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Original filing (PDF)20251013100203NAL0001664976009
BOARD OF TRUSTEES OF LOCAL 282
Form 5500
FILING_RECEIVED
LOCAL 282 PENSION TRUST FUND
Defined-benefit pension plan
Signals · 3
47% in single holdingNo recordkeeper disclosed21 service providers
Active participants
3,000
Accounts w/ balance
—
Plan assets (EOY)
$1.4B
Net assets (EOY)
$1.4B
How this plan invests
This plan
9 pooled trusts
Schedule D
10 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
76
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "[DFE: COMMINGLED PENSION TRUST FUND (CORE BOND) OF JPMORGAN CHASE BANK, N.A. (extraction pending)]" is 47% of plan.
- 49 bps in Schedule C fees — 885% above peer band of 5 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES OF LOCAL 282.
Plan sponsor
Name
BOARD OF TRUSTEES OF LOCAL 282
DBA
PENSION TRUST FUND
EIN
11-6245313
Address
2500 MARCUS AVE · LAKE SUCCESS, NY · 110421097
Phone
(516) 488-2822
Industry
Transportation & Warehousingsee 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
2025-10-13
Pension benefit codes
1B · Flat-dollar DB formula
Audit & trust (Schedule H)
Auditor
GOULD, KOBRICK & SCHLAPP, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
21 rowsOther
21Investments
3 direct securities · 9 pooled funds· $369.4M(27% 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
$293.2M
5 holdings
103-12 Investment Entity
$31.8M
2 holdings
Pooled Separate Account
$29.3M
2 holdings
Uncategorized
$15.0M
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| COMMINGLED PENSION TRUST FUND CORE JP MORGAN CHASE BANK, N.A. · EIN 20-3847783 / PN 001 | Common Collective Trust | — | — | $168.1M | 12.4% | |
| NEWTOWER TRUST COMPANY MULTI-EMPLOY NEW TOWER TRUST CO. · EIN 52-6218800 / PN 001 | Common Collective Trust | — | — | $46.9M | 3.5% | |
| COMMINGLED PENSION TRUST FUND STRAT JP MORGAN CHASE BANK, N.A. · EIN 13-6038770 / PN 001 | Common Collective Trust | — | — | $44.9M | 3.3% | |
| THE UNION LABOR LIFE INS. CO. SEPAR THE UNION LABOR LIFE INSURANCE COMPANY · EIN 13-1423090 / PN 203 | Pooled Separate Account | — | — | $29.3M | 2.2% | |
| WTC-CTF INTERNATIONAL OPPORTUNITIES WELLINGTON TRUST COMPANY, NA · EIN 27-3649481 / PN 001 | Common Collective Trust | — | — | $23.4M | 1.7% | |
| WACAP SP INFRASTRUCTURE FUND IV FEE WASHINGTON CAPITAL MANAGEMENT, INC. · EIN 86-1680526 / PN 001 | 103-12 Investment Entity | — | $14.0M | $16.8M | 1.2% | |
| ULLICO INFRASTRUCTURE TAX EXEMPT FU ULLICO INVESTMENT ADVISORS, INC. · EIN 90-0622302 / PN 001 | 103-12 Investment Entity | — | — | $15.0M | 1.1% | |
| 1 INVESTMENT IN MASTER FUND | — | — | — | $15.0M | 1.1% | |
| ASB ALLEGIANCE REAL ESTATE FUND CHEVY CHASE TRUST CO. · EIN 52-6257033 / PN 006 | Common Collective Trust | — | — | $9.9M | 0.7% | |
| RECEIVABLE FROM MASTER FUND | — | — | $51K | $51K | <0.1% | |
| INVESCO GOVT AG | — | — | $5K | $5K | <0.1% | |
| PGIM QUANT SOLUTIONS S&P 500 PRUDENTIAL INSURANCE CO. · EIN 22-1211670 / PN 011 | Pooled Separate Account | — | — | $0 | <0.1% |