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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
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
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.
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.
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