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Original filing (PDF)20260311170901NAL0005539635001
BOARD OF TRUSTEES OF ASBESTOS WORKERS LOCAL 12A ABATEMENT ANNUITY PLAN
Form 5500
FILING_RECEIVED
ASBESTOS WORKERS LOCAL 12A ABATEMENT ANNUITY PLAN
Defined-contribution retirement plan
Signals · 3
~191 bps in Sched C feesNo recordkeeper disclosed8 service providers
Active participants
299
Accounts w/ balance
1,438
Plan assets (EOY)
$15.6M
Net assets (EOY)
$15.5M
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
- 191 bps in Schedule C fees — 560% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES OF ASBESTOS WORKERS LOCAL 12A ABATEMENT ANNUITY PLAN.
Plan sponsor
Name
BOARD OF TRUSTEES OF ASBESTOS WORKERS LOCAL 12A ABATEMENT ANNUITY PLAN
EIN
11-3517513
Address
1040 AVE OF THE AMERICAS 24TH FL · NEW YORK, NY · 10018
Phone
(212) 505-5050
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-06-01
Tax period
2025-05-31
Filed
2026-03-11
Pension benefit codes
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
GOULD, KOBRICK, & SCHLAPP, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
8 rowsOther
8| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ATALANTA SOSNOFF | 20-0451050 | NEW YORK, NY | NONE | $62K | — |
| COLLERAN OHARA & MILLS | 11-2940050 | WOODBURY, NY | NONE | $53K | — |
| MERRILL LYNCH | 13-5674085 | LATHAM, NY | NONE | $48K | — |
| DH COOK ASSOCIATES | 11-2424843 | NEW YORK, NY | NONE | $39K | — |
| RAE CONSULTING | 83-4646394 | HORSHAM, PA | NONE | $30K | — |
| JOSEPH M. STERN ASSOCIATES | 82-3287696 | STATEN ISLAND, NY | NONE | $29K | — |
| GOULD KOBRICK & SCHLAPP PC | 13-3082707 | NEW YORK, NY | NONE | $20K | — |
| BISCEGLIE & ASSOCIATES | 46-4100586 | MINEOLA, NY | NONE | $18K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
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