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Original filing (PDF)20250929160006NAL0011518145004
TRUSTEES OF AUTOMOBILE MECHANICS' LOCAL NO. 701 PENSION FUND
Form 5500
FILING_RECEIVED
AUTOMOBILE MECHANICS' LOCAL NO. 701 PENSION FUND
Defined-benefit pension plan
Signals · 3
47% in single holdingNo recordkeeper disclosed22 service providers
Active participants
3,853
Accounts w/ balance
—
Plan assets (EOY)
$1.2B
Net assets (EOY)
$1.2B
How this plan invests
This plan
6 pooled trusts
Schedule D
6 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
77
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "[DFE: WASHINGTON CAPITAL MORTGAGE INCOME (no filing on disk)]" is 47% of plan.
- 17 bps in Schedule C fees — 242% above peer band of 5 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRUSTEES OF AUTOMOBILE MECHANICS' LOCAL NO. 701 PENSION FUND.
Plan sponsor
Name
TRUSTEES OF AUTOMOBILE MECHANICS' LOCAL NO. 701 PENSION FUND
EIN
36-6042061
Address
361 S. FRONTAGE ROAD · SUITE 100 · BURR RIDGE, IL · 605276393
Phone
(708) 482-0110
Industry
Other Services (ex. Public Admin)see 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
2025-09-29
Pension benefit codes
1B · Flat-dollar DB formula
Audit & trust (Schedule H)
Auditor
CALIBRE CPA GROUP, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
22 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JEANINE EARTH-GILLUND | 36-6042061 | — | PLAN ADMINISTRATOR | $114K | — |
Other
21| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL INVESTMENT SERVICES, INC. | 80-0169636 | — | NONE | $353K | — |
| WASHINGTON CAPITAL | 91-1163419 | — | NONE | $265K | — |
| JOHNSON & KROL, LLC | 36-4342024 | — | NONE | $195K | — |
| MILLIMAN, INC | 91-0675641 | — | NONE | $174K | — |
| PRUDENTIAL INSURANCE CO. OF AMERICA | 22-1211670 | — | NONE | $167K | — |
| STRATEGIC CAPITAL INVESTMENT ADVISO | 36-4268991 | — | NONE | $153K | — |
| MACNELL ACCOUNTING AND CONSULTING L | 30-0510353 | — | NONE | $102K | — |
| BRIDGEWAY BENEFIT TECHNOLOGIES | 52-1796473 | — | NONE | $96K | — |
| KAREN MAIFERT | 36-6042061 | — | EMPLOYEE | $74K | — |
| JUAN RODRIGUEZ | 36-6042061 | — | EMPLOYEE | $72K | — |
| KRISTINE BENDY | 36-6042061 | — | EMPLOYEE | $64K | — |
| CALIBRE CPA GROUP PLLC | 47-0900880 | — | NONE | $51K | — |
| MORGAN, LEWIS & BOCKIUS LLP | 23-0891050 | — | NONE | $43K | — |
| OLD NATIONAL BANK | 35-1539838 | — | NONE | $33K | — |
| KATHLEEN MYERS | 36-6042061 | — | EMPLOYEE | $32K | — |
| NICOLE KERKSTRA | 36-6042061 | — | EMPLOYEE | $31K | — |
| LISA CONNER | 36-6042061 | — | EMPLOYEE | $29K | — |
| MARISOL RAMIREZ-HERNANDEZ | 36-6042061 | — | EMPLOYEE | $29K | — |
| K-PLUS | 36-4282001 | — | NONE | $14K | — |
| LIFESTATUS360 LLC | 94-3389460 | — | NONE | $7K | — |
| ELITE ADMINISTRATION & INSURANCE GR | 36-2238689 | — | NONE | $0 | — |
Investments
6 pooled funds· $114.9M(9% 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.
103-12 Investment Entity
$54.0M
1 holding
Common Collective Trust
$46.1M
4 holdings
Pooled Separate Account
$14.8M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| WASHINGTON CAPITAL MORTGAGE INCOME WASHINGTON CAPITAL MANAGEMENT, INC · EIN 91-1163419 / PN 001 | 103-12 Investment Entity | — | — | $54.0M | 4.4% | |
| US CORE PARTNERS COLLECTIVE INV TST BENEFIT TRUST COMPANY · EIN 87-6914227 / PN 341 | Common Collective Trust | — | — | $25.6M | 2.1% | |
| PRISA PRUDENTIAL INSURANCE CO OF AMERICA · EIN 22-1211670 / PN 038 | Pooled Separate Account | — | — | $14.8M | 1.2% | |
| NIS TOTAL ABSOLUTE RETURN FUND, LLC NATIONAL INVESTMENT SERVICE, INC · EIN 45-4783986 / PN 001 | Common Collective Trust | — | — | $11.0M | 0.9% | |
| LSV INTERNATIONAL (ACWI EX US) VALU RELIANCE TRUST COMPANY · EIN 90-6169542 / PN 004 | Common Collective Trust | — | — | $5.1M | 0.4% | |
| NIS HIGH YIELD FUND, LLC NATIONAL INVESTMENT SERVICE, INC · EIN 39-2021943 / PN 001 | Common Collective Trust | — | — | $4.5M | 0.4% |