Original filing (PDF)20250415162813NAL0003570449002

National Elevator Industry Pension Plan Plan Board of Trustees

Name: National Elevator Industry Pension Plan Plan Board of Trustees — Form 5500 Plan 001 (2023)
Creator: National Elevator Industry Pension Plan Plan Board of Trustees
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

National Elevator Industry Pension Plan

Defined-benefit pension plan · National Elevator Industry Pension Plan Plan Board of Trustees' National Elevator Industry Pension Plan held $11.2B in plan assets for 28,308 participants in 2023, with Iron Mountain as recordkeeper.

Signals · 3

Participant loans in default65% employer stock120 service providers

Active participants

28,308

Accounts w/ balance

—

Plan assets (EOY)

$11.2B

Net assets (EOY)

$10.8B

People on this filing

Larry McGann signed National Elevator Industry Pension Plan Plan Board of Trustees' 2023 Form 5500 as plan administrator.

Larry McGann — Plan Administrator — Form 5500 signer
Rick Amarosa — Employer / Plan Sponsor — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

National Elevator Industry Pension Plan Plan Board of Trustees' EIN is 23-2694291.

EIN 23-2694291

Plan number 001

Plan year 2023

ACK ID 20250415162813NAL0003570449002

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for National Elevator Industry Pension Plan Plan Board of Trustees from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NATIONAL ELEVATOR INDUSTRY PENSION PLAN PLAN BOARD OF TRUSTEES.

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How this plan invests

This plan

14 pooled trusts

Schedule D

68 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

Total plan cost

Plan health

Vendor & structure

Knocking points off

Participant loans in default (deemed distributions).
Total administrative cost in the bottom quartile of peers (16th percentile).
Fragmented vendor stack (120 disclosed providers, 5 categories).

Plan sponsor

Name

NATIONAL ELEVATOR INDUSTRY PENSION PLAN PLAN BOARD OF TRUSTEES

EIN

all filings

Address

19 CAMPUS BLVD, SUITE 200 · NEWTOWN SQUARE, PA · 190733288

Phone

(800) 523-4702

Industry

Construction

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

2025-04-15

Pension benefit codes

1B · Flat-dollar DB formula

Audit & trust (Schedule H)

Auditor

DANIEL A. WINTERS & COMPANY, CPAS

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

120 rows

Investments

68 direct securities · 14 pooled funds· $2.5B(23% 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

$2.0B

10 holdings

Pooled Separate Account

$234.3M

1 holding

Common Stocks

$160.0M

45 holdings

Other securities

$87.2M

23 holdings

103-12 Investment Entity

$718K

3 holdings

					% of plan
BNYM DB SL STOCK INDEX FUND THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 010	Common Collective Trust	—	—	$359.2M	3.2%
WILLIAM BLAIR EM EQ WILLIAM BLAIR · EIN 27-6331814 / PN 003	Common Collective Trust	—	—	$275.2M	2.5%
SCHRODER COLLECTIVE INVESTMENT TRUS SEI TRUST COMPANY · EIN 46-4679164 / PN 072	Common Collective Trust	—	—	$273.0M	2.4%
NEUBERGER BERMAN EMERGING MARKETS NEUBERGER BERMAN TRUST COMPANY NA · EIN 20-4797982 / PN 011	Common Collective Trust	—	—	$265.1M	2.4%
INVESCO BALANCED-RISK ALLOCATION TR INVESCO TRUST COMPANY · EIN 26-6399613 / PN 001	Common Collective Trust	—	—	$247.7M	2.2%
ABERDEEN EMERGING MARKETS EQUITY FD ABERDEEN ASSET MANAGEMENT · EIN 36-7180580 / PN 001	Common Collective Trust	—	—	$247.1M	2.2%
SEPARATE ACCOUNT J THE UNION LABOR LIFE INSURANCE COMPANY · EIN 13-1423090 / PN 203	Pooled Separate Account	—	—	$234.3M	2.1%
LORD ABBETT HIGH YIELD CORE TR II WILMINGTON TRUST NA · EIN 82-1095844 / PN 320	Common Collective Trust	—	—	$217.0M	1.9%
NEW TOWER TRUST COMPANY MEPT NEW TOWER TRUST COMPANY · EIN 52-6218800 / PN 001	Common Collective Trust	—	—	$72.6M	0.6%
BNYM DB SL AGGREGATE BOND INDEX FD THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 056	Common Collective Trust	—	—	$61.9M	0.6%
AFL-CIO BUILDING INVESTMENT TRUST GREAT GRAY TRUST COMPANY, LLC · EIN 52-6328901 / PN 001	Common Collective Trust	—	—	$27.0M	0.2%
TAIWAN SEMICONDUCTOR MANUFAC	Other securities	—	—	$23.3M	0.2%
SAMSUNG ELECTRONICS PREF	Other securities	—	—	$17.7M	0.2%
TENCENT HOLDINGS LTD	Common Stocks	—	—	$13.3M	0.1%
HDFC BANK LIMITED	Other securities	—	—	$9.7M	<0.1%
ALIBABA GROUP HOLDING LTD	Common Stocks	—	—	$9.6M	<0.1%
SBI LIFE INSURANCE CO LTD	Common Stocks	—	—	$6.0M	<0.1%
AIA GROUP LTD	Common Stocks	—	—	$5.6M	<0.1%
POWER GRID CORP OF INDIA LTD	Common Stocks	—	—	$5.3M	<0.1%
FOMENTO ECONOMICO MEX SP ADR	Common Stocks	—	—	$4.8M	<0.1%
TOTALENERGIES SE	Common Stocks	—	—	$4.8M	<0.1%
RAIA DROGASIL SA	Common Stocks	—	—	$4.6M	<0.1%
BANK RAKYAT INDONESIA PERSER	Other securities	—	—	$4.6M	<0.1%
GRUPO FINANCIERO BANORTE O	Other securities	—	—	$4.5M	<0.1%
KWEICHOW MOUTAI CO LTD A	Common Stocks	—	—	$4.4M	<0.1%
ULTRATECH CEMENT LTD	Common Stocks	—	—	$4.3M	<0.1%
SOUTHERN COPPER CORP	Common Stocks	—	—	$4.3M	<0.1%
ITAUSA SA	Common Stocks	—	—	$4.1M	<0.1%
AL RAJHI BANK	Other securities	—	—	$4.1M	<0.1%
LG CHEM LTD	Common Stocks	—	—	$4.1M	<0.1%
MEDIATEK INC	Common Stocks	—	—	$4.1M	<0.1%
KOTAK MAHINDRA BANK LTD	Common Stocks	—	—	$4.0M	<0.1%
HINDUSTAN UNILEVER LTD	Common Stocks	—	—	$3.9M	<0.1%
SHENZHEN MINDRAY BIO MEDIC A	Other securities	—	—	$3.9M	<0.1%
TATA CONSULTANCY SVCS LTD	Common Stocks	—	—	$3.8M	<0.1%
MIDEA GROUP CO LTD A	Common Stocks	—	—	$3.7M	<0.1%
SAMSUNG E+A CO LTD	Common Stocks	—	—	$3.6M	<0.1%
B3 SA BRASIL BOLSA BALCAO	Common Stocks	—	—	$3.6M	<0.1%
JSC KASPI.KZ ADR	Common Stocks	—	—	$3.4M	<0.1%
ASM INTERNATIONAL NV	Common Stocks	—	—	$3.3M	<0.1%
SANLAM LTD	Common Stocks	—	—	$3.2M	<0.1%
ACCTON TECHNOLOGY CORP	Common Stocks	—	—	$3.0M	<0.1%
MERCADOLIBRE INC	Common Stocks	—	—	$2.9M	<0.1%
NARI TECHNOLOGY CO LTD A	Common Stocks	—	—	$2.8M	<0.1%
DELTA ELECTRONICS INC	Common Stocks	—	—	$2.8M	<0.1%
MARUTI SUZUKI INDIA LTD	Common Stocks	—	—	$2.8M	<0.1%
CHINA RESOURCES LAND LTD	Common Stocks	—	—	$2.8M	<0.1%
HD KOREA SHIPBUILDING + OFFS	Other securities	—	—	$2.6M	<0.1%
GRUPO AEROPORT DEL SURESTE B	Other securities	—	—	$2.6M	<0.1%
GLOBANT SA	Common Stocks	—	—	$2.6M	<0.1%

1–50 of 82

1 / 2

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Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
IRON MOUNTAIN	23-2588479	—	NONE	$18K	—

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
LYRICAL ASSET MANAGEMENT	37-1572793	—	NONE	$2.2M	—
LSV ASSET MANAGEMENT	23-2772200	—	NONE	$1.9M	—
WELLS CAPITAL MANAGEMENT	95-3692822	—	NONE	$1.8M	—
ABERDEEN ASSET MANAGEMENT INC.	51-0368279	—	NONE	$1.6M	—
WILLIAM BLAIR INVESTMENT MANAGEMENT	36-2214610	—	NONE	$1.6M	—
SEGAL MARCO ADVISORS	13-2646110	—	NONE	$1.5M	—
THE BOSTON COMPANY ASSET MGMT, LLC	04-3404987	—	NONE	$1.1M	—
COLUMBIA MGMT INVESTMENT ADVISERS	13-3180631	—	NONE	$986K	—
SCHRODER INVESTMENT MANAGEMENT	13-4064414	—	NONE	$962K	—
DEPRINCE RACE & ZOLLO INC	59-3299598	—	NONE	$708K	—
AMERICAN REALTY ADVISORS	33-0123114	—	NONE	$688K	—
WEDGE CAPITAL MANAGEMENT	56-1557450	—	NONE	$685K	—
COLCHESTER GLOBAL INVESTORS LIMITED	—	—	NONE	$403K	—
GALLAGHER FIDUCIARY ADVISORS, LLC	36-4291971	—	NONE	$127K	—
MELLON CAPITAL MANAGEMENT CORP	25-1442864	—	NONE	$100K	—
PARAMETRIC PORTFOLIO ASSOCIATES LLC	20-0292745	—	NONE	$78K	—
HOTCHKIS & WILEY CAPITAL MANAGEMENT	95-4871957	—	NONE	$9K	—

Trustee

Name	EIN	Location	Relation	Direct comp	Indirect comp
TRUSTEE A	23-2694291	—	TRUSTEE	$42K	—
TRUSTEE C	23-2694291	—	TRUSTEE	$24K	—
TRUSTEE D	23-2694291	—	TRUSTEE	$14K	—
TRUSTEE B	23-2694291	—	TRUSTEE	$13K	—
TRUSTEE E	23-2694291	—	TRUSTEE	$11K	—
TRUSTEE F	23-2694291	—	TRUSTEE	$11K	—
TRUSTEE G	23-2694291

Data / Research / Other vendors

Name	EIN	Location	Relation	Direct comp	Indirect comp
INCOME RESEARCH AND MANAGEMENT	04-2955404	—	NONE	$571K	—
SMART DATA SOLUTIONS	41-2006324	—	NONE	$138K	—
AUTOMATIC DATA PROCESSING	13-3036745	—	NONE	$31K	—
ATLANTIC DATA SECURITY LLC	45-3304424	—	NONE	$24K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
GLOBEFLEX CAPITAL	33-0597629	—	NONE	$1.2M	—
INSIGHT PARETO	—	—	NONE	$1.1M	—
BROOKFIELD PUBLIC SECURITIES GROUP	22-3335453	—	NONE	$1.0M	—
THE BANK OF NEW YORK MELLON	13-5160382	—	NONE	$899K	—
BASYS, INC/BRIDGEWAY TECHNOLOGIES	52-1796473	—	NONE	$889K	—
SEGAL COMPANY	13-1835864	—	NONE	$852K	—