Filings through .
2 of 17 flags tripped on the 2025 filing.
Low employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
High retiree %
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
This section compares the plan with plans of the same size, type and industry, and shows how it moved year over year.
We rank each metric against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro is free for 7 days and then costs $49 a month.
Showing the 2025 filing, 1 of 9 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
8 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$480K in admin expenses, $195 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
8 funds of $250K or more; 10 lines in all, holding $29.1M of the plan's $29.6M. Recordkeeper: Eastern States Joint Board.
| Fund | Dollars | % of funds% |
|---|---|---|
| Longview Large Cap 500 Index Fund Manager not matched · Collective trust Index | $14.1M | 48.3% |
| Neuberger Strategic Income Fund Class R6 Neuberger Berman · Mutual fund | $4.5M | 15.3% |
| Invesco Core Plus Fixed Income Trust Class I Invesco · Collective trust | $4.4M | 15.1% |
| Boyd Watterson GSA REIT Manager not matched · Other | $1.7M | 5.9% |
| U.S. Real Estate Investment Fund LLC Manager not matched · Other | $1.4M | 4.7% |
| Longview Mid Cap 400 Index Fund Manager not matched · Collective trust Index | $1.2M | 4.3% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.1M | 3.8% |
| New Tower - Multi-Employer Property Trust Sun Life (BentallGreenOak) · Collective trust | $435K | 1.5% |
| CCA Black, LP - Class A Manager not matched · Other | $244K | 0.8% |
| CCA Black, LP - Class B Manager not matched · Other | $53K | 0.2% |
Added 1 fund, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedU.S. Real Estate Investment Fund, LLC | $1.3M |
| AddedNew Tower - Multi-Employer Property Trust | $435K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 2 renames.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings. They do not show money moved.
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 10 of 12 by compensation.
| Provider | Compensation |
|---|---|
ANTHONY MIRANTI2 years Service code 30 · EIN 11-6049445 420 W. MERRICK ROAD · VALLEY STREAM, NY 11580 Direct payment from the plan; Employe... | $49,471 |
VICTOR LAGRECA11+ years Service code 30 · EIN 11-6049445 201 WEST VALLEY STREAM BLVD · VALLEY STREAM, NY 11580 Direct payment from the plan; Employe... | $35,545 |
EASTERN STATES JOINT BOARD2 years Service code 15 · EIN 46-2849057 420 W. MERRICK ROAD · VALLEY STREAM, NY 11580 Recordkeeping | $30,692 |
KATHERYN MUNOZ1 year Service code 30 · EIN 11-6049445 420 W. MERRICK ROAD · VALLEY STREAM, NY 11580 Employee (plan) | $27,609 |
QUAN-VEST CONSULTANTS, INC.11+ years Filed as: QUAN-VEST Service code 20 · EIN 11-2559669 390 PLANDOME RD · MANHASSET, NY 11030 Trustee (individual) | $26,196 |
DICKINSON GROUP, LLC2 years Filed as: DICKINSON GROUP Service code 11 585 STEWART AVE, SUITE 330 · GARDEN CITY, NY 11530 Actuarial | $22,000 |
Filed as: BARNES, IACCARINO, & SHEPHERD LLP Service code 29 258 SAW MILL RIVER ROAD · ELMSFORD, NY 10523 Legal | $21,840 |
SUMMIT ACTUARIAL SERVICES11+ years Service code 11 · EIN 20-3838633 123 PREAKNESS DR · MT LAUREL, NJ 08054 Actuarial | $15,000 |
TPA CORPORATION2 years Service code 16 P.O. BOX 433 · CARMEL HAMLET, NY 10512 Consulting | $14,400 |
LAWRENCE S. FISCHER, CPA11+ years Service code 10 92 DOSORIS LANE · GLEN COVE, NY 11542 Accounting | $7,550 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
1 feature code on the 2025 filing.
1 actuary attachment on this filing.
| Actuary | Schedule | Enrollment number |
|---|---|---|
James B. Sharkey, Jr. Summit Actuarial Services, LLC Schedule MB | Schedule MB |
Enrollment number, address and phone for each actuary are on Pro.
Addresses, phones and enrollment numbers are on Pro. Pro is free for 7 days and then costs $49 a month.
3 contacts
Phone and email for the actuary are on Pro.
9 filings · 2015 to 2025