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Original filing (PDF)20250522112855NAL0002229523001
BOARD OF TRUSTEES ELEVATOR DIVISION RETIREMENT PLAN
Form 5500
FILING_RECEIVED
ELEVATOR DIVISION RETIREMENT BENEFIT PLAN
Defined-benefit pension plan
Signals · 2
No recordkeeper disclosed11 service providers
Active participants
1,638
Accounts w/ balance
—
Plan assets (EOY)
$229.9M
Net assets (EOY)
$228.9M
How this plan invests
This plan
4 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)
83
/ 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
68
Participation health
100
Knocking points off
- 47 bps in Schedule C fees — 374% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
- Highly fragmented vendor stack (11 disclosed providers, 5 categories).
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 ELEVATOR DIVISION RETIREMENT PLAN.
Plan sponsor
Name
BOARD OF TRUSTEES ELEVATOR DIVISION RETIREMENT PLAN
EIN
13-3523453
Address
35-40 36TH STREET 2ND FLOOR · LONG ISLAND CITY, NY · 111061337
Phone
—
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-11-01
Tax period
2024-10-31
Filed
2025-05-22
Pension benefit codes
1A · Pay-related DB formula
Audit & trust (Schedule H)
Auditor
GRASSI & CO, CPAS,P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
11 rowsAdvisor / Consultant
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ULLICO INFRASTRUCTURE TAXEXEMPT FU | — | SILVER SPRING, MD | INVESTMENT ADVISOR | $123K | — |
| RBC GLOBAL ASSET MANAGEMENT INC. | 04-3405915 | MINNEAPOLIS, MN | INVESTMENT ADVISOR | $113K | — |
| LOOMIS SAYLES & COMPANY, L.P. | 04-3200030 | BOSTON, MA | INVESTMENT MANAGER | $95K | — |
| COLUMBIA THREADNEEDLE INVESTMENTS | — | KANSAS CITY, MO | INVESTMENT ADVISOR | $76K | — |
| REYNOLDS SECURITIES | 11-2558102 | JERICHO, NY | INVESTMENT ADVISOR | $44K | — |
| BNY MELLON SECURITIES CORPORATION | — | NEW YORK, NY | INVESTMENT ADVISOR | $15K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GRASSI & CO., CPA'S, P.C. | 11-3266576 | NEW YORK, NY | AUDITORS | $123K | — |
Actuary
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SEGAL & CO. | 13-1835864 | NEW YORK, NY | ACTUARY | $195K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ARCHER, BYINGTON, GLENNON & LEVINE | — | MELVILLE, NY | LEGAL | $58K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KAREN CAMPBELL | 13-3523453 | LONG ISLAND CITY, NY | EMPLOYEE | $204K | — |
| SUSANNAH IFILL-WILLIS | 13-3523453 | LONG ISLAND CITY, NY | EMPLOYEE | $43K | — |
Investments
4 pooled funds· $111.4M(48% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| IBEW-NECA EQUITY INDEX FUND CHEVY CHASE TRUST · EIN 31-1772714 / PN 001 | Common Collective Trust | $51.5M | 22.4% |
| LOOMIS CORE PLUS FULL DISC LOOMIS SAYLES & COMPANY, L.P. · EIN 90-1008827 / PN 001 | Common Collective Trust | $36.2M | 15.8% |
| INTERNATIONAL EQUITY FUND RBC GLOBAL ASSET MANAGEMENT · EIN 04-3405915 / PN 006 | Common Collective Trust | $12.1M | 5.3% |
| SOUTH LASALLE INTERNATIONAL EQUITIE BMO GLOBAL ASSET MANAGEMENT · EIN 04-3369476 / PN 005 | Common Collective Trust | $11.5M | 5.0% |