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Retirement and Pension Plan for Officers & Employees of the NYCDCC
The plan was established in 1955 to serve carpenters and related trades in New York. It operates as a Taft-Hartley multiemployer defined-benefit fund sponsored...
Retirement and Pension Plan for Officers & Employees of the NYCDCC
The plan was established in 1955 to serve carpenters and related trades in New York. It operates as a Taft-Hartley multiemployer defined-benefit fund sponsored by the New York City District Council of Carpenters. Allocations include private equity, infrastructure, and real estate. Confirmed holdings run through vehicles such as Global Infrastructure Partners, Earnest Partners, and Ullico Separate Account. The plan also holds public positions including debt in Crown Castle and equity in Discover Financial Services. Geographic exposure centers on the United States with additional infrastructure commitments outside the country. Assets total 4609 million USD. The plan owns its headquarters at 395 Hudson Street jointly with the Apprenticeship Fund. Service providers include BNY Mellon as custodian and Morningstar Investment Management as advisor. In May 2024 the plan participated as sponsor in the Discover Financial Services annual meeting. Governance rests with a board of union and management trustees. The structure ties investment decisions to the sponsoring District Council while maintaining separate plan administration.
General information
Firm type
Pension Fund
Year founded
1955
Location
Region
North America
Country
United States
City
New York
Corporate office
395 Hudson Street 9th Floor, New York, NY 10014, United States
Principals
Olivia Cuggy
Executive Director
Joseph A. Geiger
Trustee and Executive Secretary-Treasurer
David J. Meberg
Management Trustee and Co-Chairman
Sector focus
Frequently asked questions
Who runs investment decisions at the Retirement and Pension Plan for Officers & Employees of the NYCDCC?
Olivia Cuggy serves as Executive Director. Joseph A. Geiger and David J. Meberg act as trustees.
Does the plan participate in fund commitments or only direct deals?
The plan holds limited partner interests in pooled vehicles including GIP Master Fund and Earnest Partners Common/Collective Trust.
What asset classes receive allocations?
Private equity, infrastructure, and real estate appear in current holdings alongside public equity and debt positions.
Where does the plan maintain its headquarters?
The plan occupies 395 Hudson Street in New York and holds direct ownership of the building.
Which organizations sponsor the plan?
The New York City District Council of Carpenters serves as the primary sponsoring labor organization.
Profile maintained by Altss 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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