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Original filing (PDF)20250415162813NAL0003570449002
NATIONAL ELEVATOR INDUSTRY PENSION PLAN PLAN BOARD OF TRUSTEES
Form 5500
FILING_RECEIVED
NATIONAL ELEVATOR INDUSTRY PENSION PLAN
Defined-benefit pension plan
Signals · 2
No recordkeeper disclosed120 service providers
Active participants
28,308
Accounts w/ balance
—
Plan assets (EOY)
$11.2B
Net assets (EOY)
$10.8B
How this plan invests
This plan
14 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
- 31 bps in Schedule C fees — 512% above peer band of 5 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 NATIONAL ELEVATOR INDUSTRY PENSION PLAN PLAN BOARD OF TRUSTEES.
Plan sponsor
Name
NATIONAL ELEVATOR INDUSTRY PENSION PLAN PLAN BOARD OF TRUSTEES
EIN
23-2694291
Address
19 CAMPUS BLVD, SUITE 200 · NEWTOWN SQUARE, PA · 190733288
Phone
(800) 523-4702
Industry
Constructionsee 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
2025-04-15
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 rowsTrustee
13| 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 | — | TRUSTEE | $10K | — |
| TRUSTEE L | 23-2694291 | — | TRUSTEE | $9K | — |
| TRUSTEE M | 23-2694291 | — | TRUSTEE | $9K | — |
| TRUSTEE J | 23-2694291 | — | TRUSTEE | $8K | — |
| TRUSTEE K | 23-2694291 | — | TRUSTEE | $7K | — |
| TRUSTEE I | 23-2694291 | — | TRUSTEE | $7K | — |
| TRUSTEE H | 23-2694291 | — | TRUSTEE | $5K | — |
Other
107| 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 | — |
| GLOBEFLEX CAPITAL | 33-0597629 | — | NONE | $1.2M | — |
| INSIGHT PARETO | — | — | NONE | $1.1M | — |
| THE BOSTON COMPANY ASSET MGMT, LLC | 04-3404987 | — | NONE | $1.1M | — |
| BROOKFIELD PUBLIC SECURITIES GROUP | 22-3335453 | — | NONE | $1.0M | — |
| COLUMBIA MGMT INVESTMENT ADVISERS | 13-3180631 | — | NONE | $986K | — |
| SCHRODER INVESTMENT MANAGEMENT | 13-4064414 | — | NONE | $962K | — |
| THE BANK OF NEW YORK MELLON | 13-5160382 | — | NONE | $899K | — |
| BASYS, INC/BRIDGEWAY TECHNOLOGIES | 52-1796473 | — | NONE | $889K | — |
| SEGAL COMPANY | 13-1835864 | — | NONE | $852K | — |
| JANUS CAPITAL GROUP | 75-3019302 | — | NONE | $852K | — |
| SEGAL SELECT INSURANCE | 46-0619194 | — | NONE | $805K | — |
| NEPF AEW REITS | 20-3166994 | — | NONE | $797K | — |
| DEPRINCE RACE & ZOLLO INC | 59-3299598 | — | NONE | $708K | — |
| O'DONOGHUE & O'DONOGHUE | 53-0120528 | — | NONE | $694K | — |
| AMERICAN REALTY ADVISORS | 33-0123114 | — | NONE | $688K | — |
| WEDGE CAPITAL MANAGEMENT | 56-1557450 | — | NONE | $685K | — |
| LOOMIS SAYLES | 04-3200030 | — | NONE | $682K | — |
| DANIEL A. WINTERS & COMPANY | 23-2586736 | — | NONE | $614K | — |
| MONDRIAN INVESTMENT GROUP (US) INC | 56-2475915 | — | NONE | $604K | — |
| INCOME RESEARCH AND MANAGEMENT | 04-2955404 | — | NONE | $571K | — |
| CDW DIRECT LLC | 36-3310735 | — | NONE | $489K | — |
| COLCHESTER GLOBAL INVESTORS LIMITED | — | — | NONE | $403K | — |
| DODGE & COX INC | 94-1441976 | — | NONE | $378K | — |
| STANDARD REGISTER | 41-0852411 | — | NONE | $340K | — |
| ALLSUP INC | 37-1170934 | — | NONE | $335K | — |
| STONE HARBOR INVESTMENT PARTNERS | 20-3888589 | — | NONE | $286K | — |
| TIERPOINT LLC | 27-2877647 | — | NONE | $265K | — |
| MULTI EMPLYER TRUST REIT WASH | 52-6218800 | — | NONE | $256K | — |
| GRUBB & ELLIS MGMT SERVICES, INC | 45-4867781 | — | NONE | $228K | — |
| OPTIV SECURITY INC | 43-1806449 | — | NONE | $211K | — |
| ORACLE AMERICA INC | 94-2805249 | — | NONE | $185K | — |
| ZELIS RED CARD | 86-1040707 | — | NONE | $177K | — |
| VERIZON BUSINESS NETWORK | 13-2745892 | — | NONE | $170K | — |
| VERIZON WIRELESS | 22-3723921 | — | NONE | $170K | — |
| PREMIER TECHNOLOGY SOLUTIONS INC | 13-3933805 | — | NONE | $165K | — |
| SMART DATA SOLUTIONS | 41-2006324 | — | NONE | $138K | — |
| RONALD P TEDESCO | — | WEST CHESTER, PA | NONE | $133K | — |
| GALLAGHER FIDUCIARY ADVISORS, LLC | 36-4291971 | — | NONE | $127K | — |
| EMPLOYEE A | 23-6209769 | — | EMPLOYEE | $122K | — |
| WELLS FARGO | 94-1347393 | — | NONE | $101K | — |
| MELLON CAPITAL MANAGEMENT CORP | 25-1442864 | — | NONE | $100K | — |
| SEYFARTH SHAW LLP | 36-2152202 | — | NONE | $86K | — |
| EMPLOYEE B | 23-6209769 | — | EMPLOYEE | $81K | — |
| KELLY PRESS INC | 52-0975591 | — | NONE | $80K | — |
| EMPLOYEE C | 23-6209769 | — | EMPLOYEE | $78K | — |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 20-0292745 | — | NONE | $78K | — |
| COMCAST | 23-1709202 | — | NONE | $77K | — |
| EMPLOYEE D | 23-6209769 | — | EMPLOYEE | $74K | — |
| DEARBORN LIFE INSURANCE COMPANY | 36-2598882 | — | NONE | $70K | — |
| EMPLOYEE E | 23-6209769 | — | EMPLOYEE | $63K | — |
| ELIRE INC | 20-2930767 | — | NONE | $60K | — |
| AVAYA | 22-3713430 | — | NONE | $54K | — |
| EMPLOYEE F | 23-6209769 | — | EMPLOYEE | $54K | — |
| EMPLOYEE G | 23-6209769 | — | EMPLOYEE | $53K | — |
| EMPLOYEE H | 23-6209769 | — | EMPLOYEE | $51K | — |
| EMPLOYEE I | 23-6209769 | — | EMPLOYEE | $50K | — |
| EMPLOYEE J | 23-6209769 | — | EMPLOYEE | $48K | — |
| EMPLOYEE K | 23-6209769 | — | EMPLOYEE | $48K | — |
| EMPLOYEE L | 23-6209769 | — | EMPLOYEE | $47K | — |
| EMPLOYEE M | 23-6209769 | — | EMPLOYEE | $46K | — |
| EMPLOYEE N | 23-6209769 | — | EMPLOYEE | $43K | — |
| EMPLOYEE O | 23-6209769 | — | EMPLOYEE | $42K | — |
| EMPLOYEE P | 23-6209769 | — | EMPLOYEE | $42K | — |
| EMPLOYEE Q | 23-6209769 | — | EMPLOYEE | $41K | — |
| EMPLOYEE R | 23-6209769 | — | EMPLOYEE | $41K | — |
| EMPLOYEE S | 23-6209769 | — | EMPLOYEE | $38K | — |
| EMPLOYEE T | 23-6209769 | — | EMPLOYEE | $37K | — |
| EMPLOYEE U | 23-6209769 | — | EMPLOYEE | $36K | — |
| PEOPLESHARE | 20-2128046 | — | NONE | $35K | — |
| EMPLOYEE V | 23-6209769 | — | EMPLOYEE | $32K | — |
| EMPLOYEE W | 23-6209769 | — | EMPLOYEE | $32K | — |
| EMPLOYEE X | 23-6209769 | — | EMPLOYEE | $31K | — |
| AUTOMATIC DATA PROCESSING | 13-3036745 | — | NONE | $31K | — |
| NCCMP | 52-1041104 | — | NONE | $30K | — |
| EMPLOYEE Y | 23-6209769 | — | EMPLOYEE | $27K | — |
| EMPLOYEE Z | 23-6209769 | — | EMPLOYEE | $27K | — |
| EMPLOYEE AA | 23-6209769 | — | EMPLOYEE | $27K | — |
| EMPLOYEE AB | 23-6209769 | — | EMPLOYEE | $26K | — |
| EMPLOYEE AC | 23-6209769 | — | EMPLOYEE | $26K | — |
| EMPLOYEE AD | 23-6209769 | — | EMPLOYEE | $25K | — |
| EMPLOYEE AE | 23-6209769 | — | EMPLOYEE | $25K | — |
| EMPLOYEE AF | 23-6209769 | — | EMPLOYEE | $25K | — |
| EMPLOYEE AG | 23-6209769 | — | EMPLOYEE | $24K | — |
| EMPLOYEE AH | 23-6209769 | — | EMPLOYEE | $24K | — |
| ATLANTIC DATA SECURITY LLC | 45-3304424 | — | NONE | $24K | — |
| EMPLOYEE AI | 23-6209769 | — | EMPLOYEE | $24K | — |
| PITNEY BOWES GLOBAL FINANCIAL SERVI | 20-1344287 | — | NONE | $24K | — |
| SYXSENSE INC | 61-1695148 | — | NONE | $21K | — |
| CANON FINANCIAL SERVICES INC | 22-3056822 | — | NONE | $19K | — |
| IRON MOUNTAIN | 23-2588479 | — | NONE | $18K | — |
| CUMMINS & CUMMINS | 45-5377544 | — | NONE | $17K | — |
| STAPLES | 04-3390816 | — | NONE | $13K | — |
| COWEN AND COMPANY LLC | 84-1702964 | — | NONE | $11K | — |
| GILBERT & SACKMAN ALC | 95-2906951 | — | NONE | $10K | — |
| FRASER ADVANCED INFORMATION SYSTEMS | 23-1975860 | — | NONE | $9K | — |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT | 95-4871957 | — | NONE | $9K | — |
| HYLAND SOFTWARE, INC | 34-1699247 | — | NONE | $8K | — |
| CRADDOCK & LERRO ASSOCIATES | 23-2861867 | — | NONE | $8K | — |
| THE BERWYN GROUP | 34-1672337 | — | NONE | $6K | — |
| CONVERGEONE INC | 41-1763228 | — | NONE | $6K | — |
| COMSOURCE, INC. | 20-3985279 | — | NONE | $5K | — |
Investments
14 pooled funds· $2.3B(20% 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
103-12 Investment Entity
$718K
3 holdings
| Investment | Type | Current value | % 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% |
| OAKTREE EIF FUNDII(PARALLEL) FEEDER OAKTREE CAPITAL MANAGEMENT, L.P. · EIN 98-1151511 / PN 001 | 103-12 Investment Entity | $427K | <0.1% |
| OAKTREE EIF FUND (PARALLEL) FEEDER OAKTREE CAPITAL MANAGEMENT, L.P. · EIN 98-1076025 / PN 001 | 103-12 Investment Entity | $291K | <0.1% |
| MONDRIAN INT'L SM CAP EQUITY FD, LP MONDRIAN INVESTMENT GROUP US, INC. · EIN 33-1117950 / PN 007 | 103-12 Investment Entity | $0 | <0.1% |