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Original filing (PDF)20251014101353NAL0003590080001
BOARD OF TRUSTEES PENSION PLAN OF STEAMFITTERS PENSION FUND LOCAL 475
Form 5500
FILING_RECEIVED
PENSION PLAN OF STEAMFITTERS PENSION FUND 475
Defined-benefit pension plan
Signals · 2
No auditor on file16 service providers
Active participants
451
Accounts w/ balance
—
Plan assets (EOY)
$198.3M
Net assets (EOY)
$198.3M
How this plan invests
This plan
9 pooled trusts
Schedule D
141 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
78
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
100
Total plan cost
65
Vendor stack
88
Participation health
100
Knocking points off
- No independent qualified public accountant (IQPA) named.
- 39 bps in Schedule C fees — 292% above peer band of 10 bps.
- Highly fragmented vendor stack (16 disclosed providers, 5 categories).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES PENSION PLAN OF STEAMFITTERS PENSION FUND LOCAL 475.
Plan sponsor
Name
BOARD OF TRUSTEES PENSION PLAN OF STEAMFITTERS PENSION FUND LOCAL 475
EIN
22-6029738
Address
136 MOUNT BETHEL ROAD · WARREN, NJ · 070595129
Phone
(908) 754-1030
Industry
Plumbing, Heating, AC Contractors· Constructionsee 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
2025-10-14
Pension benefit codes
1B · Flat-dollar DB formula
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
16 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMALGAMATED BANK | 13-4920330 | NEW YORK, NY | INVESTMENT CUSTODIAN | $20K | — |
Recordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $5K | — |
Advisor / Consultant
11| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CRESCENT CAPITAL GROUP LP | 27-2698206 | LOS ANGELES, CA | INVESTMENT MANAGEMENT | $156K | — |
| ULLICO INVESTMENT ADVISORS INC. | 52-6435649 | SILVER SPRING, MD | INVESTMENT MANAGEMENT | $123K | — |
| CONSTITUTION CAPITAL PARTNERS | — | ANDOVER, MA | INVESTMENT MANAGEMENT | $105K | — |
| CLEARBRIDGE INVESTMENTS | — | NEW YORK, NY | INVESTMENT MANAGEMENT | $63K | — |
| FENIMORE ASSET MANAGEMENT, INC. | — | COBLESKILL, NY | INVESTMENT MANAGEMENT | $61K | — |
| LOOMIS, SAYLES & COMPANY, L.P. | 20-8080381 | BOSTON, MA | INVESTMENT MANAGEMENT | $59K | — |
| BOLTON PARTNERS INC | — | TRENTON, NJ | ACTUARIAL CONSULTANT | $43K | — |
| NEWTOWER TRUST COMPANY | 30-0872552 | BETHESDA, MD | INVESTMENT MANAGEMENT | $40K | — |
| EAGLE ASSET MANAGEMENT | — | ST PETERSBURG, FL | INVESTMENT MANAGEMENT | $35K | — |
| REYNOLDS CONSULTING SERVICES LLC | 11-2558102 | JERICHO, NY | INVESTMENT ADVISORY | $0 | — |
| WILLMINGTON TRUST | — | BUFFALO, NY | INVESTMENT MANAGEMENT | $0 | — |
Legal counsel
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINDABURY, MCCORMICK, ESTABROOK | 22-1943351 | WESTFIELD, NJ | ATTORNEY | $18K | — |
| LARRY MAGARIK, ESQ | — | NEW YORK, NY | ATTORNEY | $18K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MSPC CPA'S AND ADVISORS, P.C. | 22-2951202 | CRANFORD, NJ | IQPA | $34K | — |
Investments
134 direct securities · 9 pooled funds· $210.2M(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.
Common Collective Trust
$115.1M
7 holdings
Uncategorized
$86.3M
134 holdings
Pooled Separate Account
$6.0M
1 holding
103-12 Investment Entity
$2.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| LONGVIEW LARGECAP 500 INDEX FUND AMALGAMATED BANK · EIN 13-4920330 / PN 009 | Common Collective Trust | — | $47.3M | $48.2M | 24.3% | |
| LONGVIEW LARGECAP 1000 GROWTH INDEX AMALGAMATED BANK · EIN 42-2032992 / PN 019 | Common Collective Trust | — | $6.1M | $19.4M | 9.8% | |
| LONGVIEW LARGECAP 1000 VALUE INDEX AMALGAMATED BANK · EIN 46-2026448 / PN 018 | Common Collective Trust | — | $7.9M | $13.5M | 6.8% | |
| Clearbridge Investment Trust - International Growth Portfolio | — | — | $8.7M | $12.6M | 6.4% | |
| LOOMIS SAYLES CORE PLUS FULL DISCRE LOOMIS SAYLES TRUST COMPANY, LLC · EIN 84-6391546 / PN 001 | Common Collective Trust | — | $11.6M | $11.2M | 5.6% | |
| Boyd Watterson GSA Fund LP | — | — | $10.8M | $10.8M | 5.4% | |
| LORD ABBETT GROUP FIXED INCOME FUND LORD ABBETT · EIN 20-8714463 / PN 001 | Common Collective Trust | — | $9.6M | $9.4M | 4.8% | |
| CRESCENT CAPITAL TRUST II GLOBAL TRUST COMPANY · EIN 32-6471303 / PN 001 | Common Collective Trust | — | — | $9.0M | 4.6% | |
| Ullico Infrastructure | — | — | $5.3M | $8.2M | 4.1% | |
| Amalgamated Money Market 4.35% | — | — | $7.0M | $7.0M | 3.5% | |
| Principal Real Estate Separate Account | — | — | $6.0M | $6.0M | 3.0% | |
| PRIN U.S. PROPERTY SA-PGI2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $6.0M | 3.0% | |
| Colmia Integrated Small & Mid Cap Private Fund, LLC Class A | — | — | $5.6M | $5.2M | 2.6% | |
| Crescent VIII | — | — | $5.1M | $5.1M | 2.5% | |
| CCA Black, L.P. - Class B | — | — | $4.5M | $4.5M | 2.2% | |
| MULTI-EMPLOYER PROPERTY TRUST NEWTOWER TRUST COMPANY · EIN 52-6218800 / PN 001 | Common Collective Trust | — | $3.3M | $4.4M | 2.2% | |
| Crescent Capital Trust II | — | — | $4.5M | $4.0M | 2.0% | |
| Constitution Ironside Co-Investments Vi | — | — | $3.1M | $3.0M | 1.5% | |
| LOOMIS SAYLES SENIOR LOAN FUND, LLC LOOMIS SAYLES AND COMPANY, L.P. · EIN 82-0542784 / PN 001 | 103-12 Investment Entity | — | $2.7M | $2.9M | 1.5% | |
| Prudential GDA statement | — | — | $2.7M | $2.6M | 1.3% | |
| Peapack-Gladstone Bank - Interest Bearing Accounts 2.90% | — | — | $2.1M | $2.1M | 1.1% | |
| Ironsides Co-Investment Fund Vi, L.P. | — | — | $1.5M | $1.9M | 0.9% | |
| CCA Black, L.P. - Class A | — | — | $851K | $838K | 0.4% | |
| Ironsides Opportunities Fund II, L.P. | — | — | $463K | $612K | 0.3% | |
| Markel Group Inc | — | — | $218K | $371K | 0.2% | |
| Exlservice Holdings Inc | — | — | $227K | $342K | 0.2% | |
| Heico Corporation - Class A | — | — | $203K | $336K | 0.2% | |
| Brown & Brown Inc Common | — | — | $133K | $336K | 0.2% | |
| Ross Stores Incs Com | — | — | $190K | $326K | 0.2% | |
| Pinnacle Financial Partners | — | — | $161K | $317K | 0.2% | |
| Brookfield Asset Management Ltd CL A | — | — | $166K | $311K | 0.2% | |
| Wilmington U.S. Treasury Money Market 4.21% | — | — | $302K | $302K | 0.2% | |
| Zebra Technologies Corp Cl A | — | — | $249K | $301K | 0.2% | |
| Entegris Inc | — | — | $159K | $293K | 0.1% | |
| Cdw Corp | — | — | $182K | $273K | 0.1% | |
| Choice Hotels International Inc | — | — | $242K | $271K | 0.1% | |
| Vulcan Material Com | — | — | $154K | $270K | 0.1% | |
| Steris Plc | — | — | $189K | $270K | 0.1% | |
| Floor & Décor Holdings Inc Cl A | — | — | $105K | $268K | 0.1% | |
| Broadridge Financial Solutions Inc | — | — | $139K | $268K | 0.1% | |
| Idex Corp Com | — | — | $240K | $257K | 0.1% | |
| Microchip Technology Inc Com | — | — | $216K | $254K | 0.1% | |
| Colliers International Group | — | — | $109K | $230K | 0.1% | |
| Graco Inc Com | — | — | $185K | $216K | 0.1% | |
| Keysight Technologies Inc | — | — | $196K | $209K | 0.1% | |
| Amphenol Corp New Cl A | — | — | $100K | $207K | 0.1% | |
| Verisk Analytics, Inc. - Common Stock | — | — | $159K | $181K | <0.1% | |
| Rb Global Inc | — | — | $53K | $160K | <0.1% | |
| Fastenal Co | — | — | $65K | $154K | <0.1% | |
| Wabtec Corp Com | — | — | $47K | $151K | <0.1% | |
| Ares Management Corp Cl A | — | — | $113K | $145K | <0.1% | |
| McCormick & Co-Non Vtg Shs | — | — | $125K | $133K | <0.1% | |
| Cencora Inc | — | — | $115K | $127K | <0.1% | |
| Royal Caribbean Cruises Ltd | — | — | $66K | $121K | <0.1% | |
| Baker Hughes Company | — | — | $54K | $100K | <0.1% | |
| Marvell Technology Inc | — | — | $29K | $99K | <0.1% | |
| Moody’s Corp | — | — | $34K | $97K | <0.1% | |
| W Grainger Inc Com | — | — | $29K | $95K | <0.1% | |
| Lpl Financials Holdings Inc | — | — | $31K | $95K | <0.1% | |
| Applovin Corp Cl A | — | — | $37K | $95K | <0.1% | |
| The Trade Desk Inc Cl A | — | — | $65K | $94K | <0.1% | |
| Axon Enterprise Inc | — | — | $34K | $93K | <0.1% | |
| Waste Connections Inc | — | — | $44K | $91K | <0.1% | |
| Amatek Aerospace Prods Inc Com | — | — | $81K | $90K | <0.1% | |
| Datadog Inc Cl A | — | — | $71K | $89K | <0.1% | |
| Deckers Outdoor Corp | — | — | $71K | $89K | <0.1% | |
| Vistra Corp | — | — | $58K | $87K | <0.1% | |
| Nutanix Inc Cl A | — | — | $48K | $87K | <0.1% | |
| ITT Inc | — | — | $38K | $87K | <0.1% | |
| Freshpet Inc | — | — | $24K | $80K | <0.1% | |
| Tyler Technologies Inc | — | — | $35K | $80K | <0.1% | |
| Doordash Inc Cl A | — | — | $60K | $77K | <0.1% | |
| Fair Isaac Inc | — | — | $23K | $76K | <0.1% | |
| Natera Inc | — | — | $53K | $75K | <0.1% | |
| Booz Allen Hamilton Cl A | — | — | $62K | $72K | <0.1% | |
| Martin Marietta Materials Inc | — | — | $32K | $70K | <0.1% | |
| Corpay Inc | — | — | $57K | $70K | <0.1% | |
| Vertiv Holdings LLC Cl A | — | — | $26K | $69K | <0.1% | |
| Ge Vernova LLC | — | — | $25K | $66K | <0.1% | |
| HubSpot Inc | — | — | $48K | $65K | <0.1% | |
| Ptc Inc | — | — | $33K | $63K | <0.1% | |
| Caseys General Stores Inc | — | — | $45K | $63K | <0.1% | |
| Msci Inc - Cl A | — | — | $19K | $62K | <0.1% | |
| Wingstop Inc | — | — | $77K | $59K | <0.1% | |
| Houlihan Lokey Inc | — | — | $47K | $59K | <0.1% | |
| Ryan Specialty Holdings, Inc | — | — | $55K | $56K | <0.1% | |
| Permian Resources Corp Cl A | — | — | $56K | $56K | <0.1% | |
| Neurocrine Biosciences Inc | — | — | $43K | $56K | <0.1% | |
| Ross Store Inc Com | — | — | $43K | $56K | <0.1% | |
| Gartner Inc | — | — | $40K | $56K | <0.1% | |
| Zoom Communications Inc Cl A | — | — | $49K | $55K | <0.1% | |
| DraftKings Inc Cl A | — | — | $49K | $55K | <0.1% | |
| Teradyne Common | — | — | $61K | $54K | <0.1% | |
| Coinbase Global Inc Cl A | — | — | $52K | $53K | <0.1% | |
| Dutchbros Inc | — | — | $38K | $53K | <0.1% | |
| Monolithic Power Systems Inc | — | — | $32K | $53K | <0.1% | |
| Dynatrace Inc | — | — | $46K | $51K | <0.1% | |
| Entegris Inc | — | — | $48K | $49K | <0.1% | |
| Shift4 Payments Inc | — | — | $32K | $46K | <0.1% | |
| Take-Two Interactive Software | — | — | $35K | $46K | <0.1% | |
| Old Dominion Freight Line Inc | — | — | $23K | $46K | <0.1% | |
| Dexcom Inc | — | — | $61K | $45K | <0.1% | |
| Alnylam Pharmaceuticals Inc | — | — | $37K | $45K | <0.1% | |
| Core & Main Inc Cl A | — | — | $43K | $44K | <0.1% | |
| Antero Resources Corp | — | — | $40K | $44K | <0.1% | |
| Corteva Inc | — | — | $24K | $41K | <0.1% | |
| Hyatt Hotels Corp - Cl A | — | — | $29K | $39K | <0.1% | |
| MongoDB Inc Cl A | — | — | $49K | $39K | <0.1% | |
| Chewy Inc | — | — | $29K | $38K | <0.1% | |
| CrowdStrike Holdings Inc | — | — | $16K | $37K | <0.1% | |
| Wynn Resorts Limited | — | — | $40K | $37K | <0.1% | |
| Lincoln Electric Hldgs | — | — | $41K | $37K | <0.1% | |
| Quanta Services Inc Com | — | — | $20K | $36K | <0.1% | |
| Veeva Systems Inc | — | — | $32K | $34K | <0.1% | |
| Zebra Technologies Corp Cl A | — | — | $23K | $34K | <0.1% | |
| Synoposys Inc Com | — | — | $8K | $33K | <0.1% | |
| Xpo Inc | — | — | $40K | $33K | <0.1% | |
| Carlyle Group Inc | — | — | $30K | $32K | <0.1% | |
| West Pharmaceuticals Services Inc | — | — | $27K | $31K | <0.1% | |
| Celsius Holdings Inc | — | — | $40K | $31K | <0.1% | |
| Insulet Corp | — | — | $31K | $31K | <0.1% | |
| Floor & Décor Holdings Inc Cl A | — | — | $37K | $30K | <0.1% | |
| Ferguson Plc | — | — | $35K | $30K | <0.1% | |
| Eastgroup Properties Incorporated | — | — | $30K | $29K | <0.1% | |
| Idexx Labs Common | — | — | $30K | $29K | <0.1% | |
| Carvana Co Cl A | — | — | $21K | $29K | <0.1% | |
| Intracellular Therapies LLC | — | — | $30K | $28K | <0.1% | |
| Inspire Medical Systems Inc | — | — | $29K | $28K | <0.1% | |
| Pure Storage Inc | — | — | $18K | $27K | <0.1% | |
| Cava Group Inc | — | — | $23K | $27K | <0.1% | |
| Sarepta Therapeutics Inc | — | — | $34K | $26K | <0.1% | |
| Cummins Inc Com | — | — | $27K | $25K | <0.1% | |
| Cloudflare Inc Cl A | — | — | $26K | $24K | <0.1% | |
| Bank of New York EB Temporary Investment Fund | — | — | $24K | $24K | <0.1% | |
| Fortune Brands Innovations Inc | — | — | $16K | $22K | <0.1% | |
| Medpace Holdings Inc | — | — | $20K | $22K | <0.1% | |
| Cognex Corp Com | — | — | $28K | $21K | <0.1% | |
| Align Technology Incorporated | — | — | $34K | $21K | <0.1% | |
| Repligen Corp Com | — | — | $23K | $20K | <0.1% | |
| StandardAero Inc | — | — | $25K | $19K | <0.1% | |
| Pinterest Inc Cl A | — | — | $23K | $19K | <0.1% | |
| Elf Beauty Inc | — | — | $19K | $14K | <0.1% | |
| Principal Cash | — | — | $2K | $2K | <0.1% |