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Original filing (PDF)20251009163054NAL0004098963001
MODERN WELDING COMPANY, INC.
Form 5500
FILING_RECEIVED
EMPLOYEES' PENSION PLAN OF MODERN WELDING COMPANY INC.
Defined-benefit pension plan
Signals · 1
~266 bps in Sched C fees
Active participants
66
Accounts w/ balance
—
Plan assets (EOY)
$13.7M
Net assets (EOY)
$13.7M
How this plan invests
This plan
9 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
75
Participation health
100
Knocking points off
- 266 bps in Schedule C fees — 818% above peer band of 29 bps.
- Plan is frozen (1I) — no new benefit accrual.
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 MODERN WELDING COMPANY, INC..
Plan sponsor
Name
MODERN WELDING COMPANY, INC.
EIN
61-1229111
Address
2880 NEW HARTFORD ROAD · OWENSBORO, KY · 423021450
Phone
(270) 685-4400
Industry
Manufacturingsee all
Plan administrator
Name
PENSION COMMITTEE
EIN
61-0912557
City
OWENSBORO, KY
Phone
(270) 685-4400
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-12-28
Tax period
2024-12-27
Filed
2025-10-09
Pension benefit codes
1A · Pay-related DB formula
3H · Sponsor in controlled / affiliated group
1I · Frozen plan — no new benefit accrual
Audit & trust (Schedule H)
Auditor
CHERRY BEKAERT LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsActuary
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER US LLC | 13-2834414 | — | ACTUARY | $274K | — |
Other
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER INVESTMENT | 30-0282430 | — | NONE | $54K | — |
| STATE STREET | 04-1867445 | — | NONE | $28K | — |
| CHERRY BERKAERT LLP | 56-0574444 | — | NONE | $9K | — |
Investments
9 pooled funds· $13.3M(97% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| MERCER PASSIVE LONG CRED FIXED INCO MERCER TRUST COMPANY · EIN 26-6700496 / PN 016 | Common Collective Trust | $5.3M | 38.8% |
| MERCER PASSIVE LONG GOV FIXED INCOM MERCER TRUST COMPANY · EIN 51-0560117 / PN 010 | Common Collective Trust | $2.7M | 19.3% |
| MERCER US LARGE CAP CORE PASSIVE EQ MERCER TRUST COMPANY · EIN 03-0566613 / PN 005 | Common Collective Trust | $2.6M | 18.8% |
| MERCER NON-US CORE EQUITY MERCER TRUST COMPANY · EIN 03-0566617 / PN 009 | Common Collective Trust | $1.1M | 8.1% |
| MERCER OPPORTUNINISTIC FIXED INCOME MERCER TRUST COMPANY · EIN 36-7630030 / PN 020 | Common Collective Trust | $543K | 4.0% |
| MERCER EMERGING MARKETS EQUITY MERCER TRUST COMPANY · EIN 32-6219484 / PN 017 | Common Collective Trust | $494K | 3.6% |
| MERCER US SML/MID CAP GROWTH EQUITY MERCER TRUST COMPANY · EIN 03-0566611 / PN 003 | Common Collective Trust | $417K | 3.0% |
| MERCER GLOBAL LOW VOLATILITY EQUITY MERCER TRUST COMPANY · EIN 35-7004395 / PN 018 | Common Collective Trust | $197K | 1.4% |
| MERCER LONG STRIPS FIXED INCOME POR MERCER TRUST COMPANY · EIN 80-6243236 / PN 019 | Common Collective Trust | $0 | <0.1% |