITUTIONAL TRUST CO. N.A. · EIN 94-3138366 / PN 001 | Common Collective Trust | — | $15.0M | $16.1M | 2.4% | |
| BlackRock MSCI Equity Index Fund B Russia 83 Registered investment company - * Dreyfus Treasury Obligations Cash Management Fund | — | — | $7.1M | $7.1M | 1.1% | |
| BLACKROCK MSCI EQ INDEX FD B RUSSIA BLACKROCK INSTITUTIONAL TRUST CO. N.A. · EIN 94-3300062 / PN 001 | Common Collective Trust | — | — | $83 | <0.1% |