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Original filing (PDF)20250515184353NAL0045298594001
BOARD OF TRUSTEES OF WESTERN GLAZIERS RETIREMENT PLAN
Form 5500
FILING_RECEIVED
WESTERN GLAZIERS RETIREMENT PLAN
Defined-benefit pension plan
Signals · 2
No recordkeeper disclosed9 service providers
Active participants
426
Accounts w/ balance
—
Plan assets (EOY)
$199.2M
Net assets (EOY)
$199.1M
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
- 29 bps in Schedule C fees — 188% 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 OF WESTERN GLAZIERS RETIREMENT PLAN.
Plan sponsor
Name
BOARD OF TRUSTEES OF WESTERN GLAZIERS RETIREMENT PLAN
EIN
93-6074376
Address
PO BOX 4148 · PORTLAND, OR · 972084148
Phone
(503) 282-5581
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-08-01
Tax period
2024-07-31
Filed
2025-05-15
Pension benefit codes
1B · Flat-dollar DB formula
Audit & trust (Schedule H)
Auditor
WITHUMSMITH+BROWN, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
9 rowsOther
9| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WASHINGTON CAPITAL MANAGEMENT, INC. | 91-1042342 | — | NONE | $158K | — |
| ULLICO INVESTMENT ADVISORS, INC. | 52-6435649 | — | NONE | $102K | — |
| CHEIRON, INC. | 13-4215617 | — | NONE | $85K | — |
| SEGAL ADVISORS, INC. | 13-2646110 | — | NONE | $81K | — |
| US BANK NATIONAL ASSOCIATION | 31-0841368 | — | NONE | $41K | — |
| BROWNSTEIN RASK, LLP | 93-0589000 | — | NONE | $38K | — |
| WILLIAM C. EARHART CO., INC. | 93-0509592 | — | NONE | $32K | — |
| WITHUMSMITH+BROWN, PC | 22-2027092 | — | NONE | $31K | — |
| BNY MELLON | 25-6078093 | — | NONE | $6K | — |
Investments
4 pooled funds· $111.0M(56% 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
$87.3M
2 holdings
103-12 Investment Entity
$23.7M
2 holdings
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| BNYM MELLON AFL-CIO SL BROAD MARKET THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 357 | Common Collective Trust | $81.7M | 41.0% |
| WA CAPITAL JOINT MASTER TRUST WA CAPITAL MANAGEMENT, INC · EIN 91-1163419 / PN 001 | 103-12 Investment Entity | $17.1M | 8.6% |
| ULLICO INFRASTRUCTURE TAX-EXEMPT FD ULLICO INVESTMENT ADVISORS, INC · EIN 90-0622302 / PN 001 | 103-12 Investment Entity | $6.7M | 3.3% |
| MULTI-EMPLOYER PROPERTY TRUST NEWTOWER TRUST COMPANY · EIN 52-6218800 / PN 001 | Common Collective Trust | $5.6M | 2.8% |