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Original filing (PDF)20251015102947NAL0002146611001
BOARD OF TRUSTEES OP PLASTERERS & CEMENT MASONS L262 PENSION
Form 5500
FILING_RECEIVED
BOARD OF TRUSTEES OP PLASTERERS & CEMENT MASONS L262 PENSION
Defined-benefit pension plan
Signals · 3
70% in single holdingNo recordkeeper disclosed8 service providers
Active participants
260
Accounts w/ balance
—
Plan assets (EOY)
$43.5M
Net assets (EOY)
$40.6M
How this plan invests
This plan
4 pooled trusts
Schedule D
5 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 LARGECAP 500 INDEX FUND (extraction pending)]" is 70% of plan.
- 59 bps in Schedule C fees — 105% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES OP PLASTERERS & CEMENT MASONS L262 PENSION.
Plan sponsor
Name
BOARD OF TRUSTEES OP PLASTERERS & CEMENT MASONS L262 PENSION
EIN
13-6369468
Address
1406 BLONDELL AVE, 2ND FLOOR · BRONX, NY · 104612623
Phone
(516) 775-2280
Industry
Constructionsee 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
FITZSIMMONS ABRAMS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
8 rowsOther
8| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BOYD WATTERSON ASSET MANAGEMENT LLC | 34-1922005 | CLEVLAND, OH | NONE | $66K | — |
| ULLICO INVESTMENT ADVISORS INC | 52-6435649 | SILVER SPRING, MD | NONE | $63K | — |
| FIRST ACTUARIAL CONSULTING, INC. | 26-3842522 | NEW YORK, NY | NONE | $37K | — |
| BARNES, ICCARINO, AND SHEPHERD, LLP | 26-3858697 | HEMPSTEAD, NY | NONE | $27K | — |
| FITZSIMMONS ABRAMS LLP | 13-2858927 | WOODBURY, NY | NONE | $25K | — |
| REYNOLDS CONSULTING SERVICES, LLC | 20-1899564 | HICKSVILLE, NY | NONE | $15K | — |
| PROSKAUER ROSE LLP | 13-1840454 | NEW YORK, NY | NONE | $14K | — |
| CRESCENT CAPITAL HIGH INCOME FUND B | 45-5287411 | LOS ANGELES, CA | — | $12K | — |
Investments
2 direct securities · 4 pooled funds· $29.3M(67% 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.
Common Collective Trust
$20.9M
3 holdings
103-12 Investment Entity
$4.2M
1 holding
Uncategorized
$4.2M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| LONGVIEW LARGE CAP 500 INDEX FUND AMALGAMATED BANK · EIN 13-4920330 / PN 009 | Common Collective Trust | — | — | $17.7M | 40.7% | |
| ULLICO INFRASTRUCTURE TAX-EXEMPT FD ULLICO INVESTMENT ADVISORS INC · EIN 90-0622302 / PN 001 | 103-12 Investment Entity | — | — | $4.2M | 9.6% | |
| 1 INVESTMENT IN MASTER FUND | — | — | — | $4.1M | 9.5% | |
| BLACKROCK MSCI ACWI EXUS ID FD CL R GREAT GRAY TRUST CO · EIN 81-1950980 / PN 013 | Common Collective Trust | — | — | $1.7M | 3.8% | |
| LONGVIEW MID CAP 400 INDEX FUND AMALGAMATED BANK · EIN 13-4920330 / PN 011 | Common Collective Trust | — | — | $1.6M | 3.6% | |
| RECEIVABLE FROM MASTER FUND | — | — | $14K | $14K | <0.1% |