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Original filing (PDF)20260217235409NAL0008854034003
LABORERS' DISTRICT COUNCIL CONSTRUCTION INDUSTRY PENSION FUND
Form 5500
FILING_RECEIVED
LABORERS' DISTRICT COUNCIL CONSTRUCTION INDUSTRY PENSION FUND
Defined-benefit pension plan
Signals · 3
100% in single holdingNo recordkeeper disclosed44 service providers
Active participants
2,817
Accounts w/ balance
—
Plan assets (EOY)
$1.2B
Net assets (EOY)
$1.2B
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: PGIM QUANTITATIVE SOLUTIONS S&P 500 INDEX (extraction pending)]" is 100% of plan.
- 65 bps in Schedule C fees — 1200% above peer band of 5 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LABORERS' DISTRICT COUNCIL CONSTRUCTION INDUSTRY PENSION FUND.
Plan sponsor
Name
LABORERS' DISTRICT COUNCIL CONSTRUCTION INDUSTRY PENSION FUND
EIN
23-6235338
Address
665 N. BROAD STREET, 2ND FLOOR · PHILADELPHIA, PA · 191232418
Phone
—
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-05-01
Tax period
2025-04-30
Filed
2026-02-18
Pension benefit codes
1A · Pay-related DB formula
1B · Flat-dollar DB formula
Audit & trust (Schedule H)
Auditor
MITCHELL & TITUS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
44 rowsOther
44| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PATRIOT FINANCIAL PARTNERS, LP | — | PHILADELPHIA, PA | NONE | $759K | — |
| BOYD WATTERSON ASSET MANAGEMENT LLC | — | CLEVELAND, OH | NONE | $708K | — |
| INTERCONTINENTAL REAL ESTATE CORP | — | BRIGHTON, MA | NONE | $561K | — |
| VICTORY CAPITAL MANAGEMENT, INC. | — | NEW YORK, NY | NONE | $529K | — |
| SIERRA INVESTMENT PARTNERS | — | WALNUT CREEK, CA | NONE | $515K | — |
| FRED ALGER MANAGEMENT INC | — | NEW YORK, NY | NONE | $496K | — |
| PORTFOLIO ADVISORS, LLC | — | DARIEN, CT | NONE | $486K | — |
| HARDMAN JOHNSTON | — | STAMFORD, CT | NONE | $435K | — |
| PERRY N. BLACKMAN, CPA | 23-2244789 | LANGHORNE, PA | NONE | $430K | — |
| FIRST EAGLE | — | DENVER, DE | — | $397K | — |
| WEDGE CAPITAL MANAGEMENT | 23-2981986 | CHARLOTTE, NC | NONE | $351K | — |
| GREAT LAKE ADVISORS LLC | — | CHICAGO, IL | NONE | $302K | — |
| INVESTMENT PERFORMANCE SERVICE, INC | 58-1645832 | SAVANNAH, GA | NONE | $230K | — |
| ULLICO INVESTMENT CO | — | SILVER SPRING, MD | — | $168K | — |
| WASHINGTON CAPITAL MGMT | — | SEATTLE, WA | NONE | $160K | — |
| LOOP CAPITAL ASSET MANAGEMENT | — | PHILADELPHIA, PA | — | $159K | — |
| MULTI-EMPLOYER PROPERTY TRUST | 52-6218800 | — | NONE | $135K | — |
| CHARTWELL INVESTMENT PARTNERS | 23-2891243 | BERWYN, PA | NONE | $127K | — |
| THE MCKEOGH COMPANY | 23-3003375 | CONSHOHOCKEN, PA | NONE | $104K | — |
| PNC BANK | 25-1211909 | CLEVELAND, OH | NONE | $102K | — |
| CLEARY JOSEM & TRIGIANI LLP | — | PHILADELPHIA, PA | NONE | $98K | — |
| GCM GROSVENOR | — | — | NONE | $93K | — |
| CHEVY CHASE TRUST COMPANY | — | BETHESDA, MD | NONE | $90K | — |
| JANICE L. HORNE | — | PHILADELPHIA, PA | EMPLOYEE | $66K | — |
| KEVIN B. GALE | — | PHILADELPHIA, PA | EMPLOYEE | $51K | — |
| SUSANIN, WIDMAN & BRENNAN PC | 23-2564550 | BERWYN, PA | NONE | $47K | — |
| KASEY HOUSTON | — | PHILADELPHIA, PA | EMPLOYEE | $44K | — |
| CHRISTOPHER GUEST | — | PHILADELPHIA, PA | NONE | $42K | — |
| MARTINA MADISON | — | PHILADELPHIA, PA | EMPLOYEE | $39K | — |
| MITCHELL & TITUS LLP | 13-2781641 | NEW YORK, NY | NONE | $39K | — |
| ALAN PARHAM | — | PHILADELPHIA, PA | EMPLOYEE | $36K | — |
| BRIGHTLOGIX | — | FORT WASHINGTON, PA | NONE | $36K | — |
| HARRIET ANDERSON | — | PHILADELPHIA, PA | EMPLOYEE | $30K | — |
| SIBLEY ROBINSON | — | PHILADELPHIA, PA | EMPLOYEE | $29K | — |
| SWARTZ CAMPBELL LLC | — | PHILADELPHIA, PA | NONE | $27K | — |
| CRYSTAL MATOS | — | PHILADELPHIA, PA | EMPLOYEE | $25K | — |
| GRANITE RUN TECH SOLUTIONS LLC | — | MEDIA, PA | NONE | $23K | — |
| PAYCHEX INC | — | CAROL STREAM, IL | NONE | $22K | — |
| IRON MOUNTAIN RECORDS | — | COLLEGEVILLE, PA | NONE | $15K | — |
| SMITH EDWARDS DUNLAP | 23-0539350 | PHILADELPHIA, PA | NONE | $13K | — |
| JOEL P TRIGIANI | 13-1835864 | VILLANOVA, PA | — | $11K | — |
| JM CREATIVE ENTERPRISES LLC | 22-3496132 | EAST ORANGE, NJ | — | $9K | — |
| PROXY VOTE PLUS LLC | — | NORTHBROOK, IL | NONE | $8K | — |
| BRIDGEWAY BENEFIT TECHNOLOGIES LLC | 52-1796473 | BALTIMORE, MA | NONE | $6K | — |
Investments
1 pooled fund· $68.6M(6% 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 |
|---|---|---|---|---|---|---|
| PGIM QUANT SOLUTIONS S&P 500 PRUDENTIAL INSURANCE CO. · EIN 22-1211670 / PN 011 | Pooled Separate Account | — | — | $68.6M | 5.5% |
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