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Original filing (PDF)20251011152142NAL0008996801001
BD OF TRUSTEES-RETIREMENT PLAN OF THE UNITE HERE INT'L AND LOCALS
Form 5500
FILING_RECEIVED
RETIREMENT PLAN OF THE UNITE HERE INTERNATIONAL
Defined-benefit pension plan
Signals · 3
34% in single holdingNo recordkeeper disclosed9 service providers
Active participants
762
Accounts w/ balance
—
Plan assets (EOY)
$162.5M
Net assets (EOY)
$162.4M
How this plan invests
This plan
7 pooled trusts
Schedule D
7 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
83
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "[DFE: LONGVIEW LARGECAP 500 INDEX FUND (extraction pending)]" is 34% of plan.
- 33 bps in Schedule C fees — 230% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BD OF TRUSTEES-RETIREMENT PLAN OF THE UNITE HERE INT'L AND LOCALS.
Plan sponsor
Name
BD OF TRUSTEES-RETIREMENT PLAN OF THE UNITE HERE INT'L AND LOCALS
EIN
86-3429387
Address
333 WESTCHESTER AVENUE · WHITE PLAINS, NY · 10604
Phone
(914) 367-5000
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Name
AMALGAMATED EMPLOYEE BENEFITS ADMIN
EIN
13-3432221
City
WHITE PLAINS, NY
Phone
(914) 367-5000
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-11
Pension benefit codes
1A · Pay-related DB formula
Audit & trust (Schedule H)
Auditor
MACNELL ACCOUNTING & CONSULTING, LL
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
9 rowsOther
9| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHEIRON INC | 13-4215617 | — | NONE | $112K | — |
| AMALGAMATED EMPLOYEE BENEFIT ADMIN | 13-3432221 | — | NONE | $107K | — |
| AMALGAMATED BANK | 13-4920330 | — | PARTY-IN-INT | $77K | — |
| MORGAN STANLEY SMITH BARNEY LLC | 20-8764829 | — | NONE | $75K | — |
| MACNELL ACCOUNTING | 30-0510353 | — | NONE | $59K | — |
| MCCRAKEN, STEMERMAN & HOLSBERRY | 94-1709555 | — | NONE | $41K | — |
| SEGAL | — | — | NONE | $35K | — |
| GALINSKY PENSION & BENEFIT | — | — | NONE | $30K | — |
| SS & C TECHNOLOGIES | 06-1169696 | — | NONE | $0 | — |
Investments
7 pooled funds· $38.8M(24% 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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| LONGVIEW LARGECAP 500 AMALGAMATED BANK · EIN 13-4920330 / PN 009 | Common Collective Trust | — | — | $13.2M | 8.1% | |
| LONGVIEW INTL VALUE EQUITY AMALGAMATED BANK · EIN 13-4920330 / PN 013 | Common Collective Trust | — | — | $8.4M | 5.2% | |
| AFL-CIO HOUSING INVESTMENT TRUST BANK OF NEW YORK MELLON · EIN 13-2614959 / PN 001 | Common Collective Trust | — | — | $4.6M | 2.8% | |
| LEGAL AND GENERAL MSCI ACWI LEGAL & GENERAL INVESTMENT MANAGEMENT AMERICA, INC. · EIN 20-8058531 / PN 001 | Common Collective Trust | — | — | $4.0M | 2.4% | |
| LONGVIEW MIDCAP 400 AMALGAMATED BANK · EIN 13-4920330 / PN 011 | Common Collective Trust | — | — | $3.1M | 1.9% | |
| AFL BUILDERS INVESTMENT TRUST PNC BANK, NATIONAL ASSOCIATION · EIN 22-1146430 / PN 001 | Common Collective Trust | — | — | $2.9M | 1.8% | |
| LONGVIEW 600 SMALL CAP COLLECTIVE F AMALGAMATED BANK · EIN 13-4920330 / PN 004 | Common Collective Trust | — | — | $2.7M | 1.6% |