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Original filing (PDF)20250415000302NAL0001155715001
BOARD OF TRUSTEES OF POINTERS,
Form 5500
FILING_RECEIVED
POINTERS CLEANERS & CAULKERS WELFARE FUND
Health & welfare plan
Signals · 3
~498 bps in Sched C feesNo recordkeeper disclosed13 service providers
Active participants
1,998
Accounts w/ balance
—
Plan assets (EOY)
$48.5M
Net assets (EOY)
$41.8M
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
- 498 bps in Schedule C fees — 1616% above peer band of 29 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 POINTERS,.
Plan sponsor
Name
BOARD OF TRUSTEES OF POINTERS,
DBA
CLEANERS & CAULKERS WELFARE FUND
EIN
13-1831867
Address
66-05 WOODHAVEN BOULEVARD · REGO PARK, NY · 113745227
Phone
(718) 896-6266
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-15
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
4G · Prepaid Legal
4L · Death Benefits (other than life insurance)
4Q · Other
4U · Dependent Care
Audit & trust (Schedule H)
Auditor
GOULD, KOBRICK, & SCHLAPP, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
13 rowsAccountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GOULD, KOBRICK, & SCHLAPP, P.C. | 13-3082707 | NEW YORK, NY | UNION AUDITOR | $33K | — |
Legal counsel
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HOLM & OHARA, LLP | 13-3591118 | NEW YORK, NY | UNION ATTORNEY | $40K | — |
| ROTHBERG, STRAUS & CONTRUBIS LLP | 11-2621686 | BROOKLYN, NY | EMPLOYER ASSOC ATTORNEY | $39K | — |
Other
10| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ANTHEM BLUE CROSS | 23-7391136 | — | NONE | $1.1M | — |
| PCC PENSION FUND | 13-3208565 | REGO PARK, NY | RELATED BENEFIT PLAN | $813K | — |
| THE SEGAL COMPANY | 13-2518466 | NEW YORK, NY | NONE | $146K | — |
| MULTIPLAN, INC. | 13-3068979 | NEW YORK, NY | NONE | $69K | — |
| SELF INSURED DENTAL SERVICES | 11-2995970 | LYNBROOK, NY | NONE | $61K | — |
| MESIROW FINANCIAL | 36-3429599 | CHICAGO, IL | NONE | $21K | — |
| SYNTONIC SYSTEMS, INC. | 13-2925049 | NEW YORK, NY | NONE | $19K | — |
| ATALANTA SOSSNOFF | 20-0461050 | NEW YORK, NY | NONE | $17K | — |
| QUANVEST CONSULTANT | 11-2559669 | MANHASSET, NY | NONE | $10K | — |
| COMERICA BANK | 42-1741646 | DETROIT, MI | NONE | $7K | — |
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.