Form 5500 Search
Back to filter
Original filing (PDF)20251015115921NAL0002254195001

COMMONWEALTH ROLLED PRODUCTS, INC.

Form 5500
FILING_RECEIVED
COMMONWEALTH ROLLED PRODUCTS, INC. HOURLY EMPLOYEES PENSION PLAN
Defined-benefit pension plan
Signals · 2
62% in single holdingNo recordkeeper disclosed
Active participants
801
Accounts w/ balance
—
Plan assets (EOY)
$117.1M
Net assets (EOY)
$117.1M
How this plan invests
This plan
1 pooled trust
Schedule D
200 securities
funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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
  • Top holding "DB Growth Portfolio Fund" is 62% of plan.
  • 27 bps in Schedule C fees — 165% 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 COMMONWEALTH ROLLED PRODUCTS, INC..
Plan sponsor
Name
COMMONWEALTH ROLLED PRODUCTS, INC.
EIN
85-3844825
Address
1372 STATE ROAD 1957 · LEWISPORT, KY · 42351
Phone
(270) 295-5000
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
1B · Flat-dollar DB formula
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
RSM US LLP
Trustee / custodian
—
Trustee phone
—

Service providers (Schedule C)

3 rows
Other
3
NameEINLocationRelationDirect compIndirect comp
AON CONSULTING INC22-2232264—NONE$179K—
SUN LIFE CAPITAL MANAGEMENT68-0635051—NONE$101K—
PRINCIPAL TRUST COMPANY51-0099493—NONE$31K—

Investments

198 direct securities · 1 pooled fund· $115.1M(98% 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
$71.4M
1 holding
Uncategorized
$43.6M
198 holdings
PIInvestmentTypeShares / unitsCostCurrent value% of plan
WILMINGTON TRUST CIT DB GROWTH PORT
WILMINGTON TRUST, N.A · EIN 82-0737797 / PN 187
Common Collective Trust
—$61.2M$71.4M61.0%
Allspring Government Money Market Fund Institutional Class——$1.4M$1.4M1.2%
US Treasury Stripped——$1.6M$1.3M1.1%
US Treasury SEC Stripped——$1.1M$687K0.6%
US Treasury Bond——$944K$577K0.5%
US Treasury SEC Stripped——$939K$575K0.5%
US Treasury Bond——$798K$567K0.5%
Bank of America Corp——$611K$563K0.5%
US Treasury Bond——$544K$527K0.5%
US Treasury Stripped——$518K$506K0.4%
US Treasury Bond——$829K$499K0.4%
JP Morgan Chase——$621K$491K0.4%
US Treasury Note——$476K$478K0.4%
Comcast Corp——$559K$463K0.4%
US Treasury Note——$466K$461K0.4%
Apple Inc.——$661K$459K0.4%
American Tower Corp——$487K$451K0.4%
Wells Fargo & Company——$506K$444K0.4%
Microsoft Corp——$648K$422K0.4%
US Treasury Stripped——$429K$421K0.4%
National Rural Util Coop——$479K$411K0.4%
Santander Drive Auto Receivables——$410K$409K0.3%
US Treasury Bond——$627K$385K0.3%
Manuf & Traders Trust Co——$399K$371K0.3%
US Treasury Stripped——$426K$351K0.3%
Commonwealth Edison Co——$517K$347K0.3%
Amazon.com Inc.——$506K$346K0.3%
Goldman Sachs Group Inc——$399K$338K0.3%
PNC Bank Na——$404K$338K0.3%
HCA Inc——$343K$336K0.3%
US Treasury Note——$348K$334K0.3%
Anheuser-Busch Inbev Wor——$330K$331K0.3%
UnitedHealth Group Inc.——$433K$330K0.3%
Branch Banking & Trust——$333K$317K0.3%
US Treasury Stripped——$318K$316K0.3%
US Treasury Bond——$615K$311K0.3%
US Treasury Note——$321K$298K0.3%
Katayma Clo Ltd——$285K$288K0.2%
Duke Energy Indiana LLC——$384K$287K0.2%
Cons Edison Co of NY——$406K$282K0.2%
Haleon US Capital LLC——$288K$281K0.2%
Ares Capital Corp——$274K$280K0.2%
Burlington North Santa Fe——$405K$278K0.2%
MidAmerican Energy Co.——$402K$274K0.2%
Pfizer Invt Enterprises——$300K$272K0.2%
Avis Budget Rental Car Funding——$260K$270K0.2%
US Treasury SEC Stripped——$565K$269K0.2%
US Treasury Stripped——$338K$268K0.2%
Corebridge Financial Inc——$266K$267K0.2%
Home Depot Inc.——$387K$261K0.2%
Ameren Illinois Co.——$405K$260K0.2%
DTE Electric Co.——$407K$253K0.2%
Black Diamond Clo Ltd——$250K$250K0.2%
AT&T Inc.——$285K$249K0.2%
Allstate Corp——$308K$249K0.2%
State Street Corp——$247K$248K0.2%
Conagra Brands Inc.——$263K$245K0.2%
Simon Property Group——$275K$243K0.2%
BMO Mortgage Trust——$232K$238K0.2%
US Treasury Bond——$238K$237K0.2%
Sunoco Logistics Partner——$263K$237K0.2%
Corporate Office Prop LP——$246K$233K0.2%
Boston Gas Company——$268K$231K0.2%
Westlake Automobile Receivables——$230K$231K0.2%
FREMF Mortgage Trust——$245K$230K0.2%
Manulife Financial Corp——$256K$229K0.2%
Enel Finance Intl Nv——$254K$229K0.2%
BNP Paribas——$268K$227K0.2%
Pacific Gas & Electric——$229K$225K0.2%
Toyota Motor Credit Corp——$231K$223K0.2%
General Motors Finl Co——$224K$222K0.2%
Verizon Communication——$262K$221K0.2%
CVS Health——$231K$220K0.2%
Anthem Inc.——$228K$217K0.2%
Philip Morris Intl Inc——$216K$215K0.2%
Finance Amer Structured Secs——$187K$213K0.2%
Santander Drive Auto Receivables——$210K$211K0.2%
Walmart Inc.——$218K$209K0.2%
Cameron Lng LLC——$237K$209K0.2%
Borgwarner Inc——$212K$209K0.2%
US Bancorp——$200K$208K0.2%
Citigroup Inc——$239K$208K0.2%
Wells Fargo Commercial Mortgag——$241K$208K0.2%
American Express Co.——$207K$207K0.2%
Honeywell International——$221K$206K0.2%
Natwest Group PLC——$210K$205K0.2%
Verizon Communication——$261K$204K0.2%
US Treasury Bond——$219K$204K0.2%
Soho Trust 2021-Soho——$270K$203K0.2%
Bank of Nova Scotia——$198K$200K0.2%
Intel Corp——$344K$198K0.2%
United Parcel Service——$306K$197K0.2%
BHP Billiton Fin——$205K$196K0.2%
Intercontinentalexchange——$268K$196K0.2%
Satander Holdings USA——$190K$194K0.2%
Simon Property Group——$178K$191K0.2%
Nevada Power Co——$226K$191K0.2%
Aercap Ireland Cap——$191K$190K0.2%
Oracle Group——$230K$188K0.2%
OGE Energy Corp——$191K$188K0.2%
CISCO Systems Inc.——$259K$187K0.2%
US Treasury Bond——$194K$186K0.2%
New York Life Insurance——$286K$186K0.2%
Prudential Financial Inc——$256K$185K0.2%
General Dynamics Corp——$260K$183K0.2%
Berkshire Hathaway Fin——$262K$182K0.2%
BMO Mortgage Trust——$187K$181K0.2%
Kico Realty Corp——$169K$181K0.2%
Prologis LP——$187K$181K0.2%
Kinder Morgan Ener Part——$185K$180K0.2%
US Treasury Note——$179K$179K0.2%
Brean Asset Backed Securities——$163K$179K0.2%
O\u2019Reilly Automotive Inc.——$200K$176K0.2%
DTE Electric Co.——$200K$176K0.2%
Avalonbay CMNTYS INC——$179K$176K0.2%
Florida Power & Light——$260K$175K0.1%
Hyundai Capital America——$171K$172K0.1%
Mastercard Inc.——$262K$170K0.1%
Oncor Electric Delivery——$263K$170K0.1%
Johnson & Johnson——$265K$169K0.1%
Canadian Natl Railway——$221K$165K0.1%
John Deere Capital Corp——$164K$164K0.1%
US Treasury Bond——$180K$162K0.1%
US Treasury Bond——$195K$161K0.1%
Telefonica Emisiones Sau——$183K$160K0.1%
CenterPoint Energy Res——$157K$159K0.1%
Pub Svc Elec & Gas——$171K$159K0.1%
US Treasury Stripped——$178K$158K0.1%
Toronto-Dominion Bank——$161K$156K0.1%
Brean Asset Backed Securites——$152K$156K0.1%
Barclays Commercial Mortgage——$144K$154K0.1%
US Treasury SEC Stripped——$161K$154K0.1%
US Treasury SEC Stripped——$160K$153K0.1%
ConocoPhillips——$165K$153K0.1%
Drive Auto Receivables Trust——$155K$152K0.1%
US Treasury Stripped——$158K$152K0.1%
BP Cap Markets America——$169K$150K0.1%
Credit Acceptance Auto Loan Tr——$149K$149K0.1%
Bristol-Myers Squibb Co——$141K$147K0.1%
Southern Cal Edison Co——$145K$145K0.1%
DB Master Finance LLC——$150K$142K0.1%
Vmware Inc——$154K$140K0.1%
Birghthouse Financial IN——$134K$136K0.1%
CIGNA Corp——$158K$136K0.1%
Blackstone Private——$125K$133K0.1%
JPMBB Commercial Mortgage Secu JPMBB Commercial Mortgage Secu——$123K$128K0.1%
Energy Transfer Operations——$119K$124K0.1%
Abbvie Inc——$125K$123K0.1%
Morgan Stanley——$120K$123K0.1%
Scott Trust——$120K$122K0.1%
Penske Truck Leasing/Ptl——$125K$119K0.1%
Eli Lilly & CO——$119K$117K0.1%
Arthur J Gallagher & CO——$118K$117K<0.1%
US Treasury SEC Stripped——$131K$116K<0.1%
Duke Energy Carolinas——$118K$115K<0.1%
Santander Drive Auto Receivables——$113K$115K<0.1%
Avalonbay Communities——$134K$114K<0.1%
Georgia Power Co.——$130K$113K<0.1%
American Honda Finance——$115K$112K<0.1%
Sumitomo Mitsui Fin——$110K$112K<0.1%
Energy Transfer LP——$113K$111K<0.1%
OMNICOM Group Inc.——$126K$107K<0.1%
Rtx Corp——$95K$100K<0.1%
Virginia Elec & Power Co——$98K$100K<0.1%
Paypal Hldgs Inc——$101K$99K<0.1%
US Treasury Note——$99K$99K<0.1%
Chubb Ina Hldgs Inc——$103K$99K<0.1%
FREMF Mortgage Trust——$107K$98K<0.1%
Deere & Company——$115K$97K<0.1%
CISCO Systems Inc.——$99K$95K<0.1%
US Treasury Stripped——$113K$93K<0.1%
US Treasury Bond——$94K$93K<0.1%
US Treasury Stripped——$115K$92K<0.1%
Motorola Solutions Inc——$90K$90K<0.1%
US Treasury Bond——$100K$87K<0.1%
Exxon Mobile Corporation——$92K$83K<0.1%
UnitedHealth Group Inc.——$109K$82K<0.1%
Kimberly Clark Corp——$91K$82K<0.1%
Comcast Corp——$81K$79K<0.1%
Johnson & Johnson——$81K$79K<0.1%
Private Export Funding——$80K$78K<0.1%
Pepsico Inc——$78K$78K<0.1%
Vici Properties LP——$80K$78K<0.1%
BP Cap Markets America——$117K$74K<0.1%
Prologis LP——$85K$74K<0.1%
Satander UK Group Hldgs——$71K$73K<0.1%
Astrzeneca PLC——$74K$69K<0.1%
American Honda Fin Corp——$68K$68K<0.1%
US Treasury Stripped——$79K$65K<0.1%
Trinity Health Corp——$62K$59K<0.1%
Gilead Sciences Inc.——$75K$57K<0.1%
Enterprise Products Oper——$45K$45K<0.1%
US Treasury Bond——$46K$45K<0.1%
Cno Global Funding——$42K$45K<0.1%
US Treasury Note——$44K$44K<0.1%
US Treasury Note——$25K$24K<0.1%
National Rural Util Coop——$21K$21K<0.1%
Vulcan Matls Co——$20K$20K<0.1%
MidAmerican Energy Co.——$4K$4K<0.1%

Related plans

Other plans using AON CONSULTING INC
KAISER PERMANENTE MEDICAL CARE PROGRAM
KAISER PERMANENTE GROUP TRUST
$66.6B
LOCKHEED MARTIN CORPORATION
LMC DEFINED CONTRIBUTION MASTER TRUST
$56.1B
AT&T INC.
SBC MASTER PENSION TRUST
$30.6B
VERIZON COMMUNICATIONS INC.
VERIZON SAVINGS PLAN FOR MANAGEMENT EMPLOYEES
$29.4B · 63,563 participants
LOCKHEED MARTIN CORPORATION
LOCKHEED MARTIN CORPORATION MASTER RETIREMENT TRUST
$23.7B
UNITED PARCEL SERVICE OF AMERICA, INC.
UPS RETIREMENT PLAN
$21.2B · 39,297 participants
Similar-size Manufacturing plans
TRIVIUM PACKAGING USA INC.
TRIVIUM PACKAGING 401(K) PLAN
$111.2M · 833 participants
HAYNES INTERNATIONAL, INC.
HAYNES INTERNATIONAL, INC. COMBINED PROFIT SHARING AND SAVINGS PLAN
$123.3M · 1,164 participants
MATERION CORPORATION
MATERION CORPORATION PENSION PLAN
$129.3M · 455 participants
H.C. STARCK INC.
H. C. STARCK INC. SAVINGS AND RETIREMENT PLAN
$129.4M · 409 participants
INTERNATIONAL WIRE GROUP, INC.
INTERNATIONAL WIRE RETIREMENT SAVINGS PLAN
$103.9M · 750 participants
THE INDIUM CORPORATION OF AMERICA
INDIUM CORPORATION OF AMERICA EMPLOYEES' PROFIT SHARING AND 401(K) PLAN
$103.1M · 1,017 participants
Large plans in Kentucky
COMMONSPIRIT HEALTH
COMMONSPIRIT HEALTH 401(K) RETIREMENT SAVINGS PLAN
$8.8B · 91,977 participants
HUMANA INC.
HUMANA RETIREMENT SAVINGS PLAN
$7.7B · 42,968 participants
COMMONSPIRIT HEALTH
COMMONSPIRIT HEALTH ERISA 403(B) PLAN
$2.9B · 28,491 participants
UNITED PARCEL SERVICE COMPANY
UPS/IPA DEFINED CONTRIBUTION MONEY PURCHASE PENSION PLAN
$2.5B · 1,993 participants
HOUCHENS INDUSTRIES, INC.
HOUCHENS INDUSTRIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$2.3B · 7,785 participants
NORTON HEALTHCARE, INC.
NORTON HEALTHCARE 403(B) RETIREMENT SAVINGS PLAN
$2.3B · 22,952 participants