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Original filing (PDF)20250917110258NAL0000399905001
CLARIOS, LLC
Form 5500
FILING_RECEIVED
CLARIOS PENSION PLAN BATTERY DIVISION HOURLY EMPLOYEES
Defined-benefit pension plan
Signals · 1
No recordkeeper disclosed
Active participants
1,056
Accounts w/ balance
—
Plan assets (EOY)
$247.7M
Net assets (EOY)
$247.5M
How this plan invests
This plan
16 pooled trusts
Schedule D
18 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
- 40 bps in Schedule C fees — 302% 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 CLARIOS, LLC.
Plan sponsor
Name
CLARIOS, LLC
EIN
39-1684871
Address
5757 N GREEN BAY AVE · GLENDALE, WI · 532094408
Phone
(414) 524-1200
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
016
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-17
Pension benefit codes
1A · Pay-related DB formula
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
WIPFLI LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AON CONSULTING | 22-2232264 | — | NONE | $811K | — |
| PARAMETRIC PORTFOLIO ASSOCIATES | — | SEATTLE, WA | NONE | $136K | — |
| US BANK | — | MILWAUKEE, WI | NONE | $33K | — |
| WIPFLI LLP | 39-0758449 | — | NONE | $15K | — |
Investments
3 direct securities · 16 pooled funds· $250.5M(100% 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
$212.8M
14 holdings
Uncategorized
$23.9M
3 holdings
103-12 Investment Entity
$13.8M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AON LARGE CAP EQUITY INDEX FUND AON TRUST COMPANY LLC · EIN 37-6543784 / PN 046 | Common Collective Trust | — | $18.4M | $40.5M | 16.4% | |
| AON LONG CREDIT BOND FUND AON TRUST COMPANY LLC · EIN 37-6543784 / PN 040 | Common Collective Trust | — | $32.4M | $34.3M | 13.8% | |
| AON CORE REAL ESTATE FUND AON TRUST COMPANY LLC · EIN 37-6543784 / PN 037 | Common Collective Trust | — | $21.0M | $27.7M | 11.2% | |
| AON NON-US EQUITY INDEX FUND AON TRUST COMPANY LLC · EIN 37-6543784 / PN 044 | Common Collective Trust | — | $18.3M | $25.2M | 10.2% | |
| AON GLOBAL EQUITY FUND AON TRUST COMPANY LLC · EIN 37-6543784 / PN 004 | Common Collective Trust | — | $13.0M | $24.2M | 9.8% | |
| AON MULTI-ASSET CREDIT FUND AON TRUST COMPANY LLC · EIN 37-6543784 / PN 041 | Common Collective Trust | — | $14.9M | $18.0M | 7.3% | |
| AON RETURN ENHANCING ALTERNATIVES AON TRUST COMPANY LLC · EIN 98-1419542 / PN 000 | Common Collective Trust | — | $14.3M | $16.6M | 6.7% | |
| U.S. Bank Cash Fund - Money Market | — | — | $13.4M | $13.4M | 5.4% | |
| TOWNSEND REAL ESTATE ALPHA FUND III AON TRUST COMPANY LLC · EIN 81-3134103 / PN 000 | Common Collective Trust | — | $11.2M | $11.2M | 4.5% | |
| Aon Opport. Crdt Portflio Sp | — | — | $8.0M | $8.0M | 3.2% | |
| AON OPPORTUNISTIC CREDIT FUND AON TRUST COMPANY LLC · EIN 98-1554296 / PN 001 | 103-12 Investment Entity | — | — | $8.0M | 3.2% | |
| AON SMALL CAP EQUITY INDEX FUND AON TRUST COMPANY LLC · EIN 37-6543784 / PN 045 | Common Collective Trust | — | $4.6M | $6.9M | 2.8% | |
| AON HIGH YIELD PLUS FUND AON TRUST COMPANY LLC · EIN 37-6543784 / PN 007 | Common Collective Trust | — | $5.7M | $6.5M | 2.6% | |
| AON PRIVATE CREDIT OPPORTUNITIES AON TRUST COMPANY LLC · EIN 87-3885623 / PN 001 | 103-12 Investment Entity | — | $5.8M | $5.8M | 2.3% | |
| U.S. Bank Cash Collateral - Futures 2,496,000 — | — | — | $2.5M | $2.5M | 1.0% | |
| AON 20+ YEAR US TREASURY STRIPS FUN AON TRUST COMPANY LLC · EIN 37-6543784 / PN 036 | Common Collective Trust | — | $1.7M | $1.5M | 0.6% | |
| AON INTERMEDIATE CREDIT BOND FUND AON TRUST COMPANY LLC · EIN 37-6543784 / PN 038 | Common Collective Trust | — | $188K | $207K | <0.1% | |
| AON LONG GOVERNMENT BOND INDEX FUND AON TRUST COMPANY LLC · EIN 37-6543784 / PN 042 | Common Collective Trust | — | $83K | $58K | <0.1% | |
| AON INTERMEDIATE GOVERNMENT BOND IN AON TRUST COMPANY LLC · EIN 37-6543784 / PN 043 | Common Collective Trust | — | $25K | $25K | <0.1% |
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