Original filing (PDF)20250715111449NAL0001254739001

LOCAL 1109 PENSION FUND

Name: LOCAL 1109 PENSION FUND — COMMUNICATIONS WORKERS LOCAL 1109 PENSION FUND, Form 5500 (2023)
Creator: LOCAL 1109 PENSION FUND

Form 5500

FILING_RECEIVED

COMMUNICATIONS WORKERS LOCAL 1109 PENSION FUND

Defined-benefit pension plan

Signals · 2

~102 bps in Sched C fees6 service providers

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$28.9M

Net assets (EOY)

$28.8M

How this plan invests

This plan

4 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)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LOCAL 1109 PENSION FUND.

Plan sponsor

Name

LOCAL 1109 PENSION FUND

EIN

22-6298155

Address

1845 UTICA AVENUE · BROOKLYN, NY · 11234

Phone

(718) 444-1109

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-10-01

Tax period

2024-09-30

Filed

2025-07-15

Pension benefit codes

1B · Flat-dollar DB formula

Audit & trust (Schedule H)

Auditor

PKF O'CONNOR DAVIES LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

6 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
SEGAL MARCO ADVISORS	—	NEW YORK, NY	INVESTMENT ADVISORY	$100K	—

Accountant / Auditor

Name	EIN	Location	Relation	Direct comp	Indirect comp
PKF O'CONNOR DAVIES LLP	27-1728945	—	ACCOUNTANT	$65K	—

Actuary

Name	EIN	Location	Relation	Direct comp

Investments

4 pooled funds· $24.8M(86% 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
MARCO CONSULTING GROUP - EQUITY GRO SEGAL ADVISORS, INC. · EIN 27-6230536 / PN 001	Common Collective Trust	$13.7M	47.4%
MARCO CONSULTING GROUP - FIXED INCO SEGAL ADVISORS, INC. · EIN 36-3555078 / PN 002	Common Collective Trust	$8.7M	30.1%
NEW TOWER TRUST COMPANY MULTI-EMPLO

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