2023 Form 5500 filing — Nysa-Ila Pension Trust Fund & Plan
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 20240924151205NAL0017782304003) for Nysa-Ila Pension Trust Fund & Plan, reported by Board Of Trustees, Nysa-Ila Pension Trust Fund And Plan under EIN 13-5652028 and plan number 001. It reports 9,127 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240924151205NAL0017782304003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Nysa-Ila Pension Trust Fund And Plan
- EIN
- 13-5652028
- Plan number
- 001
- Location
- Jersey City, NJ
- Participants
- 9,127
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,243,038,249
- Total liabilities (EOY)
- $12,153,725
- Net assets (EOY)
- $1,230,884,524
- Employer contributions
- $30,595,125
- Total income / additions
- $208,834,357
- Benefits paid
- $93,707,832
- Administrative expenses
- $4,626,566
- Total expenses
- $98,334,398
- Net increase / (decrease)
- $110,499,959
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Hancock S-Reit Jcity Corp | BUILDING MANAGEMENT | $873,503 | not reported in the loaded dataset |
| Boyd Watterson Asset Mgmt LLC | INVESTMENT MANAGEMENT FEE | $830,490 | not reported in the loaded dataset |
| Principal Global Investors | INVESTMENT MANAGEMENT FEE | $796,195 | not reported in the loaded dataset |
| Rbc Global Asset Management U.S. | INVESTMENT MANAGEMENT FEE | $688,004 | not reported in the loaded dataset |
| Loomis, Sayles & Co. | INVESTMENT MANAGEMENT FEE | $449,429 | not reported in the loaded dataset |
| Eberts & Harrison | INSURANCE | $365,573 | not reported in the loaded dataset |
| Charles Ward | EMPLOYEE | $351,154 | not reported in the loaded dataset |
| Ullico Infrastructure | INVESTMENT MANAGEMENT FEE | $287,929 | not reported in the loaded dataset |
| Intercontinental Real Estate Corp | INVESTMENT MANAGEMENT FEE | $209,229 | not reported in the loaded dataset |
| Mila Managed Health Care | OTHER SERVICES | $172,381 | not reported in the loaded dataset |
| Amalgamated Bank | INVESTMENT MANAGEMENT FEE | $170,786 | not reported in the loaded dataset |
| The Lambos Firm Llp | NYSA COUNSEL | $162,318 | not reported in the loaded dataset |
| Joseph Aurigemma | EMPLOYEE | $138,871 | not reported in the loaded dataset |
| The Segal Company | ACTUARY | $137,359 | not reported in the loaded dataset |
| Jessica Latorre | EMPLOYEE | $132,780 | not reported in the loaded dataset |
| Marrinan & Mazzola Mardon P.C. | ILA COUNSEL | $125,854 | not reported in the loaded dataset |
| Reynolds Consulting Services | INVESTMENT ADVISOR | $115,738 | not reported in the loaded dataset |
| Philip Schwartz | EMPLOYEE | $102,566 | not reported in the loaded dataset |
| Feesperanza Tablan | EMPLOYEE | $90,983 | not reported in the loaded dataset |
| Jeannette Fina | EMPLOYEE | $87,927 | not reported in the loaded dataset |
| Amira Russell | EMPLOYEE | $86,545 | not reported in the loaded dataset |
| Mary Dunphy | EMPLOYEE | $83,875 | not reported in the loaded dataset |
| Cna Insurance | INSURANCE BROKER | $81,305 | not reported in the loaded dataset |
| Desena & Co. Cpas LLC | AUDITOR | $59,666 | not reported in the loaded dataset |
| Principal Custody Solutions | CORPORATE TRUSTEE | $57,200 | not reported in the loaded dataset |
| Prudential Retirement & Annuity | CONTRACT EXPENSE CHARGE | $49,569 | not reported in the loaded dataset |
| Rolls Offset Financial Printing,LLC | PRINTER | $40,879 | not reported in the loaded dataset |
| Harvard Maintenance | JANITORIAL SERVICES | $8,506 | not reported in the loaded dataset |
| Preventive Plus Pa | MEDICAL | $6,328 | not reported in the loaded dataset |
| Jkc Associates Inc. | PRINTER | $5,975 | not reported in the loaded dataset |