Original filing (PDF)20250807134419NAL0003481777001

BOARD OF TRUSTEES LOCAL 917 PENSION FUND

Name: BOARD OF TRUSTEES LOCAL 917 PENSION FUND — LOCAL 917 PENSION FUND, Form 5500 (2023)
Creator: BOARD OF TRUSTEES LOCAL 917 PENSION FUND

Form 5500

FILING_RECEIVED

LOCAL 917 PENSION FUND

Defined-benefit pension plan

Signals · 1

No recordkeeper disclosed

Active participants

145

Accounts w/ balance

—

Plan assets (EOY)

$27.8M

Net assets (EOY)

$27.7M

How this plan invests

This plan

1 collective trust

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES LOCAL 917 PENSION FUND.

Plan sponsor

Name

BOARD OF TRUSTEES LOCAL 917 PENSION FUND

EIN

13-6086164

Address

22 NORTH TYSON AVENUE, 1ST FLOOR · FLORAL PARK, NY · 11001

Phone

(516) 326-3371

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

2023-11-01

Tax period

2024-10-31

Filed

2025-08-07

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)

5 rows

Accountant / Auditor

Name	EIN	Location	Relation	Direct comp	Indirect comp
CALIBRE CPA GROUP, PLLC	47-0900880	—	AUDITOR	$53K	—

Legal counsel

Name	EIN	Location	Relation	Direct comp	Indirect comp
ARCHER, BYINGTON, GLENNON & LEVINE	26-0873462	—	LEGAL COUNSEL	$30K	—

Other

Name	EIN	Location	Relation	Direct comp

Investments

1 pooled fund· $1.2M(4% 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
NORTHERN TRUST S&P 500 INDEX FUND NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 003	Common Collective Trust	$1.2M	4.2%

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