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Original filing (PDF)20251015182859NAL0007168240002
BOARD OF TRUSTEES LOCAL 888 PENSION FUND
Form 5500
FILING_RECEIVED
LOCAL 888 PENSION FUND
Defined-benefit pension plan
Signals · 3
56% in single holding~167 bps in Sched C fees14 service providers
Active participants
42
Accounts w/ balance
—
Plan assets (EOY)
$46.3M
Net assets (EOY)
$46.0M
How this plan invests
This plan
2 pooled trusts
Schedule D
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
85
/ 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
65
Vendor stack
88
Participation health
100
Knocking points off
- Top holding "[DFE: BNY MELLON AFL-CIO SL STOCK INDEX (no filing on disk)]" is 56% of plan.
- 167 bps in Schedule C fees — 475% above peer band of 29 bps.
- Highly fragmented vendor stack (14 disclosed providers, 5 categories).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES LOCAL 888 PENSION FUND.
Plan sponsor
Name
BOARD OF TRUSTEES LOCAL 888 PENSION FUND
EIN
13-6367793
Address
475 MARKET STREET, SUITE 307 · ELMWOOD PARK, NJ · 074070001
Phone
(914) 668-8881
Industry
Manufacturingsee all
Plan administrator
Name
BOARD OF TRUSTEES LOCAL 888 PENSION
EIN
13-6367793
City
ELMWOOD PARK, NJ
Phone
(914) 668-8881
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
CITRIN COOPERMAN & COMPANY, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
14 rowsAdvisor / Consultant
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE SEGAL COMPANY, INC. | 13-1835864 | NEW YORK, NY | ACTUARIAL | $168K | — |
| NEPC, LLC | 26-1429809 | BOSTON, MA | INVESTMENT ADVISORY | $32K | — |
| TPA CORPORATION | 13-3329882 | CARMEL, NY | CONSULTANT | $24K | — |
| BOSTON TRUST WALDEN COMPANY | 04-2273811 | BOSTON, MA | INVESTMENT MANAGER | $5K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROSALBA PEREZ | 13-6367793 | ELMWOOD PARK, NJ | PLAN ADMINISTRATOR | $132K | — |
Accountant / Auditor
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CITRIN COOPERMAN ADVISORS LLC | 87-2525370 | MCLEAN, VA | ACCOUNTANT | $29K | — |
| CITRIN COOPERMAN & COMPANY, LLP | 22-2428965 | JERICHO, NY | ACCOUNTANT | $28K | — |
Legal counsel
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SLEVIN & HART, P.C. | 52-1708613 | WASHINGTON, DC | ATTORNEY | $122K | — |
| BARNES, IACCARINO & SHEPHERD LLP | 26-3858697 | HEMPSTEAD, NY | ATTORNEY | $15K | — |
Other
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JEAN EDY JOSEPH | 13-6367793 | ELMWOOD PARK, NJ | EMPLOYEE | $61K | — |
| YESENIA MARES | 13-6367793 | ELMWOOD PARK, NJ | EMPLOYEE | $54K | — |
| NELSY RODRIGUEZ | 13-6367793 | ELMWOOD PARK, NJ | EMPLOYEE | $42K | — |
| LOUVINA GREENAWAY | 13-6367793 | ELMWOOD PARK, NJ | EMPLOYEE | $33K | — |
| LOURDES LANZOT | 13-6367793 | ELMWOOD PARK, NJ | EMPLOYEE | $28K | — |
Investments
2 pooled funds· $10.6M(23% 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 |
|---|---|---|---|---|---|---|
| BNY MELLON AFL-CIO SL STOCK INDEX THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 340 | Common Collective Trust | — | — | $6.0M | 12.9% | |
| EARNEST PARTNERS MULTIPLE INVESTMEN SEI TRUST COMPANY · EIN 26-4377500 / PN 041 | Common Collective Trust | — | — | $4.6M | 10.0% |