2023 Form 5500 filing — Mason Tenders' District Council Pension 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 20241008094305NAL0029489024001) for Mason Tenders' District Council Pension Fund, reported by Board Of Trustees Mason Tenders District Council Pension Fund under EIN 13-6190433 and plan number 074. It reports 19,066 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008094305NAL0029489024001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Mason Tenders District Council Pension Fund
- EIN
- 13-6190433
- Plan number
- 074
- Location
- New York, NY
- Participants
- 19,066
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,833,405,795
- Total liabilities (EOY)
- $23,553,066
- Net assets (EOY)
- $1,809,852,729
- Employer contributions
- $86,203,660
- Total income / additions
- $249,395,858
- Benefits paid
- $81,680,107
- Administrative expenses
- $10,521,955
- Total expenses
- $92,202,062
- Net increase / (decrease)
- $157,193,796
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Earnest Partners, LLC | NONE | $1,087,670 | $0 |
| William Blair Investment Mgmt, LLC | NONE | $973,204 | $0 |
| Asb Capital Management, LLC | NONE | $888,149 | not reported in the loaded dataset |
| Schultheis & Panettieri Llp | AUDITOR | $638,199 | not reported in the loaded dataset |
| Boston Partners Global Investors, I | NONE | $531,640 | $0 |
| Jp Morgan Investment Management Inc | NONE | $530,283 | not reported in the loaded dataset |
| Ullico Investment Advisors Inc | NONE | $375,121 | not reported in the loaded dataset |
| Janus Capital Management LLC | NONE | $324,575 | $0 |
| State Street Bank & Trust Company | NONE | $308,497 | $0 |
| Polen Capital Management, LLC | NONE | $305,586 | not reported in the loaded dataset |
| Lazard Asset Management, LLC | NONE | $235,170 | $0 |
| The Segal Co. (Eastern States), Inc | NONE | $232,470 | not reported in the loaded dataset |
| Proskauer Rose Llp | NONE | $175,243 | not reported in the loaded dataset |
| Gallagher Fiduciary Advisors LLC | NONE | $143,791 | not reported in the loaded dataset |
| Western Asset Mgmt Co, LLC | NONE | $136,578 | not reported in the loaded dataset |
| Gorlick, Kravitz, & Listhaus Pc | NONE | $97,935 | not reported in the loaded dataset |
| Allied System Integrators, Inc. | NONE | $78,535 | not reported in the loaded dataset |
| Segal Select Insurance Svcs, Inc. | NONE | $0 | $55,079 |
| Md Building Services | CLEANING SERVICE | $23,949 | not reported in the loaded dataset |
| True Type Printing Co, Inc. | NONE | $19,931 | not reported in the loaded dataset |
| Bicc Systems, Inc. | NONE | $14,689 | not reported in the loaded dataset |
| Robert M. Cheverie & Associates, Pc | NONE | $12,168 | not reported in the loaded dataset |
| United Print Group Inc | NONE | $12,045 | not reported in the loaded dataset |
| Idb Bank | NONE | $12,039 | not reported in the loaded dataset |
| Teaneck Business Associates, Inc | NONE | $6,846 | not reported in the loaded dataset |
| Adp | NONE | $6,318 | not reported in the loaded dataset |
| Michael James Industries Inc | NONE | $6,274 | not reported in the loaded dataset |
| Richard Adelman | NONE | $5,544 | not reported in the loaded dataset |
| Union Labor Life Insurance Company | NONE | $0 | $0 |