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Original filing (PDF)20250403092736NAL0010121249001
BD TRUSTEES RET AND PENSION PLAN FOR OFFICERS AND
Form 5500
FILING_RECEIVED
RETIREMENT AND PENSION PLAN FOR OFFICERS & EMPLOYEES OF THE NYCDCC AND RELATED ORGANIZATIONS
Defined-benefit pension plan
Signals · 1
17 service providers
Active participants
43
Accounts w/ balance
—
Plan assets (EOY)
$110.0M
Net assets (EOY)
$102.4M
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
75
Participation health
100
Knocking points off
- 59 bps in Schedule C fees — 486% above peer band of 10 bps.
- Plan is frozen (1I) — no new benefit accrual.
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 BD TRUSTEES RET AND PENSION PLAN FOR OFFICERS AND.
Plan sponsor
Name
BD TRUSTEES RET AND PENSION PLAN FOR OFFICERS AND
DBA
EMPL OF THE NYCDCC AND
EIN
51-0167964
Address
395 HUDSON STREET, 9TH FLOOR · NEW YORK, NY · 100143695
Phone
(212) 366-7300
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
2023-07-01
Tax period
2024-06-30
Filed
2025-04-03
Pension benefit codes
1A · Pay-related DB formula
1I · Frozen plan — no new benefit accrual
Audit & trust (Schedule H)
Auditor
NOVAK FRANCELLA, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
17 rowsOther
17| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NYCDCC WELFARE FUND | 13-5615576 | — | RELATED PARTY | $139K | — |
| FIRST ACTUARIAL CONSULTING INC | 42-1565552 | — | NONE | $80K | — |
| MORGAN STANLEY - GRAYSTONE | 36-3145972 | — | NONE | $75K | — |
| TCW ASSET MANAGEMENT COMPANY LLC | 95-3703295 | — | NONE | $62K | — |
| THE UNION LABOR LIFE INSURANCE CO | 13-1423090 | — | NONE | $55K | — |
| HGK ASSET MANAGEMENT | 52-1296988 | — | NONE | $43K | — |
| NOVAK FRANCELLA LLC | 61-1436956 | — | NONE | $30K | — |
| SEGALL BRYANT & HAMILL LLC | 35-2679129 | — | NONE | $29K | — |
| CHEVY CHASE TRUST COMPANY | 52-2037618 | — | NONE | $27K | — |
| ASB CAPITAL MANAGEMENT, LLC | 80-0618452 | — | NONE | $27K | — |
| ARCHER, BYINGTON, GLENNON, & LENNON | 26-0873462 | — | NONE | $24K | — |
| LAZARD ASSET MANAGEMENT LLC | 05-0530199 | — | NONE | $20K | — |
| BNY MELLON | 13-4920330 | — | NONE | $17K | — |
| AMALGAMATED BANK | 13-4920330 | — | NONE | $12K | — |
| PROXYVOTE PLUS LLC | 20-0509976 | — | NONE | $6K | — |
| NEWTOWER TRUST COMPANY | 30-0872552 | — | NONE | $0 | — |
| SEGAL SELECT INSURANCE SERVICES | 46-0619194 | — | NONE | $0 | — |
Investments
8 pooled funds· $50.6M(46% 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
$41.2M
7 holdings
Pooled Separate Account
$9.4M
1 holding
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| MULTI-EMPLOYER PROPERTY TRUST NEWTOWER TRUST COMPANY · EIN 52-6218800 / PN 001 | Common Collective Trust | $11.0M | 10.0% |
| ULLICO SEPARATE ACCOUNT J UNION LABOR LIFE INSURANCE COMPANY · EIN 13-1423090 / PN 203 | Pooled Separate Account | $9.4M | 8.5% |
| EB TEMPORARY INVESTMENT THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 023 | Common Collective Trust | $9.4M | 8.5% |
| ASB LABOR EQUITY INDEX FUND CHEVY CHASE TRUST COMPANY · EIN 27-3350609 / PN 010 | Common Collective Trust | $5.7M | 5.2% |
| LONGVIEW SMALL CAP 600 INDEX FUND AMALGAMATED BANK · EIN 13-4920330 / PN 004 | Common Collective Trust | $4.9M | 4.5% |
| ASB ALLEGIANCE REAL ESTATE FUND CHEVY CHASE TRUST COMPANY · EIN 52-6257033 / PN 006 | Common Collective Trust | $4.3M | 3.9% |
| MACKAY SHIELDS HIGH YIELD BOND CIT SEI TRUST COMPANY · EIN 47-1818241 / PN 076 | Common Collective Trust | $3.4M | 3.1% |
| RAINIER INT'L SMALL CAP EQUITY CIT SEI TRUST COMPANY · EIN 45-4762346 / PN 003 | Common Collective Trust | $2.5M | 2.3% |