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Original filing (PDF)20250715105503NAL0002780272001
BOARD OF TRUSTEES, STEELWORKERS WESTERN INDEPENDENT
Form 5500
FILING_RECEIVED
STEELWORKERS WESTERN INDEPENDENT SHOPS PENSION PLAN
Defined-benefit pension plan
Signals · 3
~101 bps in Sched C feesNo recordkeeper disclosed8 service providers
Active participants
505
Accounts w/ balance
0
Plan assets (EOY)
$123.5M
Net assets (EOY)
$123.3M
How this plan invests
This plan
4 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
80
Participation health
100
Knocking points off
- 101 bps in Schedule C fees — 913% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
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 BOARD OF TRUSTEES, STEELWORKERS WESTERN INDEPENDENT.
Plan sponsor
Name
BOARD OF TRUSTEES, STEELWORKERS WESTERN INDEPENDENT
DBA
SHOPS PENSION PLAN
EIN
90-0169564
Address
7180 KOLL CENTER PKWY STE 200 · PLEASANTON, CA · 94566
Phone
(800) 654-4411
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2025-07-15
Pension benefit codes
1B · Flat-dollar DB formula
Audit & trust (Schedule H)
Auditor
MILLER KAPLAN ARASE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
8 rowsOther
8| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SEI INVESTMENTS COMPANY | 23-1707341 | — | NONE | $783K | — |
| BENESYS ADMINISTRATORS | 38-2383171 | — | NONE | $176K | — |
| THE SEGAL COMPANY INC | 94-1503999 | — | NONE | $109K | — |
| TRUCKER HUSS, APC | 94-3216063 | — | NONE | $77K | — |
| MILLER KAPLAN ARASE LLP | 95-2036255 | — | NONE | $62K | — |
| US BANK | 31-0841368 | — | NONE | $36K | — |
| IRON MOUNTAIN | 23-2588479 | — | NONE | $8K | — |
| STEPHEN HORN INSURANCE SERVICES | 94-3249244 | — | NONE | $0 | — |
Investments
4 pooled funds· $33.4M(27% 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 |
|---|---|---|---|
| SEI CORE PROP. COLL. INV. TRUST SEI TRUST COMPANY · EIN 27-3224429 / PN 045 | Common Collective Trust | $16.2M | 13.1% |
| SEI STRUCTURED CREDIT COLL. FUND SEI TRUST COMPANY · EIN 75-3251893 / PN 024 | Common Collective Trust | $13.5M | 10.9% |
| SEI GLBL PRVTE ASSETS V COL INV TRU SEI TRUST COMPANY · EIN 84-3069065 / PN 136 | Common Collective Trust | $2.7M | 2.2% |
| SEI GLBL PRVT ASSETS VI COL INV TRU SEI TRUST COMPANY · EIN 92-0237855 / PN 165 | Common Collective Trust | $1.0M | 0.8% |