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Original filing (PDF)20251013074942NAL0001486160001
BOARD OF TRUSTEES OF PENSION FUND PRIVATE SANITATION UNION LOCAL 813 I
Form 5500
FILING_RECEIVED
PENSION PLAN PRIVATE SANITATION UNION LOCAL 813 IBT
Defined-benefit pension plan
Signals · 3
90% in single holdingNo recordkeeper disclosed17 service providers
Active participants
490
Accounts w/ balance
—
Plan assets (EOY)
$278.7M
Net assets (EOY)
$278.6M
How this plan invests
This plan
4 pooled trusts
Schedule D
5 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
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Per BNYM custodian report" is 90% of plan.
- 48 bps in Schedule C fees — 381% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES OF PENSION FUND PRIVATE SANITATION UNION LOCAL 813 I.
Plan sponsor
Name
BOARD OF TRUSTEES OF PENSION FUND PRIVATE SANITATION UNION LOCAL 813 I
EIN
13-1975659
Address
48-18 VAN DAM STREET, SUITE 201 · LONG ISLAND CITY, NY · 111013107
Phone
(718) 937-7150
Industry
Admin Support & Waste Mgmtsee 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
CALIBRE CPA GROUP, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
17 rowsTrustee
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| C AND S CONSULTING | 87-2270288 | — | TRUSTEE | $38K | — |
| COUNSEL ADVISORS, INC. | 93-2423182 | — | TRUSTEE | $38K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CALIBRE CPA GROUP PLLC | 47-0900880 | — | AUDITOR | $48K | — |
Other
14| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PROSKAUER ROSE LLP | 13-1840454 | — | NONE | $698K | — |
| O'SULLIVAN ASSOCIATES | — | — | NONE | $62K | — |
| ANDREW ANDERSON | 13-1975659 | — | EMPLOYEE | $61K | — |
| SHANAE JOHNSON | 13-1975659 | — | EMPLOYEE | $61K | — |
| QUAN-VEST CONSULTANTS, INC. | 11-2559669 | — | NONE | $51K | — |
| THE BANK OF NEW YORK MELLON | 13-5160382 | — | NONE | $50K | — |
| DOMINICK GIGLIO | 13-1975659 | — | EMPLOYEE | $42K | — |
| TOCQUEVILLE ASSET MANAGEMENT | 13-3547557 | — | NONE | $39K | — |
| LSV ASSET MANAGEMENT | 23-2772200 | — | NONE | $38K | — |
| CAROL A. FRANKLIN | 13-1975659 | — | EMPLOYEE | $32K | — |
| ELZBIETA PRIOLA | 13-1975659 | — | EMPLOYEE | $29K | — |
| HSSH CONSULTING, INC. | 93-3875450 | — | NONE | $27K | — |
| ALLSPRING GLOBAL INVESTMENTS | 95-3692822 | — | NONE | $25K | — |
| SEGAL SELECT INSURANCE SERVICES INC | 46-0619194 | — | NONE | $0 | — |
Investments
5 direct securities · 4 pooled funds· $356.3M(100% 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.
Uncategorized
$231.9M
1 holding
Common Collective Trust
$97.7M
4 holdings
Real Estate
$26.8M
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Per BNYM custodian report | — | — | $185.5M | $231.9M | 83.2% | |
| BLACKROCK EQUITY INDEX FUND WILMINGTON TRUST COMPANY · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $74.5M | 26.7% | |
| LLC 174-176 1st Ave Property Holdings | Real Estate | — | $7.9M | $11.9M | 4.3% | |
| WTC-CIF II CORE BOND PLUS WELLINGTON TRUST COMPANY, NA · EIN 04-6913417 / PN 145 | Common Collective Trust | — | — | $9.6M | 3.4% | |
| BLACKROCK RUSSELL 1000 GROWTH FUND WILMINGTON TRUST COMPANY · EIN 81-1025041 / PN 012 | Common Collective Trust | — | — | $7.6M | 2.7% | |
| LLC 64 2nd Ave Property Holdings | Real Estate | — | $4.8M | $6.8M | 2.5% | |
| LLC 84 2nd Ave Property Holdings | Real Estate | — | $5.8M | $6.8M | 2.4% | |
| BLACROCK MSCI ACWI EX-US INDEX FD WILMINGTON TRUST COMPANY · EIN 81-1950980 / PN 013 | Common Collective Trust | — | — | $5.9M | 2.1% | |
| LLC 436 & 442 East 13th Street Property Holdings | Real Estate | — | $3.4M | $1.2M | 0.4% |