Original filing (PDF)20251006112512NAL0005950736001

BOARD OF TRUSTEES, THE UAW LABOR-MANAGEMENT GROUP

Name: BOARD OF TRUSTEES, THE UAW LABOR-MANAGEMENT GROUP — THE UAW LABOR-MANAGEMENT GROUP PENSION PLAN, Form 5500 (2024)
Creator: BOARD OF TRUSTEES, THE UAW LABOR-MANAGEMENT GROUP

Form 5500

FILING_RECEIVED

THE UAW LABOR-MANAGEMENT GROUP PENSION PLAN

Defined-benefit pension plan

Signals · 3

~95 bps in Sched C feesNo recordkeeper disclosed7 service providers

Active participants

1,507

Accounts w/ balance

Plan assets (EOY)

$70.2M

Net assets (EOY)

$70.0M

How this plan invests

This plan

3 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)

/ 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

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES, THE UAW LABOR-MANAGEMENT GROUP.

Plan sponsor

Name

BOARD OF TRUSTEES, THE UAW LABOR-MANAGEMENT GROUP

DBA

PENSION PLAN

EIN

51-6099782

Address

1055 PARK VIEW DR STE 111 · COVINA, CA · 91724

Phone

(626) 279-3009

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

2025-10-06

Pension benefit codes

1B · Flat-dollar DB formula

Audit & trust (Schedule H)

Auditor

MILLER KAPLAN ARASE LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

7 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
RUSSELL INVESTMENTS TRUST COMPANY	91-1116938	—	NONE	$314K	—
PACIFIC SOUTHWEST ADMINISTRATORS	46-4942970	—	NONE	$131K	—
THE PRUDENTIAL INS CO OF AMERICA	22-1211670	—	NONE	$111K	—
RAEL & LETSON	94-1701048	—	NONE	$62K	—
LAQUER URBAN CLIFFORD & HODGE LLP	95-4047729	—	NONE	$19K	—
MILLER KAPLAN ARASE LLP

Investments

3 pooled funds· $68.9M(98% 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

$58.1M

2 holdings

Pooled Separate Account

$10.8M

1 holding