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Original filing (PDF)20250728104122NAL0000790211002
BOARD OF TRUSTEES, IUOE LOCAL 295-295B,C PENSION FUND
Form 5500
FILING_RECEIVED
IUOE LOCAL 295-295B,C PENSION FUND
Defined-benefit pension plan
Signals · 2
No recordkeeper disclosed6 service providers
Active participants
339
Accounts w/ balance
—
Plan assets (EOY)
$77.4M
Net assets (EOY)
$77.2M
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
- 45 bps in Schedule C fees — 179% above peer band of 16 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, IUOE LOCAL 295-295B,C PENSION FUND.
Plan sponsor
Name
BOARD OF TRUSTEES, IUOE LOCAL 295-295B,C PENSION FUND
EIN
11-6042885
Address
61-04 MAURICE AVENUE · MASPETH, NY · 113781228
Phone
(718) 672-7930
Industry
Plumbing, Heating, AC Contractors· 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
2025-07-28
Pension benefit codes
1A · Pay-related DB formula
Audit & trust (Schedule H)
Auditor
FITZSIMMONS ABRAMS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsOther
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | 20-8764829 | — | NONE | $180K | — |
| FIRST ACTUARIAL CONSULTING, INC | 26-3842522 | — | NONE | $61K | — |
| FITZSIMMONS ABRAMS, LLP | 13-2858927 | — | NONE | $33K | — |
| WEAVER AND TIDWELL, LLP | 75-0786316 | — | NONE | $30K | — |
| CITRIN COOPERMAN & COMPANY LLP | 22-2428965 | — | NONE | $25K | — |
| MICHAEL J. COMERFORD, P.C. | 11-3297085 | — | NONE | $16K | — |
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.