2023 Form 5500 filing — Nurses And Local 813 Ibt Retirement 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 20241014142727NAL0015103571001) for Nurses And Local 813 Ibt Retirement Plan, reported by Board Of Trustees Of Nurses And Local 813 Ibt Retirement Plan under EIN 13-3628926 and plan number 001. It reports 14,895 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014142727NAL0015103571001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Nurses And Local 813 Ibt Retirement Plan
- EIN
- 13-3628926
- Plan number
- 001
- Location
- Long Island City, NY
- Participants
- 14,895
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $619,167,225
- Total liabilities (EOY)
- $715,921
- Net assets (EOY)
- $618,451,304
- Employer contributions
- $17,660,901
- Total income / additions
- $86,313,265
- Benefits paid
- $50,298,301
- Administrative expenses
- $5,060,539
- Total expenses
- $55,358,840
- Net increase / (decrease)
- $30,954,425
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Local 813 Pension Trust Fund | NONE | $1,069,469 | not reported in the loaded dataset |
| Boyd Watterson Asset Mgmt, LLC | NONE | $539,336 | not reported in the loaded dataset |
| First Republic Investment Mgmt. | NONE | $312,471 | not reported in the loaded dataset |
| Corbin Capital Partners Lp | NONE | $307,515 | not reported in the loaded dataset |
| Silvercrest Asset Management Group | NONE | $281,580 | $0 |
| Proskauer Rose, Llp | NONE | $262,518 | not reported in the loaded dataset |
| First Actuarial Consulting Inc | NONE | $246,550 | not reported in the loaded dataset |
| Dsm Capital Partners LLC | NONE | $193,004 | $0 |
| The Bank Of New York Mellon | NONE | $164,419 | $0 |
| Harding Loevner Lp | NONE | $161,764 | $0 |
| Uniplan Investment Counsel, Inc. | NONE | $136,373 | not reported in the loaded dataset |
| Quan-Vest Consultants, Inc. | NONE | $135,000 | not reported in the loaded dataset |
| Sterling Capital Management LLC | NONE | $123,213 | $0 |
| Polen Capital Management LLC | NONE | $118,135 | not reported in the loaded dataset |
| Cohen, Weiss & Simon, Llp | NONE | $96,280 | not reported in the loaded dataset |
| Calibre Cpa Group, Pllc | AUDITOR | $75,660 | not reported in the loaded dataset |
| New England Pension Consultants | NONE | $40,000 | not reported in the loaded dataset |
| Segal Select Insurance Services Inc | NONE | $0 | $29,235 |