2023 Form 5500 filing — Westchester Heavy Construction Laborers Local 60 Annuity Fund
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240731121726NAL0021475505001) for Westchester Heavy Construction Laborers Local 60 Annuity Fund, reported by Board Of Trustees Local 60 Annuity Fund under EIN 13-3344192 and plan number 002. It reports 1,902 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240731121726NAL0021475505001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Local 60 Annuity Fund
- EIN
- 13-3344192
- Plan number
- 002
- Location
- Hawthorne, NY
- Participants
- 1,902
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $180,814,566
- Total liabilities (EOY)
- $158,542
- Net assets (EOY)
- $180,656,024
- Employer contributions
- $8,855,274
- Total income / additions
- $30,398,695
- Benefits paid
- $8,744,525
- Administrative expenses
- $847,996
- Total expenses
- $9,592,521
- Net increase / (decrease)
- $20,806,174
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Boston Partners C/O Merrill Lynch | INVESTMENT MANAGER | $142,827 | not reported in the loaded dataset |
| Tocqueville Asset Management Lp | INVESTMENT MANAGER | $109,942 | not reported in the loaded dataset |
| Hudson Edge Investment Partners Inc | INVESTMENT MANAGER | $92,331 | $0 |
| Stacey Braun Associates, Inc. | INVESTMENT MANAGER | $79,333 | $0 |
| Global Trust Company | INVESTMENT MANAGER | $74,800 | not reported in the loaded dataset |
| Barnes, Iaccarino & Shepherd Llp | LEGAL | $59,441 | not reported in the loaded dataset |
| Merrill Lynch | INVESTMENT CONSULTANT | $57,500 | not reported in the loaded dataset |
| M&T Bank Inst'L Retirement Services | INVESTMENT CUSTODIAN | $41,506 | $0 |
| Christine Costa | PLAN ADMINISTRATOR | $29,768 | not reported in the loaded dataset |
| Cohen & Steers C/O Merrill Lynch | INVESTMENT MANAGER | $19,474 | not reported in the loaded dataset |
| Gettry Marcus Cpa, P.C. | ACCOUNTANT | $15,942 | not reported in the loaded dataset |
| Tpa Corporation | COMPUTER CONSULTANT | $7,560 | not reported in the loaded dataset |