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Original filing (PDF)20250917131745NAL0000392945002
COMMUNICATIONS WORKERS OF AMERICA, AFL-CIO, CLC
Form 5500
FILING_RECEIVED
COMMUNICATIONS WORKERS OF AMERICA ADJUSTABLE PENSION PLAN
Defined-benefit pension plan
Signals · 1
No recordkeeper disclosed
Active participants
465
Accounts w/ balance
—
Plan assets (EOY)
$29.3M
Net assets (EOY)
$29.3M
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
- 51 bps in Schedule C fees — 75% above peer band of 29 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 COMMUNICATIONS WORKERS OF AMERICA, AFL-CIO, CLC.
Plan sponsor
Name
COMMUNICATIONS WORKERS OF AMERICA, AFL-CIO, CLC
EIN
53-0246709
Address
501 3RD STREET, N.W. · WASHINGTON, DC · 200012760
Phone
(202) 434-1100
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-17
Pension benefit codes
1A · Pay-related DB formula
1E · Section 401(h) arrangement
Audit & trust (Schedule H)
Auditor
CALIBRE CPA GROUP PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHEIRON | 13-4215617 | — | NONE | $65K | — |
| SEGAL ADVISORS, INC. | 13-2646110 | — | NONE | $31K | — |
| SLEVIN & HART, P.C. | 52-1708613 | — | NONE | $19K | — |
| CALIBRE CPA GROUP | 47-0900880 | — | NONE | $17K | — |
| INTERCONTINENTAL REAL ESTATE CORPOR | 04-2895544 | — | NONE | $16K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
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