2023 Form 5500 filing — Elevator Constructors Annuity And 401(K) 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 20241015111111NAL0028162305003) for Elevator Constructors Annuity And 401(K) Retirement Plan, reported by Bd Of Trustees Of The Elev Constu Annuity And 401k Ret Plan under EIN 52-2125995 and plan number 001. It reports 39,562 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015111111NAL0028162305003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Bd Of Trustees Of The Elev Constu Annuity And 401k Ret Plan
- EIN
- 52-2125995
- Plan number
- 001
- Location
- Newtown Square, PA
- Participants
- 39,562
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,323,576,455
- Total liabilities (EOY)
- $653,789
- Net assets (EOY)
- $6,322,922,666
- Employer contributions
- $434,452,839
- Participant contributions
- $163,921,442
- Total income / additions
- $1,351,929,497
- Benefits paid
- $243,741,920
- Administrative expenses
- $3,385,717
- Total expenses
- $247,127,637
- Net increase / (decrease)
- $1,104,801,860
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nat'L Elev Ind Pension Plan | RELATED PLAN | $1,150,000 | not reported in the loaded dataset |
| Empower Insurance Co. Of America | RECORDKEEPER | $830,000 | $0 |
| O'Donoghue & O'Donoghue | NONE | $269,379 | not reported in the loaded dataset |
| Segal Marco Advisors | NONE | $201,000 | not reported in the loaded dataset |
| Seyfarth Shaw Llp | NONE | $105,584 | not reported in the loaded dataset |
| Daniel A. Winters & Co | NONE | $97,495 | not reported in the loaded dataset |
| Segal Select Insurance Services Inc | NONE | $0 | $61,202 |
| Wells Fargo | NONE | $32,705 | not reported in the loaded dataset |
| Segal Company | NONE | $25,108 | not reported in the loaded dataset |
| Trustee A | TRUSTEE | $15,913 | not reported in the loaded dataset |
| Trustee B | TRUSTEE | $12,706 | not reported in the loaded dataset |
| Trustee C | TRUSTEE | $12,685 | not reported in the loaded dataset |
| Trustee D | TRUSTEE | $10,048 | not reported in the loaded dataset |
| Trustee E | TRUSTEE | $7,747 | not reported in the loaded dataset |
| Trustee F | TRUSTEE | $6,353 | not reported in the loaded dataset |
| Trustee G | TRSUTEE | $5,180 | not reported in the loaded dataset |
| Massachusetts Mutual Life Ins Co | OTHER | $0 | $0 |
| American Funds | NONE | $0 | $0 |
| Invesco | NONE | $0 | $0 |
| T. Rowe Price | NONE | $0 | $0 |
| Vanguard | NONE | $0 | $0 |
| Janus Henderson | NONE | $0 | $0 |