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Original filing (PDF)20251015101428NAL0005767648003
NORTHEAST DISTRICT COUNCIL OF THE OPCMIA APPRENTICESHIP FUND
Form 5500
FILING_RECEIVED
NORTHEAST DISTRICT COUNCIL OF THE OPCMIA APPRENTICESHIP FUND
Health & welfare plan
Signals · 4
39% in single holding~439 bps in Sched C feesNo recordkeeper disclosed6 service providers
Active participants
749
Accounts w/ balance
—
Plan assets (EOY)
$5.7M
Net assets (EOY)
$5.2M
How this plan invests
This plan
2 pooled trusts
Schedule D
4 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
85
/ 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
80
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Longview Cash Management Fund N/A" is 39% of plan.
- 439 bps in Schedule C fees — 745% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NORTHEAST DISTRICT COUNCIL OF THE OPCMIA APPRENTICESHIP FUND.
Plan sponsor
Name
NORTHEAST DISTRICT COUNCIL OF THE OPCMIA APPRENTICESHIP FUND
EIN
51-0170643
Address
1406 BLONDELL AVE, 2ND FLOOR · BRONX, NY · 10461
Phone
(516) 775-2280
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
503
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Welfare benefit codes
4J · Apprenticeship and Training
Audit & trust (Schedule H)
Auditor
FITZSIMMONS ABRAMS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsOther
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MICHAEL D'ONOFRIO | 51-0170643 | BRONX, NY | EMPLOYEE | $163K | — |
| PROSKAUER ROSE LLP | 13-1840454 | NEW YORK, NY | NONE | $31K | — |
| LOUIS F D'ANGELO | 51-0170643 | BRONX, NY | EMPLOYEE | $26K | — |
| BOYD WATTERSON ASSET MANAGEMENT LLC | 34-1922005 | CLEVLAND, OH | NONE | $12K | — |
| FITZSIMMONS ABRAMS, LLP | 13-2858927 | WOODBURY, NY | NONE | $9K | — |
| REYNOLDS CONSULTING SERVICES | 20-1899564 | HICKSVILLE, NY | NONE | $9K | — |
Investments
2 direct securities · 2 pooled funds· $5.5M(97% 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
$4.1M
2 holdings
OTHER
$1.3M
1 holding
Uncategorized
$66K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| LONGVIEW CASH MANAGEMENT FUND AMALGAMATED BANK · EIN 85-2117044 / PN 025 | Common Collective Trust | — | $2.0M | $2.1M | 37.7% | |
| LONGVIEW LARGECAP 500 VEBA INDEX FD AMALGAMATED BANK · EIN 13-4015803 / PN 008 | Common Collective Trust | — | $942K | $2.0M | 35.3% | |
| Investments Boyd Watterson GSA Fund LP N/A | OTHER | — | $897K | $1.3M | 22.3% | |
| Type / Maturity Price per Unit Date % / Quanity (if applicable) Cash & Cash Equivalents Boyd Watterson GSA Fund LP - Cash N/A | — | — | $66K | $66K | 1.2% |