Original filing (PDF)20250317114225NAL0001633281001

BOARD OF TRUSTEES LOCAL 807 LABOR- MANAGEMENT PENSION FUND

Name: BOARD OF TRUSTEES LOCAL 807 LABOR- MANAGEMENT PENSION FUND — LOCAL 807 LABOR MANAGEMENT PENSION FUND, Form 5500 (2023)
Creator: BOARD OF TRUSTEES LOCAL 807 LABOR- MANAGEMENT PENSION FUND

Form 5500

FILING_RECEIVED

LOCAL 807 LABOR MANAGEMENT PENSION FUND

Defined-benefit pension plan

Signals · 2

No recordkeeper disclosed11 service providers

Active participants

509

Accounts w/ balance

—

Plan assets (EOY)

$128.4M

Net assets (EOY)

$128.2M

How this plan invests

This plan

2 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 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

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES LOCAL 807 LABOR- MANAGEMENT PENSION FUND.

Plan sponsor

Name

BOARD OF TRUSTEES LOCAL 807 LABOR- MANAGEMENT PENSION FUND

EIN

51-6099111

Address

32-43 49TH STREET · LONG ISLAND CITY, NY · 11103

Phone

(718) 726-2525

Industry

Transportation & Warehousingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-09-01

Tax period

2024-08-31

Filed

2025-03-17

Pension benefit codes

1B · Flat-dollar DB formula

Audit & trust (Schedule H)

Auditor

SCHULTHEIS & PANETTIERI, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

11 rows

Accountant / Auditor

Name	EIN	Location	Relation	Direct comp	Indirect comp
SCHULTHEIS & PANETTIERI, LLP	13-1577780	—	AUDITOR	$87K	—

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
THE SEGAL COMPANY (EASTERN STATES)	13-1835864	—	NONE	$227K	—
FRIEDMAN & ANSPACH	13-3403675	—	NONE	$135K	—
DAVID W. NEW, P.C.	22-2553368	—

Investments

2 pooled funds· $12.2M(9% 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
AFL-CIO SL STOCK INDEX FUND BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 340	Common Collective Trust	$7.1M	5.5%
RUSSEL 2000 (R) INDEX SL FUND GLOBAL ADVISORS TRUST CO. · EIN 04-0025081 / PN 012	Common Collective Trust	$5.1M	4.0%

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