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Original filing (PDF)20251013071928NAL0000893809004
BOARD OF TRUSTEES OF LOCAL 1034 PENSION FUND
Form 5500
FILING_RECEIVED
LOCAL 1034 PENSION FUND
Defined-benefit pension plan
Signals · 2
100% in single holding15 service providers
Active participants
94
Accounts w/ balance
—
Plan assets (EOY)
$113.0M
Net assets (EOY)
$112.8M
How this plan invests
This plan
5 pooled trusts
Schedule D
3 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
100
Participation health
100
Knocking points off
- Top holding "Plan Name: Local 1034 Pension Trust Fund EIN: 13-6594795 Plan Sponsor's Name: Board of Trustees of Local 1034 Pension Trust Fund PN: 001 Assets Reported by Bank of New York M ellon" is 100% of plan.
- 52 bps in Schedule C fees — 416% above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES OF LOCAL 1034 PENSION FUND.
Plan sponsor
Name
BOARD OF TRUSTEES OF LOCAL 1034 PENSION FUND
EIN
13-6594795
Address
48-18 VAN DAM STREET, SUITE 201 · LONG ISLAND CITY, NY · 111013107
Phone
(718) 937-7150
Industry
Other Services (ex. Public Admin)see 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
2025-10-13
Pension benefit codes
1B · Flat-dollar DB formula
Audit & trust (Schedule H)
Auditor
CALIBRE CPA GROUP, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
15 rowsAccountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CALIBRE CPA GROUP PLLC | 47-0900880 | — | AUDITOR | $44K | — |
Other
14| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PROSKAUER ROSE LLP | 13-1840454 | — | NONE | $167K | — |
| O'SULLIVAN ASSOCIATES | 20-8199367 | — | NONE | $52K | — |
| DEBORAH DANNER | 13-6594795 | — | EMPLOYEE | $49K | — |
| C AND S CONSULTING | 87-2270288 | — | NONE | $38K | — |
| COUNSEL ADVISORS, INC. | 93-2423182 | — | NONE | $38K | — |
| THE BANK OF NEW YORK MELLON | 13-5160382 | — | NONE | $36K | — |
| QUAN-VEST CONSULTANTS | 11-2559669 | — | NONE | $30K | — |
| JP MORGAN CHASE BANK | 13-4994650 | — | NONE | $28K | — |
| HSSH CONSULTING, LLC | 93-3875450 | — | NONE | $27K | — |
| JAMES MOCERINO | 13-6594795 | — | NONE | $26K | — |
| TOCQUEVILLE ASSET MANAGEMENT | 13-3547557 | — | NONE | $18K | — |
| SKYBRIDGE CAPITAL | 26-0403497 | — | NONE | $15K | — |
| LSV ASSET MANAGEMENT | 23-2772200 | — | NONE | $15K | — |
| SEGAL SELECT INSURANCE SERVICES INC | 46-0619194 | — | NONE | $0 | — |
Investments
3 direct securities · 5 pooled funds· $115.7M(100% 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.
Uncategorized
$63.9M
3 holdings
Common Collective Trust
$33.2M
3 holdings
103-12 Investment Entity
$18.6M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Plan Name: Local 1034 Pension Trust Fund EIN: 13-6594795 Plan Sponsor's Name: Board of Trustees of Local 1034 Pension Trust Fund PN: 001 Assets Reported by Bank of New York M ellon | — | — | — | $63.8M | 56.5% | |
| BLACKROCK EQUITY INDEX FUND WILMINGTON TRUST COLLECTIVE INV. TRUST · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $27.0M | 23.9% | |
| WESTERN ASSET US CORE PLUS LLC WESTERN ASSET MANAGEMENT CO LLC · EIN 20-1575788 / PN 001 | 103-12 Investment Entity | — | — | $15.7M | 13.9% | |
| JPMCB STRATEGIC PROPERTY FUND JP MORGAN ASSET MANAGEMENT · EIN 13-6038770 / PN 001 | Common Collective Trust | — | — | $3.4M | 3.0% | |
| INTECH US BROAD LARGE CAP GROWTH JANUS HENDERSON INVESTORS US, LLC · EIN 52-2391973 / PN 001 | 103-12 Investment Entity | — | — | $3.0M | 2.6% | |
| BLACKROCK MSCI ACWI EX US INDEX FD WILMINGTON TRUST COLLECTIVE INV. TRUST · EIN 81-1950980 / PN 013 | Common Collective Trust | — | — | $2.8M | 2.5% | |
| Unknown - 1 1,574 - 1 | — | — | — | $2K | <0.1% | |
| 62+ - 1 95 1 404 1 609 2 1,332 2 1,705 2 1,892 4 1,927 2 1,963 1 | — | — | — | $2K | <0.1% |