2023 Form 5500 filing — Cement And Concrete Workers Dc 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 20241008150834NAL0008497907001) for Cement And Concrete Workers Dc Pension Fund, reported by Board Of Trustees Of The Cement And Concrete Workers Dc Pension Fd under EIN 13-5629824 and plan number 001. It reports 3,071 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008150834NAL0008497907001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of The Cement And Concrete Workers Dc Pension Fd
- EIN
- 13-5629824
- Plan number
- 001
- Location
- Bayside, NY
- Participants
- 3,071
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $674,060,361
- Total liabilities (EOY)
- $27,296,912
- Net assets (EOY)
- $646,763,449
- Employer contributions
- $11,432,474
- Total income / additions
- $91,912,823
- Benefits paid
- $26,699,697
- Administrative expenses
- $2,817,602
- Total expenses
- $29,517,299
- Net increase / (decrease)
- $62,395,524
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ullico Investment Advisors Inc | NONE | $342,888 | not reported in the loaded dataset |
| Atalanta Sosnoff Capital LLC | NONE | $327,566 | $0 |
| Hardman Johnston Global Advisors | NONE | $211,195 | not reported in the loaded dataset |
| Horizon | NONE | $177,180 | not reported in the loaded dataset |
| Proskauer Rose Llp | NONE | $117,513 | not reported in the loaded dataset |
| Lord Abbett & Co LLC | NONE | $85,247 | not reported in the loaded dataset |
| Fenimore Asset Management Inc | NONE | $84,827 | not reported in the loaded dataset |
| Amalgamated | NONE | $63,031 | not reported in the loaded dataset |
| Eagle Asset Management | NONE | $58,194 | $0 |
| Gamco Asset Management | NONE | $50,636 | not reported in the loaded dataset |
| Schultheis & Panettieri Llp | NONE | $48,635 | not reported in the loaded dataset |
| Loomis Sayles | NONE | $42,160 | not reported in the loaded dataset |
| Basys | NONE | $36,019 | not reported in the loaded dataset |
| Gorlick Kravitz & Listhaus Pc | NONE | $32,961 | not reported in the loaded dataset |
| Reynolds Consulting Services LLC | NONE | $30,000 | not reported in the loaded dataset |