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Original filing (PDF)20240614121922NAL0031975377001
BOARD OF TRUSTEES LEAGUE - ATPAM PENSION FUND
Form 5500
FILING_RECEIVED
LEAGUE - ATPAM PENSION FUND
Defined-benefit pension plan
Signals · 4
3 failed disclosures~102 bps in Sched C feesNo recordkeeper disclosed11 service providers
Active participants
264
Accounts w/ balance
—
Plan assets (EOY)
$78.0M
Net assets (EOY)
$70.4M
How this plan invests
This plan
4 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)
77
/ 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
75
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 3 Schedule C providers failed to disclose compensation.
- 102 bps in Schedule C fees — 540% 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 LEAGUE - ATPAM PENSION FUND.
Plan sponsor
Name
BOARD OF TRUSTEES LEAGUE - ATPAM PENSION FUND
EIN
12-2928856
Address
140 SYLVAN AVENUE, SUITE 303 · ENGLEWOOD CLIFFS, NJ · 076322560
Phone
(201) 592-6800
Industry
Arts, Entertainment, Recreationsee all
Plan administrator
Name
BOARD OF TRUSTEES LEAGUE - ATPAM PENSION FUND
EIN
13-2928856
City
ENGLEWOOD CLIFFS, NJ
Phone
(201) 592-6800
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-09-01
Tax period
2023-08-31
Filed
2024-06-14
Pension benefit codes
1B · Flat-dollar DB formula
Audit & trust (Schedule H)
Auditor
FITZSIMMONS ABRAMS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
11 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS | 52-1590516 | ENGLEWOOD CLIFFS, NJ | THIRD PARTY ADMINSTRATOR | $95K | — |
Other
10| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRYOR CASHMAN LLP | 13-1859294 | NEW YORK, NY | NONE | $152K | — |
| THE SEGAL COMPANY INC | 13-1835864 | NEW YORK, NY | NONE | $147K | — |
| PROSKAUER ROSE LLP | 13-1840454 | NEW YORK, NY | NONE | $140K | — |
| WELLINGTON MANAGEMENT CO | 04-2755549 | BOSTON, MA | NONE | $62K | — |
| STERLING CAPITAL MANAGEMENT LLC | 42-1658828 | CHARLOTTE, NC | NONE | $47K | — |
| SEGAL MARCO ADVISORS | 13-2646110 | NEW YORK, NY | — | $45K | — |
| PRUDENTIAL INSURANCE CO OF AMERICA | 22-1211670 | MADISON, NJ | NONE | $43K | — |
| FITZSIMMONS ABRAMS, LLP | 13-2858927 | WOODBURY, NY | NONE | $32K | — |
| AMALGAMATED BANK OF CHICAGO | 36-0721895 | CHICAGO, IL | NONE | $20K | — |
| LOOMIS SAYLES TRUST COMPANY | 04-3200030 | BOSTON, MA | NONE | $16K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| GOLDMAN SACHS ASSET MANAGEMENT LP | SCHEDULE C DISCLOSURE |
| GOLDMAN SACHS & CO LLC | SCHEDULE C DISCLOSURE |
| HORIZON ENVIRONMENTAL CLIMATE SOLUT | SCHEDULE C DISCLOSURE |
Investments
4 pooled funds· $25.6M(33% 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
$18.2M
3 holdings
Pooled Separate Account
$7.4M
1 holding
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| AFL-CIO EQUITY INDEX FUND CHEVY CHASE TRUST CO · EIN 27-3350609 / PN 010 | Common Collective Trust | $7.5M | 9.6% |
| PRISA SA PRUDENTIAL INSURANCE COMPANY OF AMERICA · EIN 22-1211670 / PN 038 | Pooled Separate Account | $7.4M | 9.4% |
| WTC-CTF INT'L OPP WELLINGTON MANAGEMENT CO · EIN 27-3649481 / PN 001 | Common Collective Trust | $7.2M | 9.3% |
| LOOMIS HIGH YIELD DISC. FUND LOOMIS SAYLES & CO · EIN 20-8080381 / PN 001 | Common Collective Trust | $3.5M | 4.5% |