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Original filing (PDF)20251014103323NAL0001227043001
CSL BEHRING LLC
Form 5500
FILING_RECEIVED
CSL BEHRING L.L.C. UNION PENSION PLAN
Defined-benefit pension plan
Signals · 1
37% in single holding
Active participants
41
Accounts w/ balance
—
Plan assets (EOY)
$36.8M
Net assets (EOY)
$36.8M
How this plan invests
This plan
4 pooled trusts
Schedule D
8 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
82
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Fidelity Intermediate Treasury Bond Index Fund CL INS 1,430,246 shares" is 37% of plan.
Helping the score
- Below-peer total fees (19 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CSL BEHRING LLC.
Plan sponsor
Name
CSL BEHRING LLC
EIN
23-2809344
Address
1020 FIRST AVENUE · KING OF PRUSSIA, PA · 194060901
Phone
(610) 878-4000
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
110
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
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
DELOITTE & TOUCHE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRUDENTIAL | 23-6994310 | — | NONE | $30K | — |
| DELOITTE & TOUCHE LLP | 13-3891517 | — | NONE | $20K | — |
| WELLS FARGO BANK, N.A. | 94-1347393 | — | NONE | $18K | — |
Investments
5 direct securities · 4 pooled funds· $36.8M(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
$25.7M
4 holdings
Common Collective Trust
$10.0M
4 holdings
Mutual Funds
$1.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Intermediate Treasury Bond Index Fund CL INS 1,430,246 shares | — | — | $14.9M | $13.5M | 36.7% | |
| Vanguard Intermediate Term Corporate Bond Index Fund Class INS 381,486 shares | — | — | $11.7M | $10.2M | 27.7% | |
| PRUDENTIAL US LONG DUR CORP BD FUND PRUDENTIAL · EIN 23-6994310 / PN 159 | Common Collective Trust | — | $8.6M | $7.2M | 19.6% | |
| BLACKROCK LONG GOVERNMENT INDEX BLACKROCK · EIN 26-3774476 / PN 001 | Common Collective Trust | — | $1.9M | $1.7M | 4.6% | |
| Fidelity Total Market Index Fund Class FAI 8,602 shares | — | — | $770K | $1.4M | 3.8% | |
| PRUDENTIAL EMERGING MRKTS DEBT FUND PRUDENTIAL · EIN 23-6994310 / PN 128 | Common Collective Trust | — | $1.4M | $1.1M | 3.0% | |
| American Funds Europacific Growth Fund Class R6 20,404 shares | Mutual Funds | — | $1.1M | $1.1M | 3.0% | |
| Money market fund Allspring Government Money Market Fund – Institutional class 581,103 shares | — | — | $581K | $581K | 1.6% | |
| BLACKROCK SHORT-TERM INV FUND BLACKROCK · EIN 94-6450621 / PN 001 | Common Collective Trust | — | — | $198 | <0.1% |