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Original filing (PDF)20251015072723NAL0003958897002
ASBESTOS WORKERS LOCAL 42 PENSION FUND
Form 5500
FILING_RECEIVED
ASBESTOS WORKERS LOCAL 42 PENSION FUND
Defined-benefit pension plan
Signals · 3
30% in single holdingNo recordkeeper disclosed10 service providers
Active participants
113
Accounts w/ balance
—
Plan assets (EOY)
$38.7M
Net assets (EOY)
$38.7M
How this plan invests
This plan
2 pooled trusts
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
85
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "[DFE: NEWTOWER TRUST COMPANY MULTI-EMPLOYER PROPERTY TRUST (extraction pending)]" is 30% of plan.
- 72 bps in Schedule C fees — 149% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ASBESTOS WORKERS LOCAL 42 PENSION FUND.
Plan sponsor
Name
ASBESTOS WORKERS LOCAL 42 PENSION FUND
EIN
51-6011235
Address
PHOENIX BENEFIT ADMINISTRATORS, LLC · 1000 WEST VALLEY ROAD, SUITE 405 · SOUTHEASTERN, PA · 193991687
Phone
(888) 717-2091
Industry
Constructionsee all
Plan administrator
Name
ASBESTOS WORKERS LOCAL 42 PENSION FUND
EIN
84-4000013
City
SOUTHEASTERN, PA
Phone
(484) 328-8111
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
1B · Flat-dollar DB formula
Audit & trust (Schedule H)
Auditor
BACHELER & COMPANY PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
10 rowsOther
10| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS INC | 52-1590516 | TAMPA, FL | NONE | $63K | — |
| INVESTMENT PERFORMANCE SERVICES | 58-2432390 | NEWTOWN, PA | NONE | $50K | — |
| WEDGE CAPITAL MANAGEMENT LLP | 56-1557450 | CHARLOTTE, NC | NONE | $31K | — |
| MCKEOGH COMPANY | 23-3003375 | WEST CONSHOHOCKEN, PA | NONE | $30K | — |
| AMALGAMATED BANK OF CHICAGO | 36-0721895 | CHICAGO, IL | NONE | $28K | — |
| BACHELER & COMPANY PC | 23-2978066 | CHERRY HILL, NJ | NONE | $21K | — |
| MERANZE KATZ & GAUDIOSO PC | 23-2943773 | PHILADELPHIA, PA | NONE | $20K | — |
| GREAT LAKES ADVISORS | 80-0292839 | CHICAGO, IL | NONE | $18K | — |
| AMALGAMATED BANK (CUSTODIAN) | 13-4920330 | NEW YORK, NY | NONE | $13K | — |
| CHARTWELL INVESTMENT PARTNERS | 23-2891243 | BERWYN, PA | NONE | $6K | — |
Investments
31 direct securities · 2 pooled funds· $7.6M(20% 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.
103-12 Investment Entity
$3.1M
1 holding
Uncategorized
$3.1M
31 holdings
Common Collective Trust
$1.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| HARDMAN JOHNSTON INTL EQUITY GROUP HARDMAN JOHNSTON ASSET MANAGEMENT · EIN 26-6493485 / PN 001 | 103-12 Investment Entity | — | — | $3.1M | 8.1% | |
| NEWTOWER TRUST COMPANY MEPT NEWTOWER TRUST COMPANY · EIN 52-6218800 / PN 001 | Common Collective Trust | — | — | $1.3M | 3.4% | |
| Howmet Aerospace Inc | — | 1,484.987 | — | $162K | 0.4% | |
| Standard Chartered PLC | — | 12,339.359 | — | $153K | 0.4% | |
| T-Mobile US Inc | — | 675.596 | — | $149K | 0.4% | |
| Taiwan Semiconductor | — | 736.98 | $78K | $146K | 0.4% | |
| Boston Scientific Corp | — | 1,622.458 | — | $145K | 0.4% | |
| Mastercard Inc | — | 273.62 | — | $144K | 0.4% | |
| Amazon.com Inc | — | 645.822 | — | $142K | 0.4% | |
| NVIDIA Corp | — | 1,020.745 | — | $137K | 0.4% | |
| Vertiv Holdings Co | — | 1,193.871 | — | $136K | 0.4% | |
| Atlassian Corp | — | 542.167 | — | $132K | 0.3% | |
| Prosus NV | — | 3,296.744 | — | $131K | 0.3% | |
| Eli Lilly & Co | — | 169.083 | — | $131K | 0.3% | |
| Meta Platforms Inc | — | 222.748 | — | $130K | 0.3% | |
| Safran SA | — | 593.26 | $100K | $130K | 0.3% | |
| Corteva Inc | — | 2,090.009 | — | $119K | 0.3% | |
| Microsoft Corp | — | 278.472 | — | $117K | 0.3% | |
| Unitedhealth Group Inc | — | 218.705 | — | $111K | 0.3% | |
| Alphabet Inc Class A | — | 553.635 | — | $105K | 0.3% | |
| Mercadolibre Inc | — | 56.018 | $67K | $95K | 0.2% | |
| Elanco Animal Health Inc | — | 6,793.447 | — | $82K | 0.2% | |
| Vertex Pharmaceuticals Inc | — | 181.874 | — | $73K | 0.2% | |
| Technipfmc PLC | — | 2,378.92 | — | $69K | 0.2% | |
| ASML Holdings NV | — | 95.789 | — | $66K | 0.2% | |
| IQVIA Holdings Inc | — | 313.906 | — | $62K | 0.2% | |
| Grifols SA | — | 6,097.268 | $87K | $58K | 0.1% | |
| Universal Display Corp | — | 309.862 | — | $45K | 0.1% | |
| Bank of America Corp | — | 965.977 | — | $42K | 0.1% | |
| Lennar Corp | — | 257.3 | — | $35K | <0.1% | |
| Novo Nordisk A/S | — | 402.49 | $41K | $35K | <0.1% | |
| Uber Technologies Inc | — | 372.717 | — | $22K | <0.1% | |
| Coty Inc | — | 2,847.205 | — | $20K | <0.1% |