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Original filing (PDF)20251020192208NAL0000842017004
PENSION COMMITTEE UFT & UFT WF EMPLOYEES PENSION PLAN
Form 5500
FILING_RECEIVED
UFT & UFT WELFARE FUND EMPLOYEES PENSION PLAN
Defined-benefit pension plan
Signals · 3
34% in single holdingNo recordkeeper disclosed6 service providers
Active participants
553
Accounts w/ balance
—
Plan assets (EOY)
$334.4M
Net assets (EOY)
$334.2M
How this plan invests
This plan
4 pooled trusts
Schedule D
4 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
90
/ 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
83
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "[DFE: LONGVIEW LARGECAP 500 INDEX FUND (extraction pending)]" is 34% of plan.
- 14 bps in Schedule C fees — modestly above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PENSION COMMITTEE UFT & UFT WF EMPLOYEES PENSION PLAN.
Plan sponsor
Name
PENSION COMMITTEE UFT & UFT WF EMPLOYEES PENSION PLAN
EIN
13-6565160
Address
52 BROADWAY · NEW YORK, NY · 100041603
Phone
(212) 598-9240
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-20
Pension benefit codes
1A · Pay-related DB formula
Audit & trust (Schedule H)
Auditor
WEAVER AND TIDWELL, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsOther
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMALGAMATED BANK OF NEW YORK | 13-4920330 | — | NONE | $186K | — |
| MMA ASSET MANAGEMENT LLC | — | NEW YORK, NY | NONE | $129K | — |
| WILMINGTON TRUST INVESTMENT ADVISOR | 52-1959471 | — | NONE | $63K | — |
| THE SEGAL COMPANY | 06-0839113 | — | NONE | $62K | — |
| WEAVER AND TIDWELL, LLP | 75-0786316 | — | NONE | $30K | — |
| SEGAL SELECT INSURANCE | 46-0614919 | — | NONE | $0 | — |
Investments
4 pooled funds· $298.1M(89% 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 LARGECAP 500 INDEX FUND AMALGAMATED BANK · EIN 13-4920330 / PN 009 | Common Collective Trust | — | — | $100.3M | 30.0% | |
| LONGVIEW CORE BOND FUND AMALGAMATED BANK · EIN 13-4920330 / PN 005 | Common Collective Trust | — | — | $99.0M | 29.6% | |
| LV LARGECAP 1000 VALUE INDEX FUND AMALGAMATED BANK · EIN 46-2026448 / PN 018 | Common Collective Trust | — | — | $64.2M | 19.2% | |
| LV LARGECAP 1000 GROWTH INDEX FUND AMALGAMATED BANK · EIN 42-2032992 / PN 019 | Common Collective Trust | — | — | $34.6M | 10.3% |