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Original filing (PDF)20251014145359NAL0003081281001
BOARD OF TRUSTEES CONSOLIDATED RETIREMENT FUND
Form 5500
FILING_RECEIVED
CONSOLIDATED RETIREMENT PLAN
Defined-benefit pension plan
Signals · 2
No recordkeeper disclosed15 service providers
Active participants
1,042
Accounts w/ balance
0
Plan assets (EOY)
$492.3M
Net assets (EOY)
$491.9M
How this plan invests
This plan
9 pooled trusts
Schedule D
47 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 42 bps in Schedule C fees — 323% 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 CONSOLIDATED RETIREMENT FUND.
Plan sponsor
Name
BOARD OF TRUSTEES CONSOLIDATED RETIREMENT FUND
EIN
13-3177000
Address
333 WESTCHESTER AVE SUITE N-101 · WHITE PLAINS, NY · 10604
Phone
(914) 367-5000
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Name
AMALGAMATED EMPLOYEE BENEFITS ADMIN
EIN
13-3432221
City
WHITE PLAINS, NY
Phone
(914) 367-5000
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
1A · Pay-related DB formula
Audit & trust (Schedule H)
Auditor
NOVAK FRANCELLA LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
15 rowsOther
15| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMALGAMATED BANK | 13-4920330 | — | OWNED BY PARTY-IN-INT | $777K | — |
| SCHULTE ROTH AND ZABEL LLP | 13-2633996 | — | NONE | $409K | — |
| AMALGAMATED EMPLOYEE BENEFITS ADMIN | 13-3432221 | — | OWNED BY PARTY-IN-INTERES | $247K | — |
| JOHNSTON ASSET MANAGEMENT | 13-3257590 | — | NONE | $194K | — |
| HORIZON | 26-1370698 | — | NONE | $154K | — |
| TELUS HEALTH | — | — | NONE | $94K | — |
| NOVAK FRANCELLA LLC | 61-1436956 | — | NONE | $58K | — |
| HAMILTON LANE ADVISORS, LLC | 23-2962336 | — | NONE | $48K | — |
| CYNOMYS,INC. | 22-3007300 | — | PARTY-IN-INTEREST | $39K | — |
| ANDCO CONSULTING | 59-3676225 | — | NONE | $35K | — |
| BEINS AXELROD P.C. | 52-1713905 | — | NONE | $20K | — |
| ALIGRAPHICS, A DIV. OF ALICARE INC | 13-3432221 | — | OWNED BY PARTY IN INTERES | $7K | — |
| ALLIANT INSURANCE SERVICES INC | 37-0785439 | — | NONE | $0 | — |
| SS & C TECHNOLOGIES INC | 06-1169696 | — | NONE | $0 | — |
| GENSTAR CAPITAL PARTNERS VII, L.P. | 47-4181314 | — | NONE | $0 | — |
Investments
38 direct securities · 9 pooled funds· $490.2M(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.
Common Collective Trust
$290.2M
8 holdings
Uncategorized
$165.9M
38 holdings
103-12 Investment Entity
$34.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| LONGVIEW LARGECAP PLUS FUND AMALGAMATED BANK OF NEW YORK · EIN 84-6967608 / PN 022 | Common Collective Trust | — | $36.3M | $82.7M | 16.8% | |
| LONGVIEW LARGECAP 500 INDEX FUND AMALGAMATED BANK OF NEW YORK · EIN 13-4920330 / PN 009 | Common Collective Trust | — | $26.2M | $65.1M | 13.2% | |
| LONGVIEW MIDCAP 400 INDEX FUND AMALGAMATED BANK OF NEW YORK · EIN 13-4920330 / PN 011 | Common Collective Trust | — | $17.5M | $40.4M | 8.2% | |
| LONGVIEW 600 SMALLCAP COLLECTIVE AMALGAMATED BANK OF NEW YORK · EIN 13-4920330 / PN 004 | Common Collective Trust | — | $6.4M | $39.0M | 7.9% | |
| Brookfield Super-Core Infrastructure Partners LP | — | — | $32.7M | $36.5M | 7.4% | |
| JOHNSTON I. E. GROUP TRUST HARDMAN JOHNSTON GLOBAL ADVISORS, LLC · EIN 26-6493485 / PN 001 | 103-12 Investment Entity | — | $13.4M | $34.1M | 6.9% | |
| GMO Benchmark-Free Allocation Fund III | — | — | $33.4M | $32.9M | 6.7% | |
| LONGVIEW INT'L VALUE EQUITY AMALGAMATED BANK OF NEW YORK · EIN 13-4920330 / PN 013 | Common Collective Trust | — | $15.5M | $30.4M | 6.2% | |
| LONGVIEW CORE PLUS FIXED INC FUND AMALGAMATED BANK OF NEW YORK · EIN 13-4920330 / PN 021 | Common Collective Trust | — | $20.5M | $24.9M | 5.1% | |
| PIMCO Tactical Opportunities Offshore Fund LP | — | — | $17.0M | $20.8M | 4.2% | |
| KPS Special Situations Fund V LP | — | — | $6.2M | $11.3M | 2.3% | |
| EnTrust Special Opportunities Fund III | — | — | $10.6M | $9.0M | 1.8% | |
| PIMCO Income Fund | — | — | $8.9M | $7.9M | 1.6% | |
| AFL BUILDERS INVESTMENT TRUST PNC BANK, NATIONAL ASSOCIATION · EIN 52-6328901 / PN 001 | Common Collective Trust | — | $3.9M | $7.7M | 1.6% | |
| KPS Special Situations Mid-Cap Fund LP | — | — | $3.0M | $5.0M | 1.0% | |
| Amalgamated Bank Money Market Var % | — | — | $4.2M | $4.2M | 0.8% | |
| Vista Equity Partners Fund VI-A LP - | — | — | — | $3.9M | 0.8% | |
| Harvest Partners VII LP | — | — | $322K | $3.3M | 0.7% | |
| Green Equity Investors VII LP - | — | — | — | $2.6M | 0.5% | |
| Hamilton Lane Secondary Fund VI-B LP | — | — | $2.1M | $2.6M | 0.5% | |
| Ares Corporate Opportunities Fund V LP | — | — | $1.5M | $2.3M | 0.5% | |
| HGGC Fund IV-A LP | — | — | $1.0M | $2.3M | 0.5% | |
| Cerberus Institutional Partners LP Series 6 | — | — | $120K | $2.3M | 0.5% | |
| Cevine Capital Management VI LP - | — | — | — | $2.2M | 0.5% | |
| KPS Special Situations Fund IV LP - | — | — | — | $2.0M | 0.4% | |
| EnTrust Special Opportunities Fund 3,950 - | — | — | — | $1.8M | 0.4% | |
| Audax Private Equity Fund V-B LP - | — | — | — | $1.8M | 0.4% | |
| Platinum Equity Capital Partners VI LP | — | — | $1.5M | $1.6M | 0.3% | |
| Genstar Capital Partners VII LP | — | — | $4K | $1.6M | 0.3% | |
| Scotia Bank Var | — | — | $1.3M | $1.3M | 0.3% | |
| Hamilton Lane Venture Capital Offshore Fund LP | — | — | $905K | $1.0M | 0.2% | |
| Oaktree Real Estate Opportunities Fund VII LP | — | — | $414K | $859K | 0.2% | |
| Cerberus Institutional Partners LP Series 5 - | — | — | — | $806K | 0.2% | |
| Rockwood Capital Real Estate Partners Fund X LP | — | — | $1.1M | $780K | 0.2% | |
| KPS Special Situations Fund VI LP | — | — | $732K | $715K | 0.1% | |
| Bain Capital Europe Fund VI SCSp | — | — | $595K | $662K | 0.1% | |
| LongView Private Equity Fund of Funds LP - | — | — | — | $572K | 0.1% | |
| CVC Capital Partners IX (A) LP | — | — | $441K | $439K | <0.1% | |
| Genstar Capital Partners XI LP | — | — | $238K | $268K | <0.1% | |
| FS Specialty Lending Fund | — | — | $216K | $95K | <0.1% | |
| GS Capital Partners VI Parallel LP - | — | — | — | $92K | <0.1% | |
| LONGVIEW ULTRA CONSTRUCTION LOAN AMALGAMATED BANK OF NEW YORK · EIN 13-4920330 / PN 006 | Common Collective Trust | — | $259K | $84K | <0.1% | |
| InvenTrust Properties | — | — | $84K | $74K | <0.1% | |
| EnTrust Capital Diversified Fund Class X Series 12/31/16 | — | — | $24K | $51K | <0.1% | |
| EPR Properties | — | — | $118K | $45K | <0.1% | |
| Cerberus Institutional Partners LP Series 4 - | — | — | — | $43K | <0.1% | |
| Highlands REIT | — | — | $8K | $8K | <0.1% |