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Original filing (PDF)20241015114152NAL0028226129003
CONSOLIDATED NUCLEAR SECURITY, LLC
Form 5500
FILING_RECEIVED
CONSOLIDATED NUCLEAR SECURITY RETIREMENT PLAN FOR NON-BARGAINING PANTEX LOCATION EMPLOYEES
Defined-benefit pension plan
Signals · 1
No recordkeeper disclosed
Active participants
684
Accounts w/ balance
—
Plan assets (EOY)
$423.6M
Net assets (EOY)
$423.0M
How this plan invests
This plan
4 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)
88
/ 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
75
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
- 13 bps in Schedule C fees — modestly 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 CONSOLIDATED NUCLEAR SECURITY, LLC.
Plan sponsor
Name
CONSOLIDATED NUCLEAR SECURITY, LLC
EIN
45-4482782
Address
P.O. BOX 2115 · OAK RIDGE, TN · 378318258
Phone
(865) 574-1500
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
010
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-10-15
Pension benefit codes
1A · Pay-related DB formula
Audit & trust (Schedule H)
Auditor
PUGH & COMPANY, P.C. DBA PUGH CPAS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CONSOLIDATED NUCLEAR SECURITY, LLC | 45-4482782 | OAK RIDGE, TN | PLAN ADMINISTRATOR | $74K | — |
Other
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHERN TRUST COMPANY | 36-1561860 | CHICACO, IL | NONE | $193K | — |
| LEGAL & GENERAL INVESTMENT MGMT INC | 20-8058531 | CHICACO, IL | NONE | $163K | — |
| AETNA LIFE INSURANCE CO | 06-6033492 | HARTFORD, CT | NONE | $74K | — |
| KILPATRICK, TOWNSEND & STOCKTON LLP | 58-0511774 | ATLANTA, GA | NONE | $28K | — |
Investments
4 pooled funds· $322.9M(76% 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.
Master Trust
$288.1M
2 holdings
Common Collective Trust
$34.8M
2 holdings
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| DEFINED BENEFIT PLANS MTIA CONSOLIDATED NUCLEAR SECURITY, LLC · EIN 45-4482782 / PN 006 | Master Trust | $224.4M | 53.0% |
| CNS, LLC DB/DC SHARED ACCOUNT MTIA CONSOLIDATED NUCLEAR SECURITY, LLC · EIN 45-4482782 / PN 022 | Master Trust | $63.7M | 15.0% |
| L&G LONG DURATION U.S. CREDIT CIT RELIANCE TRUST COMPANY · EIN 35-7085469 / PN 020 | Common Collective Trust | $19.5M | 4.6% |
| NT COLLECTIVE ST INVESTMENT FUND NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 084 | Common Collective Trust | $15.3M | 3.6% |
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