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Original filing (PDF)20251015150203NAL0006699984008
BOARD OF TRUSTEES OF CONSTRUCTION WORKERS LOCAL 147 ANNUITY FUND
Form 5500
FILING_RECEIVED
CONSTRUCTION WORKERS LOCAL 147 ANNUITY FUND
Defined-contribution retirement plan
Signals · 2
No recordkeeper disclosed8 service providers
Active participants
100
Accounts w/ balance
320
Plan assets (EOY)
$23.0M
Net assets (EOY)
$22.9M
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
- 67 bps in Schedule C fees — 133% 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 CONSTRUCTION WORKERS LOCAL 147 ANNUITY FUND.
Plan sponsor
Name
BOARD OF TRUSTEES OF CONSTRUCTION WORKERS LOCAL 147 ANNUITY FUND
EIN
13-3161716
Address
36 HOPATCHUNG ROAD · HOPATCONG, NJ · 078431524
Phone
(973) 601-3828
Industry
Constructionsee all
Plan administrator
Name
BOARD OF TRUSTEES OF CONSTRUCTION WORKERS LOCAL 147 ANNUITY FUND
EIN
13-2831500
City
HOPATCONG, NJ
Phone
(973) 601-3828
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
GOULD, KOBRICK & SCHLAPP, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
8 rowsAccountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MSPC, CPAS AND ADVISORS, P.C. | 22-2951202 | NEW YORK, NY | UNION AUDITORS | $19K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MANNING AND RUSSO, LLC | 06-1478265 | BRONXVILLE, NY | UNION ATTORNEY | $24K | — |
Other
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BASIL CASTROVINCI ASSOCIATES, INC. | 13-2831500 | HOPATCONG, NJ | NONE | $55K | — |
| GOULD, KOBRICK & SCHLAPP, P.C. | 13-3082707 | NEW YORK, NY | NONE | $17K | — |
| AMALGAMATED BANK | 13-4920330 | NEW YORK, NY | NONE | $15K | — |
| INVESTMENT CONSULTING SERVICES | 32-0016703 | OAK BROOK, IL | NONE | $11K | — |
| BOYD WATTERSON ASSET MANAGEMENT | 34-1922005 | CLEVELAND, OH | NONE | $7K | — |
| F/M INVESTMENTS, LLC | — | WASHINGTON, DC | 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.