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Original filing (PDF)20251007092848NAL0002343827001
BD OF TRUSTEES-STRUCTURAL IW #1 PENSION PLAN
Form 5500
FILING_RECEIVED
STRUCTURAL IW LOCAL #1 PENSION PLAN
Defined-benefit pension plan
Signals · 3
44% in single holdingNo recordkeeper disclosed19 service providers
Active participants
1,121
Accounts w/ balance
—
Plan assets (EOY)
$663.9M
Net assets (EOY)
$663.3M
How this plan invests
This plan
9 pooled trusts
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
78
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "[DFE: NIS CORE FIXED INCOME FUND, LLC (extraction pending)]" is 44% of plan.
- 21 bps in Schedule C fees — 249% above peer band of 6 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BD OF TRUSTEES-STRUCTURAL IW #1 PENSION PLAN.
Plan sponsor
Name
BD OF TRUSTEES-STRUCTURAL IW #1 PENSION PLAN
EIN
36-2872442
Address
7700 WEST INDUSTRIAL DRIVE · FOREST PARK, IL · 60130
Phone
(708) 366-1188
Industry
Constructionsee 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
1B · Flat-dollar DB formula
Audit & trust (Schedule H)
Auditor
LEGACY PROFESSIONALS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
19 rowsOther
19| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN GARDINER | 36-2872442 | — | EMPLOYEE | $231K | — |
| NATIONAL INVESTMENT SVCS INC | 84-3937993 | — | NONE | $219K | — |
| WASHINGTON CAPITAL | — | SEATTLE, WA | NONE | $143K | — |
| PRUDENTIAL INSURANCE CO | 22-1211670 | — | NONE | $135K | — |
| SARA EDEN | 36-2872442 | — | EMPLOYEE | $116K | — |
| STRATEGIC CAPITAL INVSTMNT ADVISORS | 36-4268991 | — | NONE | $116K | — |
| JOHNSON & KROL, LLC | 36-4342024 | — | NONE | $91K | — |
| LEGACY PROFESSIONALS LLP | 32-0043599 | — | NONE | $89K | — |
| BRIDGEWAY BENEFIT TECHNOLOGIES | 52-1796473 | — | NONE | $70K | — |
| O'SULLIVAN ASSOCIATES | 20-8199367 | — | NONE | $63K | — |
| KINGA PILCH | 36-2872442 | — | EMPLOYEE | $37K | — |
| OLD NATIONAL BANK | 35-1729164 | — | NONE | $37K | — |
| BOND BROTHERS & CO. INC | 36-2433269 | — | NONE | $14K | — |
| K-PLUS COMPUTER SERVICES, LLC | 36-4282001 | — | NONE | $10K | — |
| DATAMATION IMAGING SERVICES | 36-4303011 | — | NONE | $8K | — |
| EXPRESS EMPLOYMENT | 84-0909680 | — | NONE | $6K | — |
| MNJ TECHNOLOGIES | — | CHICAGO, IL | NONE | $6K | — |
| PRINCIPAL FINANCIAL GROUP | 42-0127290 | — | NONE | $0 | — |
| SEGAL SELECT INSURANCE COMPANY | 46-0619194 | — | NONE | $0 | — |
Investments
1 direct security · 9 pooled funds· $126.4M(19% 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
$80.9M
5 holdings
103-12 Investment Entity
$29.0M
1 holding
Pooled Separate Account
$13.7M
3 holdings
Uncategorized
$2.8M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| NIS CORE FIXED INCOME FUND NATIONAL INVESTMENT SERVICES OF AMERICA, LLC · EIN 20-0005644 / PN 001 | Common Collective Trust | — | — | $54.8M | 8.3% | |
| WASHINGTON CAPITAL JOINT MASTER TRU WASHINGTON CAPITAL MANAGEMENT, INC. · EIN 91-1163419 / PN 001 | 103-12 Investment Entity | — | — | $29.0M | 4.4% | |
| U.S. CORE PARTNERS COLLECTIVE INVES BENEFIT TRUST COMPANY · EIN 87-6914227 / PN 341 | Common Collective Trust | — | — | $14.6M | 2.2% | |
| PRISA ACCOUNT PRUDENTIAL INSURANCE CO. OF AMERICA · EIN 22-1211670 / PN 038 | Pooled Separate Account | — | — | $6.4M | 1.0% | |
| NIS TOTAL ABSOLUTE RETURN FUND NATIONAL INVESTMENT SERVICES OF AMERICA, LLC · EIN 45-4783986 / PN 001 | Common Collective Trust | — | — | $5.8M | 0.9% | |
| PRISA II ACCOUNT PRUDENTIAL INSURANCE CO. OF AMERICA · EIN 22-1211670 / PN 039 | Pooled Separate Account | — | — | $4.4M | 0.7% | |
| AFL-CIO BUILDING INVESTMENT TRUST GREAT GRAY TRUST COMPANY, LLC · EIN 52-6328901 / PN 001 | Common Collective Trust | — | — | $3.2M | 0.5% | |
| [DFE: PRINCIPAL U.S. PROPERTY SEPARATE ACCOUNT (extraction pending)] | — | — | — | $2.8M | 0.4% | |
| PRIN U.S. PROPERTY SA-PGI2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $2.8M | 0.4% | |
| NIS HIGH YIELD FUND NATIONAL INVESTMENT SERVICES OF AMERICA, LLC · EIN 39-2021943 / PN 001 | Common Collective Trust | — | — | $2.5M | 0.4% |