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Original filing (PDF)20250813091553NAL0008949681001
BD OF TR OPER ENG CONS. INDUSTRY MISCELLANEOUS PENSION FUND
Form 5500
FILING_RECEIVED
OPERATING ENG CONS IND MISC. PENSION FUND
Defined-benefit pension plan
Signals · 3
27% in single holdingNo recordkeeper disclosed19 service providers
Active participants
3,934
Accounts w/ balance
—
Plan assets (EOY)
$845.6M
Net assets (EOY)
$844.7M
How this plan invests
This plan
6 pooled trusts
Schedule D
6 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
87
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "[DFE: NEWTOWER TRUST COMPANY MULTI-EMPLOYER PROPERTY TRUST (extraction pending)]" is 27% of plan.
- 33 bps in Schedule C fees — 456% above peer band of 6 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BD OF TR OPER ENG CONS. INDUSTRY MISCELLANEOUS PENSION FUND.
Plan sponsor
Name
BD OF TR OPER ENG CONS. INDUSTRY MISCELLANEOUS PENSION FUND
EIN
25-6135579
Address
111 ZETA DR · PITTSBURGH, PA · 152382811
Phone
(412) 968-9750
Industry
Constructionsee all
Plan administrator
Name
OPERATING ENG CONS IND MISC. PENSION FUND
EIN
25-6135579
City
PITTSBURGH, PA
Phone
(412) 968-9750
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-13
Pension benefit codes
1A · Pay-related DB formula
Audit & trust (Schedule H)
Auditor
DICLAUDIO & KRAMER, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
19 rowsOther
19| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ULLICO | 52-6435649 | — | NONE | $526K | — |
| CHAMPLAIN INVESTMENT PARTNERS, LLC | — | BURLINGTON, VT | NONE | $271K | — |
| FOUNDRY PARTNERS | 46-1184506 | — | NONE | $235K | — |
| NEUBERGER BERMAN | 13-5521910 | — | NONE | $225K | — |
| GLOBAL TRUST COMPANY | 26-3761443 | — | NONE | $199K | — |
| POLEN | — | BOCA RATON, FL | NONE | $191K | — |
| LOOMIS SAYLES & CO LLP | — | PHILADELPHIA, PA | NONE | $182K | — |
| JOHNSTON ASSET MANAGEMENT | 13-3257590 | — | NONE | $175K | — |
| MARINER INSTITUTIONAL, LLC | 59-3676225 | — | NONE | $130K | — |
| IFM INVESTORS | — | NEW YORK, NY | NONE | $123K | — |
| LYRICAL ASSET MANAGEMENT | — | NEW YORK, NY | NONE | $90K | — |
| SEGALL BRYANT & HAMILL | 41-1788385 | — | NONE | $89K | — |
| MANNING & NAPIER | 45-3328488 | — | NONE | $77K | — |
| ACRISURE | — | PITTSBURGH, PA | NONE | $70K | — |
| PNC BANK | 25-1197336 | — | NONE | $66K | — |
| MEYER, UNKOVIC & SCOTT | 25-1344985 | — | NONE | $52K | — |
| GALLIARD CAPITAL MANAGEMENT | — | MINNEAPOLIS, MN | NONE | $52K | — |
| NEWTON INVESTMENT MANAGEMENT | — | WOBURN, MA | NONE | $43K | — |
| DICLAUDIO & KRAMER, LLC | 27-0889793 | — | NONE | $24K | — |
Investments
2 direct securities · 6 pooled funds· $238.7M(28% 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
$168.8M
5 holdings
103-12 Investment Entity
$34.9M
1 holding
Uncategorized
$34.9M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MULTI-EMPLOYER PROPERTY TRUST NEW TOWER · EIN 52-6218800 / PN 001 | Common Collective Trust | — | — | $54.1M | 6.4% | |
| CAUSEWAY COLLECTIVE INVESTMENT TRUS SEI TRUST COMPANY · EIN 83-2723947 / PN 128 | Common Collective Trust | — | — | $47.2M | 5.6% | |
| LOOMIS MULTISECTOR FULL DISCRETION LOOMIS SAYLES TRUST COMPANY, LLC · EIN 20-8080381 / PN 005 | Common Collective Trust | — | — | $42.7M | 5.1% | |
| ULLICO INFRASTRUCTURE TAX EXEMPT LP ULLICO INVESTMENT ADVISORS, INC. · EIN 90-0622302 / PN 001 | 103-12 Investment Entity | — | — | $34.9M | 4.1% | |
| 1 INVESTMENT IN MASTER FUND | — | — | — | $34.8M | 4.1% | |
| VICTORY TRIVALENT INT'L SM CAP COLL GLOBAL TRUST COMPANY · EIN 80-6249702 / PN 006 | Common Collective Trust | — | — | $24.8M | 2.9% | |
| RECEIVABLE FROM MASTER FUND | — | — | $119K | $119K | <0.1% | |
| MEDIUM CAP INDEX FUND CLASS A COMERICA · EIN 38-6589863 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
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