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Original filing (PDF)20251013100203NAL0001664976004
BOARD OF TRUSTEES LOCAL 282
Form 5500
FILING_RECEIVED
TEAMSTER LOCAL 282 ANNUITY TRUST FUND
Defined-contribution retirement plan
Signals · 3
40% in single holdingNo recordkeeper disclosed19 service providers
Active participants
3,993
Accounts w/ balance
3,993
Plan assets (EOY)
$886.6M
Net assets (EOY)
$885.6M
How this plan invests
This plan
7 pooled trusts
Schedule D
8 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
85
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
80
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 40% of plan.
- 53 bps in Schedule C fees — 775% above peer band of 6 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES LOCAL 282.
Plan sponsor
Name
BOARD OF TRUSTEES LOCAL 282
DBA
ANNUITY TRUST FUND
EIN
11-6276104
Address
2500 MARCUS AVENUE · LAKE SUCCESS, NY · 110421018
Phone
(516) 488-2822
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2C · Money purchase (other than target benefit)
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
GOULD, KOBRICK & SCHLAPP, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
19 rowsOther
19| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LOCAL 282 WELFARE TRUST FUND | 11-6244552 | — | RELATED FUND | $2.0M | — |
| INTERCONTINENTAL REAL ESTATE CORP | 04-2895544 | — | NONE | $416K | — |
| EMPOWER ANNUITY INSURANCE COMPANY | 06-1050034 | — | NONE | $298K | — |
| CRESCENT CAPITAL HIGH INCOME FUND B | 45-5287411 | — | NONE | $270K | — |
| ULLICO INVESTMENT ADVISORS INC. | 52-6435649 | — | NONE | $232K | — |
| MACKAY SHIELDS | 13-5582869 | — | NONE | $208K | — |
| THE UNION LABOR LIFE INSURANCE COMP | 13-1423090 | — | NONE | $188K | — |
| CHEVY CHASE TRUST COMPANY | 52-2037618 | — | NONE | $178K | — |
| JPMORGAN CHASE BANK, NATIONAL ASSOC | 13-4994650 | — | NONE | $136K | — |
| ATALANTA SOSNOFF | 20-0461050 | — | NONE | $135K | — |
| JOHN SCHMITT | — | BROOKVILLE, NY | NONE | $124K | — |
| TOCQUEVILLE ASSET MANAGEMENT | 13-3547557 | — | NONE | $102K | — |
| WASHINGTON CAPITAL MANAGEMENT | 91-1042342 | — | NONE | $85K | — |
| GOULD, KOBRICK & SCHLAPP, P.C. | 13-3082707 | — | NONE | $65K | — |
| LOCAL 282 PENSION TRUST FUND | 11-6245313 | — | RELATED FUND | $64K | — |
| QUAN VEST CONSULTANTS | 11-2559669 | — | NONE | $54K | — |
| M&T BANK | 16-0538020 | — | NONE | $39K | — |
| THE SEGAL COMPANY | 13-1835864 | — | NONE | $35K | — |
| J.P. MORGAN INVESTMENT MANAGEMENT | 13-3200244 | — | NONE | $12K | — |
Investments
3 direct securities · 7 pooled funds· $154.0M(17% 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
$82.3M
3 holdings
Pooled Separate Account
$34.9M
2 holdings
103-12 Investment Entity
$21.7M
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 | — | — | $55.6M | 6.3% | |
| SEPARATE ACCOUNT J THE UNION LABOR LIFE INSURANCE COMP · EIN 13-1423090 / PN 203 | Pooled Separate Account | — | — | $34.9M | 3.9% | |
| ASB ALLEGIANCE REAL ESTATE FUND CHEVY CHASE TRUST CO. · EIN 52-6257033 / PN 006 | Common Collective Trust | — | — | $18.6M | 2.1% | |
| ULLICO INFRASTRUCTURE TAX EXEMPT FU ULLICO INVESTMENT ADVISORS, INC. · EIN 90-0622302 / PN 001 | 103-12 Investment Entity | — | — | $15.0M | 1.7% | |
| 1 INVESTMENT IN MASTER FUND | — | — | — | $15.0M | 1.7% | |
| AFL-CIO BUILDING INVESTMENT TRUST PNC BANK, NATIONAL ASSOCIATION · EIN 52-6328901 / PN 001 | Common Collective Trust | — | — | $8.1M | 0.9% | |
| WACAP SP INFRASTRUCTURE FUND IV FEE WASHINGTON CAPITAL MANAGEMENT, INC. · EIN 86-1680526 / PN 001 | 103-12 Investment Entity | — | $5.6M | $6.7M | 0.8% | |
| RECEIVABLE FROM MASTER FUND | — | — | $51K | $51K | <0.1% | |
| INVESCO GOVT AG | — | — | $2K | $2K | <0.1% | |
| PGIM QUANT SOLUTIONS W5000 INDEX PRUDENTIAL INSURANCE CO. · EIN 22-1211670 / PN 008 | Pooled Separate Account | — | — | $0 | <0.1% |