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Original filing (PDF)20250414124510NAL0001696001001
LOCAL 68 ENGINEERS UNION PENSION FUND BOARD OF TRUSTEES
Form 5500
FILING_RECEIVED
LOCAL 68 ENGINEERS UNION PENSION PLAN
Defined-benefit pension plan
Signals · 2
No recordkeeper disclosed15 service providers
Active participants
2,298
Accounts w/ balance
—
Plan assets (EOY)
$436.4M
Net assets (EOY)
$436.3M
How this plan invests
This plan
6 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
- 25 bps in Schedule C fees — 152% 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 LOCAL 68 ENGINEERS UNION PENSION FUND BOARD OF TRUSTEES.
Plan sponsor
Name
LOCAL 68 ENGINEERS UNION PENSION FUND BOARD OF TRUSTEES
EIN
51-0176618
Address
14 FAIRFIELD PLACE · W. CALDWELL, NJ · 07006
Phone
(973) 227-6426
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-14
Pension benefit codes
1B · Flat-dollar DB formula
Audit & trust (Schedule H)
Auditor
MSPC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
15 rowsOther
15| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HARDMAN JOHNSTON GLOBAL ADVISORS | 13-3257590 | — | NONE | $252K | — |
| LOCAL 68 ENG UNION WELFARE FUND | 22-1550500 | — | AFFILIATED FUND | $145K | — |
| INVESTMENT PERFORMANCE SERVICES LLC | 58-2432390 | — | NONE | $140K | — |
| GREAT LAKES ADVISORS LLC | 80-0292839 | — | NONE | $137K | — |
| LOCAL 68 ENG UNION EDUCATION FD | 22-6066637 | — | AFFILIATED FUND | $117K | — |
| THE NORTHERN TRUST CO | 36-1561860 | — | NONE | $41K | — |
| WEDGE CAPITAL MGMT LLP | 56-1557450 | — | NONE | $36K | — |
| SUMMIT ACTUARIAL SERVICES LLC | — | MOORESTOWN, NJ | NONE | $35K | — |
| BRIDGEWAY BENEFIT TECHNOLOGIES | — | MAPLE SHADE, NJ | NONE | $34K | — |
| CHARTWELL INVESTMENT PTRS | 36-4776242 | — | NONE | $32K | — |
| ORANSKY SCARAGGI & BORG P.C. | 22-3522685 | — | NONE | $32K | — |
| MSPC | 22-2951202 | — | NONE | $30K | — |
| CHRIS RUTON | 51-0176618 | — | EMPLOYEE | $27K | — |
| COMERICA BANK | 42-1741646 | — | NONE | $22K | — |
| WASILEWSKI & KEATING PC | 22-2676761 | — | NONE | $17K | — |
Investments
6 pooled funds· $164.4M(38% 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
$112.2M
3 holdings
103-12 Investment Entity
$45.2M
2 holdings
Pooled Separate Account
$7.0M
1 holding
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| NT COLLECTIVE RUSSELL 1000 GR IND F THE NORTHERN TRUST CO · EIN 45-6138589 / PN 099 | Common Collective Trust | $51.8M | 11.9% |
| NT COLLECTIVE RUSSELL 1000 VAL INDE THE NORTHERN TRUST CO · EIN 45-6138589 / PN 098 | Common Collective Trust | $48.2M | 11.1% |
| HARDMAN JOHNSTON INT'L EQ GRP TRUST HARDMAN JOHNSTON GLOBAL ADVISORS LLC · EIN 26-6493485 / PN 001 | 103-12 Investment Entity | $24.6M | 5.6% |
| GOLDENTREE MS FD OFFSHORE ERISA LTD GOLDENTREE ASSET MANAGEMENT · EIN 98-1018819 / PN 002 | 103-12 Investment Entity | $20.6M | 4.7% |
| AFL-CIO BUILDING INVESTMENT TRUST GREAT GRAY TRUST COMPANY LLC · EIN 52-6328901 / PN 001 | Common Collective Trust | $12.1M | 2.8% |
| POOLED SEPARATE ACCOUNTS TRANSAMERICA RETIREMENT SOLUTIONS · EIN 04-6784256 / PN 000 | Pooled Separate Account | $7.0M | 1.6% |