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Original filing (PDF)20251015132001NAL0002355075001
LIBERTAS COPPER, LLC
Form 5500
FILING_RECEIVED
LIBERTAS COPPER, LLC PENSION PLAN FOR HOURLY-RATE EMPLOYEES OF THE EMINENCE, KENTUCKY PLANT
Defined-benefit pension plan
Signals · 2
54% in single holding~80 bps in Sched C fees
Active participants
81
Accounts w/ balance
—
Plan assets (EOY)
$5.5M
Net assets (EOY)
$5.5M
How this plan invests
This plan
14 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)
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 "Principal Life Insurance Co. General Investment Fund 2,928,233" is 54% of plan.
- 80 bps in Schedule C fees — 54% above peer band of 52 bps.
- Plan is frozen (1I) — no new benefit accrual.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LIBERTAS COPPER, LLC.
Plan sponsor
Name
LIBERTAS COPPER, LLC
EIN
45-3636909
Address
100 WASHINGTON STREET · LEETSDALE, PA · 15056
Phone
(724) 251-4201
Industry
Manufacturingsee 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
2025-10-15
Pension benefit codes
1B · Flat-dollar DB formula
1I · Frozen plan — no new benefit accrual
Audit & trust (Schedule H)
Auditor
R. D. HOAG & ASSOCIATES, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsActuary
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI CONSULTING GROUP | 06-1053228 | PITTSBURGH, PA | ACTUARY | $44K | — |
Investments
4 direct securities · 14 pooled funds· $6.4M(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.
Uncategorized
$3.9M
4 holdings
Pooled Separate Account
$2.5M
14 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Principal Life Insurance Co. General Investment Fund 2,928,233 | — | — | $2.9M | $2.9M | 53.3% | |
| PRIN LGCAP S&P 500 INDEX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | $356K | $993K | 18.1% | |
| Principal Life Insurance Co. Stock Separate Account | — | — | $285K | $818K | 14.9% | |
| PRIN FIN GROUP, INC. STOCK SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 086 | Pooled Separate Account | — | — | $818K | 14.9% | |
| PRINCIPAL SMALLCAP SEP ACCOUNT R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 029 | Pooled Separate Account | — | $89K | $160K | 2.9% | |
| Principal Life Insurance Co. Diversified International Separate Account | — | — | $89K | $129K | 2.4% | |
| PRIN DIVERSIFIED INTL SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $129K | 2.4% | |
| PRINCIPAL GOVT & HQ BOND SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 007 | Pooled Separate Account | — | $116K | $117K | 2.1% | |
| PRIN CORE PLUS BOND SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | $107K | $116K | 2.1% | |
| PRIN LIQUID ASSETS SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 024 | Pooled Separate Account | — | $97K | $109K | 2.0% | |
| Principal Life Insurance Co. U.S. Property Separate Account | — | — | $45K | $59K | 1.1% | |
| PRIN U.S. PROPERTY SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $59K | 1.1% | |
| PRINCIPAL U.S. SEPARATE ACCOUNT PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 034 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRINCIPAL MIDCAP VALUE III SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 022 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRINCIPAL MIDCAP SEPARATE ACCT R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 020 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRINCIPAL BOND EMPH BAL SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 006 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRINCIPAL STK EMPH BAL SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 032 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LGCAP BLEND I SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 017 | Pooled Separate Account | — | — | $0 | <0.1% |
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