2023 Form 5500 filing — Excavators Union Local 731 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 20241008131514NAL0009696547004) for Excavators Union Local 731 Pension Fund, reported by Excavators Union Pension Fund Loca under EIN 13-1809825 and plan number 002. It reports 11,372 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008131514NAL0009696547004
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Excavators Union Pension Fund Loca
- EIN
- 13-1809825
- Plan number
- 002
- Location
- Astoria, NY
- Participants
- 11,372
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,645,510,619
- Total liabilities (EOY)
- $12,888,398
- Net assets (EOY)
- $2,632,622,221
- Employer contributions
- $133,874,109
- Total income / additions
- $474,558,335
- Benefits paid
- $105,604,384
- Administrative expenses
- $10,244,509
- Total expenses
- $115,848,893
- Net increase / (decrease)
- $358,709,442
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wedge Capital Mgmt | NONE | $1,095,502 | not reported in the loaded dataset |
| Atalanta Sosnoff Capital LLC | NONE | $912,171 | $0 |
| Martingale | NONE | $854,974 | not reported in the loaded dataset |
| Stacey Braun | NONE | $752,690 | $0 |
| Bhms | NONE | $722,643 | $0 |
| Blackrock | NONE | $514,691 | $0 |
| Pimco | NONE | $498,320 | $0 |
| Alliance Bernstein | NONE | $484,644 | $0 |
| Melvin Feder | ATTORNEY | $326,520 | not reported in the loaded dataset |
| P D'Abbraccio | NONE | $293,268 | not reported in the loaded dataset |
| Castiglia Llp | AUDITOR | $257,726 | not reported in the loaded dataset |
| M Key Ii | NONE | $213,923 | not reported in the loaded dataset |
| M Reid | NONE | $175,545 | not reported in the loaded dataset |
| A Piciullo | NONE | $175,337 | not reported in the loaded dataset |
| The Segal Company | ACTUARY | $144,236 | not reported in the loaded dataset |
| A Todaro | NONE | $139,200 | not reported in the loaded dataset |
| C Nethaway | NONE | $130,255 | not reported in the loaded dataset |
| M Fernandez | NONE | $100,011 | not reported in the loaded dataset |
| Adp | NONE | $95,615 | not reported in the loaded dataset |
| M Holguin | NONE | $89,597 | not reported in the loaded dataset |
| Merrill Lynch | NONE | $85,500 | not reported in the loaded dataset |
| M Cavallo | NONE | $81,575 | not reported in the loaded dataset |
| A Riley | NONE | $81,408 | not reported in the loaded dataset |
| A Guarderas | NONE | $66,698 | not reported in the loaded dataset |
| M Simone | NONE | $65,603 | not reported in the loaded dataset |
| R Jablonowski | NONE | $65,393 | not reported in the loaded dataset |
| A D'Abbraccio | NONE | $65,037 | not reported in the loaded dataset |
| C Chinapen | NONE | $64,788 | not reported in the loaded dataset |
| J Vardoulias | NONE | $62,839 | not reported in the loaded dataset |
| J Crespo | NONE | $62,621 | not reported in the loaded dataset |
| D Flores | NONE | $56,729 | not reported in the loaded dataset |
| Bridgeway Benefit Tech | NONE | $35,975 | not reported in the loaded dataset |
| Premier Technology Solutions | NONE | $33,306 | not reported in the loaded dataset |
| Jp Morgan | NONE | $18,065 | $0 |
| Syntonic Systems | NONE | $15,990 | not reported in the loaded dataset |
| 3p Admin Solutions | NONE | $10,950 | not reported in the loaded dataset |