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Original filing (PDF)20250822103259NAL0008894176002
BD OF TRUSTEES IUBAC LOCAL UNION OFFICER & EMPL PENSION PLAN
Form 5500
FILING_RECEIVED
IUBAC - LOCAL UNION OFFICERS & EMPLOYEES PENSION PLAN
Defined-benefit pension plan
Signals · 3
100% in single holdingNo recordkeeper disclosed10 service providers
Active participants
330
Accounts w/ balance
—
Plan assets (EOY)
$147.3M
Net assets (EOY)
$147.1M
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: IUBAC MASTER TRUST (no filing on disk)]" is 100% of plan.
- 62 bps in Schedule C fees — 518% 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 BD OF TRUSTEES IUBAC LOCAL UNION OFFICER & EMPL PENSION PLAN.
Plan sponsor
Name
BD OF TRUSTEES IUBAC LOCAL UNION OFFICER & EMPL PENSION PLAN
EIN
30-0853485
Address
620 F STREET,NW · WASHINGTON, DC · 200041618
Phone
(202) 783-3788
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-22
Pension benefit codes
1A · Pay-related DB formula
Audit & trust (Schedule H)
Auditor
CALIBRE CPA GROUP, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
10 rowsOther
10| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| IUBAC | 53-0038250 | — | AFFILIATE | $607K | — |
| ARROWSTREET CAPITAL | 04-3472863 | — | NONE | $66K | — |
| ALAN D. BILLER & ASSOCIATES, INC. | 94-2854958 | — | NONE | $66K | — |
| CHEIRON, INC. | 13-4215617 | — | NONE | $61K | — |
| CALIBRE CPA GROUP PLLC | 47-0900880 | — | NONE | $45K | — |
| FUIMAN MOGLIA, LLP | — | NEW YORK, NY | NONE | $23K | — |
| COMERICA BANK | 42-1741646 | — | NONE | $13K | — |
| NEW TOWER TRUST COMPANY | 30-0872552 | — | NONE | $12K | — |
| THE UNION LABOR LIFE INSURANCE CO. | 13-1423090 | — | NONE | $9K | — |
| INVESTMENT PERFORMANCE SERVICES, LL | 58-2432390 | — | NONE | $8K | — |
Investments
1 pooled fund· $145.1M(99% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| IUBAC MASTER TRUST INTERNATIONAL UNION OF BRICKLAYERS AND ALLIED CRAFTWORKERS · EIN 53-0038250 / PN 002 | Master Trust | — | — | $145.1M | 98.5% |