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Original filing (PDF)20250320104200NAL0009674416001
BOARD OF TRUSTEES OF NYCDCC PENSION FUND
Form 5500
FILING_RECEIVED
NEW YORK DISTRICT COUNCIL OF CARPENTERS PENSION PL
Defined-benefit pension plan
Signals · 2
No recordkeeper disclosed28 service providers
Active participants
10,590
Accounts w/ balance
—
Plan assets (EOY)
$5.1B
Net assets (EOY)
$4.9B
How this plan invests
This plan
12 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
80
Participation health
100
Knocking points off
- 24 bps in Schedule C fees — 372% above peer band of 5 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 NYCDCC PENSION FUND.
Plan sponsor
Name
BOARD OF TRUSTEES OF NYCDCC PENSION FUND
EIN
51-0174276
Address
395 HUDSON STREET · NEW YORK, NY · 10014
Phone
(212) 366-7300
Industry
Constructionsee all
Plan administrator
Name
BOARD OF TRUSTEES OF NYCDCC PENSION FUND
EIN
51-0174276
City
NEW YORK, NY
Phone
(212) 366-7300
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-03-20
Pension benefit codes
1B · Flat-dollar DB formula
Audit & trust (Schedule H)
Auditor
SCHULTHEIS & PANETTIERI, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
28 rowsOther
28Investments
12 pooled funds· $1.7B(34% 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
$1.2B
8 holdings
103-12 Investment Entity
$370.0M
3 holdings
Pooled Separate Account
$162.3M
1 holding
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| UBC RUSSELL 3000 INDEX TRUST INVESCO TRUST COMPANY · EIN 20-2583973 / PN 306 | Common Collective Trust | $723.3M | 14.2% |
| NCS GROUP TRUST - GLOBAL FUND BNY MELLON INVESTMENT ADVISER · EIN 76-6192146 / PN 003 | 103-12 Investment Entity | $309.4M | 6.1% |
| EARNEST PARTNERS MULTIPLE INVEST TR SEI TRUST COMPANY · EIN 26-4377500 / PN 041 | Common Collective Trust | $227.6M | 4.5% |
| UNION LABOR LIFE INS CO SEP ACCT J THE UNION LABOR LIFE INSURANCE COMPANY · EIN 13-1423090 / PN 203 | Pooled Separate Account | $162.3M | 3.2% |
| SS MSCI ACWI EX USA NL FUND STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 159 | Common Collective Trust | $153.0M | 3.0% |
| MULTI-EMPLOYER PROPERTY TRUST NEWTOWER TRUST COMPANY · EIN 52-6218800 / PN 001 | Common Collective Trust | $69.5M | 1.4% |
| MCMORGAN INFRASTRUCTURE FUND I MCMORGAN & COMPANY LLC · EIN 30-0808269 / PN 001 | 103-12 Investment Entity | $60.5M | 1.2% |
| AFL-CIO BUILDING INVESTMENT TRUST GREAT GRAY TRUST COMPANY · EIN 52-6328901 / PN 001 | Common Collective Trust | $24.0M | 0.5% |
| EB TEMPORARY INVESTMENT FUND THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 023 | Common Collective Trust | $2.2M | <0.1% |
| LONGVIEW ULTRA CONSTRCT LOAN INV FD AMALGAMATED BANK · EIN 20-8434730 / PN 006 | Common Collective Trust | $17K | <0.1% |
| LONGVIEW BROAD MARKET 3000 FUND AMALGAMATED BANK · EIN 46-2044954 / PN 020 | Common Collective Trust | $0 | <0.1% |
| WESTERN ASSET TOTAL RETURN UNCONSTR WESTERN ASSET MANAGEMENT COMPANY · EIN 20-1226970 / PN 001 | 103-12 Investment Entity | $0 | <0.1% |