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Original filing (PDF)20260121122939NAL0004353715002
BOARD OF TRUSTEES OF LOCAL 272 LABOR MANAGEMENT PENSION FUND
Form 5500
FILING_RECEIVED
LOCAL 272 LABOR MANAGEMENT PENSION FUND
Defined-benefit pension plan
Signals · 3
Late filing · 3.2 moNo recordkeeper disclosed17 service providers
Active participants
4,468
Accounts w/ balance
—
Plan assets (EOY)
$499.5M
Net assets (EOY)
$497.2M
Plan health score (directional)
80
/ 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
87
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Filed 3.2 months past the 10.5-month grace window.
- 53 bps in Schedule C fees — 429% above peer band of 10 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 LOCAL 272 LABOR MANAGEMENT PENSION FUND.
Plan sponsor
Name
BOARD OF TRUSTEES OF LOCAL 272 LABOR MANAGEMENT PENSION FUND
EIN
13-5673836
Address
220 EAST 23RD STREET · NEW YORK, NY · 10010
Phone
(212) 726-9730
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-12-01
Tax period
2024-11-30
Filed
2026-01-21
Pension benefit codes
1B · Flat-dollar DB formula
Audit & trust (Schedule H)
Auditor
CALIBRE CPA GROUP, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
17 rowsAccountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CALIBRE CPA GROUP PLLC | 47-0900880 | — | AUDITOR | $49K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PITTA LLP | 26-3852082 | — | LEGAL COUNSEL | $160K | — |
Other
15| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DANA INVESTMENT ADVISORS | 39-1512278 | — | NONE | $439K | — |
| ATALANTA SOSNOFF CAPITAL LLC | 20-0461050 | — | NONE | $417K | — |
| STACEY BRAUN ASSOCIATES INC | 13-2889432 | — | NONE | $399K | — |
| OLD GLORY ASSET MANAGEMENT | 90-0065134 | — | NONE | $254K | — |
| FORD HARRISON | — | NEW YORK, NY | NONE | $135K | — |
| MARIA BANCHS | 13-5673836 | — | EMPLOYEE | $118K | — |
| THE SEGAL COMPANY (EASTERN STATES) | 13-1835864 | — | NONE | $113K | — |
| DIANA SOLTREN | 13-5673836 | — | EMPLOYEE | $111K | — |
| AMALGAMATED BANK | 13-4920330 | — | NONE | $100K | — |
| MARC GOODMAN | 13-5673836 | — | EMPLOYEE | $99K | — |
| JEFFERY S. DUBIN, P.C. | 45-4939702 | — | NONE | $92K | — |
| JOSEPH M. STERN AND CO. | 11-2767324 | — | NONE | $66K | — |
| WELLS FARGO ADVISORS | 34-1542819 | — | NONE | $65K | — |
| CARLOS RANGEL, CPA PC | — | NEW YORK, NY | NONE | $17K | — |
| TOP NOTCH SYSTEMS, INC. | — | WESLEY HILLS, NY | NONE | $11K | — |
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.