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Original filing (PDF)20260113111127NAL0014302625001
BOT, N.W. GMP & ALLIED WORKERS PENSION PLAN
Form 5500
FILING_RECEIVED
NORTHWEST GLASS, MOLDERS, POTTERY, PLASTICS AND ALLIED WORKERS PENSION PLAN
Defined-benefit pension plan
Signals · 2
No recordkeeper disclosed7 service providers
Active participants
710
Accounts w/ balance
—
Plan assets (EOY)
$87.6M
Net assets (EOY)
$87.6M
How this plan invests
This plan
9 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
- 54 bps in Schedule C fees — 238% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOT, N.W. GMP & ALLIED WORKERS PENSION PLAN.
Plan sponsor
Name
BOT, N.W. GMP & ALLIED WORKERS PENSION PLAN
EIN
91-6033485
Address
7525 SE 24TH STREET, SUITE 200 · MERCER ISLAND, WA · 98040
Phone
(206) 329-1120
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-04-01
Tax period
2025-03-31
Filed
2026-01-13
Pension benefit codes
1A · Pay-related DB formula
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsOther
7| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELFARE & PENSION ADMIN SVC, INC | 91-1363171 | — | NONE | $194K | — |
| MILLIMAN | 91-0675641 | — | NONE | $135K | — |
| RV KUHNS & ASSOCIATES | 93-0910652 | — | NONE | $58K | — |
| BARLOW & COUGHRAN, P.S. | 91-0889948 | — | NONE | $29K | — |
| US BANK | 31-0841368 | — | NONE | $24K | — |
| CLIFTONLARSONALLEN LLP | 41-0746749 | — | NONE | $23K | — |
| BANK OF AMERICA | 94-1687665 | — | NONE | $10K | — |
Investments
9 direct securities· $87.1M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Dodge & Cox Global Stk Fd | — | — | $10.7M | $13.2M | 15.1% | |
| Artisan Global Equity Institutional | — | — | $9.8M | $12.7M | 14.5% | |
| Vanguard Total Bond Market Idx Fd | — | — | $12.4M | $11.1M | 12.7% | |
| PIMCO Total Return Fd | — | — | $11.4M | $10.0M | 11.4% | |
| Dodge & Cox Income Fd | — | — | $10.2M | $9.9M | 11.3% | |
| GMO Benchmark Free Allocation | — | — | $8.9M | $9.0M | 10.3% | |
| Fidelity Total Market Idx Fd | — | — | $6.0M | $8.8M | 10.0% | |
| First Am Govt Ob Fd Cl Z Variable Interest Rate | — | — | $6.2M | $6.2M | 7.1% | |
| Vanguard Total World Stk Idx Fd | — | — | $4.6M | $6.2M | 7.0% |