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Original filing (PDF)20251010150754NAL0007917441001
SENIOR OPERATIONS LLC
Form 5500
FILING_RECEIVED
SENIOR OPERATIONS LLC RETIREMENT PLAN
Defined-benefit pension plan
Signals · 1
41% in single holding
Active participants
147
Accounts w/ balance
—
Plan assets (EOY)
$40.6M
Net assets (EOY)
$40.6M
How this plan invests
This plan
4 pooled trusts
Schedule D
4 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
80
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Long Duration Bond Fund" is 41% of plan.
Helping the score
- Below-peer total fees (10 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SENIOR OPERATIONS LLC.
Plan sponsor
Name
SENIOR OPERATIONS LLC
EIN
94-2918781
Address
300 EAST DEVON AVENUE · BARTLETT, IL · 60103
Phone
(630) 540-5218
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
1A · Pay-related DB formula
1B · Flat-dollar DB formula
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PLANTE & MORAN, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS COMPANY OF AMER | 84-0467907 | — | RECORDKEEPER | $39K | — |
Investments
4 pooled funds· $40.1M(99% 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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| LONG DURATION BOND (EMPOWER) EMPOWER · EIN 90-0342299 / PN 215 | Pooled Separate Account | — | $12.6M | $16.4M | 40.4% | |
| DELAWARE EXTENDED DURATION BOND INS DELAWARE FUNDS BY MACQUARIE · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | $16.2M | $16.1M | 39.7% | |
| CORE BOND (MASSMUTUAL) R5 MASSACHUSETTS MUTUAL LIFE INSURANCE · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | $5.4M | $4.1M | 10.2% | |
| VANGUARD SHORT TERM BOND INDEX ADM VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | $4.1M | $3.4M | 8.5% |