Pension Fund

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Hollow Metal Trust Fund

Hollow Metal Trust Fund is a private sector pension fund based in New York, US. It manages approximately $34 million in assets, primarily focused on North...

Hollow Metal Trust Fund logo

Hollow Metal Trust Fund

Hollow Metal Trust Fund is a private sector pension fund based in New York, US. It manages approximately $34 million in assets, primarily focused on North America.

General information

Firm type

Pension Fund

Year founded

1956

Location

Region

North America

Country

United States

City

New York

Corporate office

New York, NY, United States

Principals

Joseph Geiger

Trustee and Executive Secretary-Treasurer

Denise A. Ortiz

Executive Director and Trustee

Neil Sandy

Interim Executive Director

Sector focus

Real Estate

Frequently asked questions

Who runs investment decisions at Hollow Metal Trust Fund?

Investment and administrative decisions fall to the Board of Trustees, which includes Joseph Geiger, Executive Secretary-Treasurer of the parent New York City District Council of Carpenters, and Denise A. Ortiz, who serves as both Executive Director and Trustee. Neil Sandy holds the role of Interim Executive Director. As a Taft-Hartley plan, trustees share fiduciary responsibility jointly, and the fund has no publicly named internal investment staff or external consultant.

Which unions does Hollow Metal Trust Fund cover?

The fund covers members of the New York City District Council of Carpenters, specifically including Local 2947 and Local 3127. These locals represent carpenters specializing in hollow-metal door and frame installation, a distinct trade within commercial interior construction. The fund's name reflects that occupational niche.

Does the fund invest directly in real estate or through managers?

Both. The fund directly owns a commercial property at 214-38 Hillside Avenue in Jamaica, Queens, per public records. It also commits capital as a limited partner to institutional real estate managers — one known commitment is to American Realty Advisors, a Los Angeles-based firm with core and value-add strategies. The mix of direct ownership and fund commitments is consistent with the plan's real-asset orientation.

What is the relationship between Hollow Metal Trust Fund and the NYCDCC?

The Hollow Metal Trust Fund is a subordinate organization operating under the New York City District Council of Carpenters Welfare Fund. The parent Welfare Fund provides health and other benefits, while the Hollow Metal Trust Fund specifically handles pension obligations for the hollow-metal carpenter trade. The Executive Secretary-Treasurer of the NYCDCC, Joseph Geiger, serves as a Trustee of the pension trust.

Is financial information publicly available for this fund?

No. The fund does not publish AUM, annual reports, or investment performance publicly. As a private-sector Taft-Hartley pension plan, it files Form 5500 annually with the Department of Labor, which contains some financial data, but the fund itself maintains no public-facing disclosure website or investor-relations presence.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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