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Original filing (PDF)20251009110031NAL0010819408003
EXCAVATORS UNION PENSION FUND LOCA
Form 5500
FILING_RECEIVED
EXCAVATORS UNION LOCAL 731 PENSION FUND
Defined-benefit pension plan
Signals · 2
No recordkeeper disclosed39 service providers
Active participants
5,553
Accounts w/ balance
—
Plan assets (EOY)
$3.0B
Net assets (EOY)
$3.0B
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
- 34 bps in Schedule C fees — 587% above peer band of 5 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 EXCAVATORS UNION PENSION FUND LOCA.
Plan sponsor
Name
EXCAVATORS UNION PENSION FUND LOCA
EIN
13-1809825
Address
34-11 35TH AVENUE · ASTORIA, NY · 11106
Phone
(718) 391-9099
Industry
Constructionsee 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
2025-10-09
Pension benefit codes
1B · Flat-dollar DB formula
Audit & trust (Schedule H)
Auditor
CASTIGLIA, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
39 rowsAccountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CASTIGLIA LLP | 46-2725636 | — | AUDITOR | $244K | — |
Actuary
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE SEGAL COMPANY | 13-1835864 | — | ACTUARY | $206K | — |
Legal counsel
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MELVIN FEDER | 13-3593661 | — | ATTORNEY | $333K | — |
| LERNER LAW FIRM | 27-3629002 | — | ATTORNEY | $8K | — |
Other
35| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WEDGE CAPITAL MGMT | 56-1557450 | — | NONE | $1.2M | — |
| ATALANTA SOSNOFF CAPITAL LLC | 20-0461050 | — | NONE | $1.1M | — |
| MARTINGALE | — | BOSTON, MA | NONE | $1.0M | — |
| STACEY BRAUN | — | NEW YORK, NY | NONE | $890K | — |
| BHMS | — | DALLAS, TX | NONE | $813K | — |
| PRUDENTIAL TRUST CO (PGIM) | 23-6994310 | — | NONE | $615K | — |
| PIMCO | — | LOS ANGELES, CA | NONE | $543K | — |
| ALLIANCE BERNSTEIN | 13-4064930 | — | NONE | $534K | — |
| JP MORGAN | 13-4994650 | — | NONE | $451K | — |
| M KEY II | 13-1809825 | — | NONE | $263K | — |
| P D'ABBRACCIO | 13-1809825 | — | NONE | $231K | — |
| M REID | 13-1809825 | — | NONE | $183K | — |
| A TODARO | 13-1809825 | — | NONE | $171K | — |
| A D'ABBRACCIO | 13-1809825 | — | NONE | $133K | — |
| C NETHAWAY | 13-1809825 | — | NONE | $132K | — |
| M HOLGUIN | 13-1809825 | — | NONE | $107K | — |
| M CAVALLO | 13-1809825 | — | NONE | $104K | — |
| M FERNANDEZ | 13-1809825 | — | NONE | $103K | — |
| A PICIULLO | 13-1809825 | — | NONE | $100K | — |
| ADP | — | — | NONE | $99K | — |
| R JABLONOWSKI | 13-1809825 | — | NONE | $89K | — |
| MERRILL LYNCH | 13-5674085 | — | NONE | $86K | — |
| A RILEY | 13-1809825 | — | NONE | $84K | — |
| A GUARDERAS | 13-1809825 | — | NONE | $71K | — |
| M SIMONE | 13-1809825 | — | NONE | $68K | — |
| C CHINAPEN | 13-1809825 | — | NONE | $67K | — |
| J VARDOULIAS | 13-1809825 | — | NONE | $66K | — |
| J CRESPO | — | — | NONE | $63K | — |
| R FERNANDEZ | 13-1809825 | — | NONE | $47K | — |
| BRIDGEWAY BENEFIT TECH | — | MAPLE SHADE, NJ | NONE | $45K | — |
| PREMIER TECHNOLOGY SOLUTIONS | — | NEW YORK, NY | NONE | $41K | — |
| SYNTONIC SYSTEMS | — | NEW YORK, NY | NONE | $14K | — |
| 3P ADMIN SOLUTIONS | 45-3938608 | — | NONE | $13K | — |
| STEPHEN O'BEIRNE | — | CLIFTON, NJ | NONE | $10K | — |
| UNION NETWORKING | 22-2940797 | — | NONE | $6K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.