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Original filing (PDF)20251013202758NAL0004115458001
MITSUBISHI CHEMICAL AMERICA, INC.
Form 5500
FILING_RECEIVED
MCA PENSION PLAN - METHACRYLATES DIVISION
Defined-benefit pension plan
Signals · 1
45% in single holding
Active participants
33
Accounts w/ balance
—
Plan assets (EOY)
$91.5M
Net assets (EOY)
$91.5M
How this plan invests
This plan
7 pooled trusts
Schedule D
5 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
100
Vendor stack
75
Participation health
100
Knocking points off
- Top holding "[DFE: PRUDENTIAL CORE PLUS BOND FUND OF THE PRUDENTIAL TRUST COMPANY COLLECTIVE TRUST (extraction pending)]" is 45% of plan.
- Plan is frozen (1I) — no new benefit accrual.
Helping the score
- Below-peer total fees (7 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MITSUBISHI CHEMICAL AMERICA, INC..
Plan sponsor
Name
MITSUBISHI CHEMICAL AMERICA, INC.
EIN
52-2196843
Address
6070 POPLAR AVENUE, SUITE 600 · MEMPHIS, TN · 38119
Phone
(901) 381-2121
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
1A · Pay-related DB formula
1I · Frozen plan — no new benefit accrual
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRUDENTIAL TRUST CO | 23-6994310 | — | NONE | $64K | — |
Investments
3 direct securities · 7 pooled funds· $93.0M(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.
Common Collective Trust
$49.2M
2 holdings
Uncategorized
$32.9M
3 holdings
Pooled Separate Account
$10.8M
5 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| [DFE: PRUDENTIAL CORE PLUS BOND FUND OF THE PRUDENTIAL TRUST COMPANY COLLECTIVE TRUST (extraction pending)] | — | — | — | $26.9M | 29.4% | |
| PRU CR PL BOND CIT PRUDENTIAL TRUST COMPANY · EIN 23-6994310 / PN 165 | Common Collective Trust | — | — | $26.9M | 29.4% | |
| PRU U.S. LONG DURATION CORP BD PRUDENTIAL TRUST CO · EIN 23-6994310 / PN 159 | Common Collective Trust | — | — | $22.3M | 24.4% | |
| WINSLOW CAP US LG CAP GR EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 852 | Pooled Separate Account | — | — | $4.8M | 5.3% | |
| [DFE: CAPITAL GROUP EUPAC TRUST (US) (extraction pending)] | — | — | — | $3.6M | 3.9% | |
| CAPGP EUROPACGR CAPITAL BANK & TRUST CO · EIN 95-6597294 / PN 661 | Pooled Separate Account | — | — | $3.6M | 3.9% | |
| [DFE: SMALL CAP VALUE KENNEDY CAPITAL FUND (SASV3) (extraction pending)] | — | — | — | $2.4M | 2.7% | |
| PRUDENTIAL SHORT-TERM EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 257 | Pooled Separate Account | — | — | $2.4M | 2.7% | |
| CARILLONEAGLE MCG FDRS ALTA TRUST · EIN 83-0524193 / PN 003 | Pooled Separate Account | — | — | $0 | <0.1% | |
| SMALL CAP VALUE / KENNEDY CAPIT EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 257 | Pooled Separate Account | — | — | $0 | <0.1% |