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Original filing (PDF)20250404113659NAL0006813187001
BOARD OF TRUSTEES NW OHIO CARP MW PD SUPPLEMENTAL
Form 5500
FILING_RECEIVED
NORTHWEST OHIO CARPENTERS, MILLWRIGHTS AND PILE DRIVERS SUPPLEMENTAL PENSION PLAN
Defined-contribution retirement plan
Signals · 2
No recordkeeper disclosed9 service providers
Active participants
2,430
Accounts w/ balance
5,774
Plan assets (EOY)
$324.1M
Net assets (EOY)
$323.9M
How this plan invests
This plan
6 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)
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
- 19 bps in Schedule C fees — 89% 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 BOARD OF TRUSTEES NW OHIO CARP MW PD SUPPLEMENTAL.
Plan sponsor
Name
BOARD OF TRUSTEES NW OHIO CARP MW PD SUPPLEMENTAL
EIN
34-1697633
Address
P.O. BOX 1330 · HOLLAND, OH · 43528
Phone
(419) 248-2401
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-04
Pension benefit codes
2C · Money purchase (other than target benefit)
Audit & trust (Schedule H)
Auditor
CLARK, SCHAEFER, HACKETT & CO.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
9 rowsOther
9| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHWESTERN OHIO ADMINISTRATORS | 34-1337680 | — | NONE | $218K | — |
| FRONTIER CAPITAL MANAGEMENT | 04-3492668 | — | NONE | $113K | — |
| KEY BANK NATIONAL ASSOCIATION | 34-0797057 | — | NONE | $92K | — |
| MEKETA INVESTMENT GROUP | 04-2659023 | — | NONE | $61K | — |
| OHIO CAPENTERS' FRINGE BENEFIT FUND | 45-0593187 | — | NONE | $52K | — |
| SHUMAKER LOOP KENDRICK | 34-4439491 | — | NONE | $33K | — |
| HUNTINGTON INSURANCE | — | COLUMBUS, OH | NONE | $19K | — |
| STATE STREET GLOBAL ADVISORS | 81-4017137 | — | NONE | $15K | — |
| CLARK, SCHAEFER, HACKETT & CO. | 31-0800053 | — | NONE | $11K | — |
Investments
6 pooled funds· $121.8M(38% 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 |
|---|---|---|---|
| ARROWSTREET INTL EQUITY EAFE CIT GLOBAL TRUST COMPANY · EIN 30-6507806 / PN 000 | Common Collective Trust | $52.5M | 16.2% |
| SSGA US HIGH YIELD BOND INDEX STATE STREET BANK AND TRUST · EIN 04-3508891 / PN 001 | Common Collective Trust | $25.0M | 7.7% |
| SSGA TIPPS INDEX NL FUND STATE STREET BANK AND TRUST · EIN 04-0025081 / PN 152 | Common Collective Trust | $14.8M | 4.6% |
| SSGA S&P GLOBAL LARGEMIDCAP NATURAL STATE STREET BANK AND TRUST · EIN 90-0337987 / PN 287 | Common Collective Trust | $14.7M | 4.5% |
| AXIOM EMERGING MARKETS WORLD EQUITY AXIOM INTERNATIONAL INVESTORS, LLC · EIN 82-3987852 / PN 000 | Common Collective Trust | $14.7M | 4.5% |
| SSGA MSCI ACWI EX USA NL FUND STATE STREET BANK AND TRUST · EIN 90-0337987 / PN 159 | Common Collective Trust | $0 | <0.1% |