Original filing (PDF)20251022102643NAL0002020064001

WESTINGHOUSE ELECTRIC COMPANY

Name: WESTINGHOUSE ELECTRIC COMPANY — WESTINGHOUSE PENSION PLAN FOR NEWINGTON BOILERMAKERS, Form 5500 (2024)
Creator: WESTINGHOUSE ELECTRIC COMPANY

Form 5500

FILING_RECEIVED

WESTINGHOUSE PENSION PLAN FOR NEWINGTON BOILERMAKERS

Defined-benefit pension plan

Signals · 2

38% employer stock~85 bps in Sched C fees

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$9.8M

Net assets (EOY)

$9.8M

How this plan invests

This plan

1 pooled trust

Schedule D

638 securities

funds · stocks · CUSIPs

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

Plan health score

/ 100

Grade C

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 80% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

Plan health

n/a

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WESTINGHOUSE ELECTRIC COMPANY.

Plan sponsor

Name

WESTINGHOUSE ELECTRIC COMPANY

EIN

52-2140933

Address

1000 WESTINGHOUSE DR · CRANBERRY TOWNSHIP, PA · 160665228

Phone

(412) 374-4111

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

007

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-22

Pension benefit codes

1B · Flat-dollar DB formula

1I · Frozen plan — no new benefit accrual

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

SCHNEIDER DOWNS & CO., INC.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
ALIGHT SOLUTIONS LLC	82-1061233	—	NONE	$12K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
AON CONSULTING, INC.	22-2232264	—	NONE	$43K	—
SCHNEIDER DOWNS & CO., INC.

Investments

638 direct securities · 1 pooled fund· $19.6M(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.

Master Trust

$9.8M

1 holding

Common Stock

$3.7M

51 holdings

Other securities

$2.9M

17 holdings

Bonds / Notes

$2.0M

554 holdings

U.S. Treasuries

$722K

9 holdings

Common Collective Trusts

$505K

6 holdings

OTHER

$7K

1 holding

					% of plan
WESTINGHOUSE ELEC. CO. MASTER TRUST WESTINGHOUSE ELECTRIC COMPANY LLC · EIN 52-2140933 / PN 009	Master Trust	—	—	$9.8M	100.0%
1 PIMCO SUBSCRIPTION AGREEMENT STOCK PLUS L.P. 1 77,044,299 PRU U.S. LONG DURATION CORP BD	Common Stock	—	$2.2M	$1.9M	19.1%
1,132,622 S&P 500 (R) INDX NL SF CL A	Common Stock	—	$1.2M	$1.6M	16.5%
8,960,121 MERCER OPPORTUNISTIC FIXED INCOME PORTFOLIO	Other securities	—	$1.2M	$1.2M	12.3%
33,693,215 MERCER US CORE REAL ESTATE PORTFOLIO	Other securities	—	$433K	$374K	3.8%
48,790,000 U S TREASURY BD CPN STRIP 0.000% 08/15/2039 DD 08/17/09	Bonds / Notes	—	$294K	$260K	2.6%
25,290,000 U S TREASURY BOND 4.250% 02/15/2054 DD 02/15/24	U.S. Treasuries	—	$293K	$257K	2.6%
1,213,891 MFS INTERNATIONAL EQUITY FUND CLASS 7	Other securities	—	$227K	$251K	2.5%
18,750,220 EB TEMP INV FD VAR RT 12/31/2049 DD 04/02/10	Other securities	—	$208K	$208K	2.1%
1,238,712 COL LSV INTL VALUE EQ FD TR 7	Other securities	—	$166K	$184K	1.9%
1,118,045 AMERICAN CENTURY NON-U.S CONCENTRATED GROWTH EAFE PLUS $	Other securities	—	$200K	$180K	1.8%
1,613,105 RBC EMERG MARKETS EQUITY FOCUS CIT CL M	Common Collective Trusts	—	$173K	$177K	1.8%
78,167 NINETY ONE EMERGING MARKETS EQUITY LLC USD	Other securities	—	$152K	$151K	1.5%
25,575,000 U S TREASURY BD CPN STRIP 0.000% 05/15/2038 DD 08/15/08	Bonds / Notes	—	$164K	$148K	1.5%
995 SEI STRUCTURED CREDIT COLLECTIVE FUND 995 1,058,760 VICTORY INTEGRITY SMALL/MID-CAP VALUE COLLECTIVE	Common Collective Trusts	—	$124K	$146K	1.5%
251,489 WILLIAM BLAIR SMALL-MID CAP GROWTH COLLECTIVE INVESTMENT	Common Collective Trusts	—	$113K	$122K	1.2%
14,210,000 U S TREASURY BOND 2.875% 05/15/2043 DD 05/15/13	U.S. Treasuries	—	$133K	$120K	1.2%
10,215,000 U S TREASURY BOND 4.250% 08/15/2054 DD 08/15/24	U.S. Treasuries	—	$109K	$104K	1.1%
60,940 INTERNATIONAL SMALL CAP EQUITY FUND TIER III	Other securities	—	$102K	$102K	1.0%
12,885,000 U S TREASURY BOND 2.500% 02/15/2045 DD 02/15/15	U.S. Treasuries	—	$111K	$99K	1.0%
10,610,000 U S TREASURY BOND 3.625% 02/15/2053 DD 02/15/23	U.S. Treasuries	—	$110K	$96K	1.0%
6,392,741 EB TEMP INV FD VAR RT 12/31/2049 DD 04/02/10	Other securities	—	$71K	$71K	0.7%
309,246 FIAM GLOBAL LOW VOL EQ CP	Other securities	—	$61K	$68K	0.7%
44,528 NINETY ONE GLOBAL FRANCHISE	Other securities	—	$55K	$63K	0.6%
2,920,000 U S TREASURY BOND 4.625% 11/15/2044 DD 11/15/24	U.S. Treasuries	—	$33K	$31K	0.3%
2,127 SEI ENERGY DEBT FUND CIT MARCH	Common Collective Trusts	—	$29K	$26K	0.3%
2,051,000 ANHEUSER-BUSCH COS LLC / ANHEU 4.900% 02/01/2046 DD 02/01/19	Bonds / Notes	—	$22K	$21K	0.2%
1,865,000 BOEING CO/THE 5.705% 05/01/2040 DD 05/04/20	Bonds / Notes	—	$21K	$20K	0.2%
1,152 SEI ENERGY DEBT CIT OCTOBER	Common Collective Trusts	—	$20K	$18K	0.2%
2,345,000 AT&T INC 3.550% 09/15/2055 DD 03/15/21	Bonds / Notes	—	$19K	$18K	0.2%
1,166 SEI ENERGY DEBT CIT	Common Collective Trusts	—	$19K	$17K	0.2%
1,485,000 META PLATFORMS INC 5.600% 05/15/2053 DD 05/03/23	Bonds / Notes	—	$18K	$17K	0.2%
1,410,000 BOEING CO/THE 5.805% 05/01/2050 DD 05/04/20	Bonds / Notes	—	$16K	$15K	0.1%
1,740,000 WARNERMEDIA HOLDINGS INC 5.141% 03/15/2052 DD 03/15/23	Bonds / Notes	—	$16K	$14K	0.1%
1,179,000 PACIFIC GAS AND ELECTRIC CO 6.750% 01/15/2053 DD 01/06/23	Bonds / Notes	—	$14K	$14K	0.1%
1,325,000 PFIZER INVESTMENT ENTERPRISES 5.110% 05/19/2043 DD 05/19/23	Bonds / Notes	—	$15K	$14K	0.1%
1,485,000 WELLS FARGO & CO VAR RT 04/25/2053 DD 04/25/22	Common Stock	—	$15K	$14K	0.1%
1,285,000 GOLDMAN SACHS GROUP INC/THE VAR RT 11/19/2045 DD 11/19/24	Common Stock	—	$14K	$14K	0.1%
1,105,000 NEW JERSEY ST TURNPIKE AUTH TU 7.102% 01/01/2041 DD 12/15/10	Bonds / Notes	—	$15K	$14K	0.1%
564 EB TEMP INV FD VAR RT 12/31/2049 DD 04/02/10 564 1,185,813 EB TEMP INV FD VAR RT 12/31/2049 DD 04/02/10	Other securities	—	$13K	$13K	0.1%
1,250,000 ANHEUSER-BUSCH COS LLC / ANHEU 4.700% 02/01/2036 DD 02/01/19	Bonds / Notes	—	$14K	$13K	0.1%
1,400,000 AERCAP IRELAND CAPITAL DAC / A 3.850% 10/29/2041 DD 10/29/21	Bonds / Notes	—	$13K	$12K	0.1%
1,024,000 CELANESE US HOLDINGS LLC STEP 11/15/2033 DD 08/24/2023	Common Stock	—	$12K	$12K	0.1%
1,070,000 SOLVENTUM CORP 144A 5.900% 04/30/2054 DD 02/27/24	Bonds / Notes	—	$12K	$12K	0.1%
1,075,000 VODAFONE GROUP PLC 5.750% 06/28/2054 DD 06/28/24	Bonds / Notes	—	$12K	$12K	0.1%
800,000 CALIFORNIA ST 7.625% 03/01/2040 DD 04/01/10	Bonds / Notes	—	$11K	$11K	0.1%
800,000 CALIFORNIA ST 7.625% 03/01/2040 DD 04/01/10	Bonds / Notes	—	$11K	$10K	0.1%
920,000 JBS USA HOLDING LUX SARL/ JBS 6.500% 12/01/2052 DD 06/01/23	Bonds / Notes	—	$10K	$10K	0.1%
1,300,000 U S TREASURY BOND 2.375% 02/15/2042 DD 02/15/22	U.S. Treasuries	—	$11K	$10K	0.1%
1,035,000 RTX CORP 4.500% 06/01/2042 DD 06/01/12	Bonds / Notes	—	$10K	$10K	0.1%