Original filing (PDF)20250922092527NAL0004513633001

BOARD OF TRUSTEES INSULATORS LOCAL NO. 2 ANNUITY PLAN

Name: BOARD OF TRUSTEES INSULATORS LOCAL NO. 2 ANNUITY PLAN — INSULATORS LOCAL NO. 2 ANNUITY PLAN, Form 5500 (2024)
Creator: BOARD OF TRUSTEES INSULATORS LOCAL NO. 2 ANNUITY PLAN

Form 5500

FILING_RECEIVED

INSULATORS LOCAL NO. 2 ANNUITY PLAN

Defined-contribution retirement plan

Signals · 2

37% in single holdingNo recordkeeper disclosed

Active participants

457

Accounts w/ balance

1,303

Plan assets (EOY)

$100.8M

Net assets (EOY)

$100.7M

How this plan invests

This plan

5 pooled trusts

Schedule D

7 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

Participation health

100

Knocking points off

Top holding "[DFE: EXETER TRUST COMPANY COLLECTIVE INVESTMENT FUNDS FOR EMPLOYEE BENEFIT TRUSTS-MANNING & NAPIER PRO-MIX MAXIMUM TERM COLL INVESTMENT TRUST (extraction pending)]" is 37% of plan.
22 bps in Schedule C fees — 121% above peer band of 10 bps.
No recordkeeper disclosed on Schedule C.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES INSULATORS LOCAL NO. 2 ANNUITY PLAN.

Plan sponsor

Name

BOARD OF TRUSTEES INSULATORS LOCAL NO. 2 ANNUITY PLAN

EIN

25-1400090

Address

5 HOT METAL STREET, STE 200 · PITTSBURGH, PA · 15203

Phone

(412) 432-1143

Industry

Constructionsee all

Plan administrator

Name

CENTRAL DATA SERVICES, INC.

EIN

25-1352803

City

PITTSBURGH, PA

Phone

(412) 432-1143

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-22

Pension benefit codes

2G · Total participant-directed accounts

2E · Profit-sharing

Audit & trust (Schedule H)

Auditor

DICLAUDIO & KRAMER, LLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

5 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
JOHN HANCOCK	—	WESTWOOD, MA	NONE	$95K	—
CENTRAL DATA SERVICES, INC.	25-1352803	—	NONE	$41K	—
MARINER INSTITUTIONAL LLC	—	WINTER PARK, FL	NONE	$30K	—
MEYER, UNKOVIC & SCOTT	25-1344985	—	NONE	$29K	—
DICLAUDIO & KRAMER, LLC	27-0889793	—	NONE	$27K	—

Investments

3 direct securities · 5 pooled funds· $45.1M(45% 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

$39.6M

5 holdings

OTHER

$5.1M

1 holding

Uncategorized

$469K

2 holdings

Investment	Type	Shares / units	Cost	Current value	% of plan
PRO-MIX MAXIMUM TERM COLLECTIVE INV EXETER TRUST COMPANY · EIN 02-0476209 / PN 009	Common Collective Trust	—	—	$14.7M	14.6%
PRO-MIX CONSERVATIVE TERM COLLECTIV EXETER TRUST COMPANY · EIN 02-0476209 / PN 012	Common Collective Trust	—	—	$13.7M	13.6%
FEDERATED CAPITAL PRESERVATION FUND FEDERATED INVESTORS, INC. · EIN 22-2712853 / PN 001	Common Collective Trust	—	—	$5.5M	5.5%
Other	OTHER	—	$5.1M	$5.1M	5.0%
PRO-MIX EXTENDED TERM COLLECTIVE IN EXETER TRUST COMPANY · EIN 02-0476209 / PN 010	Common Collective Trust	—	—	$3.2M	3.2%
PRO-MIX MODERATE TERM COLLECTIVE IN EXETER TRUST COMPANY · EIN 02-0476209 / PN 011	Common Collective Trust	—	—	$2.4M	2.4%
Interest-bearing cash (include money market accounts & certificates of deposit)	—	—	$236K	$236K	0.2%
Value of funds held in insurance company general account (unallocated contracts)	—	—	$232K	$232K	0.2%