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Original filing (PDF)20250904102032NAL0027216128003
OFFICE & PROFESSIONAL EMPLOYEES INTERNATIONAL UNION
Form 5500
FILING_RECEIVED
OFFICE & PROFESSIONAL EMPLOYEES IU PENSION PLAN
Defined-benefit pension plan
Signals · 2
50% in single holding8 service providers
Active participants
98
Accounts w/ balance
—
Plan assets (EOY)
$77.0M
Net assets (EOY)
$77.0M
How this plan invests
This plan
5 pooled trusts
Schedule D
9 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
75
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Amalgamated Bank- Longview Large Cap 500 Index Fund Common collective trust N/A N/A N/A" is 50% of plan.
- 43 bps in Schedule C fees — 168% above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OFFICE & PROFESSIONAL EMPLOYEES INTERNATIONAL UNION.
Plan sponsor
Name
OFFICE & PROFESSIONAL EMPLOYEES INTERNATIONAL UNION
EIN
53-0175463
Address
80 EIGHTH AVENUE, SUITE 205 · NEW YORK, NY · 100117179
Phone
(212) 367-0902
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Name
RETIREMENT COMMITTEE OPEIU
EIN
53-1034639
City
NEW YORK, NY
Phone
(212) 367-0902
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-04
Pension benefit codes
1A · Pay-related DB formula
1D · Floor-offset DB
Audit & trust (Schedule H)
Auditor
CALIBRE CPA GROUP, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
8 rowsOther
8| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE SEGAL COMPANY | 13-1835864 | — | NONE | $114K | — |
| AMALGAMATED BANK | 13-4920330 | — | NONE | $74K | — |
| CALIBRE CPA GROUP PLLC | 47-0900880 | — | NONE | $32K | — |
| UBS REALTY INVESTORS LLC | 06-1452020 | — | NONE | $30K | — |
| MELLON INVESTMENTS CORPORATION | 25-1442864 | — | NONE | $30K | — |
| QUAN-VEST CONSULTANTS, INC | — | MANHASSET, NY | NONE | $27K | — |
| PITTA LLP | 26-3852082 | NEW YORK, NY | NONE | $24K | — |
| AETNA LIFE INSURANCE COMPANY TOTAL | 06-6033492 | — | NONE | $0 | — |
Investments
5 direct securities · 5 pooled funds· $78.7M(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.
Common Collective Trust
$63.3M
4 holdings
Uncategorized
$15.4M
5 holdings
Pooled Separate Account
$17K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| LONGVIEW 500 INDEX FUND AMALGAMATED BANK · EIN 13-4920330 / PN 009 | Common Collective Trust | — | $8.4M | $38.1M | 49.5% | |
| LONGVIEW CORE BOND FUND AMALGAMATED BANK · EIN 13-4920330 / PN 005 | Common Collective Trust | — | $20.1M | $19.4M | 25.2% | |
| Value of interest in limited partnership Boyd Watterson GSA Fund LP Limited partnership N/A | — | — | $3.9M | $3.4M | 4.4% | |
| State Street Global Advisors - Daily MSCI ACWI USA Index NL Fund Common collective trust N/A | — | — | $1.4M | $3.1M | 4.0% | |
| DAILY EAFE NON-LENDING FUND STATE STREET BANK AND TRUST COMPANY · EIN 04-0025081 / PN 182 | Common Collective Trust | — | — | $3.1M | 4.0% | |
| Value of interest in mutual fund AFL-CIO Housing Investment Trust Mutual fund N/A | — | — | $3.1M | $3.0M | 3.9% | |
| Value of interest in pooled trust fund EB US Small Cap Blend Equity Fund of Bank of New York Mellon Pooled trust fund N/A | — | — | $645K | $3.0M | 3.9% | |
| UBS Trumbull Property Fund, L.P. Limited partnership N/A | — | — | $695K | $2.8M | 3.7% | |
| MULTI-EMPLOYER PROPERTY TRUST NEWTOWER TRUST COMPANY · EIN 52-6218800 / PN 001 | Common Collective Trust | — | $1.2M | $2.7M | 3.5% | |
| DISBURSEMENT PAYMENT SEPARATE ACCOU AETNA LIFE AND CASUALTY · EIN 06-6033492 / PN 012 | Pooled Separate Account | — | $17K | $17K | <0.1% |