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Original filing (PDF)20251014154350NAL0001604467001
UCOR LLC
Form 5500
FILING_RECEIVED
OAK RIDGE RESERVATION CLEANUP CONTRACT PENSION PLAN FOR GRANDFATHERED EMPLOYEES
Defined-benefit pension plan
Signals · 1
No recordkeeper disclosed
Active participants
141
Accounts w/ balance
—
Plan assets (EOY)
$342.8M
Net assets (EOY)
$342.1M
How this plan invests
This plan
9 pooled trusts
Schedule D
16 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 53 bps in Schedule C fees — 434% 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 UCOR LLC.
Plan sponsor
Name
UCOR LLC
EIN
85-2867528
Address
P.O. BOX 4699 · MAIL STOP 7402 · OAK RIDGE, TN · 37831
Phone
(865) 574-0622
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Name
BENEFITS AND INVESTMENTS COMMITTEE
EIN
61-1622939
City
OAK RIDGE, TN
Phone
(865) 574-0622
Plan characteristics
Plan number
335
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
1A · Pay-related DB formula
Audit & trust (Schedule H)
Auditor
MCCONNELL & JONES LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER INVESTMENTS LLC | 30-0282430 | — | FIDUCIARY | $1.2M | — |
| MERCER | 13-2834414 | — | NONE | $520K | — |
| TRUIST BANK | 56-1074313 | — | NONE | $111K | — |
| MCCONNELL & JONES, LLP | 76-0488832 | — | NONE | $35K | — |
Investments
7 direct securities · 9 pooled funds· $330.2M(96% 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
$298.7M
9 holdings
Uncategorized
$31.5M
7 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| ACTIVE LONG CORPORATE FIXED INCOME MERCER TRUST COMPANY · EIN 45-6178743 / PN 004 | Common Collective Trust | — | $82.3M | $78.4M | 22.9% | |
| US LARGE CAP CORE PASSIVE EQUITY MERCER TRUST COMPANY · EIN 03-0566613 / PN 005 | Common Collective Trust | — | $44.4M | $71.6M | 20.9% | |
| LONG STRIPS FIXED INCOME MERCER TRUST COMPANY · EIN 80-6243236 / PN 019 | Common Collective Trust | — | $55.9M | $50.3M | 14.7% | |
| NON-US CORE EQUITY MERCER TRUST COMPANY · EIN 03-0566617 / PN 007 | Common Collective Trust | — | $20.2M | $32.9M | 9.6% | |
| OPPORTUNISTIC FIXED INCOME MERCER TRUST COMPANY · EIN 36-7630030 / PN 020 | Common Collective Trust | — | $22.9M | $22.5M | 6.6% | |
| EMERGING MARKETS EQUITY MERCER TRUST COMPANY · EIN 32-6219484 / PN 017 | Common Collective Trust | — | $12.1M | $13.5M | 4.0% | |
| ERISA HEDGE FUND INVESTORS MERCER TRUST COMPANY · EIN 47-2199849 / PN 021 | Common Collective Trust | — | $8.7M | $12.6M | 3.7% | |
| US SMALL/MID CAP EQUITY MERCER TRUST COMPANY · EIN 03-0566611 / PN 003 | Common Collective Trust | — | $6.6M | $11.4M | 3.3% | |
| Cohen & Steers Global Realty Fund Real Estate Fund | — | — | $9.8M | $9.3M | 2.7% | |
| Mercer PIP (Private Investment Plan) VII * Private Equity Fund Private Equity Fund | — | — | $6.7M | $8.0M | 2.3% | |
| Mercer PIP (Private Investment Plan) VI * Private Equity Fund Private Equity Fund | — | — | $6.0M | $7.8M | 2.3% | |
| GLOBAL LOW VOLATILITY EQUITY MERCER TRUST COMPANY · EIN 35-7004395 / PN 018 | Common Collective Trust | — | $3.0M | $5.3M | 1.6% | |
| Registered Investment Federated Money Market Company | — | — | $4.1M | $4.1M | 1.2% | |
| Portfolio Advisors Private Equity Fund VI, L.P. Limited Partnership | — | — | $275K | $1.2M | 0.4% | |
| Mercer PIP (Private Investment Plan) VIII * Private Equity Fund Private Equity Fund | — | — | $960K | $960K | 0.3% | |
| A-Mark Precious Metals Inc. Corporate Stock - | — | — | — | $30K | <0.1% |