2023 Form 5500 filing — Hollow Metal Trust 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 20241010101631NAL0011366947001) for Hollow Metal Trust Fund, reported by Hollow Metal Trust Fund under EIN 11-2750720 and plan number 501. It reports 732 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010101631NAL0011366947001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Hollow Metal Trust Fund
- EIN
- 11-2750720
- Plan number
- 501
- Location
- New York, NY
- Participants
- 732
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $35,922,961
- Total liabilities (EOY)
- $1,649,956
- Net assets (EOY)
- $34,273,005
- Employer contributions
- $8,805,931
- Participant contributions
- $43,250
- Total income / additions
- $9,875,314
- Benefits paid
- $9,298,882
- Administrative expenses
- $879,957
- Total expenses
- $10,178,839
- Net increase / (decrease)
- -$303,525
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Independence Administrators | NONE | $242,590 | not reported in the loaded dataset |
| Aimie Collazo | EMPLOYEE | $101,422 | not reported in the loaded dataset |
| Denise Ortiz | EMPLOYEE | $86,815 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies, LLC | NONE | $80,653 | not reported in the loaded dataset |
| Novak Francella LLC | NONE | $78,508 | not reported in the loaded dataset |
| Yaneth Lopez | EMPLOYEE | $60,483 | not reported in the loaded dataset |
| Joseph Red | NONE | $56,509 | not reported in the loaded dataset |
| First Actuarial Consulting Inc | NONE | $51,326 | not reported in the loaded dataset |
| Express Scripts, Inc. | NONE | $43,521 | not reported in the loaded dataset |
| Chartwell Investment Partners | NONE | $42,655 | not reported in the loaded dataset |
| Pearson Kyshima | EMPLOYEE | $35,682 | not reported in the loaded dataset |
| Kauff Mcguire & Margolis Llp | NONE | $28,622 | not reported in the loaded dataset |
| Trivella & Forte Llp | NONE | $25,081 | not reported in the loaded dataset |
| Cigna Healthcare | NONE | $13,430 | not reported in the loaded dataset |
| C & R Consulting, Inc | NONE | $12,729 | not reported in the loaded dataset |
| Level Health | NONE | $11,168 | not reported in the loaded dataset |
| Investment Performance Services LLC | NONE | $11,000 | not reported in the loaded dataset |
| Citibank | NONE | $9,217 | not reported in the loaded dataset |
| Perfect Printing Solutions, Inc. | NONE | $8,344 | not reported in the loaded dataset |
| Virginia & Ambinder Llp | NONE | $8,047 | not reported in the loaded dataset |
| Segall Bryant & Hamill | NONE | $6,971 | not reported in the loaded dataset |
| Schultheis & Panettieri Lp | NONE | $6,265 | not reported in the loaded dataset |
| Pension Benefit Information | NONE | $5,482 | not reported in the loaded dataset |
| Paylocity | NONE | $5,399 | not reported in the loaded dataset |