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Original filing (PDF)20260323080901NAL0001152769001
IRON WORKERS REGIONAL SHOP LOCAL UNION 855 PENSION TRUST
Form 5500
FILING_RECEIVED
IRON WORKERS REGIONAL SHOP LOCAL UNION NO 855 PENSION TRUST
Defined-benefit pension plan
Signals · 3
30% in single holdingNo recordkeeper disclosed13 service providers
Active participants
254
Accounts w/ balance
—
Plan assets (EOY)
$77.2M
Net assets (EOY)
$77.1M
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
85
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Blackrock Russell 1000 Index NL Fund 220,108.669 shares" is 30% of plan.
- 74 bps in Schedule C fees — 361% 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 IRON WORKERS REGIONAL SHOP LOCAL UNION 855 PENSION TRUST.
Plan sponsor
Name
IRON WORKERS REGIONAL SHOP LOCAL UNION 855 PENSION TRUST
EIN
94-0012049
Address
131 N EL MOLINO AVENUE SUITE 330 · PASADENA, CA · 911011804
Phone
(626) 792-7337
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2026-03-23
Pension benefit codes
1B · Flat-dollar DB formula
Audit & trust (Schedule H)
Auditor
MCMENOMY & ASSOCIATES CPAS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
13 rowsOther
13| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| IFM GLOBAL INFRASTRUCTURE | 98-1032513 | NEW YORK, NY | NONE | $99K | — |
| IRONWORKERS EMPLOYEES BENEFIT CORP | 95-3084599 | PASADENA, CA | NONE | $89K | — |
| RAEL & LETSON | 94-1701048 | PASADENA, CA | NONE | $83K | — |
| ALAN D BILLER & ASSOCIATES | 94-2854958 | MENLO PARK, CA | NONE | $76K | — |
| SALTZMAN & JOHNSON | 94-2376174 | SAN MATEO, CA | NONE | $43K | — |
| U.S. BANK | 31-0841368 | ST PAUL, MN | NONE | $39K | — |
| U.S. BANK | 31-0841368 | ST PAUL, MN | NONE | $34K | — |
| RREEF AMERICAN II REIT | 20-2922346 | CHICAGO, IL | NONE | $31K | — |
| WHITE OAK SUMMIT FUND LP | 38-3932668 | SAN FRANCISCO, CA | NONE | $24K | — |
| JP MORGAN CHASE NA | 13-4994650 | NEW YORK, NY | NONE | $17K | — |
| MCMENOMY & ASSOCIATES CPAS LLP | 46-1559312 | UPLAND, CA | NONE | $16K | — |
| IRON MOUNTAIN | 23-2588479 | ROYERSFORD, PA | NONE | $12K | — |
| BLACKROCK INC. | 32-0174431 | NEW YORK, NY | NONE | $6K | — |
Investments
10 direct securities · 3 pooled funds· $75.7M(98% 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
$41.2M
9 holdings
Common Collective Trust
$31.3M
3 holdings
OTHER
$3.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BLACKROCK RUSSELL 1000 VALUE NL FUN BLACKROCK INSTITUTIONAL TRUST COMPANY NA · EIN 27-0347973 / PN 001 | Common Collective Trust | — | $7.0M | $22.5M | 29.2% | |
| Registerd Investment Companies- American Euro Pacific Growth Fund FDCL R6 113,294.262 shares | — | — | $6.2M | $6.9M | 8.9% | |
| Vanguard Total International Stock Index Fund 45,604.321 shares | — | — | $5.0M | $6.8M | 8.8% | |
| Pimco Income Fund Ins 595,062.817 shares | — | — | $6.7M | $6.4M | 8.3% | |
| Partnerships/Joint Ventures- IFM Global Infrastructure Fund LP 4,966,964.370 shares | — | — | $5.0M | $5.0M | 6.5% | |
| Pimco Total Return Funds Inst 567,879.247 shares | — | — | $5.5M | $4.9M | 6.4% | |
| RREEF American II Reit 36,179.109 shares | — | — | $3.8M | $4.6M | 5.9% | |
| JP MORGAN HIGH YIELD FUND JP MORGAN CHASE BANK NA · EIN 20-4786224 / PN 001 | Common Collective Trust | — | $2.8M | $4.5M | 5.9% | |
| AFL-CIO Housing Investment Trust 4,416.649 shares | — | — | $4.9M | $4.3M | 5.6% | |
| WELLINGTON WTC CIF II WELLINGTON TRUST COMNPANY NA · EIN 04-2755549 / PN 052 | Common Collective Trust | — | $2.0M | $4.3M | 5.6% | |
| Investments- Grosvenor Opportunity Mult Credit Fund C 3,249,784.00 shares | OTHER | — | $2.5M | $3.3M | 4.2% | |
| White Oak Summit Fund LP 2,249,062.160 shares | — | — | $2.2M | $2.3M | 2.9% | |
| Money Market Fund- First American Government Money Market Fund Obligation Fund Cl Z - at variable rates | — | — | $55K | $55K | <0.1% |
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