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Original filing (PDF)20251015222129NAL0002922883002
BOARD OF TRUSTEES CLUB EMPLOYEES PENSION FUND
Form 5500
FILING_RECEIVED
CLUB EMPLOYEES PENSION FUND
Defined-benefit pension plan
Signals · 1
12 service providers
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
$0
Net assets (EOY)
$0
How this plan invests
This plan
2 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)
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 BOARD OF TRUSTEES CLUB EMPLOYEES PENSION FUND.
Plan sponsor
Name
BOARD OF TRUSTEES CLUB EMPLOYEES PENSION FUND
EIN
13-6188273
Address
709 EIGHT AVENUE · NEW YORK, NY · 100367111
Phone
(212) 245-8100
Industry
Arts, Entertainment, Recreationsee 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
2025-10-15
Pension benefit codes
1B · Flat-dollar DB formula
Audit & trust (Schedule H)
Auditor
NOVAK FRANCELLA, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
12 rowsOther
12| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE SEGAL COMPANY | 13-1835864 | — | NONE | $193K | — |
| NOVAK FRANCELLA, LLC | 61-1436956 | — | NONE | $129K | — |
| MARSELLA VIANI | 13-6188273 | — | EMPLOYEE | $107K | — |
| PITTA AND GIBLIN, LLP | 26-3852082 | — | NONE | $101K | — |
| MEKETA INVESTMENT GROUP | 04-2659023 | — | NONE | $80K | — |
| VULCAN VALUE PARTNERS | 39-2051712 | — | NONE | $49K | — |
| LOCAL 6 UNION | 13-0855926 | — | RELATED PARTY | $41K | — |
| KAUFF MCGUIRE & MARGOLIS LLP | 13-3573855 | — | NONE | $24K | — |
| HILL RIVKINS, LLP | 13-5616164 | — | NONE | $18K | — |
| AMALGAMATED BANK OF CHICAGO | 36-0721895 | — | NONE | $16K | — |
| ABERDEEN ASSET MANAGEMENT INC. | 51-0368279 | — | NONE | $15K | — |
| ADP | 22-1467904 | — | NONE | $7K | — |
Investments
2 pooled funds· $11.2M
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 |
|---|---|---|---|
| GQG PARTNERS INT'L EQUITY CIT RELIANCE TRUST COMPANY · EIN 82-6253445 / PN 011 | Common Collective Trust | $8.0M | 71.6% |
| EASTERN SHORE COLLECTIVE INVESTMENT SEI TRUST COMPANY · EIN 81-4262900 / PN 099 | Common Collective Trust | $3.2M | 28.4% |