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Original filing (PDF)20250508162542NAL0012492929001
BOARD OF TRUSTEES FOR PACIFIC COAST ROOFERS PENSION PLAN
Form 5500
FILING_RECEIVED
PACIFIC COAST ROOFERS PENSION PLAN
Defined-benefit pension plan
Signals · 2
No recordkeeper disclosed16 service providers
Active participants
5,493
Accounts w/ balance
—
Plan assets (EOY)
$639.4M
Net assets (EOY)
$639.1M
How this plan invests
This plan
3 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
- 25 bps in Schedule C fees — 315% above peer band of 6 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 FOR PACIFIC COAST ROOFERS PENSION PLAN.
Plan sponsor
Name
BOARD OF TRUSTEES FOR PACIFIC COAST ROOFERS PENSION PLAN
EIN
94-6051377
Address
6800 SANTA TERESA BOULEVARD · SUITE 100 · SAN JOSE, CA · 95119
Phone
(408) 288-4400
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
2025-05-08
Pension benefit codes
1A · Pay-related DB formula
Audit & trust (Schedule H)
Auditor
INEICH & COMPANY, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
16 rowsOther
16| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UNITED ADMINISTRATIVE SERVICES | 94-1749354 | SAN JOSE, CA | NONE | $301K | — |
| CORBIN CAPITAL PARTNERS LP | 30-0299433 | NEW YORK, NY | NONE | $195K | — |
| THE SEGAL COMPANY | 94-1503999 | SAN FRANCISCO, CA | NONE | $166K | — |
| FEDERATED HERMES, INC. | 94-3267050 | BOSTON, MA | NONE | $126K | — |
| SALTZMAN & JOHNSON | 94-2376174 | CONCORD, CA | NONE | $118K | — |
| US BANK | 31-0841368 | LOS ANGELES, CA | NONE | $118K | — |
| RIVERBRIDGE PARTNERS | 41-1930193 | MINNEAPOLIS, MN | NONE | $113K | — |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 20-0292745 | MINNEAPOLIS, MN | NONE | $111K | — |
| SEGAL MARCO ADVISORS | 36-3555078 | CHICAGO, IL | NONE | $100K | — |
| WESTERN ASSET MANAGEMENT COMPANY | 95-2705767 | PASADENA, CA | NONE | $83K | — |
| INEICH & COMPANY, LLP | 56-2552172 | FOSTER CITY, CA | NONE | $57K | — |
| UNION ROOFERS TRUST FUNDS | — | DOWNEY, CA | NONE | $54K | — |
| NEYHART ANDERSON FLYNN & GROSBOLL | 94-2576729 | SAN FRANCISCO, CA | NONE | $18K | — |
| WITHUMSMITH+BROWN PC | 22-2027092 | SAN RAMON, CA | NONE | $13K | — |
| WILLIAM C. EARHART COMPANY, INC. | — | PORTLAND, OR | NONE | $9K | — |
| COMPLIANCE AUDIT SERVICES | 94-3134229 | TRACY, CA | NONE | $7K | — |
Investments
3 pooled funds· $48.2M(8% 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
$26.3M
2 holdings
Pooled Separate Account
$21.9M
1 holding
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| SEP ACCT J OF UNION LABOR LIFE INS THE UNION LABOR LIFE INSURANCE CO · EIN 13-1423090 / PN 203 | Pooled Separate Account | $21.9M | 3.4% |
| ULLICO INFRASTRUCTURE TAX EXEMPT ULLICO INVESTMENT ADVISORS INC · EIN 90-0622302 / PN 001 | Common Collective Trust | $13.3M | 2.1% |
| PRINCIPAL INTERNATIONAL SMALL CAP PRINCIPAL GLOBAL INVESTOR COLLECTIVE INVESTMENT TRUST · EIN 81-3934776 / PN 001 | Common Collective Trust | $13.0M | 2.0% |