Back to filter
Original filing (PDF)20251017081203NAL0003660099001
LOCAL 147 CONSTRUCTION WORKERS RETIREMENT PLAN
Form 5500
FILING_RECEIVED
LOCAL 147 CONSTRUCTION WORKERS RETIREMENT PLAN
Defined-benefit pension plan
Signals · 2
No recordkeeper disclosed11 service providers
Active participants
116
Accounts w/ balance
—
Plan assets (EOY)
$180.1M
Net assets (EOY)
$179.9M
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
- 37 bps in Schedule C fees — 265% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LOCAL 147 CONSTRUCTION WORKERS RETIREMENT PLAN.
Plan sponsor
Name
LOCAL 147 CONSTRUCTION WORKERS RETIREMENT PLAN
EIN
13-6528181
Address
36 HOPATCHUNG ROAD · HOPATCONG, NJ · 078431524
Phone
(201) 963-9600
Industry
Constructionsee all
Plan administrator
Name
LOCAL 147 CONSTRUCTION WORKERS RETIREMENT PLAN
EIN
13-6528181
City
HOPATCONG, NJ
Phone
(201) 963-9600
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-17
Pension benefit codes
1B · Flat-dollar DB formula
Audit & trust (Schedule H)
Auditor
GOULD, KOBRICK & SCHLAPP, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
11 rowsAccountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MSPC, CPAS AND ADVISORS, P.C. | 22-2951202 | NEW YORK, NY | UNION AUDITORS | $23K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MANNING AND RUSSO, LLC | 06-1478265 | BRONXVILLE, NY | UNION ATTORNEY | $24K | — |
Other
9| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MACQUARIE | — | NEW YORK, NY | NONE | $111K | — |
| BASIL CASTROVINCI ASSOCIATES | 13-2831500 | HOPATCONG, NJ | NONE | $97K | — |
| INVESTMENT CONSULTING SERVICES, LLC | 32-0016703 | OAK BROOK, IL | NONE | $92K | — |
| SEIX INVESTMENT ADVISORS LLC | 95-4191764 | PARK RIDGE, NJ | NONE | $81K | — |
| MILLIMAN, INC. | 91-0675641 | NEW YORK, NY | NONE | $71K | — |
| SLC MANAGEMENT | — | NEW YORK, NY | NONE | $57K | — |
| CONGRESS ASSET MANAGEMENT | 04-2848965 | BOSTON, MA | NONE | $47K | — |
| AMALGAMATED BANK | 13-1566077 | NEW YORK, NY | NONE | $30K | — |
| GOULD, KOBRICK & SCHLAPP, P.C. | 13-3082707 | NEW YORK, NY | NONE | $25K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.