Original filing (PDF)20251015110543NAL0005882400003

WAREHOUSE EMPLOYEES UNION LOCAL 169 AND EMPLOYERS JOINT PENSION FUND

Name: WAREHOUSE EMPLOYEES UNION LOCAL 169 AND EMPLOYERS JOINT PENSION FUND — Form 5500 (2024)
Creator: WAREHOUSE EMPLOYEES UNION LOCAL 169 AND EMPLOYERS JOINT PENSION FUND

Form 5500

FILING_RECEIVED

Defined-benefit pension plan

Signals · 3

~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 collective trust

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)

/ 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

Total plan cost

Vendor stack

Participation health

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 rows

Other

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

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.

Investment	Type	Current value	% of plan
LONGVIEW TOTAL MARKET 1500 INDEX FD AMALGAMATED BANK · EIN 13-4920330 / PN 007	Common Collective Trust	$14.7M	33.9%

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