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Original filing (PDF)20250714201509NAL0001468593001
INTERNATIONAL LONGSHOREMEN'S ASSOCIATION (AFL-CIO)EMPLOYERS' PE
Form 5500
FILING_RECEIVED
INTERNATIONAL LONGSHOREMEN'S ASSOCIATION AFL-CIO EMPLOYERS PENSION FUND
Defined-benefit pension plan
Signals · 2
No recordkeeper disclosed8 service providers
Active participants
1,966
Accounts w/ balance
—
Plan assets (EOY)
$422.4M
Net assets (EOY)
$419.7M
How this plan invests
This plan
3 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)
88
/ 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
80
Vendor stack
80
Participation health
100
Knocking points off
- 13 bps in Schedule C fees — modestly above peer band of 10 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 INTERNATIONAL LONGSHOREMEN'S ASSOCIATION (AFL-CIO)EMPLOYERS' PE.
Plan sponsor
Name
INTERNATIONAL LONGSHOREMEN'S ASSOCIATION (AFL-CIO)EMPLOYERS' PE
EIN
59-6130114
Address
2475 HOLLYWOOD BLVD · HOLLYWOOD, FL · 33020
Phone
(305) 377-3777
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2025-07-14
Pension benefit codes
1B · Flat-dollar DB formula
Audit & trust (Schedule H)
Auditor
ARTY COHN & FEUER LC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
8 rowsOther
8| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BUCK GLOBAL LLC | 13-3954297 | — | SERVICE PROVIDER | $171K | — |
| ARTY COHN & FEUER LC | 59-0718930 | — | SERVICE PROVIDER | $129K | — |
| PRUDENTIAL INSURANCE COMPANY OF AME | 22-1211670 | — | SERVICE PROVIDER | $128K | — |
| SUGARMAN SUSSKIND BRASWELL & HERRER | 59-2539792 | — | SERVICE PROVIDER | $56K | — |
| ELISE DIXON | 59-6130114 | — | FUND ADMINISTRATOR | $45K | — |
| US BANK NATIONAL ASSOCIATION | 31-0841368 | — | SERVICE PROVIDER | $18K | — |
| AMALGAMATED BANK | 13-4920330 | — | SERVICE PROVIDER | $11K | — |
| NB ALTERNATIVES ADVISERS LLC | 30-0536163 | — | SERVICE PROVIDER | $0 | — |
Investments
3 pooled funds· $129.4M(31% 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.
103-12 Investment Entity
$108.4M
2 holdings
Pooled Separate Account
$20.9M
1 holding
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| BNYM MELLON AFL-CIO SL STOCK INDEX THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 340 | 103-12 Investment Entity | $95.5M | 22.6% |
| PRISA SA PRUDENTIAL INSURANCE COMPANY OF AMERICA · EIN 22-1211670 / PN 038 | Pooled Separate Account | $20.9M | 5.0% |
| AFL-CIO BUILDING INVESTMENT TRUST GREAT GRAY TRUST COMPANY LLC · EIN 52-6328901 / PN 001 | 103-12 Investment Entity | $12.9M | 3.1% |