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Original filing (PDF)20251015110543NAL0005882400003
WAREHOUSE EMPLOYEES UNION LOCAL 169 AND EMPLOYERS JOINT PENSION FUND
Form 5500
FILING_RECEIVED
WAREHOUSE EMPLOYEES UNION LOCAL 169 AND EMPLOYERS JOINT PENSION FUND
Defined-benefit pension plan
Signals · 4
100% in single holding~117 bps in Sched C feesNo recordkeeper disclosed8 service providers
Active participants
373
Accounts w/ balance
—
Plan assets (EOY)
$43.4M
Net assets (EOY)
$43.0M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
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
- Top holding "[DFE: LONGVIEW TOTALMARKET 1500 INDEX FUND (extraction pending)]" is 100% of plan.
- 117 bps in Schedule C fees — 305% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WAREHOUSE EMPLOYEES UNION LOCAL 169 AND EMPLOYERS JOINT PENSION FUND.
Plan sponsor
Name
WAREHOUSE EMPLOYEES UNION LOCAL 169 AND EMPLOYERS JOINT PENSION FUND
EIN
23-6230368
Address
1363 W. CHELTENHAM AVENUE · ELKINS PARK, PA · 190270000
Phone
(215) 635-1696
Industry
Transportation & Warehousingsee all
Plan administrator
Name
WAREHOUSE EMPLOYEES UNION LOCAL 169 EMPLOYERS JOINT PENSION FUND
EIN
23-6230368
City
ELKINS PARK, PA
Phone
(215) 635-1696
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
1A · Pay-related DB formula
Audit & trust (Schedule H)
Auditor
BACHELER & COMPANY PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
8 rowsOther
8| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS | 52-1590516 | TAMPA, FL | NONE | $180K | — |
| THE MCKEOGH COMPANY | 23-3003375 | WEST CONSHOHOCKEN, PA | NONE | $162K | — |
| COOKE AND BEILER LP | 23-3082822 | PHILADELPHIA, PA | NONE | $79K | — |
| RBC WEALTH MANAGEMENT | 41-1416330 | CONSHOHOCKEN, PA | NONE | $30K | — |
| MERANZE, KATZ & GAUDIOSO | 23-2331604 | PHILADELPHIA, PA | NONE | $26K | — |
| LOOP CAPITAL LLC | 36-4164012 | CHICAGO, IL | NONE | $21K | — |
| AMALGAMATED BANK | 13-4920330 | NEW YORK, NY | NONE | $12K | — |
| BACHELER & COMPANY PC | 23-2978066 | CHERRY HILL, NJ | NONE | $0 | — |
Investments
1 pooled fund· $14.7M(34% 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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| LONGVIEW TOTAL MARKET 1500 INDEX FD AMALGAMATED BANK · EIN 13-4920330 / PN 007 | Common Collective Trust | — | — | $14.7M | 33.9% |