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Original filing (PDF)20251016012507NAL0007576816001

BOARD OF TRUSTEES, EMPLOYER-INDUSTRIAL SHEET METAL

Form 5500
FILING_RECEIVED
EMPLOYER-INDUSTRIAL SHEET METAL WORKERS LOCAL 16 PENSION TRUST
Defined-benefit pension plan
Signals · 3
44% in single holdingNo recordkeeper disclosed12 service providers
Active participants
522
Accounts w/ balance
0
Plan assets (EOY)
$90.6M
Net assets (EOY)
$90.4M
How this plan invests
This plan
4 pooled trusts
Schedule D
4 securities
funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)
85
/ 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
78
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
  • Top holding "[DFE: PANAGORA GROUP TRUST (no filing on disk)]" is 44% of plan.
  • 55 bps in Schedule C fees — 242% above peer band of 16 bps.
  • No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES, EMPLOYER-INDUSTRIAL SHEET METAL.
Plan sponsor
Name
BOARD OF TRUSTEES, EMPLOYER-INDUSTRIAL SHEET METAL
DBA
WORKERS LOCAL 16 PENSION TR
EIN
51-0171397
Address
PO BOX 4148 · PORTLAND, OR · 97208
Phone
(503) 282-5581
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
2025-10-16
Pension benefit codes
1A · Pay-related DB formula
Audit & trust (Schedule H)
Auditor
MILLER KAPLAN ARASE LLP
Trustee / custodian
Trustee phone

Service providers (Schedule C)

12 rows
Other
12
NameEINLocationRelationDirect compIndirect comp
MILLIMAN, INC.91-0675641NONE$125K
VERUS ADVISORY, INC91-1320111NONE$95K
ACADIAN ASSET MANAGEMENTBOSTON, MANONE$56K
DODGE & COX94-1441976NONE$44K
PANAGORA ASSET MANAGEMENT04-3183235NONE$33K
THE WILLIAM C. EARHART COMPANY INC.93-0509592NONE$32K
TURNER, STOEVE & GAGLIARDI, P.S.SPOKANE, WANONE$31K
WITHUMSMITH & BROWNPRINCETON, NJNONE$25K
US BANK93-0571729NONE$22K
PLATFORM CPAS, LLPPORTLAND, ORNONE$16K
IRON MOUNTAINPORTLAND, ORNONE$9K
HERRLE & ASSOCIATES93-0692196NONE$7K

Investments

4 pooled funds· $21.4M(24% 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.

Common Collective Trust
$16.9M
3 holdings
103-12 Investment Entity
$4.5M
1 holding
PIInvestmentTypeShares / unitsCostCurrent value% of plan
PANAGORA GROUP TRUST
PANAGORA ASSET MANAGEMENT · EIN 04-3183235 / PN 006
Common Collective Trust
$9.5M10.5%
MULTI EMPLOYER PROPERTY TRUST
NEW TOWER TRUST COMPANY · EIN 52-6218800 / PN 001
Common Collective Trust
$6.9M7.6%
ACADIAN EMERGING MARKETS SMALL-CAP
ACADIAN ASSET MANAGEMENT LLC · EIN 04-2929221 / PN 014
103-12 Investment Entity
$4.5M5.0%
QUEST GROUP TRUSTS III
QUEST INVESTMENT MANAGEMENT · EIN 93-1047922 / PN 001
Common Collective Trust
$481K0.5%