2023 Form 5500 filing — Elevator Constructors Union Local 1 Annuity And 401k 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 20241015085324NAL0029065073004) for Elevator Constructors Union Local 1 Annuity And 401k Fund, reported by Bd Of Tees Of Elevator Constructors Union Local No. 1 Annuity & 401k under EIN 51-6124191 and plan number 001. It reports 4,395 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015085324NAL0029065073004
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Bd Of Tees Of Elevator Constructors Union Local No. 1 Annuity & 401k
- EIN
- 51-6124191
- Plan number
- 001
- Location
- Englewood Cliffs, NJ
- Participants
- 4,395
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,559,600,665
- Total liabilities (EOY)
- $1,060,993
- Net assets (EOY)
- $1,558,539,672
- Employer contributions
- $65,327,081
- Participant contributions
- $25,424,132
- Total income / additions
- $239,701,384
- Benefits paid
- $70,181,995
- Administrative expenses
- $4,937,829
- Total expenses
- $75,119,824
- Net increase / (decrease)
- $164,581,560
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Zenith Financial Solutions | NONE | $550,257 | not reported in the loaded dataset |
| Foundry Partners, LLC | NONE | $504,957 | $0 |
| Columbia Management Investment Advi | NONE | $269,760 | not reported in the loaded dataset |
| Daniel A. Winters & Company, Cpas | NONE | $222,353 | not reported in the loaded dataset |
| Nuveen Asset Management, LLC | NONE | $215,775 | not reported in the loaded dataset |
| The Vanguard Group | NONE | $211,756 | $0 |
| Great Lakes Advisors, LLC | NONE | $207,717 | not reported in the loaded dataset |
| National Investment Services Inc | NONE | $205,594 | not reported in the loaded dataset |
| Sage Advisory Services, Ltd. Co. | NONE | $180,744 | not reported in the loaded dataset |
| White Oak Global Advisors, LLC | NONE | $172,075 | not reported in the loaded dataset |
| Seyfarth Shaw Llp | NONE | $152,167 | not reported in the loaded dataset |
| Bank Of New York-Mellon | NONE | $129,242 | $0 |
| Graystone Consulting | NONE | $125,000 | $0 |
| Mackay Shields LLC | NONE | $112,474 | $0 |
| Causway Capital | NONE | $106,137 | not reported in the loaded dataset |
| Virginia & Ambinder Llp | NONE | $96,370 | not reported in the loaded dataset |
| Penn Capital Management Co., Inc. | NONE | $82,032 | not reported in the loaded dataset |
| The Segal Company | NONE | $72,868 | not reported in the loaded dataset |
| State Street Global Advisor Trust | NONE | $69,866 | $0 |
| Clearbridge Management | NONE | $50,808 | not reported in the loaded dataset |
| Buck Global, LLC | NONE | $42,100 | not reported in the loaded dataset |