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Original filing (PDF)20250415142209NAL0003430065002
TRUSTEES OF BUFFALO LABORERS' PENSION FUND
Form 5500
FILING_RECEIVED
BUFFALO LABORERS' PENSION FUND
Defined-benefit pension plan
Signals · 2
No recordkeeper disclosed12 service providers
Active participants
579
Accounts w/ balance
—
Plan assets (EOY)
$121.1M
Net assets (EOY)
$120.9M
How this plan invests
This plan
8 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
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
- 75 bps in Schedule C fees — 647% 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 TRUSTEES OF BUFFALO LABORERS' PENSION FUND.
Plan sponsor
Name
TRUSTEES OF BUFFALO LABORERS' PENSION FUND
EIN
16-0845094
Address
25 TYROL DRIVE, SUITE 200 · CHEEKTOWAGA, NY · 142272715
Phone
(716) 894-8061
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-15
Pension benefit codes
1B · Flat-dollar DB formula
Audit & trust (Schedule H)
Auditor
LUMSDEN & MCCORMICK, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
12 rowsOther
12| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BUFFALO LABORERS WELFARE FUND | 16-0806902 | CHEEKTOWAGA, NY | AFFILIATE OF PLAN | $329K | — |
| PROSKAUER ROSE LLP | 13-1840454 | NEW YORK, NY | N/A | $108K | — |
| MARINER WEALTH ADVISORS | 59-3676225 | WINTER PARK, FL | — | $85K | — |
| HORIZON ACTUARIAL SERVICES | 26-1370698 | ATLANTA, GA | N/A | $73K | — |
| LUMSDEN & MCCORMICK, LLP | 16-0765486 | BUFFALO, NY | N/A | $50K | — |
| JP MORGAN INVESTMENT CO | 26-1370698 | NEW YORK, NY | N/A | $46K | — |
| VICTORY CAPITAL MANAGEMENT | 13-2700161 | BROOKLYN, OH | N/A | $44K | — |
| GORLICK, KRAVITZ & LISTHAUS ATTYS | 13-3790829 | NEW YORK, NY | N/A | $43K | — |
| LSV ASSET MANAGEMENT | 23-2772200 | CHICAGO, IL | N/A | $41K | — |
| WESTERN ASSET MANAGEMENT | 95-2705767 | LOS ANGELES, CA | N/A | $39K | — |
| JOSEPH MCCARTHY & ASSOCIATES | 16-1120588 | LIVERPOOL, NY | N/A | $37K | — |
| M&T BANK | 16-6265706 | BUFFALO, NY | N/A | $11K | — |
Investments
8 pooled funds· $39.9M(33% 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
$27.5M
4 holdings
103-12 Investment Entity
$12.4M
4 holdings
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| JP MORGAN GLOBAL ALLOCATION FUND JP MORGAN CHASE BANK · EIN 82-3618774 / PN 001 | Common Collective Trust | $11.9M | 9.8% |
| LSV INTERNATIONAL VALUE EQUITY THE NORTHERN TRUST · EIN 20-0726879 / PN 001 | Common Collective Trust | $6.6M | 5.5% |
| SOPHUS VICTORY EMERGING MARKETS VICTORY CAPITAL MANAGEMENT · EIN 13-2700161 / PN 001 | Common Collective Trust | $6.3M | 5.2% |
| WESTERN ASSET GLOBAL MULTI SECTOR WESTERN ASSET MANAGEMENT CO. · EIN 92-2705767 / PN 001 | 103-12 Investment Entity | $3.4M | 2.8% |
| WESTERN ASSET TOTAL RETURN FUND WESTERN ASSET MANAGEMENT CO. · EIN 92-2705767 / PN 001 | 103-12 Investment Entity | $3.0M | 2.5% |
| AMERICAN CORE REALTY FUND AMERICAN CORE REALTY ADVISORS · EIN 33-0212311 / PN 001 | 103-12 Investment Entity | $3.0M | 2.5% |
| WESTERN ASSET CORE PLUS WESTERN ASSET MANAGEMENT CO. · EIN 92-2705767 / PN 001 | 103-12 Investment Entity | $2.9M | 2.4% |
| AFL-CIO BUILDING INVESTMENT TRUST GREAT GRAY TRUST COMPANY · EIN 52-6328901 / PN 001 | Common Collective Trust | $2.8M | 2.3% |