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Original filing (PDF)20251010120447NAL0004578243005
BOARD OF TRUSTEES-BOILERMAKERS LOCAL LODGE NO. 5 ANNUITY FUND
Form 5500
FILING_RECEIVED
BOILERMAKERS LOCAL LODGE NO. 5 ANNUITY FUND
Defined-contribution retirement plan
Signals · 3
99% in single holdingNo recordkeeper disclosed13 service providers
Active participants
705
Accounts w/ balance
723
Plan assets (EOY)
$54.0M
Net assets (EOY)
$53.9M
How this plan invests
This plan
8 pooled trusts
Schedule D
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
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
- Top holding "Boilermakers Local Lodge No. 5 Annuity Fund 51-6129775 001 Party In Current Interest Identification Description Cost Amount X Empower SEE ATTACHED" is 99% of plan.
- 25 bps in Schedule C fees — 57% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES-BOILERMAKERS LOCAL LODGE NO. 5 ANNUITY FUND.
Plan sponsor
Name
BOARD OF TRUSTEES-BOILERMAKERS LOCAL LODGE NO. 5 ANNUITY FUND
EIN
51-6129775
Address
1400 OLD COUNTRY RD SUITE 406 · WESTBURY, NY · 11590
Phone
(516) 333-5184
Industry
Manufacturingsee all
Plan administrator
Name
BOARD OF TRUSTEES-BOILERMAKERS LOCAL LODGE NO. 5 ANNUITY FUND
EIN
51-6129775
City
WESTBURY, NY
Phone
(516) 333-5184
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
GOULD, KOBRICK, & SCHLAPP, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
13 rowsOther
13| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MARSHALL & MOSS ADMIN SERVICES, INC | 81-2845805 | WESTBURY, NY | NONE | $62K | — |
| REYNOLDS CONSULTING, LLC | 20-1899564 | — | NONE | $30K | — |
| GOULD KOBRICK & SCHLAPP, PC | 13-3082707 | NEW YORK, NY | NONE | $20K | — |
| SEGAL COMPANY | 13-1835864 | NEW YORK, NY | NONE | $13K | — |
| BARNES, IACCARINO & SHEPHERD LLP | 26-3858697 | ELMSFORD, NY | NONE | $11K | — |
| DODGE & COX | — | HARTFORD, CT | — | — | — |
| WELLINGTON MANAGEMENT COMPANY LLP | — | HARTFORD, CT | — | — | — |
| VANGUARD GROUP INC | — | HARTFORD, CT | — | — | — |
| INVESCO ADVISORS, INC | — | HARTFORD, CT | — | — | — |
| KENNEDY CAPITAL MANAGEMENT, INC | — | HARTFORD, CT | — | — | — |
| PRUDENTIAL RETIREMENT INSURANCE AND | 06-1050034 | HARTFORD, CT | — | — | — |
| EMPOWER FINANCIAL SERVICES INC | — | GREENWOOD VILLAGE, CO | NONE | — | — |
| EMPOWER ANNUITY INS. CO. OF AMERICA | — | GREENWOOD VILLAGE, CO | NONE | — | — |
Investments
2 direct securities · 8 pooled funds· $70.0M(100% 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.
Uncategorized
$53.1M
2 holdings
Pooled Separate Account
$16.9M
8 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Boilermakers Local Lodge No. 5 Annuity Fund 51-6129775 001 Party In Current Interest Identification Description Cost Amount X Empower SEE ATTACHED | — | — | — | $52.7M | 97.6% | |
| LARGE CAP GROWTH FUND AB PRUDENTIAL RETIREMENT INS. · EIN 06-1050034 / PN 128 | Pooled Separate Account | — | — | $4.4M | 8.2% | |
| MCG/ARTISAN PARTNER PRUDENTIAL RETIREMENT INS. · EIN 06-1050034 / PN 185 | Pooled Separate Account | — | — | $3.8M | 7.1% | |
| LCV/LSV ASSET MGMT PRUDENTIAL RETIREMENT INS. · EIN 06-1050034 / PN 318 | Pooled Separate Account | — | — | $3.3M | 6.1% | |
| DRYDEN S&P 500 INDEX FUND PRUDENTIAL RETIREMENT INS. · EIN 06-1050034 / PN 123 | Pooled Separate Account | — | — | $2.3M | 4.2% | |
| INTL BLD/WELLINGTON PRUDENTIAL RETIREMENT INS. · EIN 06-1050034 / PN 349 | Pooled Separate Account | — | — | $1.6M | 2.9% | |
| CORE PLUS BOND/PGIM FD PRUDENTIAL RETIREMENT INS. · EIN 06-1050034 / PN 299 | Pooled Separate Account | — | — | $981K | 1.8% | |
| SA/INVESCO GLOBAL STRAT PRUDENTIAL RETIREMENT INS. · EIN 06-1050034 / PN 308 | Pooled Separate Account | — | — | $452K | 0.8% | |
| PARTICIPANT LOANS VARIOUS | — | — | $379K | $380K | 0.7% | |
| SCV/KENNEDY CAPITAL PRUDENTIAL RETIREMENT INS. · EIN 06-1050034 / PN 257 | Pooled Separate Account | — | — | $83K | 0.2% |