Back to filter
Original filing (PDF)20251223101803NAL0005819171001
BOARD OF TRUSTEES GENERAL BUILDING LAB LOCAL 66 ANNUITY FUND
Form 5500
FILING_RECEIVED
GENERAL BUILDING LABORERS' LOCAL 66 ANNUITY FUND
Defined-contribution retirement plan
Signals · 3
85% in single holdingNo recordkeeper disclosed12 service providers
Active participants
2,456
Accounts w/ balance
2,456
Plan assets (EOY)
$141.3M
Net assets (EOY)
$141.1M
How this plan invests
This plan
2 pooled trusts
Schedule D
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
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
- Top holding "[DFE: STATE STREET S&P 500(R) FLAGSHIP SECURITIES LENDING FUND (extraction pending)]" is 85% of plan.
- 30 bps in Schedule C fees — 202% 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 GENERAL BUILDING LAB LOCAL 66 ANNUITY FUND.
Plan sponsor
Name
BOARD OF TRUSTEES GENERAL BUILDING LAB LOCAL 66 ANNUITY FUND
EIN
11-2977468
Address
1600 WALT WHITMAN ROAD · MELVILLE, NY · 117470667
Phone
(631) 454-2330
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
006
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2025-12-23
Pension benefit codes
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
SCHULTHEIS & PANETTIERI, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
12 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HIGH LEVEL TECHNOLOGIES INC | 26-2309928 | — | COMPUTER CONSULTANT | $41K | — |
Other
11| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LAZARD ASSET MANAGEMENT LLC | 05-0530199 | — | NONE | $108K | — |
| SCHULTHEIS & PANETTIERI LLP | 13-1577780 | — | NONE | $78K | — |
| BRIDGEWAY BENEFIT TECHNOLOGIES | 52-1796473 | — | NONE | $45K | — |
| DAHAB ASSOCIATES INC | 11-2783874 | — | NONE | $38K | — |
| PROSKAUER ROSE LLP | 13-1840454 | — | NONE | $32K | — |
| LAVELLE LAW & ASSOCIATES PC | 81-3811964 | — | NONE | $21K | — |
| THE SEGAL CO. (EASTERN STATES), INC | 13-1835864 | — | NONE | $20K | — |
| STATE STREET GLOBAL ADVISORS TRUST | 81-4017137 | — | NONE | $18K | — |
| RICHMOND CAPITAL MANAGEMENT | 54-1288566 | — | NONE | $16K | — |
| HANCOCK WHITNEY | 64-0169065 | — | NONE | $11K | — |
| THE UNION LABOR LIFE INSURANCE COMP | 13-1423090 | — | NONE | $0 | — |
Investments
2 pooled funds· $79.2M(56% 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
$67.5M
1 holding
Pooled Separate Account
$11.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| S&P 500 (R) FLAGSHIP SL FUND STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 04-0025081 / PN 002 | Common Collective Trust | — | — | $67.5M | 47.8% | |
| ULLICO SEPARATE ACCOUNT J THE UNION LABOR LIFE INSURANCE CO. · EIN 13-1423090 / PN 203 | Pooled Separate Account | — | — | $11.7M | 8.3% |
Related plans
Other plans using LAZARD ASSET MANAGEMENT LLC
WELLS FARGO & COMPANY
WELLS FARGO & COMPANY 401(K) PLAN
$57.9B · 167,176 participants
RTX CORPORATION
RTX MASTER RETIREMENT TRUST
$42.1B
CITIGROUP INC.
CITI RETIREMENT SAVINGS PLAN
$23.2B · 74,487 participants
TRUSTEES OF THE NATIONAL ELECTRICAL BENEFIT FUND
NATIONAL ELECTRICAL BENEFIT FUND
$20.4B · 343,794 participants
TRUSTEES OF THE NATIONAL ELECTRICAL ANNUITY PLAN
NATIONAL ELECTRICAL ANNUITY PLAN
$18.1B · 89,789 participants
FCA US LLC
FCA US LLC MASTER RETIREMENT TRUST BALANCED POOL
$17.0B
Similar-size Construction plans
ROOFERS UNION LOCAL NO.33 PENSION FUND
ROOFERS UNION LOCAL NO.33 PENSION FUND
$139.3M · 561 participants
DBM GLOBAL INC.
DBM GLOBAL, INC. 401(K) PLAN
$137.9M · 2,128 participants
WEST VIRGINIA LABORERS' TRUST FUND
WEST VIRGINIA LABORERS' TRUST FUND
$145.8M · 1,797 participants
DVL GROUP, INC.
DVL GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$136.5M · 139 participants
CCI SYSTEMS, INC.
CCI SYSTEMS, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$136.5M · 590 participants
MID-ATLANTIC STATES DISTRICT COUNCIL PARTICIPATING LOCALS ANNUITY FUND
MID-ATLANTIC STATES DISTRICT COUNCIL PARTICIPATING LOCALS ANNUITY FUND
$148.6M · 7,375 participants
Large plans in New York
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA
TIAA REAL ESTATE ACCOUNT
$25.2B
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (STRATEGIC PROPERTY) OF JPMORGAN CHASE BANK, N.A.
$24.3B
MORGAN STANLEY DOMESTIC HOLDINGS, LLC
MORGAN STANLEY 401(K) PLAN
$22.2B · 54,084 participants
PFIZER INC
PFIZER SAVINGS PLAN
$22.0B · 29,469 participants
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (EQUITY INDEX) OF JPMORGAN CHASE BANK, N.A.
$20.0B