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Original filing (PDF)20240927142515NAL0001333907001
SENIOR OPERATIONS LLC
Form 5500
FILING_RECEIVED
SENIOR OPERATIONS LLC PENSION PLAN FOR HOURLY EMPLOYEES AT BURBANK, CA REPRESENTED BY UAW LOCAL 509
Defined-benefit pension plan
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
$0
Net assets (EOY)
$0
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)
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
75
Total plan cost
75
Vendor stack
75
Participation health
100
Knocking points off
- Plan is frozen (1I) — no new benefit accrual.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
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
004
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-12
Filed
2024-09-27
Pension benefit codes
1B · Flat-dollar DB formula
1I · Frozen plan — no new benefit accrual
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PLANTE & MORAN, PLCC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsTPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS COMPANY OF AMER | 84-0467907 | — | CONTRACT ADMINISTRATOR | $1K | — |
| MASSACHUSETTS MUTUAL LIFE INS. CO. | 04-1590850 | — | CONTRACT ADMINISTRATOR | $0 | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DELAWARE INVESTMENTS | 23-2869117 | — | INVESTMENT PROVIDER | $0 | — |
| VANGUARD | 23-1945930 | — | INVESTMENT PROVIDER | $0 | — |
Investments
4 pooled funds· $0
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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| EXTND DURATION BOND (DELAW) SIA-CMW MASSACHUSETTS MUTUAL LIFE INSURANCE · EIN 90-0779283 / PN 000 | Pooled Separate Account | $0 | — |
| CORE BOND (MASSMUTUAL) SIA-E MASSACHUSETTS MUTUAL LIFE INSURANCE · EIN 04-1590850 / PN 000 | Pooled Separate Account | $0 | — |
| SHRT TERM BD INDX FD (VANG) SIA-JRS MASSACHUSETTS MUTUAL LIFE INSURANCE · EIN 90-0779283 / PN 000 | Pooled Separate Account | $0 | — |
| LONG DURATION BOND (EMPOWER MASSACHUSETTS MUTUAL LIFE INSURANCE · EIN 90-0342299 / PN 215 | Pooled Separate Account | $0 | — |
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