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Original filing (PDF)20250909083011NAL0020087665002
GLAZIERS LOCAL 387 PENSION PLAN
Form 5500
FILING_RECEIVED
GLAZIERS LOCAL 387 PENSION PLAN
Defined-benefit pension plan
Signals · 2
~114 bps in Sched C fees13 service providers
Active participants
54
Accounts w/ balance
—
Plan assets (EOY)
$22.9M
Net assets (EOY)
$22.9M
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)
86
/ 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
75
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 114 bps in Schedule C fees — 295% above peer band of 29 bps.
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 GLAZIERS LOCAL 387 PENSION PLAN.
Plan sponsor
Name
GLAZIERS LOCAL 387 PENSION PLAN
EIN
31-6127281
Address
7440 WOODLAND AVE · INDIANAPOLIS, IN · 46278
Phone
(513) 221-7990
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-12-01
Tax period
2024-11-30
Filed
2025-09-09
Pension benefit codes
1B · Flat-dollar DB formula
Audit & trust (Schedule H)
Auditor
DGPERRY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
13 rowsOther
13| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL FINANCIAL GROUP | 42-0127290 | DES MOINES, IA | NONE | $42K | — |
| LEDBETTER PARTNERS | 03-0599899 | CINCINNATI, OH | NONE | $31K | — |
| CUNI RUST & STRENK | 31-1227755 | CINCINNATI, OH | NONE | $31K | — |
| UMR | 39-1995276 | INDIANAPOLIS, IN | NONE | $22K | — |
| EATON VANCE | 04-3101341 | BOSTON, MA | NONE | $22K | — |
| DGPERRY CPAS + ADVISORS | 83-3033790 | CANFIELD, OH | NONE | $21K | — |
| INVESTMENT PERFORMANCE SERVICES | — | WASHINGTON, PA | NONE | $21K | — |
| LAZARD ASSET MANAGEMENT | 20-0169148 | NEW YORK, NY | NONE | $17K | — |
| MANNING & NAPIER | 45-2069100 | FAIRPORT, NY | NONE | $16K | — |
| BROWN ADVISORY | 26-0680642 | BALTIMORE, MD | NONE | $15K | — |
| ARISTOTLE CAPITAL MANAGEMENT | 95-4833644 | LOS ANGELES, CA | NONE | $10K | — |
| SEGAL SELECT INSURANCE | 46-0614919 | NEW YORK, NY | NONE | $10K | — |
| NATIONAL INVESTMENT SERVICES | 04-3044983 | MILWAUKEE, WI | NONE | $5K | — |
Investments
3 pooled funds· $8.2M(36% 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
$4.4M
2 holdings
Pooled Separate Account
$3.8M
1 holding
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| PRINCIPAL U.S. PROPERTY SEPARATE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | $3.8M | 16.6% |
| LAZARD INTERNATIONAL EQUITY CIT GREAT GRAY TRUST COMPANY, LLC · EIN 46-3944954 / PN 187 | Common Collective Trust | $2.3M | 10.0% |
| NIS INTERMEDIATE FIXED INCOME FUND NATIONAL INVESTMENT SERVICES OF AMERICA LLC · EIN 20-0065449 / PN 004 | Common Collective Trust | $2.1M | 9.1% |