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Original filing (PDF)20250404125140NAL0011814337001
BOARD OF TRUSTEES, U.A. LOCAL NO. 447 PENSION FUND
Form 5500
FILING_RECEIVED
U.A. LOCAL NO. 447 PENSION FUND
Defined-benefit pension plan
Signals · 2
No recordkeeper disclosed21 service providers
Active participants
933
Accounts w/ balance
0
Plan assets (EOY)
$244.0M
Net assets (EOY)
$243.8M
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
- 41 bps in Schedule C fees — 307% 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, U.A. LOCAL NO. 447 PENSION FUND.
Plan sponsor
Name
BOARD OF TRUSTEES, U.A. LOCAL NO. 447 PENSION FUND
EIN
94-6269669
Address
P.O. BOX 191030 · SACRAMENTO, CA · 95819
Phone
(916) 457-0821
Industry
Plumbing, Heating, AC Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-04
Pension benefit codes
1B · Flat-dollar DB formula
Audit & trust (Schedule H)
Auditor
MILLER KAPLAN ARASE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
21 rowsOther
21| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAEL & LETSON | 94-1701048 | — | NONE | $116K | — |
| BRIDGEWAY BENEFIT TECHNOLOGIES | 52-1796473 | — | NONE | $99K | — |
| NEW TOWER TRUST COMPANY | 30-0872552 | — | NONE | $85K | — |
| EMPLOYEE #1 | 94-1268305 | — | EMPLOYEE OF AFFIL. TRUST | $78K | — |
| US BANK | 31-0841368 | — | NONE | $72K | — |
| PANAGORA ASSET | 04-3063840 | — | NONE | $64K | — |
| EMPLOYEE #4 | 94-1268305 | — | EMPLOYEE OF AFFIL. TRUST | $56K | — |
| EMPLOYEE #5 | 94-1268305 | — | EMPLOYEE OF AFFIL. TRUST | $55K | — |
| EMPLOYEE #3 | 94-1268305 | — | EMPLOYEE OF AFFIL. TRUST | $54K | — |
| KRAW LAW GROUP, APC | 32-0465891 | — | NONE | $54K | — |
| MILLER KAPLAN ARASE LLP | 95-2036255 | — | NONE | $51K | — |
| CALIBER NETWORKS | 27-2155341 | — | NONE | $46K | — |
| EMPLOYEE #2 | 94-1268305 | — | EMPLOYEE OF AFFIL. TRUST | $41K | — |
| WHITESTAR ADVISORS LLC | 03-0496641 | — | NONE | $35K | — |
| VERUS ADVISORS | 91-1320111 | — | NONE | $30K | — |
| ISLIP & CO | 68-0344156 | — | NONE | $25K | — |
| WITHUMSMITH + BROWN, PC | 22-2072092 | — | NONE | $20K | — |
| DESMOND NOLAN LIVAICH & CUNNINGHAM | 94-2606799 | — | NONE | $7K | — |
| CUSHMAN & WAKEFIELD | — | SACRAMENTO, CA | NONE | $6K | — |
| STEPHEN HORN INSURANCE | 94-3249244 | — | NONE | $0 | — |
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | NONE | $0 | — |
Investments
4 pooled funds· $72.6M(30% 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
$53.3M
3 holdings
103-12 Investment Entity
$19.3M
1 holding
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| AFL-CIO EQUITY INDEX FUND CHEVY CHASE TRUST COMPANY · EIN 27-3350609 / PN 010 | Common Collective Trust | $22.5M | 9.2% |
| INVESCO BALANCED-RISK ALLOCATION TR INVESCO TRUST COMPANY · EIN 26-6399613 / PN 001 | Common Collective Trust | $21.7M | 8.9% |
| RISK PARITY MULTI ASSET PLUS FUND PANAGORA ASSET MANAGEMENT, INC. · EIN 04-3183235 / PN 006 | 103-12 Investment Entity | $19.3M | 7.9% |
| MULTI-EMPLOYER PROPERTY TRUST NEW TOWER TRUST COMPANY · EIN 52-6218800 / PN 001 | Common Collective Trust | $9.2M | 3.8% |