Filings through .
2 of 17 flags tripped on the 2025 filing.
Low returns
Annual investment return 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 10 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
9 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$700K in admin expenses, $1067 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
12 funds of $250K or more; 14 lines in all, holding $67.0M of the plan's $105M. Recordkeeper: not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| UBC Russell Manager not matched · Other | $11.8M | 17.7% |
| Multi-Employer Property Trust Sun Life (BentallGreenOak) · Other | $10.6M | 15.8% |
| Item 1c: Ullico Separate Account J Ullico · Separate account | $9.9M | 14.8% |
| Item 1c -Partnership/joint venture: Grosvenor Institutional Partners LP Manager not matched · Other | $7.5M | 11.2% |
| Longview Small Cap 600 Index FD Manager not matched · Mutual fund Index | $4.9M | 7.3% |
| Item 1c -Exchange traded funds: American Funds International Vntg-F2 Capital Group · Mutual fund | $4.2M | 6.2% |
| Item 1c: ASB Allegiance Real Estate Fund ASB Capital Management · Collective trust | $4.1M | 6.2% |
| Mackay Shields High Yield Bond CIT New York Life · Collective trust | $3.6M | 5.4% |
| Rainier International Small Cap Equity Collective Trust Fund Manager not matched · Collective trust | $3.0M | 4.5% |
| Vanguard Develop Markets Index Vanguard · Mutual fund Index | $2.9M | 4.3% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
4 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
4 more lines in this lineup are on Pro. Pro is free for 7 days and then costs $49 a month.
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 15 by compensation.
| Provider | Compensation |
|---|---|
NYCDCC WELFARE FUND10+ years Service code 15 · EIN 13-5615576 Recordkeeping | $152,318 |
NEWTOWER TRUST COMPANY10+ years Service code 21 · EIN 30-0872552 Bank Trustee | $96,025 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY - GRAYSTONE Service code 27 · EIN 36-3145972 Advisory (Plan) | $75,000 |
TCW ASSET MANAGEMENT COMPANY9 years Filed as: TCW ASSET MANAGEMENT COMPANY LLC Service code 28 · EIN 95-3703295 Investment Management | $62,522 |
FIRST ACTUARIAL CONSULTING, INC.10+ years Filed as: FIRST ACTUARIAL CONSULTING INC Service code 11 · EIN 42-1565552 Actuarial | $60,700 |
CHEVY CHASE TRUST COMPANY9 years Service code 28 · EIN 52-2037618 Investment Management | $42,496 |
Service code 28 · EIN 52-1296988 Investment Management | $40,732 |
NOVAK FRANCELLA LLC10+ years Service code 10 · EIN 61-1436956 Accounting | $30,000 |
SEGALL BRYANT & HAMILL3 years Filed as: SEGALL BRYANT & HAMILL LLC Service code 28 · EIN 35-2679129 Investment Management | $29,506 |
Filed as: ARCHER, BYINGTON, GLENNON, & LENNON Service code 29 · EIN 26-0873462 Legal | $24,000 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
2 feature codes on the 2025 filing.
1 actuary attachment on this filing.
| Actuary | Schedule | Enrollment number |
|---|---|---|
Dewey A. Dennis First Actuarial Consulting Inc. 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.
10 filings · 2016 to 2025