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Original filing (PDF)20250617152611NAL0001916881001
BOARD OF TRUSTEES OF DIVISION 1181 ATU- NY EMPLOYEES PENSION FUND
Form 5500
FILING_RECEIVED
DIVISION 1181 ATU- NY EMPLOYEES PENSION FUND AND PLAN
Defined-benefit pension plan
Signals · 2
No recordkeeper disclosed20 service providers
Active participants
6,025
Accounts w/ balance
—
Plan assets (EOY)
$766.9M
Net assets (EOY)
$764.8M
How this plan invests
This plan
5 collective trusts
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
- 43 bps in Schedule C fees — 608% above peer band of 6 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 DIVISION 1181 ATU- NY EMPLOYEES PENSION FUND.
Plan sponsor
Name
BOARD OF TRUSTEES OF DIVISION 1181 ATU- NY EMPLOYEES PENSION FUND
EIN
11-6183515
Address
20 NORTH CENTRAL AVENUE · VALLEY STREAM, NY · 115803816
Phone
(718) 845-5800
Industry
Transportation & Warehousingsee all
Plan administrator
Name
NEIL STRAHL
EIN
11-6183515
City
VALLEY STEAM, NY
Phone
(718) 845-5800
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-09-01
Tax period
2024-08-31
Filed
2025-06-17
Pension benefit codes
1B · Flat-dollar DB formula
Audit & trust (Schedule H)
Auditor
WEAVER AND TIDWELL, L.L.P.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
20 rowsAdvisor / Consultant
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SEI TRUST COMPANY | 06-1271230 | — | INVESTMENT MANAGER | $308K | — |
| FRED ALGER MANAGEMENT, LLC | 13-2510833 | — | INVESTMENT MANAGER | $248K | — |
| GCM GROSVENOR L.P. | 20-3979494 | — | INVESTMENT MANAGER | $123K | — |
Other
17| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN REALTY ADVISORS | 33-0123114 | — | NONE | $799K | — |
| SLEVIN AND HART | 52-1708613 | — | PROVIDES SRVS FOR REL EBP | $603K | — |
| MACKAY SHIELDS LLC | 13-5582869 | — | PROVIDES SRVS FOR REL EBP | $184K | — |
| WEAVER & TIDWELL, L.L.P. | 75-0786316 | — | PROV SRVS REL ORGS & EBPS | $155K | — |
| ENTRUST GLOBAL PARTNERS OFFSHORE LP | 90-0644478 | — | NONE | $145K | — |
| QUANVEST CONSULTANTS INC. | 11-2559669 | — | PROV SRVS REL ORG & EBP | $133K | — |
| DIMENSIONAL FUND ADVISORS LP | 30-0447847 | — | NONE | $120K | — |
| CHEIRON, INC. | 13-4215617 | — | NONE | $115K | — |
| AMALGAMATED BANK OF NY | 13-4920330 | — | NONE | $67K | — |
| AMALGAMATED BANK OF CHICAGO | 36-0721895 | — | PROVIDES SRVS FOR REL EBP | $50K | — |
| BLACKROCK INSTITUTIONAL TRUST CO. | 94-3112180 | — | NONE | $47K | — |
| MINTZ & GOLD LLP | 11-3179008 | — | PROVIDES SRVS FOR REL EBP | $47K | — |
| MEYER, SUOZZI, ENGLISH & KLEIN, PC | 11-2340639 | — | PROV SRVS REL ORG & EBP | $44K | — |
| BNY MELLON | 25-6078093 | — | NONE | $23K | — |
| PERFECT PRINTING SOLUTIONS, INC. | 47-4140223 | — | PROV SRVS REL ORGS & EBP | $21K | — |
| SYNTONIC SYSTEMS, INC. | 13-2925049 | — | PROV SRVS REL ORG & EBP | $14K | — |
| MSI TECHNOLOGIES INC. | 22-3827881 | — | PROV SRVS REL ORG & EBP | $12K | — |
Investments
5 pooled funds· $433.9M(57% 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
$369.1M
4 holdings
103-12 Investment Entity
$64.9M
1 holding
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| LONGVIEW TOTAL MARKET 1500 INDEX FU AMALGAMATED BANK · EIN 13-4920330 / PN 007 | Common Collective Trust | $180.9M | 23.6% |
| INTECH COLLECTIVE INVESTMENT TRUST SEI TRUST COMPANY · EIN 56-6593356 / PN 013 | Common Collective Trust | $92.6M | 12.1% |
| DFA GROUP TRUST THE LARGE CAP VALUE DFA GROUP TRUST · EIN 23-6819730 / PN 006 | 103-12 Investment Entity | $64.9M | 8.5% |
| CORE ACTIVE BOND FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 94-6746903 / PN 001 | Common Collective Trust | $61.9M | 8.1% |
| DB NSL ACWI EX-US FUND THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 245 | Common Collective Trust | $33.7M | 4.4% |