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Original filing (PDF)20251013124518NAL0001244641002
OMAHA CONST. IND. PENSION PLAN JOINT BOARD OF TRUSTEES
Form 5500
FILING_RECEIVED
OMAHA CONSTRUCTION INDUSTRY PENSION PLAN
Defined-benefit pension plan
Signals · 2
No recordkeeper disclosed9 service providers
Active participants
1,458
Accounts w/ balance
—
Plan assets (EOY)
$356.4M
Net assets (EOY)
$355.9M
How this plan invests
This plan
3 pooled trusts
Schedule D
22 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
- 25 bps in Schedule C fees — 150% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OMAHA CONST. IND. PENSION PLAN JOINT BOARD OF TRUSTEES.
Plan sponsor
Name
OMAHA CONST. IND. PENSION PLAN JOINT BOARD OF TRUSTEES
EIN
47-0468085
Address
3930 S 147TH STREET, SUITE 100 · OMAHA, NE · 68144
Phone
(402) 951-7900
Industry
Constructionsee all
Plan administrator
Name
OMAHA CONST. IND. PENSION PLAN JOINT BOARD OF TRUSTEES
EIN
47-0468085
City
OMAHA, NE
Phone
(402) 951-7900
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
1B · Flat-dollar DB formula
Audit & trust (Schedule H)
Auditor
DEBOER & ASSOCIATES, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
9 rowsOther
9| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SEGAL MARCO ADVISORS | 13-2646110 | — | — | $275K | — |
| COMPUSYS OF UTAH, INC. | 84-0869853 | — | — | $155K | — |
| DEBOER & ASSOCIATES, PC | 47-0836395 | — | — | $121K | — |
| BENESYS | 38-2383171 | — | — | $90K | — |
| UNITED ACTUARIAL SERVICES, INC. | 35-2156428 | — | — | $89K | — |
| BLAKE & UHLIG, P.A. | 48-0918231 | — | — | $85K | — |
| IRON MOUNTAIN | — | COLLEGEVILLE, PA | — | $28K | — |
| COMERICA | 42-1741646 | — | — | $28K | — |
| MCGRATH NORTH MULLIN & KRATZ PC | 47-0551221 | — | — | $18K | — |
Investments
19 direct securities · 3 pooled funds· $532.3M(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
$312.7M
18 holdings
Common Collective Trust
$117.8M
2 holdings
103-12 Investment Entity
$82.7M
1 holding
Mutual Funds
$19.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| COMMON AND COLLECTIVE TRUSTS | — | — | $66.3M | $117.8M | 33.1% | |
| AFL-CIO SL LARGE CAP STOCK INDEX FU BNY MELLON · EIN 25-6078093 / PN 355 | Common Collective Trust | — | $64.0M | $113.9M | 32.0% | |
| MCG FIXED INCOME GROUP TRUST SEGAL ADVISORS, INC. · EIN 27-6230536 / PN 002 | 103-12 Investment Entity | — | $75.3M | $82.7M | 23.2% | |
| INVESTMENT PARTNERSHIPS - PRIVATE EQUITY | — | — | $22.4M | $37.9M | 10.6% | |
| STATE STREET GLOBAL EQUITY EX-U.S. INDEX FUND-K | — | — | $36.7M | $37.2M | 10.4% | |
| INVESTMENT PARTNERSHIPS - REAL ESTATE FUND | — | — | $19.7M | $26.7M | 7.5% | |
| INVESTMENT PARTNERSHIPS - HEDGE FUNDS GROSVENOR MULTI-ASSET CLASS FUND II | — | — | $13.8M | $22.5M | 6.3% | |
| S FIDELITY SMALL CAP INDEX PREMIUM-INS PR | Mutual Funds | — | $16.6M | $19.0M | 5.3% | |
| INTERCONTINENTAL US REAL ESTATE INVESTMENT FUND | — | — | $9.6M | $13.5M | 3.8% | |
| INVESTMENT PARTNERSHIPS - REAL ESTATE FUND MESIROW FINANCIAL REAL ESTATE VALUE FUND III | — | — | $6.1M | $9.8M | 2.8% | |
| MESIROW FINANCIAL SEGAL MARCO SELECT PRIVATE | — | — | $3.7M | $8.1M | 2.3% | |
| BLACKSTONE INFRASTRUCTURE PARTNERS - V FEED LP | — | — | $7.7M | $7.7M | 2.2% | |
| WHITE OAK YIELD SPECTRUM PEER | — | — | $4.4M | $6.9M | 1.9% | |
| COMERICA SHORT TERM FUND | — | — | $6.0M | $6.0M | 1.7% | |
| MESIROW FINANCIAL PRIVATE EQUITY FUND VII-B | — | — | $1.1M | $5.8M | 1.6% | |
| INVESTMENT PARTNERSHIPS - PRIVATE EQUITY ANGELO GORDON | — | — | $1.9M | $4.7M | 1.3% | |
| HAMILTON LANE PRIVATE EQUITY FUND | — | — | $1.9M | $4.1M | 1.2% | |
| AFL-CIO BUILDING INVESTMENT TRUST GREAT GRAY TRUST COMPANY, LLC · EIN 52-6328901 / PN 001 | Common Collective Trust | — | $2.4M | $3.9M | 1.1% | |
| MESIROW FINANCIAL REAL ESTATE VALUE FUND V | — | — | $3.9M | $3.4M | 1.0% | |
| HAMILTON LANE STRATEGIC OPPORTUNITIES FUND | — | — | $583K | $508K | 0.1% | |
| MORGAN STANLEY PRIVATE MARKETS FUND III LP | — | — | $942K | $46K | <0.1% | |
| LEXINGTON PARTNERS VI LP | — | — | $52K | $22K | <0.1% |
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