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Original filing (PDF)20251013103113NAL0001720688001
TRUSTEES OF THE CEMETERY WORKERS SUPPLEMENTAL PENS-
Form 5500
FILING_RECEIVED
CEMETERY WORKERS SUPPLEMENTAL PENSION PLAN
Defined-benefit pension plan
Signals · 2
32% in single holding7 service providers
Active participants
—
Accounts w/ balance
—
Plan assets (EOY)
$47.7M
Net assets (EOY)
$47.6M
How this plan invests
This plan
10 pooled trusts
Schedule D
10 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
84
Total plan cost
65
Vendor stack
100
Participation health
90
Knocking points off
- Top holding "Principal LargeCap S&P 500 Index SA-I2" is 32% of plan.
- 59 bps in Schedule C fees — 103% above peer band of 29 bps.
- No active participants reported but plan still holds assets.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRUSTEES OF THE CEMETERY WORKERS SUPPLEMENTAL PENS-.
Plan sponsor
Name
TRUSTEES OF THE CEMETERY WORKERS SUPPLEMENTAL PENS-
DBA
ION PLAN
EIN
11-2416101
Address
36-36 33RD STREET, SUITE 202 · LONG ISLAND CITY, NY · 111062329
Phone
(718) 729-7400
Industry
Constructionsee 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
2025-10-13
Pension benefit codes
1B · Flat-dollar DB formula
Welfare benefit codes
4H · Long-Term Disability
4L · Death Benefits (other than life insurance)
Audit & trust (Schedule H)
Auditor
NOVAK FRANCELLA, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsOther
7| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USWU LOCAL 74 WELFARE FUND | 13-1912506 | — | NONE | $126K | — |
| FUIMAN MOGILA, LLP | — | NEW YORK, NY | NONE | $36K | — |
| TROUTMAN PEPPER HAMILTON SANDERS | 58-0946915 | — | NONE | $34K | — |
| FIRST ACTUARIAL CONSULTING, INC. | 26-3842522 | — | NONE | $25K | — |
| REYNOLDS CONSULTING SERVICES | 20-1899564 | — | NONE | $21K | — |
| NOVAK FRANCELLA LLC | 61-1436956 | — | NONE | $20K | — |
| PRINCIPAL FINANCIAL ADVISORS INC | 52-1523364 | — | NONE | $18K | — |
Investments
1 direct security · 10 pooled funds· $35.8M(75% 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.
Pooled Separate Account
$35.7M
10 holdings
Uncategorized
$46K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PRIN LG CAP S&P 500 INDEX SA-I2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | $6.0M | $11.5M | 24.0% | |
| PRIN CORE FIX INC SEP ACCT-I5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | $7.6M | $7.6M | 15.9% | |
| PRIN DIVERSIFIED INTL SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | $3.9M | $4.5M | 9.5% | |
| PRIN US PROPERTY SA-I5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | $3.9M | $4.3M | 9.1% | |
| PRIN BOND MKT INDEX SA-I2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 122 | Pooled Separate Account | — | $2.5M | $2.5M | 5.3% | |
| PRINCIPAL OVERSEAS SA-I2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 116 | Pooled Separate Account | — | $1.2M | $1.6M | 3.3% | |
| PRIN MIDCAP S&P 400 IDX SA-I2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | $877K | $1.4M | 2.9% | |
| PRIN SMCAP S&P 600 INDEX SA-I2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | $959K | $1.4M | 2.9% | |
| PRIN HIGH YIELD I SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 101 | Pooled Separate Account | — | $909K | $899K | 1.9% | |
| Amalgamated Bank Comm Banking Tier MMA Demand Var. % | — | — | $46K | $46K | <0.1% | |
| PRIN INTL EM MKT SEP ACCT-I5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 178 | Pooled Separate Account | — | — | $0 | <0.1% |