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Original filing (PDF)20260316160114NAL0001199491001

BOARD OF TRUSTEES LABORERS PENSION TRUST FUND FOR NOR CAL-ANNUITY

Form 5500
FILING_RECEIVED
LABORERS ANNUITY PLAN FOR NORTHERN CALIFORNIA
Defined-contribution retirement plan
Signals · 3
26 failed disclosuresNo recordkeeper disclosed16 service providers
Active participants
29,190
Accounts w/ balance
78,189
Plan assets (EOY)
$1.6B
Net assets (EOY)
$1.5B
How this plan invests
This plan
10 pooled trusts
Schedule D
545 securities
funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)
79
/ 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
65
Concentration risk
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
  • 26 Schedule C providers failed to disclose compensation.
  • 20 bps in Schedule C fees — 308% above peer band of 5 bps.
  • No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES LABORERS PENSION TRUST FUND FOR NOR CAL-ANNUITY.
Plan sponsor
Name
BOARD OF TRUSTEES LABORERS PENSION TRUST FUND FOR NOR CAL-ANNUITY
EIN
94-6277608
Address
5672 STONERIDGE DRIVE, SUITE 100 · PLEASANTON, CA · 94588
Phone
(707) 864-2800
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-06-01
Tax period
2025-05-31
Filed
2026-03-16
Pension benefit codes
2C · Money purchase (other than target benefit)
Audit & trust (Schedule H)
Auditor
WITHUMSMITH+BROWN, PC
Trustee / custodian
Trustee phone

Service providers (Schedule C)

16 rows
Other
16
NameEINLocationRelationDirect compIndirect comp
LABORERS FUND ADMINISTRATION94-1563547COMMON BOARD MEMBERS$1.3M
MCMORGAN & COMPANY LLC52-2334338NONE$986K
MEKETA INVESTMENT GROUP47-2126910NONE$270K
U.S BANK NATIONAL ASSOCIATION31-0841368NONE$144K
THE UNION LABOR LIFE INSURANCE COMP13-1423090NONE$113K
ULLICO INVESTMENT ADVISORS INC.52-6435649NONE$102K
WITHUMSMITH+BROWN, PC22-2027092NONE$98K
STATE STREET GLOBAL ADVISORS81-4017137NONE$83K
THE SEGAL COMPANY94-1503999NONE$37K
BULLIVANT HOUSER BAILEY PC93-1129534NONE$35K
WEINBERG, ROGER & ROSENFELD94-2458080NONE$34K
FINAL OPTION CORP26-4644680NONE$12K
RHUMBLINE ADVISORS QSI LLC04-3118582NONE$5K
MACKAY SHIELDS LLC13-5582869NONE$0
MARSH & MCLENNAN COMPANIES INC36-2668272NONE$0
16 POINTS LLCNONE$0

Failed / refused disclosures (Sched C Part 2)

ProviderNondisclosure info
ABS CHINA DIRECTSERVICE PROVIDER DID NOT RESPOND TO REQUEST FOR INFORMATION REGARDING INDIRECT COMPENSATION.
ABS EMERGING MARKETS EX CHINA DIRECSERVICE PROVIDER DID NOT RESPOND TO REQUEST FOR INFORMATION REGARDING INDIRECT COMPENSATION.
ARA FUND II LPSERVICE PROVIDER DID NOT RESPOND TO REQUEST FOR INFORMATION REGARDING INDIRECT COMPENSATION.
ARA FUND III LPSERVICE PROVIDER DID NOT RESPOND TO REQUEST FOR INFORMATION REGARDING INDIRECT COMPENSATION.
BCP FUND III LPSERVICE PROVIDER DID NOT RESPOND TO REQUEST FOR INFORMATION REGARDING INDIRECT COMPENSATION.
CUSTOM CO-INVESTMENT FUNDSERVICE PROVIDER DID NOT RESPOND TO REQUEST FOR INFORMATION REGARDING INDIRECT COMPENSATION.
FINAL OPTIONSERVICE PROVIDER DID NOT RESPOND TO REQUEST FO INFORMATION REGARDING INDIRECT COMPENSATION.
GREENBRIAR EQUITY FUND V LPSERVICE PROVIDER DID NOT RESPOND TO REQUEST FOR INFORMATION REGARDING INDIRECT COMPENSATION.
GREENBRIAR EQUITY FUND VI LPSERVICE PROVIDER DID NOT RESPOND TO REQUEST FOR INFORMATION REGARDING INDIRECT COMPENSATION.
BLUE OWL DIGITAL INFRASTRUCTURE ADVSERVICE PROVIDER DID NOT RESPOND TO REQUEST FOR INFORMATION REGARDING INDIRECT COMPENSATION.
J STERN & CO WORLD STARS GE FUNDSERVICE PROVIDER DID NOT RESPOND TO REQUEST FOR INFORMATION REGARDING INDIRECT COMPENSATION.
K4 PRIVATE INVESTORS, LPSERVICE PROVIDER DID NOT RESPOND TO REQUEST FOR INFORMATION REGARDING INDIRECT COMPENSATION.
KHOSLA VENTURES VI LPSERVICE PROVIDER DID NOT RESPOND TO REQUEST FOR INFORMATION REGARDING INDIRECT COMPENSATION.
ORION MINE FINACE (DELAWARE) FD IISERVICE PROVIDER DID NOT RESPOND TO REQUEST FOR INFORMATION REGARDING INDIRECT COMPENSATION.
ORION MINE FINANCE ONSHORE FD IIISERVICE PROVIDER DID NOT RESPOND TO REQUEST FOR INFORMATION REGARDING INDIRECT COMPENSATION.
ORION MINE FINANCE ONSHORE FD IVSERVICE PROVIDER DID NOT RESPOND TO REQUEST FOR INFORMATION REGARDING INDIRECT COMPENSATION.
STERLING GROUP PARTNERS V LPSERVICE PROVIDER DID NOT RESPOND TO REQUEST FOR INFORMATION REGARDING INDIRECT COMPENSATION.
SENTINEL CAPITAL PARTNERS VII LPSERVICE PROVIDER DID NOT RESPOND TO REQUEST FOR INFORMATION REGARDING INDIRECT COMPENSATION.
STG VI LPSERVICE PROVIDER DID NOT RESPOND TO REQUEST FOR INFORMATION REGARDING INDIRECT COMPENSATION.
STG VII LPSERVICE PROVIDER DID NOT RESPOND TO REQUEST FOR INFORMATION REGARDING INDIRECT COMPENSATION.
TIVERTON AGRIFINANCE II LPSERVICE PROVIDER DID NOT RESPOND TO REQUEST FOR INFORMATION REGARDING INDIRECT COMPENSATION.
TIVERTON AGRIFINANCE III LPSERVICE PROVIDER DID NOT RESPOND TO REQUEST FOR INFORMATION REGARDING INDIRECT COMPENSATION.
WAUD CAPITAL PARTNERS V LPSERVICE PROVIDER DID NOT RESPOND TO REQUEST FOR INFORMATION REGARDING INDIRECT COMPENSATION.
DRA GROWTH AND INCOME MASTER FD XISERVICE PROVIDER DID NOT RESPOND TO REQUEST FOR INFORMATION REGARDING INDIRECT COMPENSATION.
TA XIV-B LPSERVICE PROVIDER DID NOT RESPOND TO REQUEST FOR INFORMATION REGARDING INDIRECT COMPENSATION.
GERDLING EDLEN GREEN CITIES II, L.PSERVICE PROVIDER DID NOT RESPOND TO REQUEST FOR INFORMATION REGARDING INDIRECT COMPENSATION.

Investments

539 direct securities · 10 pooled funds· $1.8B(100% 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
$1.4B
539 holdings
Common Collective Trust
$365.5M
8 holdings
Pooled Separate Account
$21.2M
1 holding
103-12 Investment Entity
$12.8M
1 holding
PIInvestmentTypeShares / unitsCostCurrent value% of plan
Ssga$206.0M$215.2M13.8%
US AGGREGATE BOND INDEX NON-LENDING
STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 04-0025081 / PN 070
Common Collective Trust
$215.2M13.8%
Brigade$98.6M$96.7M6.2%
U.S. Department of the Treasury$55.7M$55.6M3.6%
Ssga$43.7M$53.5M3.4%
RUSSELL 3000R NL FUND
STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 04-0025081 / PN 042
Common Collective Trust
$53.5M3.4%
Sculptor$35.5M$40.8M2.6%
U.S. Department of the Treasury$39.5M$39.4M2.5%
Madison Core Property Fund LLC$21.4M$31.3M2.0%
U.S. Department of the Treasury$30.7M$30.6M2.0%
METLIFE INVESTMENT MNGMT MASTER CIT
SEI TRUST COMPANY · EIN 46-2596644 / PN 062
Common Collective Trust
$27.2M$30.1M1.9%
Ssga$23.2M$29.1M1.9%
MSCI ACWI EX-USA NL FUND
STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 159
Common Collective Trust
$29.1M1.9%
U.S. Department of the Treasury$28.3M$28.1M1.8%
First Eagle$16.5M$22.8M1.5%
SEPARATE ACCOUNT J
THE UNION LABOR LIFE INSURANCE COMPANY · EIN 13-1423090 / PN 203
Pooled Separate Account
$18.9M$21.2M1.4%
U.S. Department of the Treasury$19.0M$19.0M1.2%
ARTISAN MULTIPLE INVESTMENT TRUST
SEI TRUST COMPANY · EIN 26-3653822 / PN 021
Common Collective Trust
$13.9M$17.7M1.1%
Kohinoor$14.8M$16.1M1.0%
First American Funds$15.6M1.0%
U.S. Department of the Treasury$14.9M$14.9M1.0%
J Stern & Co$12.0M$13.8M0.9%
RHUMBLINE QSI INDEX LLC
RHUMBLINE ADVISERS CORP. · EIN 26-0137355 / PN 001
103-12 Investment Entity
$7.8M$12.8M0.8%
1798 Bear Convexity Fund Ltd$10.0M$10.8M0.7%
Alpstone Global$10.0M$10.8M0.7%
U.S. Department of the Treasury$10.5M$10.6M0.7%
McMorgan$2.5M$8.4M0.5%
Ssga$7.2M$8.2M0.5%
RUSSELL 1000R VALUE INDEX NL
STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 123
Common Collective Trust
$8.2M0.5%
Bh-Dg Sys Trading Er Fund Ltd$6.8M$7.6M0.5%
KOPERNIK GLOBAL ALL-CAP CIT
SEI TRUST COMPANY · EIN 83-2022303 / PN 126
Common Collective Trust
$3.7M$7.2M0.5%
U.S. Department of the Treasury$7.0M$7.1M0.5%
Ullico$4.3M$6.9M0.4%
U.S. Department of the Treasury$6.7M$6.7M0.4%
Custom Co$5.5M$6.5M0.4%
Waud Capital Partners$3.9M$6.0M0.4%
August Equity Partners V A LP$4.0M$5.7M0.4%
Sroa Capital$5.8M$5.5M0.4%
Fs$2.2M$5.0M0.3%
U.S. Department of the Treasury$4.8M$4.9M0.3%
Blue Owl$3.6M$4.7M0.3%
Lightspeed Venture Partners$4.1M$4.6M0.3%
Ssga$3.5M$4.6M0.3%
RUSSELL 1000R GROWTH INDEX NL FUND
STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 124
Common Collective Trust
$4.6M0.3%
Abs Direct Equity Fund LLC$2.8M$4.5M0.3%
Ara Fund II LP$4.0M$4.4M0.3%
Toyota$4.0M$4.1M0.3%
Bank Of America$4.0M$4.1M0.3%
CNH$4.0M$4.0M0.3%
Lightspeed Venture Partners$3.1M$4.0M0.3%
Crow Holdings Realty Partners$4.4M$4.0M0.3%
Synchrony$3.9M$4.0M0.3%
Manhattan West$4.0M$4.0M0.3%
Tiverton Agrifinance II, LP$333K$4.0M0.3%
Ta Xiv-B, L.P.$3.5M$4.0M0.3%
Linden Capital Partners V LP$3.8M$3.9M0.3%
Benchmark Mortgage$3.7M$3.8M0.2%
Paine Schwartz$3.1M$3.6M0.2%
Federal National Mortgage Association$3.5M$3.5M0.2%
Quantum Energy Partners$3.1M$3.5M0.2%
Morgan Stanley$3.4M$3.4M0.2%
Jmi$3.0M$3.4M0.2%
Benchmark Mortgage$3.2M$3.3M0.2%
Ridgemont Equity Partners$1.9M$3.3M0.2%
Ta Xiii B LP$1.2M$3.2M0.2%
McMorgan$3.0M$3.2M0.2%
Benchmark Mortgage$3.1M$3.1M0.2%
Honda$3.1M$3.1M0.2%
Santander$3.1M$3.1M0.2%
Orion Mine Finance$2.9M$3.1M0.2%
Greenbriar$2.8M$3.1M0.2%
Wells Fargo$3.0M$3.0M0.2%
Citizens$3.0M$3.0M0.2%
American Express$3.0M$3.0M0.2%
Df Dent$2.9M$3.0M0.2%
Western Midstream$2.8M$3.0M0.2%
Hyundai$2.8M$2.8M0.2%
Government National Mortgage Association$2.8M$2.8M0.2%
Dra$2.9M$2.8M0.2%
Enterp Fleet Fing Ll$2.7M$2.7M0.2%
Carnival$2.6M$2.7M0.2%
Khosla Ventures VI, L.P.$830K$2.7M0.2%
Greenbriar$2.1M$2.6M0.2%
Firstkey Homes Tru$2.6M$2.6M0.2%
Continental Res Inc$2.6M$2.6M0.2%
Avis Budget Rent$2.5M$2.6M0.2%
K4$1.4M$2.6M0.2%
Aviation Capital Group$2.5M$2.5M0.2%
MacQuarie Group$2.6M$2.5M0.2%
Wb Coml$2.5M$2.5M0.2%
Government National Mortgage Association$2.4M$2.4M0.2%
Estancia Capital Partners$653K$2.4M0.2%
Aercap Ireland$2.3M$2.4M0.2%
Isq$1.3M$2.3M0.2%
Estancia Capital Partners$2.4M$2.3M0.1%
Flagship Pioneering$1.6M$2.3M0.1%
Ridgemont Equity Partners$527K$2.3M0.1%
Coterra Energy Inc$2.3M$2.3M0.1%
First Eagle$1.3M$2.2M0.1%
Reliance$2.2M$2.2M0.1%
Glp Capital$2.3M$2.2M0.1%
Sentinel Capital Partners$2.3M$2.2M0.1%
Linden Capital Partners IV, L.P.$4.9M$2.2M0.1%
Avis Budget Rent$2.2M$2.2M0.1%
Dext Abs LLC$2.2M$2.2M0.1%
Extended Stay$2.2M$2.2M0.1%
Lad Auto$2.2M$2.2M0.1%
Tricon Residential$2.2M$2.2M0.1%
Comm Mortgage$2.1M$2.2M0.1%
Bridgecrest$2.2M$2.2M0.1%
Deutsche Bank Ny$2.1M$2.2M0.1%
Volvo$2.2M$2.2M0.1%
Berkeley Partners$2.1M$2.2M0.1%
Brighthouse$2.1M$2.1M0.1%
Verdant Receivables$2.1M$2.1M0.1%
Jmi$1.3M$2.1M0.1%
Avis Budget Rent$2.0M$2.1M0.1%
Morgan Stanley$2.0M$2.1M0.1%
Federal Home Loan Mortgage Corporation$2.1M$2.1M0.1%
Lad Auto$2.1M$2.1M0.1%
Nissan$2.2M$2.1M0.1%
Gm$2.1M$2.1M0.1%
Toyota$2.1M$2.1M0.1%
World Financial$2.1M$2.1M0.1%
Hyundai$2.0M$2.1M0.1%
Sbna Auto Lease$2.1M$2.1M0.1%
Greatamerica$2.0M$2.1M0.1%
Banco Santander$2.1M$2.1M0.1%
Daimler Trucks$2.0M$2.0M0.1%
Abn Amro Bank$2.0M$2.0M0.1%
Societe Generale Mtn$2.0M$2.0M0.1%
Natwest Group$2.0M$2.0M0.1%
Swedbank$2.0M$2.0M0.1%
Lloyds$2.0M$2.0M0.1%
Credit Suisse M T N$2.0M$2.0M0.1%
Barclays$2.0M$2.0M0.1%
Capital One$2.0M$2.0M0.1%
Bank Of America$1.9M$2.0M0.1%
Cooperatieve Mtn$2.0M$2.0M0.1%
Trilantic Caipital Partners$1.6M$1.9M0.1%
Barings Core Properties Fd LP$1.7M$1.9M0.1%
Sterling Value Add Partners$2.0M$1.9M0.1%
CNH$1.8M$1.9M0.1%
U.S. Department of the Treasury$1.9M$1.9M0.1%
Barclays$2.1M$1.8M0.1%
Invitation Homes$2.0M$1.8M0.1%
Avolon Holdings Funding Limited$1.9M$1.8M0.1%
Credit Agricole Mtn$1.8M$1.8M0.1%
Carmax$1.8M$1.8M0.1%
Davidson Kempner$1.2M$1.7M0.1%
Government National Mortgage Association$1.7M$1.7M0.1%
Swch Comm$1.7M$1.7M0.1%
Sk Capital Partners$1.6M$1.7M0.1%
State Str Corp$1.7M$1.7M0.1%
Cf Hiipolyta$1.6M$1.7M0.1%
Dllaa LLC$1.7M$1.7M0.1%
Pfs Financing Corp$1.7M$1.7M0.1%
Accomplice Fund II LP$221K$1.7M0.1%
Coty Inc$1.7M$1.7M0.1%
Bank Montreal$1.7M$1.7M0.1%
Glencore Funding LLC$1.7M$1.7M0.1%
Isq$1.4M$1.7M0.1%
Enbridge Inc$1.6M$1.7M0.1%
New Economy Assets$1.6M$1.7M0.1%
Carmax$1.6M$1.7M0.1%
British American Tobacco International Finance$1.7M$1.6M0.1%
Jackson Natl$1.6M$1.6M0.1%
Air Lease$1.6M$1.6M0.1%
Mira$1.6M$1.6M0.1%
Bcp Fund III, LP$1.7M$1.6M0.1%
Deutsche Bk Ag$1.6M$1.6M0.1%
Pfs Financing Corp$1.6M$1.6M0.1%
Abn Amro Bank$1.6M$1.6M0.1%
Orion Mine Finance$848K$1.6M0.1%
Bank Nova Scotia$1.6M$1.6M0.1%
Berry Global Escrow$1.6M$1.6M0.1%
Aig Global Funding$1.5M$1.6M<0.1%
Principal Life$1.5M$1.6M<0.1%
Pacific Gas Elec Co$1.6M$1.5M<0.1%
Sterling Group Partners$758K$1.5M<0.1%
Skymiles Ip Ltd$1.6M$1.5M<0.1%
Canadian Imperial Bank$1.5M$1.5M<0.1%
M T Bk Corp$1.5M$1.5M<0.1%
Lloyds$1.6M$1.5M<0.1%
Nomura Hldgs Inc$1.5M$1.5M<0.1%
Federal National Mortgage Association$1.5M$1.5M<0.1%
Pinnacle West$1.5M$1.5M<0.1%
Ari Fleet Lease$1.5M$1.5M<0.1%
Flagship Pioneering$1.7M$1.5M<0.1%
Huntington$1.4M$1.5M<0.1%
Deutsche Bk Ag$1.4M$1.5M<0.1%
Evergy Kans Cent$1.4M$1.5M<0.1%
Athene Global$1.5M$1.4M<0.1%
Orion Mine Finance$1.3M$1.4M<0.1%
Charlesbank Equity Fund X, Limited Partnership$1.1M$1.4M<0.1%
Ara Fund III, LP$1.6M$1.4M<0.1%
World Financial$1.4M$1.4M<0.1%
Reliance$1.4M$1.4M<0.1%
Blackrock Global$1.3M$1.4M<0.1%
Hewlett Packard$1.4M$1.4M<0.1%
Showing top 200 of 549 investments by value.