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Original filing (PDF)20250926155437NAL0012009571001
VINSON & ELKINS LLP
Form 5500
FILING_RECEIVED
VINSON & ELKINS LLP PENSION PLAN
Defined-benefit pension plan
Signals · 3
55% in single holding~100 bps in Sched C feesNo recordkeeper disclosed
Active participants
118
Accounts w/ balance
—
Plan assets (EOY)
$89.8M
Net assets (EOY)
$89.6M
How this plan invests
This plan
6 pooled trusts
Schedule D
7 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
82
/ 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
55
Participation health
100
Knocking points off
- Top holding "CF STATE STREET LONG US CREDIT CORP BOND INDEX NL FD CMLS1 Common collective trusts" is 55% of plan.
- 100 bps in Schedule C fees — 523% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
- Plan is frozen (1I) — no new benefit accrual.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VINSON & ELKINS LLP.
Plan sponsor
Name
VINSON & ELKINS LLP
EIN
74-1183015
Address
845 TEXAS AVENUE · SUITE 4700 · HOUSTON, TX · 77002
Phone
(713) 758-3819
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Name
VINSON & ELKINS LLP PLAN ADMINISTRATIVE COMMITTEE
EIN
76-0139709
City
HOUSTON, TX
Phone
(713) 758-3819
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-26
Pension benefit codes
1A · Pay-related DB formula
1I · Frozen plan — no new benefit accrual
3B · Covers self-employed individuals
Audit & trust (Schedule H)
Auditor
PRICEWATERHOUSECOOPERS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER INVESTMENTS MANAGEMENT | 30-0282430 | — | NONE | $320K | — |
| MERCER US, LLC | 13-2834414 | — | NONE | $303K | — |
| PRICEWATERHOUSECOOPERS LLP | 13-4008324 | — | NONE | $165K | — |
| NEPC, LLC | 26-1429809 | — | NONE | $87K | — |
| NORTHERN TRUST COMPANY | 36-1561860 | — | NONE | $20K | — |
Investments
1 direct security · 6 pooled funds· $83.7M(93% 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
$82.6M
6 holdings
Uncategorized
$1.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| LONG US CREDIT CORP BOND INDX NL FD STATE STREET · EIN 90-0337987 / PN 369 | Common Collective Trust | — | $47.5M | $45.6M | 50.8% | |
| INTERMED US CREDIT INDX NL FD STATE STREET · EIN 04-3508899 / PN 001 | Common Collective Trust | — | $12.8M | $12.6M | 14.1% | |
| LONG US TREASURY INDEX NL FD CM1N1 STATE STREET · EIN 03-0511227 / PN 001 | Common Collective Trust | — | $11.0M | $10.5M | 11.7% | |
| 500 FLAGSHIP SECURITIES NL FD CM111 STATE STREET · EIN 04-0025081 / PN 004 | Common Collective Trust | — | $5.7M | $5.5M | 6.1% | |
| 20 YEAR TREASURY STRIPS INDEX NL FD STATE STREET · EIN 90-0337987 / PN 169 | Common Collective Trust | — | $5.8M | $5.3M | 5.9% | |
| MSCI ACWI EX USA NL FD ZVG9 STATE STREET · EIN 90-0337987 / PN 159 | Common Collective Trust | — | $3.0M | $3.0M | 3.3% | |
| MFB Northern Instl FDS Govt Select Portfolio Mutual funds | — | — | $1.1M | $1.1M | 1.2% |