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Original filing (PDF)20250415000302NAL0002639713002
BOARD OF TRUSTEES OF POINTERS,
Form 5500
FILING_RECEIVED
POINTERS, CLEANERS, & CAULKERS PENSION FUND
Defined-benefit pension plan
Signals · 2
No recordkeeper disclosed31 service providers
Active participants
1,697
Accounts w/ balance
—
Plan assets (EOY)
$370.4M
Net assets (EOY)
$360.4M
How this plan invests
This plan
6 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
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
- 69 bps in Schedule C fees — 590% above peer band of 10 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 PENSION FUND
EIN
13-3208565
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
001
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-15
Pension benefit codes
1B · Flat-dollar DB formula
Audit & trust (Schedule H)
Auditor
GOULD, KOBRICK, & SCHLAPP, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
31 rowsAccountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GOULD, KOBRICK, & SCHLAPP, P.C. | 13-3082707 | — | UNION AUDITOR | $100K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HOLM & OHARA | 13-3591118 | — | UNION ATTORNEY | $237K | — |
Other
29| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ATALANTA SOSNOFF | 20-0461050 | — | NONE | $253K | — |
| KOBGO ASSOCIATES, INC. | 13-2751089 | — | NONE | $200K | — |
| ASB CAPITAL MANAGEMENT | 80-0618452 | — | NONE | $162K | — |
| JAMES TIERNEY | 13-3208565 | — | NONE | $159K | — |
| ANDREW BREW | 13-3473497 | — | NONE | $144K | — |
| CAROLE PESIRI | 13-3208565 | — | NONE | $139K | — |
| BJ DEONARAIN | 13-3208565 | — | NONE | $121K | — |
| ROTHBERG, STRAUS & CONTRUBIS LLP | 11-2621686 | — | EMPL ASSOC. ATTY | $93K | — |
| PHILIP OCONNELL | 13-3473497 | — | NONE | $86K | — |
| QUANVEST CONSULTANT | 11-2559669 | — | NONE | $77K | — |
| INVESCO NATIONAL TRUST COMPANY | 46-3793325 | — | NONE | $68K | — |
| OLENA SIDENKO | 13-3208565 | — | NONE | $62K | — |
| LYNN CERINO | 13-3208565 | — | NONE | $60K | — |
| THE SEGAL COMPANY | 13-1835864 | — | NONE | $58K | — |
| KINNARI RAMOLIA | 13-3208565 | — | NONE | $54K | — |
| NINA FIRRINCILI | 13-3208565 | — | NONE | $53K | — |
| BRIDGEWAY BENEFIT TECHNOLOGIES | — | MAPLE SHADE, NJ | NONE | $48K | — |
| HERMINIA GONZALEZ | 13-3208565 | — | NONE | $47K | — |
| SEI TRUST COMPANY INTECH ENH PLUS | 06-1271230 | — | NONE | $46K | — |
| SABRINA ARTEAGA | 13-3208565 | — | NONE | $43K | — |
| ANGELA TORRES | 13-3208565 | — | NONE | $42K | — |
| THERESA GRILLO | 13-3208565 | — | NONE | $39K | — |
| INTERGRATED TECHNOLOGY SYSTEMS NYC | 20-3986719 | — | NONE | $35K | — |
| SYNTONIC SYSTEMS INC | 13-2925049 | — | NONE | $33K | — |
| AFL-CIO HOUSING INVESTMENT TRUST | 52-6220193 | WASHINGTON, DC | NONE | $31K | — |
| COMERICA BANK | 42-1741646 | — | NONE | $31K | — |
| PENSION BENEFIT INFORMATION | 82-4722389 | MINEAPOLIS, MN | NONE | $21K | — |
| URAN REXHEPI | 13-3473497 | — | NONE | $6K | — |
| ADP, INC. | — | ROSELAND, NJ | NONE | $6K | — |
Investments
6 pooled funds· $137.3M(37% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| INVESCO CORE FIXED INCOME TRUST INVESCO NATIONAL TRUST COMPANY · EIN 84-1126600 / PN 001 | Common Collective Trust | $46.8M | 12.6% |
| MACKEY SHIELDS CORE PLUS BOND CIT MACKEY SHIELDS · EIN 47-1818241 / PN 076 | Common Collective Trust | $46.8M | 12.6% |
| INVESCO BALANCED-RISK ALLOCATION TR INVESCO NATIONAL TRUST COMPANY · EIN 26-6399613 / PN 001 | Common Collective Trust | $17.4M | 4.7% |
| ASB ALLEGIANCE REAL ESTATE FUND CHEVY CHASE TRUST COMPANY · EIN 52-6257033 / PN 006 | Common Collective Trust | $14.7M | 4.0% |
| MULTI-EMPLOYER PROPERTY TRUST-MEPT NEW TOWER TRUST COMPANY · EIN 52-6218800 / PN 001 | Common Collective Trust | $11.5M | 3.1% |
| INTECH INSTL ENHANCED PLUS EQ FUND INTECH INVESTMENT MANAGEMENT, LLC · EIN 01-6217141 / PN 001 | Common Collective Trust | $0 | <0.1% |