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Original filing (PDF)20251007093557NAL0011141666002
BOARD OF TRUSTEES MILWAUKEE DRIVERS PENSION FUND
Form 5500
FILING_RECEIVED
MILWAUKEE DRIVERS PENSION PLAN
Defined-benefit pension plan
Signals · 2
No recordkeeper disclosed16 service providers
Active participants
2,309
Accounts w/ balance
—
Plan assets (EOY)
$1.1B
Net assets (EOY)
$1.1B
How this plan invests
This plan
10 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)
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
- 23 bps in Schedule C fees — 365% 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 BOARD OF TRUSTEES MILWAUKEE DRIVERS PENSION FUND.
Plan sponsor
Name
BOARD OF TRUSTEES MILWAUKEE DRIVERS PENSION FUND
EIN
39-6045229
Address
11270 W PARK PLACE · SUITE 950 · MILWAUKEE, WI · 532243632
Phone
(414) 577-3700
Industry
Transportation & Warehousingsee 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
CALIBRE CPA GROUP, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
16 rowsOther
16| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JP MORGAN CHASE BANK | 13-4994650 | — | NONE | $379K | — |
| RIVER ROAD ASSET MANAGEMENT | 43-2076925 | LOUISVILLE, KY | NONE | $270K | — |
| SOLDON LAW FIRM, LLC | 27-4757308 | SHOREWOOD, WI | NONE | $260K | — |
| ALLIANCE BERNSTEIN LP | 13-4064930 | WASHINGTON, DC | NONE | $235K | — |
| LOOMIS SAYLES TRUST CO | 20-8080381 | — | NONE | $222K | — |
| BNY MELLON INVESTMENT MANAGEMENT | 76-6192146 | — | NONE | $209K | — |
| GOODWIN CAPITAL ADVISERS | 13-5155720 | HARTFORD, CT | NONE | $167K | — |
| BENEFIT PLAN ADMINISTRATORS | — | EAU CLAIRE, WI | NONE | $144K | — |
| THE SEGAL COMPANY | 13-1975125 | CHICAGO, IL | NONE | $139K | — |
| PNC BANK | 22-1146430 | — | NONE | $126K | — |
| SEGAL MARCO CONSULTING | 36-3555078 | CHICAGO, IL | NONE | $115K | — |
| COLUMBIA THREADNEEDLE | 41-1533211 | — | NONE | $114K | — |
| WELLINGTON TRUST CO | — | CHICAGO, IL | NONE | $78K | — |
| CALIBRE CPA GROUP, PLLC | 47-0900880 | CHICAGO, IL | NONE | $29K | — |
| MACQUARIE INVESTMENT MANAGEMENT | — | PHILADELPHIA, PA | NONE | $22K | — |
| SEGAL SELECT INSURANCE | 46-0619194 | NEW YORK, NY | NONE | $0 | — |
Investments
1 direct security · 10 pooled funds· $465.8M(43% 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
$443.3M
9 holdings
Uncategorized
$22.4M
1 holding
103-12 Investment Entity
$0
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SCHRODER INTL ALPHA TRUST SCHRODER COLLECTIVE INVESTMENT TRUST · EIN 83-2429244 / PN 009 | Common Collective Trust | — | — | $96.9M | 9.0% | |
| JPMORGAN CORE BOND FUND JPMORGAN CHASE BANK, NATIONAL ASSOCIATION · EIN 20-3847783 / PN 001 | Common Collective Trust | — | — | $95.1M | 8.8% | |
| ARISTOTLE VALUE EQUITY CIT CL B SEI TRUST COMPANY · EIN 81-2704975 / PN 095 | Common Collective Trust | — | — | $93.1M | 8.6% | |
| LOOMIS SAYLES NHIT CREDIT ASSET TR LOOMIS SAYLES · EIN 20-8080381 / PN 010 | Common Collective Trust | — | — | $50.8M | 4.7% | |
| MULTI-EMPLOYER PROPERTY TRUST NEW TOWER TRUST COMPANY · EIN 52-6218800 / PN 001 | Common Collective Trust | — | — | $31.8M | 2.9% | |
| [DFE: JPMORGAN CHASE RETIREMENT PLAN (extraction pending)] | — | — | — | $22.4M | 2.1% | |
| JPMORGAN SPECIAL SITUATION PROPERTY JPMORGAN CHASE BANK, NATIONAL ASSOCIATION · EIN 13-4994650 / PN 001 | Common Collective Trust | — | — | $22.4M | 2.1% | |
| JOHN HANCOCK STRATEGIC FIXED INCOME JOHN HANCOCK · EIN 01-0233346 / PN 000 | Common Collective Trust | — | — | $19.8M | 1.8% | |
| CTF OPPORTUNISTIC FIXED INCOME WELLINGTON TRUST CO · EIN 90-6110062 / PN 001 | Common Collective Trust | — | — | $19.5M | 1.8% | |
| AFL-CIO HOUSING & BLDG INV. PNC BANK, NATIONAL ASSOCIATION · EIN 52-6328901 / PN 001 | Common Collective Trust | — | — | $14.0M | 1.3% | |
| WALTER SCOTT NCS GROUP TRUST INTL BNY MELLON INVST MGMT · EIN 76-6192146 / PN 001 | 103-12 Investment Entity | — | — | $0 | <0.1% |