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Original filing (PDF)20260113111820NAL0005860835001
TRUSTEES OF LOCAL 3 TIRE AND PLASTIC DIVISION PENSION FUND
Form 5500
FILING_RECEIVED
LOCAL 3 TIRE AND PLASTIC DIVISION PENSION FUND
Defined-benefit pension plan
Signals · 2
100% in single holding~7393 bps in Sched C fees
Active participants
—
Accounts w/ balance
—
Plan assets (EOY)
$25K
Net assets (EOY)
-$186K
How this plan invests
This plan
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
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
75
Participation health
100
Knocking points off
- Top holding "Line 1 (c)(14) Value of Funds Held in Insurance Co Accounts United of Omaha Life Insurance Company Group Annuity Insurance contract" is 100% of plan.
- 7393 bps in Schedule C fees — 4579% above peer band of 158 bps.
- Plan is frozen (1I) — no new benefit accrual.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRUSTEES OF LOCAL 3 TIRE AND PLASTIC DIVISION PENSION FUND.
Plan sponsor
Name
TRUSTEES OF LOCAL 3 TIRE AND PLASTIC DIVISION PENSION FUND
EIN
36-6514936
Address
7716 MADISON STREET · RIVER FOREST, IL · 603052102
Phone
(312) 243-4300
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-04-01
Tax period
2025-03-31
Filed
2026-01-13
Pension benefit codes
1B · Flat-dollar DB formula
1I · Frozen plan — no new benefit accrual
Audit & trust (Schedule H)
Auditor
CALIBRE CPA GROUP, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LOCAL 3 SALES PENSION | 36-6527340 | — | RELATED BENEFIT FUND | $19K | — |
| ELITE ADMINISTRATION & INSURANCE | 36-2238689 | — | NONE | $0 | — |
Investments
1 direct security· $5K(21% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Line 1 (c)(14) Value of Funds Held in Insurance Co Accounts United of Omaha Life Insurance Company Group Annuity Insurance contract | — | — | $5K | $5K | 21.2% |