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Original filing (PDF)20250715122758NAL0004622626001
JOINT BOT OF THE ST. LOUIS TEAMSTER BREWERY WORKERS PENSION PLAN
Form 5500
FILING_RECEIVED
ST. LOUIS TEAMSTER BREWERY WORKERS PENSION PLAN
Defined-benefit pension plan
Signals · 2
No recordkeeper disclosed8 service providers
Active participants
210
Accounts w/ balance
—
Plan assets (EOY)
$273.8M
Net assets (EOY)
$273.7M
How this plan invests
This plan
5 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
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
80
Participation health
100
Knocking points off
- 17 bps in Schedule C fees — 75% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JOINT BOT OF THE ST. LOUIS TEAMSTER BREWERY WORKERS PENSION PLAN.
Plan sponsor
Name
JOINT BOT OF THE ST. LOUIS TEAMSTER BREWERY WORKERS PENSION PLAN
EIN
43-6143546
Address
ANHEUSER-BUSCH RETIREMENT PLANS · ONE BUSCH PLACE, 202-4N · ST. LOUIS, MO · 631181852
Phone
(314) 577-2000
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2025-07-15
Pension benefit codes
1B · Flat-dollar DB formula
Audit & trust (Schedule H)
Auditor
CLARK, SCHAEFER, HACKETT & CO.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
8 rowsOther
8| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE SEGAL COMPANY | 13-1975125 | — | NONE | $219K | — |
| ZENITH AMERICAN SOLUTIONS | 52-1590516 | — | NONE | $115K | — |
| HUSCH BLACKWELL LLP | 26-1688286 | — | NONE | $56K | — |
| CLARK, SCHAEFER, HACKETT & CO. | 31-0800053 | — | NONE | $31K | — |
| BLACKROCK INSTITUTIONAL TRUST CO | 94-3112180 | — | NONE | $24K | — |
| WILLIS TOWERS WATSON US LLC | 53-0181291 | — | NONE | $15K | — |
| STATE STREET GLOBAL ADVISORS | 04-1867445 | — | NONE | $10K | — |
| THE BANK OF NEW YORK MELLON | 13-5160382 | — | NONE | $9K | — |
Investments
5 pooled funds· $250.3M(91% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| EB DV NON-SL STOCK INDEX FUND THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 215 | Common Collective Trust | $125.7M | 45.9% |
| LONG TERM CREDIT BOND INDEX NON-SL BLACKROCK INSTITUTIONAL TRUST CO NA · EIN 26-3797251 / PN 001 | Common Collective Trust | $82.7M | 30.2% |
| MSCI ACWI EX USA NL FUND ZVG9 STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 159 | Common Collective Trust | $23.5M | 8.6% |
| EB DV NON-SL MARKET COMPLETION FUND THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 228 | Common Collective Trust | $10.9M | 4.0% |
| INTERMED TERM CREDIT BOND IDX NONSL BLACKROCK INSTITUTIONAL TRUST CO NA · EIN 26-3774399 / PN 001 | Common Collective Trust | $7.6M | 2.8% |