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Original filing (PDF)20231107193054NAL0015721875001
NUCLEAR WASTE PARTNERSHIP LLC
Form 5500
FILING_RECEIVED
WASTE ISOLATION PILOT PLANT PENSION PLAN
Defined-benefit pension plan
Signals · 2
No recordkeeper disclosed6 service providers
Active participants
953
Accounts w/ balance
—
Plan assets (EOY)
$206.9M
Net assets (EOY)
$203.6M
How this plan invests
This plan
10 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
- 43 bps in Schedule C fees — 328% 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 NUCLEAR WASTE PARTNERSHIP LLC.
Plan sponsor
Name
NUCLEAR WASTE PARTNERSHIP LLC
EIN
45-5197409
Address
PO BOX 2078 · CARLSBAD, NM · 88221
Phone
(575) 234-7227
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-11-07
Pension benefit codes
1A · Pay-related DB formula
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
EIDE BAILLY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsTrustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BANK OF NEW YORK MELLON | 25-0065306 | — | TRUSTEE | $59K | — |
Other
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER | 30-0282430 | — | INVESTMENT MGMT | $498K | — |
| MILLIMAN | 91-0675641 | — | NONE | $135K | — |
| WILLIS TOWERS WATSON | 53-0181291 | — | NONE | $115K | — |
| ALSTON & BIRD LLP | 58-0137615 | — | NONE | $61K | — |
| EIDE BAILLY LLP | 45-0250958 | — | NONE | $18K | — |
Investments
10 pooled funds· $184.8M(89% 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 |
|---|---|---|---|
| MERCER ACTIVE LONG CORPORATE INVEST MERCER INVESTMENT MANAGEMENT INC · EIN 30-0282430 / PN 001 | Common Collective Trust | $47.8M | 23.1% |
| MERCER US LARGE CAP PASSIVE EQUITY MERCER INVESTMENT MANAGEMENT INC · EIN 30-0282430 / PN 001 | Common Collective Trust | $33.4M | 16.1% |
| MERCER PASSIVE LONG GOVERNMENT FIXE MERCER INVESTMENT MANAGEMENT INC · EIN 30-0282430 / PN 001 | Common Collective Trust | $32.8M | 15.9% |
| MERCER NON-US CORE EQUITY PORTFOLIO MERCER INVESTMENT MANAGEMENT INC · EIN 30-0282430 / PN 001 | Common Collective Trust | $19.6M | 9.5% |
| MERCER EMERGING MARKETS EQUITY PORT MERCER INVESTMENT MANAGEMENT INC · EIN 30-0282430 / PN 001 | Common Collective Trust | $11.7M | 5.7% |
| MERCER GLOBAL LOW VOLATILITY EQUITY MERCER INVESTMENT MANAGEMENT INC · EIN 30-0282430 / PN 001 | Common Collective Trust | $10.5M | 5.1% |
| MERCER OPPORTUNISTIC FIXED INCOME P MERCER INVESTMENT MANAGEMENT INC · EIN 30-0282430 / PN 001 | Common Collective Trust | $10.4M | 5.0% |
| MERCER US CORE REAL ESTATE PORTFOLI MERCER INVESTMENT MANAGEMENT INC · EIN 30-0282430 / PN 001 | Common Collective Trust | $9.4M | 4.5% |
| MERCER US SMALL/MID CAP EQUITY PORT MERCER INVESTMENT MANAGEMENT INC · EIN 30-0282430 / PN 001 | Common Collective Trust | $8.4M | 4.1% |
| NORTHERN TRUST COLLECTIVE GOVERNMEN NORTHERN TRUST COLLECTIVE GOVERNMENT SHORT TERM INVESTMENT FUND · EIN 45-6138589 / PN 068 | Common Collective Trust | $791K | 0.4% |
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