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Original filing (PDF)20250415185503NAL0003797153001
BOARD OF TRUSTEES, IBU OF THE PACIFIC NATIONAL
Form 5500
FILING_RECEIVED
INLANDBOATMEN'S UNION OF THE PACIFIC NATIONAL PENSION PLAN
Defined-benefit pension plan
Signals · 2
No recordkeeper disclosed14 service providers
Active participants
1,376
Accounts w/ balance
0
Plan assets (EOY)
$280.9M
Net assets (EOY)
$280.6M
How this plan invests
This plan
5 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
- 43 bps in Schedule C fees — 330% 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, IBU OF THE PACIFIC NATIONAL.
Plan sponsor
Name
BOARD OF TRUSTEES, IBU OF THE PACIFIC NATIONAL
DBA
PENSION TRUST
EIN
93-0792184
Address
5331 S MACADAM AVE STE 220 · PORTLAND, OR · 97239
Phone
(503) 224-0048
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-15
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)
14 rowsOther
14| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENESYS, INC. | 93-0446761 | — | NONE | $259K | — |
| CHEVY CHASE INVESTMENT MANAGER | 52-2037618 | — | NONE | $189K | — |
| UBS REALTY INVESTORS LLC | 61-1553760 | — | NONE | $162K | — |
| MILLIMAN | 91-0675641 | — | NONE | $103K | — |
| PANAGORA INVESTMENT MANAGER | 04-3183235 | — | NONE | $103K | — |
| WILLIAM BLAIR & COMPANY | — | CHICAGO, IL | NONE | $85K | — |
| VERUS | 91-1320111 | — | NONE | $77K | — |
| UNION BANK | 94-0304228 | — | NONE | $75K | — |
| CLIFTONLARSONALLEN LLP | 41-0746749 | — | NONE | $46K | — |
| UNION LABOR LIFE INSURANCE COMPANY | 13-1423090 | — | NONE | $36K | — |
| WASHINGTON CAPITAL MANAGEMENT | 91-1042342 | — | NONE | $23K | — |
| BROWNSTEIN, RASK, SWEENEY, KERR | 93-0589000 | — | NONE | $19K | — |
| AETNA | 06-6033492 | — | NONE | $17K | — |
| SMART SOURCE LLC | — | WEST PALM BEACH, FL | NONE | $13K | — |
Investments
5 pooled funds· $55.9M(20% 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.
103-12 Investment Entity
$37.2M
2 holdings
Common Collective Trust
$12.6M
2 holdings
Pooled Separate Account
$6.0M
1 holding
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| PANAGORA RISK PARITY MULTI ASSET PANAGORA ASSET MANAGEMENT · EIN 04-3183235 / PN 006 | 103-12 Investment Entity | $32.6M | 11.6% |
| ASB ALLEGIENCE REAL ESTATE FUND CHEVY CHASE TRUST COMPANY · EIN 52-6257033 / PN 006 | Common Collective Trust | $12.6M | 4.5% |
| SEPARATE J ACCOUNT UNION LABOR LIFE INSURANCE COMPANY · EIN 13-1423090 / PN 203 | Pooled Separate Account | $6.0M | 2.2% |
| WASHINGTON CAPITAL JOINT MASTER TRU WASHINGTON CAPITAL MANAGEMENT, INC. · EIN 91-1163419 / PN 001 | 103-12 Investment Entity | $4.6M | 1.7% |
| LONGVIEW ULTRA CONSTRCT LOAN INV FD AMALGAMATED BANK · EIN 20-8434730 / PN 006 | Common Collective Trust | $5K | <0.1% |