Retirement plan

JOHN MANEELY COMPANY PENSION PLAN

Name: WHEATLAND TUBE, LLC - JOHN MANEELY COMPANY PENSION PLAN (2024) Form 5500
Creator: WHEATLAND TUBE, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JOHN MANEELY COMPANY PENSION PLAN, WHEATLAND TUBE, LLC

WHEATLAND TUBE, LLCEIN 23-1327437Plan #011PY 2024

227 W. MONROE STREET, 26TH FLOOR - CHICAGO, IL 60606312-275-1600wheatland.comLinkedIn1001-5000 employeesmechanical or industrial engineering

Other plans on this EIN

3 filings

#005Retirement-$223.4M assets #012Retirement-$136.7M assets #013Retirement-$86.0M assets

Prospect flagsHigh retiree %

How to read this page

Total assets (EOY)

$148.4M

-3.8% from 2017

Total participants

665

+8.2% from 2017

Average account balance

No prior year

Annual return

8.31%

-15.72 pp from 2017

Benchmarks

See 189 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined benefit

Participants250-999

Cohort189 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$153.60M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$233K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

418

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

0.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.00M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+7.47%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

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Service providers

Top 7 by compensation

Provider	Service type	Compensation
MERCER9+ years Service code 11 · EIN 13-2834414 1166 AVENUE OF THE AMERICAS · NEW YORK, NY 10036	Actuarial	$276,058
INCOME RESEARCH & MANAGEMENT8 years Filed as: INCOME RESEARCH AND MANAGEMENT Service code 28 · EIN 04-2955404 100 FEDERAL STREET · BOSTON, MA 02110	Investment Management	$224,591
HAMILTON & COMPANY9+ years Service code 27 · EIN 22-2142255 600 COLLEGE ROAD EAST · PRINCETON, NJ 19103	Advisory (Plan)	$127,960
EDGEWOOD MANAGEMENT LLC8 years Service code 28 · EIN 20-4044179 535 MADISON AVENUE · NEW YORK, NY 10022	Investment Management	$116,906
JOHNSTON ASSET MANAGEMENT9+ years Filed as: JOHNSTON ASSET MANAGEMENT CORP Service code 28 · EIN 13-3257590 300 ATLANTIC STREET · STAMFORD, CT 069013527	Investment Management	$89,632
SEI INVESTMENTS3 years Filed as: COOKE & BIELER LP Service code 28 · EIN 23-3082822 2001 MARKET ST · PHILADELPHIA, PA 19103	Investment Management	$70,565
BMO HARRIS BANK NA7 years Service code 21 · EIN 36-2085229 111 WEST MONROE STREET · CHICAGO, IL 60603	Bank Trustee	$27,098

Enrolled actuary

1 attachment

Free accounts unlock saves, downloads, and 3-year history.

Plan features & details

Pension benefit codes1A1B1C1E3H

Plan features

1A
Benefits are primarily pay related
Benefits under the plan are primarily determined with reference to a participant's pay (e.g. final-average-pay formula).
1B
Benefits are primarily flat dollar
Benefits are primarily a flat dollar amount (including a dollar amount per year of service).
1C
Cash balance or similar plan
A cash balance formula in a defined benefit plan that expresses the accrued benefit in terms more common to a defined contribution plan such as a hypothetical account balance or single sum amount (includes personal account plan pension equity plan life cycle plan and cash account plan).
1E
Section 401(h) arrangement
Plan contains separate accounts under Code section 401(h) to provide employee health benefits.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

InformationalHigh retiree %
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.

Expense breakdown

Schedule H Part II

Admin total

$1.1M

$3959 / participant

Investment mgmt$632K58.4%
Actuarial$276K25.5%
Other trustee fees$53K4.9%
Contract admin$27K2.5%
Other / not subdivided$93K8.6%

% of EOY assets

0.728%

all-in expense ratio

Categories reported

4 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: CBIZ CPAS P.C.
Auditor EIN: 431947695
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$106,128-100.0%

Participation rate

0.0%

0.0%0pp

12.2%-12.2pp

0.0%0pp

Annual return

8.31%

7.96%+0.4pp

5.04%+3.3pp

8.76%-0.4pp

Employer contribution / active EE

$20,147

$15,125+33.2%

$26,454-23.8%

$16,664+20.9%

Participant deferral / active EE

$518-100.0%

$78-100.0%

$948-100.0%

Admin fee / account holder

$16,625-100.0%

Provider

Service type

Compensation

MERCER9+ years

Service code 11 · EIN 13-2834414

1166 AVENUE OF THE AMERICAS · NEW YORK, NY 10036

Actuarial

$276,058

INCOME RESEARCH & MANAGEMENT8 years

Filed as: INCOME RESEARCH AND MANAGEMENT

Service code 28 · EIN 04-2955404

100 FEDERAL STREET · BOSTON, MA 02110

Investment Management

$224,591

HAMILTON & COMPANY9+ years

Service code 27 · EIN 22-2142255

600 COLLEGE ROAD EAST · PRINCETON, NJ 19103

Advisory (Plan)

$127,960

EDGEWOOD MANAGEMENT LLC8 years

Service code 28 · EIN 20-4044179

535 MADISON AVENUE · NEW YORK, NY 10022

Investment Management

$116,906

JOHNSTON ASSET MANAGEMENT9+ years

Filed as: JOHNSTON ASSET MANAGEMENT CORP

Service code 28 · EIN 13-3257590

300 ATLANTIC STREET · STAMFORD, CT 069013527

Investment Management

$89,632

SEI INVESTMENTS3 years

Filed as: COOKE & BIELER LP

Service code 28 · EIN 23-3082822

2001 MARKET ST · PHILADELPHIA, PA 19103

Investment Management

$70,565

BMO HARRIS BANK NA7 years

Service code 21 · EIN 36-2085229

111 WEST MONROE STREET · CHICAGO, IL 60603

Bank Trustee

$27,098

JOHN MANEELY COMPANY PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Enrolled actuary

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JOHN MANEELY COMPANY PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Enrolled actuary

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion