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Original filing (PDF)20251017101722NAL0003698035001

WOODLAWN CEMETERY

Form 5500
FILING_RECEIVED
THE WOODLAWN CEMETERY PENSION PLAN
Defined-benefit pension plan
Active participants
0
Accounts w/ balance
Plan assets (EOY)
$0
Net assets (EOY)
$0
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
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
75
Vendor stack
100
Participation health
100
Helping the score
  • Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
  • No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WOODLAWN CEMETERY.
Plan sponsor
Name
WOODLAWN CEMETERY
EIN
13-5670057
Address
233RD STREET AND WEBSTER AVENUE · BRONX, NY · 10470
Phone
(718) 920-0500
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-17
Pension benefit codes
1B · Flat-dollar DB formula
Audit & trust (Schedule H)
Auditor
PKF O'CONNOR DAVIES, LLP
Trustee / custodian
Trustee phone

Service providers (Schedule C)

4 rows
Other
4
NameEINLocationRelationDirect compIndirect comp
EMPOWER ANNUITY INSURANCE COMPANY06-1050034NONE$85K
HUB RETIREMENT & WEALTH MGMT27-1728945NONE$48K
PFK O'CONNOR DAVIES, LLP27-1728945NONE$13K
IPEX, INC.NONE$6K

Investments

The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.

See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.