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Original filing (PDF)20250414123009NAL0003366482001
LOCAL 68 ENGINEERS UNION ANNUITY FUND BOARD OF TRUSTEES
Form 5500
FILING_RECEIVED
LOCAL 68 ENGINEERS UNION ANNUITY PLAN
Defined-contribution retirement plan
Signals · 2
No recordkeeper disclosed14 service providers
Active participants
5,385
Accounts w/ balance
6,836
Plan assets (EOY)
$919.0M
Net assets (EOY)
$913.1M
How this plan invests
This plan
6 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)
84
/ 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
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 18 bps in Schedule C fees — 200% above peer band of 6 bps.
- No recordkeeper disclosed on Schedule C.
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 LOCAL 68 ENGINEERS UNION ANNUITY FUND BOARD OF TRUSTEES.
Plan sponsor
Name
LOCAL 68 ENGINEERS UNION ANNUITY FUND BOARD OF TRUSTEES
EIN
22-6289939
Address
PO BOX 805 · WEST CALDWELL, NJ · 07007
Phone
(973) 227-6426
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-14
Pension benefit codes
2C · Money purchase (other than target benefit)
Audit & trust (Schedule H)
Auditor
MSPC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
14 rowsOther
14| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HARDMAN JOHNSTON GLOBAL ADVISORS | 13-3257590 | — | NONE | $279K | — |
| INVESTMENT PERFORMANCE SVCS LLC | 58-2432390 | — | NONE | $268K | — |
| GREAT LAKES ADVISORS | 80-0292839 | — | NONE | $246K | — |
| LOCAL 68 ENG UNION WELFARE FD | 22-1550500 | — | AFFILIATED FUND | $166K | — |
| CHARTWELL INVESTMENT PTRS | 36-4776242 | — | NONE | $163K | — |
| WEDGE CAPITAL MANAGEMENT LLP | 56-1557450 | — | NONE | $151K | — |
| LOCAL 68 ENG UNION EDUCATION FD | 22-6066637 | — | AFFILIATED FUND | $133K | — |
| THE NORTHERN TRUST COMPANY | 36-1561860 | — | NONE | $68K | — |
| COMERICA BANK | 42-1741646 | — | NONE | $48K | — |
| BRIDGEWAY BENEFIT TECHNOLOGIES | — | MAPLE SHADE, NJ | NONE | $38K | — |
| CHRISTOPHER RUTON | 22-6289939 | — | EMPLOYEE | $31K | — |
| ORANSKY SCARAGGI & BORG PC | 22-3522685 | — | NONE | $24K | — |
| MSPC | 22-2951202 | — | NONE | $20K | — |
| WASILEWSKI & KEATING PC | 22-2676761 | — | NONE | $20K | — |
Investments
6 pooled funds· $343.6M(37% 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
$225.1M
3 holdings
103-12 Investment Entity
$114.6M
2 holdings
Pooled Separate Account
$3.8M
1 holding
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| NT COLL. RUSSELL 1000 GROWTH IND. F THE NORTHERN TRUST CO · EIN 45-6138589 / PN 099 | Common Collective Trust | $118.3M | 12.9% |
| NT COLL.RUSSELL 1000 VALUE IND.FUND THE NORTHERN TRUST CO · EIN 45-6138589 / PN 098 | Common Collective Trust | $92.3M | 10.0% |
| GOLDENTREE MS FD OFFSHORE ERISA LTD GOLDENTREE ASSET MANAGEMENT · EIN 98-1018819 / PN 002 | 103-12 Investment Entity | $76.8M | 8.4% |
| HARDMAN JOHNSTON INT'L EQ GRP TRUST HARDMAN JOHNSTON GLOBAL ADVISORS LLC · EIN 26-6493485 / PN 001 | 103-12 Investment Entity | $37.8M | 4.1% |
| AFL-CIO BLDG INVESTMENT TRUST GREAT GRAY TRUST CO LLC · EIN 52-6328901 / PN 001 | Common Collective Trust | $14.5M | 1.6% |
| POOLED SEPARATE ACCOUNTS TRANSAMERICA RETIREMENT SOLUTIONS · EIN 04-6784256 / PN 000 | Pooled Separate Account | $3.8M | 0.4% |