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Original filing (PDF)20251015135351NAL0004738129003
SALADO ISOLATION MINING CONTRACTORS, LLC
Form 5500
FILING_RECEIVED
WASTE ISOLATION PILOT PLANT PENSION PLAN
Defined-benefit pension plan
Signals · 3
25% in single holdingNo recordkeeper disclosed7 service providers
Active participants
1,098
Accounts w/ balance
—
Plan assets (EOY)
$233.1M
Net assets (EOY)
$232.9M
How this plan invests
This plan
10 pooled trusts
Schedule D
10 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
87
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Mercer US Large Cap Passive Equity Portfolio Fund" is 25% of plan.
- 56 bps in Schedule C fees — 456% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SALADO ISOLATION MINING CONTRACTORS, LLC.
Plan sponsor
Name
SALADO ISOLATION MINING CONTRACTORS, LLC
EIN
82-4745477
Address
P.O. BOX 2078 · CARLSBAD, NM · 882215608
Phone
(575) 234-7227
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
1A · Pay-related DB formula
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
EIDE BAILLY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsTrustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE NORTHERN TRUST COMPANY | 36-1561860 | — | TRUSTEE | $50K | — |
Other
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER | 30-0282430 | — | INVESTMENT MGMT | $671K | — |
| WILLIS TOWERS WATSON | 53-0181291 | — | NONE | $231K | — |
| MILLIMAN | 91-0675641 | — | NONE | $149K | — |
| ALSTON & BIRD LLP | 58-0137615 | — | NONE | $103K | — |
| HERRONPALMER | — | MINNEAPOLIS, MN | NONE | $70K | — |
| EIDE BAILLY LLP | 45-0250958 | — | NONE | $22K | — |
Investments
10 pooled funds· $216.5M(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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MERCER US LARGE CAP PASSIVE EQUITY MERCER INVESTMENT MANAGEMENT INC · EIN 30-0282430 / PN 001 | Common Collective Trust | — | $1.9M | $54.2M | 23.2% | |
| MERCER ACTIVE LONG CORPORATE INVEST MERCER INVESTMENT MANAGEMENT INC · EIN 30-0282430 / PN 001 | Common Collective Trust | — | $52.0M | $53.7M | 23.0% | |
| MERCER PASSIVE LONG GOVERNMENT FIXE MERCER INVESTMENT MANAGEMENT INC · EIN 30-0282430 / PN 001 | Common Collective Trust | — | $26.6M | $37.4M | 16.0% | |
| MERCER NON-US CORE EQUITY PORTFOLIO MERCER INVESTMENT MANAGEMENT INC · EIN 30-0282430 / PN 001 | Common Collective Trust | — | $14.6M | $25.1M | 10.8% | |
| MERCER OPPORTUNISTIC FIXED INCOME P MERCER INVESTMENT MANAGEMENT INC · EIN 30-0282430 / PN 001 | Common Collective Trust | — | $45.0M | $12.2M | 5.3% | |
| MERCER EMERGING MARKETS EQUITY PORT MERCER INVESTMENT MANAGEMENT INC · EIN 30-0282430 / PN 001 | Common Collective Trust | — | $10.2M | $11.1M | 4.8% | |
| MERCER US SMALL/MID CAP EQUITY PORT MERCER INVESTMENT MANAGEMENT INC · EIN 30-0282430 / PN 001 | Common Collective Trust | — | $5.5M | $9.6M | 4.1% | |
| MERCER US CORE REAL ESTATE PORTFOLI MERCER INVESTMENT MANAGEMENT INC · EIN 30-0282430 / PN 001 | Common Collective Trust | — | $9.8M | $8.2M | 3.5% | |
| MERCER GLOBAL LOW VOLATILITY EQUITY MERCER INVESTMENT MANAGEMENT INC · EIN 30-0282430 / PN 001 | Common Collective Trust | — | $10.7M | $4.2M | 1.8% | |
| NORTHERN TRUST COLLECTIVE GOVERNMEN NORTHERN TRUST COLLECTIVE GOVERNMENT SHORT TERM INVESTMENT FUND · EIN 45-6138589 / PN 068 | Common Collective Trust | — | $826K | $826K | 0.4% |
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