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Original filing (PDF)20250411180526NAL0023695617001
JOINT B. OF TRUSTEES OF LOCAL 522 PENSION FUND ROOFERS DIVISION
Form 5500
FILING_RECEIVED
LOCAL 522 PENSION FUND ROOFERS DIVISION
Defined-benefit pension plan
Signals · 2
No recordkeeper disclosed8 service providers
Active participants
313
Accounts w/ balance
—
Plan assets (EOY)
$36.8M
Net assets (EOY)
$36.7M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
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
- 62 bps in Schedule C fees — 114% 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 JOINT B. OF TRUSTEES OF LOCAL 522 PENSION FUND ROOFERS DIVISION.
Plan sponsor
Name
JOINT B. OF TRUSTEES OF LOCAL 522 PENSION FUND ROOFERS DIVISION
EIN
11-6158900
Address
2137-2147 UTICA AVENUE · BROOKLYN, NY · 11234
Phone
(718) 859-1624
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-11
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)
8 rowsOther
8| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UNITED TEAMSTER FUND | 13-5549593 | — | NONE | $61K | — |
| CHERION, INC. | 13-4215617 | — | NONE | $61K | — |
| PRINCIPAL CUSTODY SOLUTIONS | 42-1466678 | — | NONE | $28K | — |
| CALIBRE CPA GROUP PLLC | 47-0900880 | — | NONE | $28K | — |
| MORGAN STANLEY | 36-3145972 | — | NONE | $23K | — |
| CARY KANE, LLP | 20-1942442 | — | NONE | $15K | — |
| PBI RESEARCH SERVICES | — | MINNEAPOLIS, MN | NONE | $7K | — |
| BRIDGEWAY TECHNOLOGIES | 23-2180279 | — | NONE | $5K | — |
Investments
1 pooled fund· $1.6M(4% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| ULLICO SEPARATE ACCOUNT J THE UNION LABOR LIFE INSURANCE COMPANY · EIN 13-1423090 / PN 203 | Pooled Separate Account | $1.6M | 4.4% |