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Original filing (PDF)20251010083147NAL0007377153001
BOARD OF TRUSTEES OF THE CEMENT AND CONCRETE WORKERS DC WELFARE FUND
Form 5500
FILING_RECEIVED
CEMENT AND CONCRETE WORKERS DC WELFARE FUND
Health & welfare plan
Signals · 4
62% in single holding~378 bps in Sched C feesNo recordkeeper disclosed28 service providers
Active participants
863
Accounts w/ balance
—
Plan assets (EOY)
$78.9M
Net assets (EOY)
$62.4M
How this plan invests
This plan
2 pooled trusts
Schedule D
2 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 "[DFE: INVESCO INTERMEDIATE FUND (extraction pending)]" is 62% of plan.
- 378 bps in Schedule C fees — 2260% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES OF THE CEMENT AND CONCRETE WORKERS DC WELFARE FUND.
Plan sponsor
Name
BOARD OF TRUSTEES OF THE CEMENT AND CONCRETE WORKERS DC WELFARE FUND
EIN
13-5542693
Address
214-38 42ND AVENUE · 2ND FLOOR · BAYSIDE, NY · 11361
Phone
(718) 762-6133
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)
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
4L · Death Benefits (other than life insurance)
4Q · Other
4U · Dependent Care
Audit & trust (Schedule H)
Auditor
SCHULTHEIS & PANETTIERI, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
28 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ATALANTA SOSNOFF CAPITAL LLC | 20-0461050 | — | INVESTMENT MANAGER | $58K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GORLICK KRAVITZ & LISTHAUS PC | 13-3790829 | — | ATTORNEY | $481K | — |
Other
26| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPIRE HEALTHCHOICE ASSURANCE INC | 23-7391136 | — | NONE | $504K | — |
| FITZSIMMONS ABRAMS, LLP | 13-2858927 | — | NONE | $288K | — |
| ABBY KAPLAN | 13-5542693 | — | NONE | $182K | — |
| BASYS LLC | 52-1796473 | — | NONE | $174K | — |
| PROSKAUER ROSE LLP | 13-1840454 | — | NONE | $153K | — |
| ALEXA ARTALE | 13-5542693 | — | NONE | $141K | — |
| CHRISTINA MADERICH | 13-5542693 | — | NONE | $126K | — |
| HORIZON ACTUARIAL CONSULTING LLC | 26-1370698 | — | NONE | $107K | — |
| JESSICA SCHIPPELL | 13-5542693 | — | NONE | $98K | — |
| ANGELICA M YAGUAL | 13-5542693 | — | NONE | $94K | — |
| SCHULTHEIS & PANETTIERI LLP | 13-1577780 | — | NONE | $80K | — |
| XIAO MEI QU | 13-5542693 | — | NONE | $79K | — |
| FELICIA JONES | 13-5542693 | — | NONE | $73K | — |
| MELODY COVATI | 13-5542693 | — | NONE | $54K | — |
| PART D ADVISORS INC | — | LIVONIA, MI | NONE | $49K | — |
| CIGNA | 59-1031071 | — | NONE | $46K | — |
| GIOVANNA BELLANTUONO | 13-5542693 | — | NONE | $31K | — |
| FENIMORE ASSET MANAGEMENT, INC. | 14-1564237 | — | NONE | $28K | — |
| HARRIS RAND LUSK LLC | 80-0059228 | — | NONE | $25K | — |
| MARIA DIMARIA | 13-5542693 | — | NONE | $24K | — |
| INVESCO | 58-1707262 | — | NONE | $18K | — |
| EAGLE ASSET MANAGEMENT | 59-2385219 | — | NONE | $18K | — |
| REYNOLDS CONSULTING SERVICES LLC | 20-1899564 | — | NONE | $16K | — |
| TRI-STATE ADMINISTRATORS INC | 22-3478819 | — | NONE | $15K | — |
| AMALGAMATED BANK | 13-4920330 | — | NONE | $14K | — |
| ADECCO EMPLOYMENT SERVICES | — | JACKSONVILLE, FL | NONE | $5K | — |
Investments
2 pooled funds· $18.7M(24% 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.
103-12 Investment Entity
$11.7M
1 holding
Common Collective Trust
$7.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| INVESCO INTERMEDIATE FUND INVESCO TRUST COMPANY · EIN 04-3647144 / PN 246 | 103-12 Investment Entity | — | — | $11.7M | 14.8% | |
| LONGVIEW LARGECAP 500 INDEX FUND AMALGAMATED BANK · EIN 13-4015803 / PN 008 | Common Collective Trust | — | — | $7.0M | 8.9% |