Original filing (PDF)20250319090351NAL0002478483001

BOARD OF TRUSTEES OF NYCDCC WELFARE FUND

Name: BOARD OF TRUSTEES OF NYCDCC WELFARE FUND — NEW YORK CITY DISTRICT COUNCIL OF CARPENTERS WELFARE FUND, Form 5500 (2023)
Creator: BOARD OF TRUSTEES OF NYCDCC WELFARE FUND

Form 5500

FILING_RECEIVED

NEW YORK CITY DISTRICT COUNCIL OF CARPENTERS WELFARE FUND

Health & welfare plan

Signals · 3

~255 bps in Sched C feesNo recordkeeper disclosed127 service providers

Active participants

11,821

Accounts w/ balance

—

Plan assets (EOY)

$869.5M

Net assets (EOY)

$705.6M

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)

/ 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

Total plan cost

Vendor stack

Participation health

100

Knocking points off

255 bps in Schedule C fees — 4153% above peer band of 6 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 NYCDCC WELFARE FUND.

Plan sponsor

Name

BOARD OF TRUSTEES OF NYCDCC WELFARE FUND

EIN

13-5615576

Address

395 HUDSON STREET · NEW YORK, NY · 10014

Phone

(212) 366-7300

Industry

Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

501

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-03-19

Welfare benefit codes

4A · Health (other than dental or vision)

4B · Life Insurance

4D · Dental

4E · Vision

4F · Temporary Disability (accident and sickness)

4K · Scholarship (Funded)

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)

127 rows

Legal counsel

Name	EIN	Location	Relation	Direct comp	Indirect comp
ARCHER, BYINGTON, GLENNON & LEVINE	26-0873462	—	ATTORNEY	$61K	—

Other

126

Name	EIN	Location	Relation	Direct comp	Indirect comp
INDEPENDENCE ADMINISTRATORS	23-2184623	—	NONE	$3.8M	—
EXPRESS SCRIPTS INC	22-3461740	—	NONE	$3.2M	—
SCHULTHEIS & PANETTIERI LLP	13-1577780	—	NONE	$1.9M	—
NOVAK FRANCELLA LLC	61-1436956	—	NONE	$1.2M	—
VIRGINIA & AMBINDER LLP	13-4166736	—	NONE	$948K	—
BRIDGEWAY BENEFIT TECHNOLOGIES	52-1796473	—	NONE	$427K	—
THE SEGAL COMPANY (EASTERN STATES)	13-1835864	—	NONE	$382K	—
EMPLOYEE A	13-5615576	—	NONE	$303K	—
HARVARD PROTECTION SERVICES	13-4127048	—	SECURITY PROVIDER	$284K	—
BEACON HILL STAFFING GROUP	04-3496741	—	NONE	$283K	—
LOOMIS SAYLES TRUST COMPANY	20-8080381	—	NONE	$266K	—
LORD ABBETT & CO LLC	13-5620131	—	NONE	$244K	—
EMPLOYEE B	13-5615576	—	NONE	$242K	—
EMPLOYEE C	13-5615576	—	NONE	$209K	—
PERFECT PRINTING SOLUTIONS INC	47-4140223	—	NONE	$208K	—
BANK OF NEW YORK MELLON	13-5160382	—	NONE	$198K	—
EMPLOYEE D	13-5615576	—	NONE	$191K	—
EMPLOYEE E	13-5615576	—	NONE	$169K	—
EMPLOYEE F	13-5615576	—	NONE	$168K	—
KAUFF MCGUIRE & MARGOLIS LLP	13-3573855	—	NONE	$160K	—
BAHN PCLC	84-3431469	—	NONE	$158K	—
EMPLOYEE G	13-5615576	—	NONE	$151K	—
EMPLOYEE H	13-5615576	—	NONE	$145K	—
EMPLOYEE I	13-5615576	—	NONE	$145K	—
EMPLOYEE J	13-5615576	—	NONE	$137K	—
EMPLOYEE K	13-5615576	—	NONE	$136K	—
EMPLOYEE L	13-5615576	—	NONE	$134K	—
EMPLOYEE M	13-5615576	—	NONE	$130K	—
EMPLOYEE N	13-5615576	—	NONE	$125K	—
EMPLOYEE O	13-5615576	—	NONE	$123K	—
EMPLOYEE P	13-5615576	—	NONE	$122K	—
EMPLOYEE Q	13-5615576	—	NONE	$117K	—
EMPLOYEE R	13-5615576	—	NONE	$116K	—
EMPLOYEE S	13-5615576	—	NONE	$112K	—
EMPLOYEE T	13-5615576	—	NONE	$107K	—
EMPLOYEE U	13-5615576	—	NONE	$106K	—
SCOUT INVESTMENTS, INC.	43-1925734	—	NONE	$102K	—
EMPLOYEE V	13-5615576	—	NONE	$101K	—
EMPLOYEE W	13-5615576	—	NONE	$99K	—
EMPLOYEE X	13-5615576	—	NONE	$96K	—
EMPLOYEE Y	13-5615576	—	NONE	$95K	—
EMPLOYEE Z	13-5615576	—	NONE	$91K	—
EMPLOYEE AA	13-5615576	—	NONE	$91K	—
EMPLOYEE AB	13-5615576	—	NONE	$91K	—
EMPLOYEE AC	13-5615576	—	NONE	$90K	—
EMPLOYEE AD	13-5615576	—	NONE	$90K	—
EMPLOYEE AE	13-5615576	—	NONE	$89K	—
EMPLOYEE AF	13-5615576	—	NONE	$89K	—
EMPLOYEE AG	13-5615576	—	NONE	$88K	—
EMPLOYEE AH	13-5615576	—	NONE	$87K	—
EMPLOYEE AI	13-5615576	—	NONE	$86K	—
EMPLOYEE AJ	13-5615576	—	NONE	$83K	—
EMPLOYEE AK	13-5615576	—	NONE	$79K	—
EMPLOYEE AL	13-5615576	—	NONE	$79K	—
EMPLOYEE AM	13-5615576	—	NONE	$77K	—
EMPLOYEE AN	13-5615576	—	NONE	$76K	—
EMPLOYEE AO	13-5615576	—	NONE	$75K	—
EMPLOYEE AP	13-5615576	—	NONE	$75K	—
LAZARD ASSET MANAGEMENT LLC	05-0530199	—	NONE	$75K	—
EMPLOYEE AQ	13-5615576	—	NONE	$74K	—
EMPLOYEE AR	13-5615576	—	NONE	$73K	—
EMPLOYEE AS	13-5615576	—	NONE	$70K	—
GALLAGHER FIDUCIARY ADVISORS LLC	36-4291971	—	NONE	$69K	—
EMPLOYEE AT	13-5615576	—	NONE	$69K	—
PAYDEN & RYGEL	95-3921788	—	NONE	$68K	—
EMPLOYEE AU	13-5615576	—	NONE	$68K	—
EMPLOYEE AV	13-5615576	—	NONE	$66K	—
EMPLOYEE AW	13-5615576	—	NONE	$66K	—
EMPLOYEE AX	13-5615576	—	NONE	$66K	—
ADDISON GROUP	46-3670661	—	NONE	$65K	—
EMPLOYEE AY	13-5615576	—	NONE	$65K	—
EMPLOYEE AZ	13-5615576	—	NONE	$65K	—
ADMINISTRATIVE SERVICES ONLY INC	11-2995970	—	NONE	$64K	—
STATE STREET GLOBAL ADVISORS TRUST	81-4017137	—	NONE	$63K	—
EMPLOYEE BA	13-5615576	—	NONE	$61K	—
EMPLOYEE BB	13-5615576	—	NONE	$60K	—
EMPLOYEE BC	13-5615576	—	NONE	$59K	—
EMPLOYEE BD	13-5615576	—	NONE	$59K	—
EMPLOYEE BE	13-5615576	—	NONE	$58K	—
EMPLOYEE BF	13-5615576	—	NONE	$57K	—
EMPLOYEE BG	13-5615576	—	NONE	$57K	—
EMPLOYEE BH	13-5615576	—	NONE	$56K	—
EMPLOYEE BI	13-5615576	—	NONE	$56K	—
EMPLOYEE BJ	13-5615576	—	NONE	$56K	—
EMPLOYEE BK	13-5615576	—	NONE	$55K	—
EMPLOYEE BL	13-5615576	—	NONE	$55K	—
EMPLOYEE BM	13-5615576	—	NONE	$55K	—
EMPLOYEE BN	13-5615576	—	NONE	$54K	—
EMPLOYEE BO	13-5615576	—	NONE	$53K	—
EMPLOYEE BP	13-5615576	—	NONE	$53K	—
EMPLOYEE BQ	13-5615576	—	NONE	$53K	—
EMPLOYEE BR	13-5615576	—	NONE	$52K	—
EMPLOYEE BS	13-5615576	—	NONE	$52K	—
EMPLOYEE BT	13-5615576	—	NONE	$49K	—
EMPLOYEE BU	13-5615576	—	NONE	$49K	—
EMPLOYEE BV	13-5615576	—	NONE	$47K	—
EMPLOYEE BW	13-5615576	—	NONE	$46K	—
EMPLOYEE BX	13-5615576	—	NONE	$46K	—
EMPLOYEE BY	13-5615576	—	NONE	$46K	—
EMPLOYEE BZ	13-5615576	—	NONE	$46K	—
EMPLOYEE CA	13-5615576	—	NONE	$45K	—
EMPLOYEE CB	13-5615576	—	NONE	$43K	—
EMPLOYEE CC	13-5615576	—	NONE	$41K	—
EMPLOYEE CD	13-5615576	—	NONE	$40K	—
EMPLOYEE CE	13-5615576	—	NONE	$40K	—
AMALGAMATED EMPLOYEE BENEFITS ADMIN	13-3432221	—	NONE	$39K	—
EMPLOYEE CF	13-5615576	—	NONE	$39K	—
EMPLOYEE CG	13-5615576	—	NONE	$38K	—
EMPLOYEE CH	13-5615576	—	NONE	$36K	—
EMPLOYEE CI	13-5615576	—	NONE	$35K	—
STEVEN C. KASARDA	46-3940632	—	NONE	$34K	—
EMPLOYEE CJ	13-5615576	—	NONE	$32K	—
EMPLOYEE CK	13-5615576	—	NONE	$32K	—
EMPLOYEE CL	13-5615576	—	NONE	$31K	—
EMPLOYEE CM	13-5615576	—	NONE	$30K	—
DANIEL ENGELSTEIN	86-3746966	—	NONE	$30K	—
WESTERN ASSET MANAGEMENT COMPANY	52-1200960	—	NONE	$30K	—
J.J. PIERSON	37-1801501	—	NONE	$29K	—
AMALGAMATED BANK	13-4920330	—	NONE	$26K	—
JEFFREY G. STEIN	—	BROOKLYN, NY	NONE	$25K	—
PAYLOCITY CORPORATION	—	ARLINGTON HEIGHTS, IL	NONE	$22K	—
HEYMAN PARTNERS	27-3565240	—	NONE	$22K	—
INTERNATIONAL SCHOLARSHIP & TUITION	62-1247492	—	NONE	$18K	—
STORMWIND LLC	—	SCOTTSDALE, AZ	NONE	$15K	—
C. HUNT WALKER COMPANY LLC	26-1435151	—	NONE	$11K	—
SEGAL SELECT INSURANCE SERVICES	46-0619194	—	NONE	$0	—

Investments

4 pooled funds· $387.5M(45% 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
LONGVIEW BROAD MARKET 3000 INDEX FD AMALGAMATED BANK · EIN 46-2044954 / PN 020	Common Collective Trust	$189.6M	21.8%
SS MSCI ACWI EX USA INDEX NL CTF STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 80-6103053 / PN 001	Common Collective Trust	$93.8M	10.8%
NHIT CORE PLUS FULL DISCRETION TRST LOOMIS SAYLES TRUST COMPANY, LLC · EIN 20-8080381 / PN 022	Common Collective Trust	$93.6M	10.8%
SS U.S. TIPS INDEX NL CTF STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 02-6138231 / PN 001	Common Collective Trust	$10.5M	1.2%