Original filing (PDF)20251114133203NAL0002428513001

BOARD OF TRUSTEES OF THE ROAD CARRIERS LOCAL 707 PENSION FUND

Name: BOARD OF TRUSTEES OF THE ROAD CARRIERS LOCAL 707 PENSION FUND — ROAD CARRIERS LOCAL 707 PENSION FUND, Form 5500 (2024)
Creator: BOARD OF TRUSTEES OF THE ROAD CARRIERS LOCAL 707 PENSION FUND

Form 5500

FILING_RECEIVED

ROAD CARRIERS LOCAL 707 PENSION FUND

Defined-benefit pension plan

Signals · 1

19 service providers

Active participants

133

Accounts w/ balance

—

Plan assets (EOY)

$663.5M

Net assets (EOY)

$662.9M

How this plan invests

This plan

842 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

/ 100

Grade B

Above-average plan

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES OF THE ROAD CARRIERS LOCAL 707 PENSION FUND.

Plan sponsor

Name

BOARD OF TRUSTEES OF THE ROAD CARRIERS LOCAL 707 PENSION FUND

EIN

51-6106510

Address

14 FRONT STREET · HEMPSTEAD, NY · 115503602

Phone

(516) 486-7100

Industry

Transportation & Warehousingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-02-01

Tax period

2025-01-31

Filed

2025-11-14

Pension benefit codes

1B · Flat-dollar DB formula

Audit & trust (Schedule H)

Auditor

NOVAK FRANCELLA, LLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

19 rows

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
GREAT LAKES ADVISORS	80-0292839	—	NONE	$246K	—
PIMCO	06-1050034

Investments

842 direct securities· $599.6M(90% of reported assets)

Bonds / Notes

$366.1M

594 holdings

U.S. Treasuries

$120.5M

73 holdings

Other securities

$35.2M

7 holdings

Common Stock

$29.6M

54 holdings

Agency / Mortgage-Backed

$29.3M

113 holdings

Cash / Money Market

$18.8M

1 holding

					% of plan
Flagstar Cash Sweep Account MMA Demand Var	Cash / Money Market	—	$18.8M	$18.8M	2.8%
VANGUARD 500 INDEX FUND	Other securities	—	$12.6M	$16.9M	2.6%
VANGUARD VALUE INDEX FUND	Other securities	—	$13.5M	$16.5M	2.5%
US TREASURY BOND 11/15/41 2.00%	U.S. Treasuries	—	$9.6M	$9.2M	1.4%
Bank of NY Mellon MMA Demand Var % 22 * Dreyfus Treasury Securities MMA Demand Var	U.S. Treasuries	—	$8.6M	$8.6M	1.3%
US TREASURY BOND 2/15/52 2.25%	U.S. Treasuries	—	$8.6M	$8.1M	1.2%
US TREASURY BOND 8/15/48 3.00%	U.S. Treasuries	—	$7.9M	$7.4M	1.1%
US TREASURY NOTE 04/15/26 3.75%	U.S. Treasuries	—	$5.3M	$5.3M	0.8%
US TREASURY NOTE 02/15/26 4.00%	U.S. Treasuries	—	$4.0M	$4.1M	0.6%
US TREASURY NOTE 08/15/31 1.25%	U.S. Treasuries	—	$3.8M	$3.8M	0.6%
US TREASURY NOTE 4/15/25 2.63%	U.S. Treasuries	—	$3.7M	$3.8M	0.6%
ANHEUSER-BUSCH INBEV WORLDWIDE Bond 01/23/39 5.45%	Bonds / Notes	—	$2.9M	$2.8M	0.4%
US TREASURY NOTE 3/15/25 1.75%	U.S. Treasuries	—	$2.6M	$2.7M	0.4%
BANCO SANTANDER SA Bond 11/07/33 6.94%	Bonds / Notes	—	$2.6M	$2.6M	0.4%
REALTY INCOME CORP Bond 06/01/26 4.88%	Bonds / Notes	—	$2.5M	$2.5M	0.4%
US TREASURY NOTE 6/15/25 2.88%	U.S. Treasuries	—	$2.4M	$2.5M	0.4%
AMAZON.COM INC Bond 08/22/37 3.88%	Bonds / Notes	—	$2.5M	$2.5M	0.4%
US TREASURY NOTE 05/15/26 1.63%	U.S. Treasuries	—	$2.4M	$2.5M	0.4%
US TREASURY NOTE 09/15/25 3.50%	U.S. Treasuries	—	$2.4M	$2.4M	0.4%
CBRE SERVICES INC Bond 08/15/34 5.95%	Bonds / Notes	—	$2.4M	$2.4M	0.4%
US TREASURY NOTE 09/30/30 4.63%	U.S. Treasuries	—	$2.4M	$2.4M	0.4%
FLORIDA POWER & LIGHT CO Bond 06/01/42 4.05%	Bonds / Notes	—	$2.5M	$2.4M	0.4%
SHELL FINANCE US INC Bond 05/11/35 4.13%	Bonds / Notes	—	$2.5M	$2.4M	0.4%
US TREASURY NOTE 01/15/26 3.88%	U.S. Treasuries	—	$2.4M	$2.4M	0.4%
ABBOTT LABORATORIES Bond 11/30/36 4.75%	Bonds / Notes	—	$2.4M	$2.3M	0.3%
WALMART INC Bond 04/01/40 5.63%	Bonds / Notes	—	$2.4M	$2.3M	0.3%
PUGET SOUND ENERGY INC Bond 05/20/45 4.30%	Bonds / Notes	—	$2.4M	$2.3M	0.3%
APPLE INC	Common Stock	—	$1.5M	$2.3M	0.3%
US TREASURY NOTE 02/15/30 1.50%	U.S. Treasuries	—	$2.2M	$2.2M	0.3%
MICROSOFT CORP	Common Stock	—	$1.5M	$2.2M	0.3%
DRIVE AUTO RECEIVABLES TRU 1 C Bond 11/17/31 5.43%	Bonds / Notes	—	$2.2M	$2.2M	0.3%
US TREASURY NOTE 07/15/26 4.50%	U.S. Treasuries	—	$2.2M	$2.2M	0.3%
EXETER AUTOMOBILE RECEIVA 5A C Bond 01/16/29 6.85%	Bonds / Notes	—	$2.2M	$2.2M	0.3%
US TREASURY NOTE 02/15/26 4.00%	U.S. Treasuries	—	$2.2M	$2.2M	0.3%
US TREASURY NOTE 7/15/25 3.00%	U.S. Treasuries	—	$2.1M	$2.1M	0.3%
US TREASURY NOTE 12/15/25 4.00%	U.S. Treasuries	—	$2.1M	$2.1M	0.3%
US TREASURY NOTE 01/31/28 3.50%	U.S. Treasuries	—	$2.1M	$2.1M	0.3%
US TREASURY NOTE 11/15/34 4.25%	U.S. Treasuries	—	$2.1M	$2.1M	0.3%
LAZARD GROUP LLC Bond 09/19/28 4.50%	Bonds / Notes	—	$1.9M	$1.9M	0.3%
BP CAPITAL MARKETS AMERICA INC Bond 02/08/61 3.38%	Bonds / Notes	—	$2.0M	$1.8M	0.3%
NVIDIA CORP	Common Stock	—	$835K	$1.8M	0.3%
RAYMOND JAMES FINANCIAL INC Bond 07/15/46 4.95%	Bonds / Notes	—	$1.9M	$1.8M	0.3%
US TREASURY NOTE 2/15/25 1.50%	U.S. Treasuries	—	$1.8M	$1.8M	0.3%
VERIZON MASTER TRUST 1 A1A Bond 12/20/28 5.00%	Bonds / Notes	—	$1.7M	$1.7M	0.3%
AMAZON.COM INC	Common Stock	—	$961K	$1.7M	0.3%
ALPHABET INC	Common Stock	—	$1.2M	$1.7M	0.3%
FHLMC POOL 08/01/52 2.50%	Agency / Mortgage-Backed	—	$1.7M	$1.6M	0.2%
PNC BANK NA Bond 02/23/25 2.95%	Bonds / Notes	—	$1.6M	$1.6M	0.2%
US TREASURY NOTE 08/15/28 2.88%	U.S. Treasuries	—	$1.6M	$1.6M	0.2%
CONNECTICUT LIGHT AND POWER CO Bond 01/15/53 5.25%	Bonds / Notes	—	$1.7M	$1.6M	0.2%

1–50 of 842

1 / 17

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

Vanguard$33.4M MetLife$3.9M Prudential / PGIM$3.7M Wells Fargo / Allspring$3.7M Goldman Sachs$3.2M Schwab$2.7M JPMorgan$2.6M Franklin Templeton$2.4M Morgan Stanley$1.5M

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Name	EIN	Location	Relation	Direct comp	Indirect comp
SLC MANAGEMENT, LLC	26-3730703	—	NONE	$362K	—
ROAD CARRIERS LOCAL 707 WELFARE FD	11-2159859	—	AFFILIATED BENEFIT FUND	$281K	—
GROOM LAW GROUP, CHARTERED	52-1219029	—	NONE	$239K	—
LOOMIS SAYLES AND CO., LP	04-3200030	—	NONE	$140K	—
BANK OF NEW YORK MELLON	13-5160382	—	NONE	$103K	—
CARY KANE LLP	20-1942442	—	NONE	$103K	—
SAGE FINANCIAL GROUP, LLC	20-2704598	—	NONE	$99K	—
MORGAN LEWIS BOCKIUS	23-0891050	—	NONE	$96K	—
MORGAN STANLEY SMITH BARNEY LLC	20-8764829	—	NONE	$82K	—
O'SULLIVAN & ASSOCIATES	20-8199367	—	NONE	$73K	—
NOVAK FRANCELLA LLC	61-1436956	—	NONE	$55K	—
PRAGER METIS	06-1667465	—	NONE	$54K	—
VINCENT CORDATO	51-6106510	—	EMPLOYEE	$24K	—
LOCAL 707, IBT	13-5559086	—	AFFILIATED LOCAL UNION	$23K	—
BRIDGEWAY BENEFIT TECHNOLOGIES LLC	52-1796473	—	NONE	$17K	—
PERFECT PRINTING SOLUTIONS, INC.	47-4140223	—	NONE	$12K	—