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Original filing (PDF)20250715091150NAL0001460531001
AUTOMOTIVE MACHINISTS PENSION TRUST
Form 5500
FILING_RECEIVED
AUTOMOTIVE MACHINISTS PENSION PLAN
Defined-benefit pension plan
Signals · 3
1 failed disclosureNo recordkeeper disclosed14 service providers
Active participants
505
Accounts w/ balance
—
Plan assets (EOY)
$847.3M
Net assets (EOY)
$846.9M
How this plan invests
This plan
19 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)
80
/ 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
85
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
- 43 bps in Schedule C fees — 621% above peer band of 6 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 AUTOMOTIVE MACHINISTS PENSION TRUST.
Plan sponsor
Name
AUTOMOTIVE MACHINISTS PENSION TRUST
EIN
91-6123687
Address
P.O. BOX 34203 · SEATTLE, WA · 981241203
Phone
(206) 441-7574
Industry
Other Services (ex. Public Admin)see 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
1A · Pay-related DB formula
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
14 rowsOther
14| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELFARE & PENSION ADMIN SERVICE INC | 91-1363171 | — | NONE | $1.0M | — |
| BNY MELLON | 25-6078093 | — | NONE | $555K | — |
| WESTERN ASSET MANAGEMENT CO. | 95-2705767 | — | NONE | $398K | — |
| JP MORGAN INVESTMENT MGMT INC. | 13-3200244 | — | NONE | $383K | — |
| MILLIMAN, INC | 91-0675641 | — | NONE | $240K | — |
| NEPC, LLC | 26-1429809 | — | NONE | $221K | — |
| WASHINGTON CAPITAL MANAGEMENT INC | 91-1042342 | — | NONE | $213K | — |
| ULLICO INVESTMENT ADVISORS INC | 52-6435649 | — | NONE | $193K | — |
| BARLOW & COUGHRAN, P.S. | 91-0889948 | — | NONE | $154K | — |
| GLOBAL TRUST COMPANY | 26-3761443 | — | NONE | $124K | — |
| US BANK NA | 31-0841368 | — | NONE | $80K | — |
| CLIFTONLARSONALLEN LLP | 41-0746749 | — | NONE | $58K | — |
| BANK OF AMERICA MERRILL LYNCH | 94-1687665 | — | NONE | $16K | — |
| STATE STREET BANK & TRUST | — | BOSTON, MA | NONE | $8K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| SIGULER GUFF | THE SERVICE PROVIDER DID NOT PROVIDE INFORMATION REGARDING INDIRECT COMPENSATION, IF ANY. |
Investments
19 pooled funds· $559.2M(66% 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
$289.5M
10 holdings
103-12 Investment Entity
$269.8M
9 holdings
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| ARTISAN MULTIPLE INVESTMENT TRUST SEI TRUST COMPANY · EIN 26-3653822 / PN 021 | Common Collective Trust | $85.0M | 10.0% |
| NCS GROUP TRUST - GLOBAL FUND BNY MELLON INVESTMENT MGMT CAYMAN LTD · EIN 76-6192146 / PN 003 | 103-12 Investment Entity | $73.4M | 8.7% |
| WA MULTI-ASSET CREDIT PORTFOLIO LLC WESTERN ASSET MANAGEMENT COMPANY, LLC · EIN 45-3614386 / PN 001 | 103-12 Investment Entity | $67.6M | 8.0% |
| ALCENTRA EURO CRED OPP FD III SCSP ALCENTRA EURO CRED OPP FD III SCSP · EIN 98-1453417 / PN 001 | 103-12 Investment Entity | $66.1M | 7.8% |
| BNYM AFL-CIO SL STOCK INDEX FUND THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 340 | Common Collective Trust | $46.5M | 5.5% |
| CRESCENT CAPITAL TRUST II (LEVERED) GLOBAL TRUST COMPANY · EIN 32-6471303 / PN 005 | Common Collective Trust | $37.6M | 4.4% |
| IR&M CORE BOND COLLECTIVE FUND GLOBAL TRUST COMPANY · EIN 37-6567224 / PN 001 | Common Collective Trust | $26.9M | 3.2% |
| SSGA FTSE RAFI US 1000 IDX NL CTF STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 06-6556853 / PN 001 | Common Collective Trust | $26.9M | 3.2% |
| BARON EMG MKTS COLLECTIVE INV FUND GLOBAL TRUST COMPANY · EIN 30-6492561 / PN 002 | Common Collective Trust | $24.0M | 2.8% |
| WA CAPITAL JOINT MASTER TRUST WASHINGTON CAPITAL MANAGEMENT, INC. · EIN 91-1163419 / PN 001 | 103-12 Investment Entity | $18.3M | 2.2% |
| BNYM AFL-CIO SL SM CAP ST IDX FUND THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 342 | Common Collective Trust | $17.0M | 2.0% |
| ULLICO INFRA TAX-EXEMPT FUND LP ULLICO INVESTMENT ADVISORS, INC · EIN 90-0622302 / PN 001 | 103-12 Investment Entity | $16.1M | 1.9% |
| WA CAP O TRANS INFRA CAP FEEDER LLC WASHINGTON CAPITAL MANAGEMENT, INC. · EIN 88-1496790 / PN 001 | 103-12 Investment Entity | $15.7M | 1.8% |
| STRATEGIC PROPERTY FUND JPMORGAN CHASE BANK, N.A. · EIN 13-6038770 / PN 001 | Common Collective Trust | $13.2M | 1.6% |
| SPECIAL SITUATIONS PROPERTY FUND JPMORGAN CHASE BANK, N.A. · EIN 13-3980309 / PN 001 | Common Collective Trust | $12.4M | 1.5% |
| ALCENTRA EUROPEAN CREDIT OPP FD II THE BANK OF NEW YORK MELLON · EIN 47-4109552 / PN 001 | 103-12 Investment Entity | $11.7M | 1.4% |
| ALCENTRA MULTI-STRATEGY EUR CREDIT THE BANK OF NEW YORK MELLON · EIN 80-6263676 / PN 001 | 103-12 Investment Entity | $829K | <0.1% |
| ALCENTRA EUROPEAN CREDIT OPP FD THE BANK OF NEW YORK MELLON · EIN 61-6496775 / PN 001 | 103-12 Investment Entity | $9K | <0.1% |
| TCW CAPITAL TRUST SEI TRUST COMPANY · EIN 27-6148636 / PN 109 | Common Collective Trust | $0 | <0.1% |