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Original filing (PDF)20250408134508NAL0010015859004
BOARD OF TRUSTEES OF UNITED PLANT PRODUCTION WORKERS L175 PENSION FD
Form 5500
FILING_RECEIVED
UNITED PLANT & PRODUCTION WORKERS LOCAL 175 PENSION FUND
Defined-benefit pension plan
Signals · 3
~89 bps in Sched C feesNo recordkeeper disclosed17 service providers
Active participants
269
Accounts w/ balance
—
Plan assets (EOY)
$101.1M
Net assets (EOY)
$100.6M
How this plan invests
This plan
1 collective trust
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
- 89 bps in Schedule C fees — 795% 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 BOARD OF TRUSTEES OF UNITED PLANT PRODUCTION WORKERS L175 PENSION FD.
Plan sponsor
Name
BOARD OF TRUSTEES OF UNITED PLANT PRODUCTION WORKERS L175 PENSION FD
EIN
20-3143185
Address
99 MINEOLA AVENUE · ROSLYN HEIGHTS, NY · 11577
Phone
(516) 487-3110
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-08
Pension benefit codes
1B · Flat-dollar DB formula
1A · Pay-related DB formula
Audit & trust (Schedule H)
Auditor
ROBERT ALLGIER CPA
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
17 rowsOther
17| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ATALANTA SOSNOFF | 20-0461050 | NEW YORK, NY | NONE | $253K | — |
| ANTHONY FRANCO | 13-4321969 | ROSLYN HEIGHTS, NY | NONE | $139K | — |
| SAJ CONSULTANTS INC | 26-1304820 | OYSTER BAY, NY | NONE | $114K | — |
| US REAL ESTATE INVESTMENT FUND LLC | 11-3786306 | BOSTON, MA | NONE | $94K | — |
| ROTHMAN ROCCO & LARUFFA LLP | 47-5401457 | ELMSFORD, NY | NONE | $58K | — |
| JENNIFER SMITH PLLC | 84-2664437 | NEW YORK, NY | NONE | $47K | — |
| ROBERT ALLGIER CPA | 81-3337040 | FARMINGDALE, NY | NONE | $33K | — |
| DICKENSON GROUP LLC | 20-1241472 | GARDEN CITY, NY | NONE | $30K | — |
| MICHELE ZUNNO | 13-4321969 | ROSLTN HEIGHTS, NY | NONE | $30K | — |
| MARIE MOSSA | 13-4321969 | ROSLTN HEIGHTS, NY | NONE | $21K | — |
| REYNOLDS & REYNOLDS | 20-1899564 | JERICHO, NY | NONE | $19K | — |
| MARIO BRICENO | 13-4321969 | ROSLTN HEIGHTS, NY | NONE | $17K | — |
| ANNA MOTTOLA | 13-4321969 | ROSLTN HEIGHTS, NY | NONE | $15K | — |
| CHEIRON INC. | 13-4215617 | BALTIMORE, MD | NONE | $10K | — |
| CHAIKEN & CHAIKEN | 22-2229209 | NEW YORK, NY | NONE | $10K | — |
| CAROL NAGY | 13-4321969 | ROSLTN HEIGHTS, NY | NONE | $9K | — |
| M&T INVEST SERV WILMINGTON TRUST | 16-0538020 | NEW YORK, NY | NONE | $7K | — |
Investments
1 pooled fund· $0(0% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| LONGVIEW MIDCAP 400 INDEX AMALGAMATED BANK · EIN 13-4920330 / PN 011 | Common Collective Trust | $0 | <0.1% |