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Original filing (PDF)20250714121639NAL0001018145001
BOARD OF TRUSTEES WATERFRONT EMPLOYERS - ILA PENSION PLAN
Form 5500
FILING_RECEIVED
WATERFRONT EMPLOYERS - ILA PENSION PLAN
Defined-benefit pension plan
Signals · 2
No recordkeeper disclosed25 service providers
Active participants
1,343
Accounts w/ balance
—
Plan assets (EOY)
$482.0M
Net assets (EOY)
$459.6M
How this plan invests
This plan
8 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)
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
- 56 bps in Schedule C fees — 460% above peer band of 10 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 BOARD OF TRUSTEES WATERFRONT EMPLOYERS - ILA PENSION PLAN.
Plan sponsor
Name
BOARD OF TRUSTEES WATERFRONT EMPLOYERS - ILA PENSION PLAN
EIN
57-6027499
Address
PO BOX 21889, 899 MORRISON DRIVE · CHARLESTON, SC · 294131889
Phone
(843) 723-5561
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2025-07-14
Pension benefit codes
1B · Flat-dollar DB formula
Audit & trust (Schedule H)
Auditor
SCHULTHEIS & PANETTIERI, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
25 rowsOther
25Investments
8 pooled funds· $128.0M(27% 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
$78.7M
5 holdings
Pooled Separate Account
$25.8M
2 holdings
103-12 Investment Entity
$23.5M
1 holding
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| VICTORY TRIVALENT INTL SMALL CAP CF GLOBAL TRUST COMPANY · EIN 80-6249702 / PN 006 | Common Collective Trust | $25.1M | 5.2% |
| ULLICO INFRASTRUCTURE TAX EXEMPT FD ULLICO INVESTMENT ADVISORS, INC. · EIN 90-0622302 / PN 001 | 103-12 Investment Entity | $23.5M | 4.9% |
| INVESCO INTERNATIONAL EQUITY TRUST INVESCO TRUST COMPANY · EIN 20-2583973 / PN 114 | Common Collective Trust | $23.2M | 4.8% |
| NORTHERN TRUST INVESTMENTS, INC. NORTHERN TRUST COLLECTIVE RUSSELL 1000 GROWTH INDEX FUND - NON LENDING · EIN 45-6138589 / PN 099 | Common Collective Trust | $19.9M | 4.1% |
| PRISA II SA PRUDENTIAL INS CO OF AMERICA · EIN 22-1211670 / PN 039 | Pooled Separate Account | $15.4M | 3.2% |
| BLACKROCK GLOBAL ALLOCATION COLLECT BLACKROCK INSTITUTIONAL TRUST COMPANY N.A. · EIN 46-0563260 / PN 001 | Common Collective Trust | $10.5M | 2.2% |
| PRINCIPAL US PROPERTY SEP ACCT-PG12 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | $10.5M | 2.2% |
| LONGVIEW ULTRA CONSTR LOAN INV FD AMALGAMATED BANK · EIN 20-8434730 / PN 006 | Common Collective Trust | $7K | <0.1% |