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Original filing (PDF)20251014140200NAL0006211842001
BOARD OF TRUSTEES OF LOCAL 1205 PENSION FUND
Form 5500
FILING_RECEIVED
LOCAL 1205 PENSION FUND
Defined-benefit pension plan
Signals · 3
29% in single holdingNo recordkeeper disclosed14 service providers
Active participants
720
Accounts w/ balance
—
Plan assets (EOY)
$269.5M
Net assets (EOY)
$269.4M
How this plan invests
This plan
7 pooled trusts
Schedule D
8 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
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
85
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "[DFE: LONGVIEW LARGECAP 500 INDEX FUND (extraction pending)]" is 29% of plan.
- 25 bps in Schedule C fees — 154% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES OF LOCAL 1205 PENSION FUND.
Plan sponsor
Name
BOARD OF TRUSTEES OF LOCAL 1205 PENSION FUND
EIN
11-1880353
Address
246 CONKLIN STREET · FARMINGDALE, NY · 117352607
Phone
(516) 501-1205
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
1B · Flat-dollar DB formula
Audit & trust (Schedule H)
Auditor
CALIBRE CPA GROUP PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
14 rowsAccountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CALIBRE CPA GROUP, PLLC | 47-0900880 | — | AUDITOR | $31K | — |
Other
13| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ULLICO INVESTMENT ADVISORS | 52-6435649 | — | NONE | $209K | — |
| SEGAL COMPANY (EASTERN STATES), INC | 13-1835864 | — | NONE | $79K | — |
| AMALGAMATED BANK | 13-4920330 | — | NONE | $61K | — |
| VENUS TEMPLE | 11-1880353 | — | EMPLOYEE | $47K | — |
| ROTHMAN ROCCO LARUFFA | 47-5401457 | — | NONE | $43K | — |
| TINA NARDI | 11-1880353 | — | EMPLOYEE | $42K | — |
| HIGHLAND CAPITAL MANAGEMENT, LLC | 27-5440911 | — | NONE | $35K | — |
| BRIDGEWAY BENEFIT TECHNOLOGIES | 23-2180279 | — | NONE | $31K | — |
| MELISSA DIMARIA | 11-1880353 | — | EMPLOYEE | $28K | — |
| REYNOLDS CONSULTING SERVICE, LLC | 20-1899564 | — | NONE | $27K | — |
| PAIGE GOLDING | 11-1880353 | — | EMPLOYEE | $26K | — |
| CLEARBRIDGE INVESTMENTS, LLC | 01-0846058 | — | NONE | $19K | — |
| UNION LABOR SYSTEMS | — | LONG BEACH, NY | NONE | $6K | — |
Investments
3 direct securities · 7 pooled funds· $198.7M(74% 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
$152.0M
5 holdings
Uncategorized
$23.4M
3 holdings
103-12 Investment Entity
$13.9M
1 holding
Pooled Separate Account
$9.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| LONGVIEW LARGECAP 500 INDEX FUND AMALGAMATED BANK · EIN 13-4920330 / PN 009 | Common Collective Trust | — | — | $50.9M | 18.9% | |
| LONGVIEW LARGECAP 1000 GROWTH INDEX AMALGAMATED BANK · EIN 46-2032992 / PN 019 | Common Collective Trust | — | — | $50.5M | 18.7% | |
| LONGVIEW LARGECAP 1000 VALUE INDEX AMALGAMATED BANK · EIN 46-2026448 / PN 018 | Common Collective Trust | — | — | $36.3M | 13.5% | |
| ULLICO INFRASTRUCTURE TAX-EXEMPT FD ULLICO INVESTMENT ADVISORS, INC · EIN 90-0622302 / PN 001 | 103-12 Investment Entity | — | — | $13.9M | 5.2% | |
| 1 INVESTMENT IN MASTER FUND | — | — | — | $13.8M | 5.1% | |
| LONGVIEW MIDCAP 400 INDEX FUND AMALGAMATED BANK · EIN 14-4920330 / PN 011 | Common Collective Trust | — | — | $9.6M | 3.6% | |
| [DFE: PRINCIPAL U.S. PROPERTY SEPARATE ACCOUNT (extraction pending)] | — | — | — | $9.5M | 3.5% | |
| PRIN U.S. PROPERTY SA-PGI2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $9.5M | 3.5% | |
| CRESCENT CAPITAL COLLECTIVE INVEST. GLOBAL TRUST COMPANY · EIN 32-6471303 / PN 001 | Common Collective Trust | — | — | $4.7M | 1.7% | |
| RECEIVABLE FROM MASTER FUND | — | — | $47K | $47K | <0.1% |