2023 Form 5500 filing — Iron Workers Locals 40, 361 & 417 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 20241015082637NAL0015984803001) for Iron Workers Locals 40, 361 & 417 Pension Fund, reported by Board Of Trustees Iron Workers Locals 40, 361 & 417 Pension Fund under EIN 51-6102576 and plan number 001. It reports 4,871 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015082637NAL0015984803001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Iron Workers Locals 40, 361 & 417 Pension Fund
- EIN
- 51-6102576
- Plan number
- 001
- Location
- New York, NY
- Participants
- 4,871
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $672,221,928
- Total liabilities (EOY)
- $3,032,451
- Net assets (EOY)
- $669,189,477
- Employer contributions
- $47,843,011
- Total income / additions
- $112,466,935
- Benefits paid
- $55,850,021
- Administrative expenses
- $3,312,499
- Total expenses
- $59,162,520
- Net increase / (decrease)
- $53,304,415
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lord Abbett & Co LLC | NONE | $507,589 | $0 |
| Morgan Stanley Smith Barney LLC | NONE | $318,155 | not reported in the loaded dataset |
| Intercontinental Real Estate Corp | NONE | $209,806 | not reported in the loaded dataset |
| Eagle Capital Management LLC | NONE | $208,150 | $0 |
| The Segal Co. (Eastern States) Inc. | NONE | $181,708 | not reported in the loaded dataset |
| Manning & Napier Advisors LLC | NONE | $134,908 | $0 |
| Rbc Global Asset Management Inc | NONE | $93,550 | not reported in the loaded dataset |
| Wcm Investment Management, LLC | NONE | $85,707 | $0 |
| Dolan Mceniry Capital Mgmt LLC | NONE | $75,132 | not reported in the loaded dataset |
| Broad Core Investments | NONE | $69,854 | not reported in the loaded dataset |
| Colleran, O'Hara & Mills Llp | ATTORNEY | $69,394 | not reported in the loaded dataset |
| Grassi & Co Cpa'S Pc | AUDITOR | $68,714 | not reported in the loaded dataset |
| Steven N. Davi, Pllc | NONE | $53,355 | not reported in the loaded dataset |
| Western Asset Management Co LLC | NONE | $43,508 | not reported in the loaded dataset |
| Atalanta Sosnoff Capital LLC | NONE | $32,323 | $0 |
| Bny Mellon | INVESTMENT CUSTODIAN | $13,020 | $0 |
| Union Labor Life Insurance Company | NONE | $0 | $0 |