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Original filing (PDF)20251013153015NAL0000767635002
ISC PLASTERERS & CEMENT MASONS PENSION FUND
Form 5500
FILING_RECEIVED
INDIANA STATE COUNCIL OF PLASTERERS & CEMENT MASON PENSION FUND
Defined-contribution retirement plan
Signals · 2
No recordkeeper disclosed17 service providers
Active participants
1,877
Accounts w/ balance
4,903
Plan assets (EOY)
$349.0M
Net assets (EOY)
$348.3M
How this plan invests
This plan
19 pooled trusts
Schedule D
57 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 50 bps in Schedule C fees — 400% 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 ISC PLASTERERS & CEMENT MASONS PENSION FUND.
Plan sponsor
Name
ISC PLASTERERS & CEMENT MASONS PENSION FUND
EIN
35-6244876
Address
8150 MADISON AVENUE · INDIANAPOLIS, IN · 46227
Phone
(219) 255-9692
Industry
Finance & Insurancesee 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
2025-10-13
Pension benefit codes
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
L. M. HENDERSON & COMPANY, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
17 rowsOther
17| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| J.P. MORGAN INVESTMENT MGMT. INC | 13-3200244 | — | NONE | $1.5M | — |
| ARNOLD & KADJAN | 36-2498571 | — | NONE | $88K | — |
| EAGAN & ASSOCIATES | 35-2079674 | — | NONE | $68K | — |
| CAPTRUST | 26-0058143 | — | NONE | $58K | — |
| L. M. HENDERSON & COMPANY, LLP | 20-5520612 | — | NONE | $32K | — |
| RICHARD J WOLF | 36-3182363 | — | NONE | $11K | — |
| MIDWEST PRESORT SOLUTIONS | — | INDIANAPOLIS, IN | NONE | $6K | — |
| INNOVATIVE SOFTWARE SOLUTIONS | — | MAPLE SHADE, NJ | NONE | $6K | — |
| EMPLOYEE FRINGES AUDIT COMPANY | 47-2979990 | — | NONE | $6K | — |
| MARK MCCLESKEY | 35-6244876 | — | FUND ADMINISTRATOR | $0 | — |
| BRIDGEWAY BENEFIT TECHNOLOGIES | — | MAPLE SHADE, NJ | NONE | $0 | — |
| JACOB SWITZER | 35-6244876 | — | FUND EMPLOYEE | $0 | — |
| JOSH TODD | 35-6244876 | — | FUND EMPLOYEE | $0 | — |
| LISA WILDE | 35-6244876 | — | FUND EMPLOYEE | $0 | — |
| WINCHESTER PROPERTIES | — | INDIANAPOLIS, IN | NONE | $0 | — |
| HUNTS INSURANCE | 36-2730032 | — | NONE | $0 | — |
| VIRTUAL INNOVATION | 27-3239893 | — | NONE | $0 | — |
Investments
38 direct securities · 19 pooled funds· $342.9M(98% 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
$248.8M
19 holdings
Uncategorized
$94.0M
37 holdings
Real Estate
$69K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JPMBC GLOBAL SEL EQY FND INV CL JP MORGAN CHASE BANK · EIN 82-2394528 / PN 001 | Common Collective Trust | — | $25.6M | $47.3M | 13.5% | |
| Lif ERISA Hedged LP | — | — | $41.9M | $43.8M | 12.6% | |
| JPMCB CORPORATE HIGH YIELD FUND JP MORGAN CHASE BANK · EIN 13-3869666 / PN 001 | Common Collective Trust | — | $28.6M | $31.8M | 9.1% | |
| JPMCB INTL EQUITY FUND 3692 JP MORGAN CHASE BANK · EIN 26-0001051 / PN 001 | Common Collective Trust | — | $16.7M | $22.6M | 6.5% | |
| JPMCB INCOME FUND JP MORGAN CHASE BANK · EIN 84-2670525 / PN 001 | Common Collective Trust | — | $19.9M | $21.5M | 6.2% | |
| JPMCB GROWTH ADVANTAGE FD 3795 JP MORGAN CHASE BANK · EIN 26-3467461 / PN 001 | Common Collective Trust | — | $11.4M | $20.5M | 5.9% | |
| JPMCB VALUE ADVANTAGE FD 3794 JP MORGAN CHASE BANK · EIN 26-3467496 / PN 001 | Common Collective Trust | — | $17.1M | $19.8M | 5.7% | |
| JPMCB CORE BOND FD 3790 JP MORGAN CHASE BANK · EIN 20-3847783 / PN 001 | Common Collective Trust | — | $17.8M | $18.4M | 5.3% | |
| JPMCB STRATEGIC PPTY FD 2086 JP MORGAN CHASE BANK · EIN 13-6038770 / PN 001 | Common Collective Trust | — | $14.8M | $14.2M | 4.1% | |
| JPMCB GLOBAL EMG MKTS OPP FD 3650 JP MORGAN CHASE BANK · EIN 46-2537381 / PN 001 | Common Collective Trust | — | $12.9M | $13.1M | 3.8% | |
| JPMCB HIGH YIELD FUND JP MORGAN CHASE BANK · EIN 20-4786224 / PN 001 | Common Collective Trust | — | $11.9M | $12.8M | 3.7% | |
| JPMCB US REAL ESTATE SECURITIES JP MORGAN CHASE BANK · EIN 13-3966500 / PN 001 | Common Collective Trust | — | $9.2M | $10.4M | 3.0% | |
| CASH AND CASH EQUIVALENTS First Am Treas Ob | — | — | $6.3M | $6.3M | 1.8% | |
| JPMCB CORE PLUS BOND FD 2314 JP MORGAN CHASE BANK · EIN 81-2849512 / PN 001 | Common Collective Trust | — | $4.2M | $4.7M | 1.3% | |
| JPMCB MID CAP CORE FD 3445 JP MORGAN CHASE BANK · EIN 45-5488675 / PN 001 | Common Collective Trust | — | $2.1M | $4.6M | 1.3% | |
| U.S. GOVERNMENT OBLIGATIONS U.S. Treasury 4.250% 01/31/26 | — | — | $3.6M | $3.6M | 1.0% | |
| JPMCB US S/C EQUITY BLEND FD 3772 JP MORGAN CHASE BANK · EIN 20-8499834 / PN 001 | Common Collective Trust | — | $2.0M | $3.3M | 1.0% | |
| JPMCB EMG MKTS EQ FOCUSED FD 2089 JP MORGAN CHASE BANK · EIN 13-4179575 / PN 001 | Common Collective Trust | — | $2.7M | $2.9M | 0.8% | |
| Sandton Capital Solutions Offshore Fund V, LP | — | — | $2.4M | $2.4M | 0.7% | |
| Anchorage Illiquid Opportunities Offshore VII (A), L.P. | — | — | $2.3M | $2.3M | 0.7% | |
| Cerebrus Real Estate Debt Fund, L.P. | — | — | $2.2M | $2.2M | 0.6% | |
| InSolve Global Credit Feeder Fund V, L.P. | — | — | $2.2M | $2.2M | 0.6% | |
| CVI Clean Energy Fund C LP | — | — | $2.0M | $2.0M | 0.6% | |
| Stellus Credit VCOC Fund III, LLC | — | — | $2.0M | $2.0M | 0.6% | |
| Castlelake V, L.P. | — | — | $1.8M | $1.8M | 0.5% | |
| King Street Global Drawdown Fund, L.P. | — | — | $1.7M | $1.7M | 0.5% | |
| Cerebrus Global NPL Fund, L.P. | — | — | $1.7M | $1.7M | 0.5% | |
| CVI Credit Value Fund B IV LP | — | — | $1.6M | $1.6M | 0.5% | |
| RS Feeder (USD) IV, LP | — | — | $1.6M | $1.6M | 0.5% | |
| Perceptive Credit Opportunities Offshore Fund IV, LP | — | — | $1.6M | $1.6M | 0.5% | |
| Incus Capital European Credit Fund IV Feeder LP | — | — | $1.4M | $1.4M | 0.4% | |
| Stellus Credit VCOC Fund II, LLC | — | — | $1.3M | $1.3M | 0.4% | |
| Veld Credit Opportunities IV | — | — | $1.3M | $1.3M | 0.4% | |
| Incus Capital European Credit Fund III Feeder LP | — | — | $1.2M | $1.2M | 0.4% | |
| ALTERNATIVE INVESTMENTS Crestline Opportunity Fund III | — | — | $1.2M | $1.2M | 0.3% | |
| Angel Oak Real Estate Investment Fund III, LP | — | — | $1.1M | $1.1M | 0.3% | |
| The Varde Mortgage Fund II, L.P. | — | — | $1.1M | $1.1M | 0.3% | |
| Fortress Lending Fund III (A) LP | — | — | $990K | $990K | 0.3% | |
| Fortress Lending Fund II (A) LP | — | — | $965K | $965K | 0.3% | |
| Anchorage Illiquid Opportunities Offshore VI (A), L.P. | — | — | $944K | $944K | 0.3% | |
| Angel Oak Real Estate Investment Fund II, LP | — | — | $916K | $916K | 0.3% | |
| InSolve Global Credit Feeder Fund IV, L.P. | — | — | $887K | $887K | 0.3% | |
| Cerebrus Real Estate Debt Fund II, L.P. | — | — | $777K | $777K | 0.2% | |
| CVI Clean Energy Fund C II LP | — | — | $774K | $774K | 0.2% | |
| RS Feeder III, LP | — | — | $750K | $750K | 0.2% | |
| First American Treasury Oblig Fd Cl Y | — | — | $612K | $612K | 0.2% | |
| JPMCB EQUITY INDEX FD 3782 JP MORGAN CHASE BANK · EIN 20-2266703 / PN 001 | Common Collective Trust | — | $340K | $565K | 0.2% | |
| TCI Real Estate Partners Fund II LP | — | — | $403K | $403K | 0.1% | |
| JPMCB FLEX ALLOC EQUITY JP MORGAN CHASE BANK · EIN 85-2875501 / PN 001 | Common Collective Trust | — | $281K | $387K | 0.1% | |
| Magnetar Constellation Fund V LTD | — | — | $84K | $238K | <0.1% | |
| TCI Real Estate Partners Fund III LP | — | — | $216K | $216K | <0.1% | |
| CRC Capital Release Fund III, LTD - Class B2 | — | — | $100K | $98K | <0.1% | |
| JPMCB MAS FLEX ALLOC SEC FI JP MORGAN CHASE BANK · EIN 86-3773682 / PN 001 | Common Collective Trust | — | $83K | $90K | <0.1% | |
| INVESTMENTS Building for America III, LLC | Real Estate | — | $60K | $69K | <0.1% | |
| JPMCB EURO DYN HEDGE EQT FD 3895 JP MORGAN CHASE BANK · EIN 47-2802690 / PN 001 | Common Collective Trust | — | $37K | $45K | <0.1% | |
| Stellus Credit VCOC Fund IV, LLC | — | — | $38K | $38K | <0.1% | |
| Euro Currency | — | — | $32K | $32K | <0.1% |