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Original filing (PDF)20251014135332NAL0004150912001
BOARD OF TRUSTEES CWA/ITU NEGOTIATED PENSION PLAN
Form 5500
FILING_RECEIVED
CWA/ITU NEGOTIATED PENSION PLAN
Defined-benefit pension plan
Signals · 3
61% in single holdingNo recordkeeper disclosed16 service providers
Active participants
1,369
Accounts w/ balance
—
Plan assets (EOY)
$1.0B
Net assets (EOY)
$1.0B
How this plan invests
This plan
9 pooled trusts
Schedule D
9 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 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
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "[DFE: LONGVIEW BROAD MARKET 3000 INDEX FUND (extraction pending)]" is 61% of plan.
- 29 bps in Schedule C fees — 475% above peer band of 5 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES CWA/ITU NEGOTIATED PENSION PLAN.
Plan sponsor
Name
BOARD OF TRUSTEES CWA/ITU NEGOTIATED PENSION PLAN
EIN
13-6212879
Address
27 ROLAND AVE STE 200 · MOUNT LAUREL, NJ · 080541038
Phone
(833) 776-0731
Industry
Manufacturingsee 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
2025-10-14
Pension benefit codes
1B · Flat-dollar DB formula
Audit & trust (Schedule H)
Auditor
SCHULTHIES & PANETTIERI, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
16 rowsOther
16| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FRANK M. VACCARO & ASSOCIATES INC | 23-2148108 | — | NONE | $631K | — |
| CHEIRON | 13-4215617 | — | NONE | $355K | — |
| AMALGAMATED BANK | 13-4920330 | — | NONE | $332K | — |
| ASB CAPITAL MANAGEMENT | 52-6257033 | — | NONE | $325K | — |
| PIERSON FERDINAND LLP | 93-3416937 | — | NONE | $313K | — |
| STATE STREET GLOBAL ADVISORS | 04-1867445 | — | NONE | $219K | — |
| BLACKROCK INSTITUTIONAL TRUST COMPA | 94-3112180 | — | NONE | $177K | — |
| QUAN-VEST CONSULTANTS, INC | 11-2559669 | — | NONE | $152K | — |
| SCHULTHEIS & PANETTIERI LLP | 13-1577780 | — | NONE | $136K | — |
| LORRAINE CASTLE | 13-6212879 | — | NONE | $123K | — |
| LAZARD ASSET MANAGEMENT | 13-5545100 | — | NONE | $106K | — |
| BRIDGEWAY BENEFIT TECHNOLOGIES | 52-1796473 | — | NONE | $43K | — |
| LOOMIS SAYLES & COMPANY, LP | 04-3200030 | — | NONE | $18K | — |
| THEODORE R RILEA JR | 13-6212879 | — | NONE | $8K | — |
| DANIEL FARBERMAN | 13-6212879 | — | NONE | $7K | — |
| SEGAL SELECT INSURANCE SERVICES INC | 46-0619194 | — | NONE | $0 | — |
Investments
9 pooled funds· $383.5M(37% 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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| LONGVIEW BROAD MARKET 3000 INDEX FU AMALGAMATED BANK · EIN 46-2044954 / PN 020 | Common Collective Trust | — | — | $235.7M | 23.0% | |
| LONGVIEW LARGECAP 1000 GROWTH INDEX AMALGAMATED BANK · EIN 42-2032992 / PN 019 | Common Collective Trust | — | — | $40.3M | 3.9% | |
| HIGH YIELD BOND FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 47-4859555 / PN 001 | Common Collective Trust | — | — | $26.9M | 2.6% | |
| MSCI ACWI EX USA NON-LENDING FUND STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 159 | Common Collective Trust | — | — | $20.2M | 2.0% | |
| ASB ALLEGIANCE REAL ESTATE FUND CHEVY CHASE TRUST COMPANY · EIN 52-6257033 / PN 006 | Common Collective Trust | — | — | $17.7M | 1.7% | |
| LONGVIEW LARGE CAP 500 INDEX FUND AMALGAMATED BANK · EIN 13-4920330 / PN 009 | Common Collective Trust | — | — | $15.1M | 1.5% | |
| STRATEGIC INCOME OPPORTUNITIES BOND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-3763741 / PN 001 | Common Collective Trust | — | — | $14.6M | 1.4% | |
| AFL-CIO BUILDING INVESTMENT TRUST GREAT GRAY TRUST COMPANY LLC AS TRUSTEE · EIN 52-6328901 / PN 001 | Common Collective Trust | — | — | $10.7M | 1.0% | |
| LOOMIS SAYLES PLUS FIXED INCOME FUN LOOMIS SAYLES TRUST COMPANY, LLC · EIN 84-6391546 / PN 010 | Common Collective Trust | — | — | $2.4M | 0.2% |