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Original filing (PDF)20251010061004NAL0017229826001
BOARD OF TRUSTEES DRYWALL TAPERS INSURANCE FUND
Form 5500
FILING_RECEIVED
DRYWALL TAPERS INSURANCE FUND
Health & welfare plan
Signals · 4
54% in single holding~1184 bps in Sched C feesNo recordkeeper disclosed22 service providers
Active participants
676
Accounts w/ balance
—
Plan assets (EOY)
$12.5M
Net assets (EOY)
$4.9M
How this plan invests
This plan
2 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 "Amalgamated Money Market MMA Demand Var % $" is 54% of plan.
- 1184 bps in Schedule C fees — 3982% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES DRYWALL TAPERS INSURANCE FUND.
Plan sponsor
Name
BOARD OF TRUSTEES DRYWALL TAPERS INSURANCE FUND
EIN
13-3562352
Address
36-16 33RD STREET · LONG ISLAND CITY, NY · 11106
Phone
(212) 242-1616
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4Q · Other
4U · Dependent Care
Audit & trust (Schedule H)
Auditor
NOVAK FRANCELLA LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
22 rowsOther
22Investments
3 direct securities · 2 pooled funds· $7.3M(59% 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
$4.9M
3 holdings
Common Collective Trust
$2.4M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Amalgamated Money Market MMA Demand Var % $ | — | — | $4.0M | $4.0M | 31.9% | |
| LONGVIEW LARGECAP 500 INDEX FUND AMALGAMATED BANK · EIN 13-4920330 / PN 009 | Common Collective Trust | — | $1.0M | $1.6M | 12.8% | |
| LONGVIEW INTERMEDIATE BOND FUND AMALGAMATED BANK · EIN 92-0762124 / PN 027 | Common Collective Trust | — | $760K | $810K | 6.5% | |
| Dreyfus Government Cash Management MMA Demand Var | — | — | $566K | $566K | 4.5% | |
| ARA Core Property | — | — | $202K | $361K | 2.9% |