2023 Form 5500 filing — Cwa/Itu Negotiated Pension 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 20241009100712NAL0036693378001) for Cwa/Itu Negotiated Pension Plan, reported by Board Of Trustees Cwa/Itu Negotiated Pension Plan under EIN 13-6212879 and plan number 001. It reports 23,025 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009100712NAL0036693378001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Cwa/Itu Negotiated Pension Plan
- EIN
- 13-6212879
- Plan number
- 001
- Location
- Mount Laurel, NJ
- Participants
- 23,025
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $509,337,843
- Total liabilities (EOY)
- $1,246,626
- Net assets (EOY)
- $508,091,217
- Employer contributions
- $12,677,230
- Total income / additions
- $64,746,550
- Benefits paid
- $79,623,888
- Administrative expenses
- $4,689,992
- Total expenses
- $84,313,880
- Net increase / (decrease)
- -$19,567,330
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Frank M. Vaccaro & Associates Inc | NONE | $608,800 | not reported in the loaded dataset |
| Cheiron | NONE | $397,300 | not reported in the loaded dataset |
| Fisherbroyles, Llp | NONE | $311,337 | not reported in the loaded dataset |
| Blackrock Institutional Trust Co | NONE | $164,062 | $0 |
| Quan-Vest Consultants, Inc | NONE | $150,000 | not reported in the loaded dataset |
| Lazard Asset Management | NONE | $146,520 | not reported in the loaded dataset |
| Asb Capital Management | NONE | $136,953 | not reported in the loaded dataset |
| Lorraine Castle | NONE | $136,469 | not reported in the loaded dataset |
| Schultheis & Panettieri, Llp | NONE | $116,464 | not reported in the loaded dataset |
| Polen Capital | NONE | $102,762 | not reported in the loaded dataset |
| Loomis Sayles & Company, Lp | NONE | $96,819 | not reported in the loaded dataset |
| Amalgamated Bank | NONE | $41,791 | $0 |
| Segal Select Insurance Services Inc | NONE | $0 | $39,640 |
| Bridgeway Benefit Technologies | NONE | $34,948 | not reported in the loaded dataset |
| Daniel Farberman | NONE | $9,527 | not reported in the loaded dataset |
| Robert Maida Jr | NONE | $8,711 | not reported in the loaded dataset |
| Arthur Deianni | NONE | $6,570 | not reported in the loaded dataset |
| Theodore R Rilea Jr | NONE | $5,965 | not reported in the loaded dataset |
| State Street Global Advisors | NONE | $5,205 | $0 |