How big is Local 1109 Pension Fund's plan?

Local 1109 Pension Fund's plan reported $28.9M in assets and 24 participants for 2023.

Original filing (PDF)20250715111449NAL0001254739001

Local 1109 Pension Fund

Name: Local 1109 Pension Fund — Communications Workers, Form 5500 (2023)
Creator: Local 1109 Pension Fund
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Communications Workers Local 1109 Pension Fund

Defined-benefit pension plan · Local 1109 Pension Fund's Communications Workers Local 1109 Pension Fund held $28.9M in plan assets for 24 participants in 2023, with Paychex as recordkeeper.

Signals · 3

50% in single holding~102 bps in Sched C fees6 service providers

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$28.9M

Net assets (EOY)

$28.8M

Plan identifiers

Local 1109 Pension Fund's EIN is 22-6298155.

EIN 22-6298155

Plan number 001

Plan year 2023

ACK ID 20250715111449NAL0001254739001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Local 1109 Pension Fund from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LOCAL 1109 PENSION FUND.

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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

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (4th percentile).

Plan sponsor

Name

LOCAL 1109 PENSION FUND

EIN

all filings

Address

1845 UTICA AVENUE · BROOKLYN, NY · 11234

Phone

(718) 444-1109

Industry

Other Services (ex. Public Admin)

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

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
PAYCHEX	47-0900857	—	NONE	$30K	—

Advisor / Consultant

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

Investments

4 direct securities · 4 pooled funds· $27.4M(95% 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

$24.8M

4 holdings

Common Stocks

$1.5M

2 holdings

Other securities

$935K

1 holding

Cash / Money Market

$145K

1 holding

					% of plan
MARCO CONSULTING GROUP - EQUITY GRO SEGAL ADVISORS, INC. · EIN 27-6230536 / PN 001	Common Collective Trust	—	$5.9M	$13.7M	47.4%
MARCO CONSULTING GROUP - FIXED INCO SEGAL ADVISORS, INC. · EIN 36-3555078 / PN 002	Common Collective Trust	—	$7.8M	$8.7M	30.1%
NEW TOWER TRUST COMPANY MULTI-EMPLO NEWTOWER TRUST COMPANY · EIN 52-6218800 / PN 001	Common Collective Trust	—	$737K	$2.5M	8.5%
Hamilton Lane Private Equity Fund FBO Marco Consulting Group, L.P. Partnership	Common Stocks	—	$515K	$1.1M	3.7%
LIMITED PARTNERSHIPS - PRIVATE EQUITY Grosvenor MCG Altscape, LP Partnership	Other securities	—	$206K	$935K	3.2%
AG DLI II, LP Partnership	Common Stocks	—	$369K	$458K	1.6%
MONEY MARKET FUNDS Comerica Institutional TR Money Market	Cash / Money Market	—	$145K	$145K	0.5%
INVESCO MACRO ALLOC STRATEGY FUND INVESCO TRUST COMPANY · EIN 81-2234495 / PN 001	Common Collective Trust	—	—	$0	<0.1%