Original filing (PDF)20250616100321NAL0000436595001

WWEC LOCAL 863 PENSION PLAN

Name: WWEC LOCAL 863 PENSION PLAN — Form 5500 (2023)
Creator: WWEC LOCAL 863 PENSION PLAN

Form 5500

FILING_RECEIVED

Defined-benefit pension plan

Signals · 2

No recordkeeper disclosed9 service providers

Active participants

776

Accounts w/ balance

—

Plan assets (EOY)

$189.5M

Net assets (EOY)

$189.4M

How this plan invests

This plan

3 collective trusts

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

100

Knocking points off

34 bps in Schedule C fees — 235% above peer band of 10 bps.
No recordkeeper disclosed on Schedule C.

Helping the score

Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WWEC LOCAL 863 PENSION PLAN.

Plan sponsor

Name

WWEC LOCAL 863 PENSION PLAN

EIN

26-3541447

Address

209 SUMMIT ROAD · MOUNTAINSIDE, NJ · 070922304

Phone

(908) 654-3361

Industry

Finance & Insurancesee all

Plan administrator

Name

TRUSTEES OF THE PENSION FUND WWEC LOCAL 863 PLAN

EIN

26-3541447

City

MOUNTAINSIDE, NJ

Phone

(908) 654-3361

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-09-01

Tax period

2024-08-31

Filed

2025-06-16

Pension benefit codes

1B · Flat-dollar DB formula

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

BEDERSON LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

9 rows

Custodian

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL CUSTODY SOLUTIONS	42-1466678	DES MOINES, IA	CUSTODIAN	$25K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
MORGAN STANLEY SMITH BARNEY LLC	26-4310632	NEW YORK, NY	INVESTMENT MANAGEMENT FEE	$188K	—
JANNEY MONTGOMERY SCOTT LLC	84-3149820	BEDMINSTER, NJ	INVESTMENT MANAGER	$97K	—
MORGAN STANLEY WEALTH MANAGEMENT	26-4310632	NEW YORK, NY	INVESTMENT MANAGEMENT FEE	$75K	—
UBS REALTY	26-6910306	HARTFORD, CT	INVESTMENT MANAGEMENT FEE	$55K	—
BANK OF NEW YORK MELLON	25-6078093	BOSTON, MA	INVESTMENT MANAGEMENT FEE	$16K	—
KENNETH NOWAK, ESQ.	14-9387261	NEW YORK, NY	CONSULTANT	$8K	—

Accountant / Auditor

Name	EIN	Location	Relation	Direct comp	Indirect comp
BEDERSON LLP	22-2978848	FAIRFIELD, NJ	ACCOUNTANT	$85K	—

Actuary

Name	EIN	Location	Relation	Direct comp	Indirect comp
THE SEGAL COMPANY	06-0839113	NEW YORK, NY	ACTUARY	$86K	—

Investments

3 pooled funds· $43.1M(23% 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
EB DV NON-SL INTL STOCK INDEX FUND THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 213	Common Collective Trust	$17.1M	9.0%
EB DV NON-SL BROAD MARKET STOCK IND THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 268	Common Collective Trust	$14.6M	7.7%
ASB LABOR EQUITY INDEX FUND CHEVY CHASE TRUST COMPANY · EIN 27-3350609 / PN 010	Common Collective Trust	$11.4M	6.0%