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Original filing (PDF)20251007141817NAL0002738387002
THE SAN DIEGO UNION-TRIBUNE LLC
Form 5500
FILING_RECEIVED
THE SAN DIEGO UNION-TRIBUNE LLC RETIREMENT PLAN
Defined-benefit pension plan
Signals · 2
40% in single holding7 service providers
Active participants
32
Accounts w/ balance
—
Plan assets (EOY)
$99.6M
Net assets (EOY)
$99.5M
How this plan invests
This plan
1 pooled trust
Schedule D
9 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
85
/ 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
80
Total plan cost
65
Vendor stack
75
Participation health
100
Knocking points off
- Top holding "s The Vanguard Group Vanguard Total Stock Market" is 40% of plan.
- 61 bps in Schedule C fees — 282% above peer band of 16 bps.
- Plan is frozen (1I) — no new benefit accrual.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE SAN DIEGO UNION-TRIBUNE LLC.
Plan sponsor
Name
THE SAN DIEGO UNION-TRIBUNE LLC
EIN
26-4538894
Address
5990 WASHINGTON STREET · DENVER, CO · 802161349
Phone
(303) 954-6446
Industry
Information / Tech / Mediasee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-07
Pension benefit codes
1A · Pay-related DB formula
1I · Frozen plan — no new benefit accrual
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsOther
7| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MILLIMAN INC | 91-0675641 | — | NONE | $152K | — |
| AON CONSULTING INC | 22-2232264 | — | NONE | $142K | — |
| CAMBRIDGE ASSOCIATES LLC | 04-3515240 | — | NONE | $135K | — |
| THE BANK OF NEW YORK MELLON | 13-5160382 | — | NONE | $91K | — |
| BAKER TILLY US, LLP | 39-0859910 | — | NONE | $32K | — |
| BCHR US ACQUISITIONS INC | 83-1116912 | — | NONE | $31K | — |
| FORD & HARRISON LLP | 58-1314995 | — | NONE | $25K | — |
Investments
9 direct securities · 1 pooled fund· $102.3M(100% 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.
Uncategorized
$58.9M
8 holdings
Mutual Funds
$39.0M
1 holding
Common Collective Trust
$4.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| The Vanguard Group Vanguard Total Stock Market | Mutual Funds | — | $30.2M | $39.0M | 39.2% | |
| Index Fund Institutional Shares The Vanguard Group Vanguard Total International | — | — | $17.1M | $17.2M | 17.3% | |
| Stock Index Fund Institutional Shares The Vanguard Group Vanguard Total Bond Market | — | — | $14.4M | $14.4M | 14.5% | |
| Index Fund The Vanguard Group Vanguard Small Cap Index | — | — | $10.1M | $11.1M | 11.1% | |
| Common Collective Trust * Bank of New York Mellon Eagle Capital EB Temp Inv | — | — | $4.4M | $4.4M | 4.4% | |
| EB TEMPORARY INVESTMENT THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 023 | Common Collective Trust | — | — | $4.4M | 4.4% | |
| Fund II Angeles Investment Advisors Angeles Absolute Return | — | — | $2.8M | $4.0M | 4.0% | |
| Index Fund Admiral Shares The Vanguard Group Vanguard Emerging Market | — | — | $2.6M | $2.9M | 2.9% | |
| Institutional Central Fund The Vanguard Group Vanguard Pacific Stock | — | — | $2.6M | $2.7M | 2.7% | |
| Limited Partnerships Chamber Energy Capital Chamber Energy Capital | — | — | $3.6M | $2.2M | 2.2% |