Back to filter
Original filing (PDF)20251014191637NAL0007226530004
ENGINEERS AGC PENSION
Form 5500
FILING_RECEIVED
ENGINEERS AGC PENSION PLAN OF THE INLAND EMPIRE
Defined-benefit pension plan
Signals · 3
34% in single holdingNo recordkeeper disclosed14 service providers
Active participants
977
Accounts w/ balance
—
Plan assets (EOY)
$214.9M
Net assets (EOY)
$214.7M
How this plan invests
This plan
3 pooled trusts
Schedule D
13 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
83
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "AFL-CIO" is 34% of plan.
- 67 bps in Schedule C fees — 571% 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 ENGINEERS AGC PENSION.
Plan sponsor
Name
ENGINEERS AGC PENSION
EIN
91-6070237
Address
PO BOX 34203 · SEATTLE, WA · 981241203
Phone
(509) 624-5365
Industry
Constructionsee 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
2025-10-14
Pension benefit codes
1B · Flat-dollar DB formula
Audit & trust (Schedule H)
Auditor
ANASTASI, MOORE & MARTIN, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
14 rowsOther
14| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELFARE AND PENSION ADMIN SERVICE | 91-1363171 | — | NONE | $302K | — |
| WASHINGTON CAPITAL MANAGEMENT | 91-1042342 | — | NONE | $283K | — |
| ULLICO | 52-6435649 | — | NONE | $196K | — |
| MILLIMAN | 91-0675541 | — | NONE | $168K | — |
| US BANK | 31-0841368 | — | NONE | $80K | — |
| DELAWARE INVESTMENTS | 23-3061021 | — | NONE | $80K | — |
| TURNER, STOEVE & GAGLIARDI | 91-1282506 | — | NONE | $72K | — |
| MARSH & MCLENNAN AGENCY | 26-3237576 | — | NONE | $64K | — |
| SEGAL MARCO ADVISORS | 13-2646110 | — | NONE | $55K | — |
| FIERA CAPITAL, INC. | 13-2726734 | — | NONE | $36K | — |
| HARDING LOEVNER | 27-0684167 | — | NONE | $36K | — |
| ANASTASI, MOORE & MARTIN | 20-8149084 | — | NONE | $36K | — |
| BLACKSTONE INFRASTRUCTURE PARNTERS | 94-3067788 | — | NONE | $18K | — |
| IFEBP | 39-1034021 | — | NONE | $15K | — |
Investments
10 direct securities · 3 pooled funds· $209.2M(97% 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.
Uncategorized
$102.7M
10 holdings
Common Collective Trust
$71.8M
1 holding
103-12 Investment Entity
$34.8M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BNYM MELLON AFL-CIO BM THE BANK OF NEW YORK MELLON · EIN 84-7062700 / PN 001 | Common Collective Trust | — | $64.9M | $71.8M | 33.4% | |
| WASHINGTON CAPITAL JMT REAL ESTATE WASHINGTON CAPITAL MANAGEMENT · EIN 91-1163419 / PN 001 | 103-12 Investment Entity | — | $13.7M | $22.7M | 10.6% | |
| PIMCO Income | — | — | $18.3M | $16.5M | 7.7% | |
| Doubleline Core Plus | — | — | $18.3M | $15.6M | 7.3% | |
| Mondrian | — | — | $16.3M | $15.3M | 7.1% | |
| GCM Grosvenor Multi-Asset | — | — | $7.8M | $14.0M | 6.5% | |
| Harding Loevner | — | — | $14.5M | $14.0M | 6.5% | |
| Blackstone | — | — | $11.1M | $12.3M | 5.7% | |
| WASHINGTON CAPITAL JMT MORTGAGE WASHINGTON CAPITAL MANAGEMENT · EIN 91-1163419 / PN 001 | 103-12 Investment Entity | — | $7.9M | $12.1M | 5.6% | |
| ULLICO | — | — | $7.7M | $10.3M | 4.8% | |
| First American Gov't Fund Class Z | — | — | $4.6M | $4.6M | 2.1% | |
| Harding Loevner | — | — | $66K | $55K | <0.1% | |
| Hatteras Multi-Strategy | — | — | $5.8M | $26K | <0.1% |