2023 Form 5500 filing — Westchester Heavy Construction Laborers Local 60 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 20241015180132NAL0050800944001) for Westchester Heavy Construction Laborers Local 60 Pension Fund, reported by Board Of Trustees Local 60 Pension Fund under EIN 13-1962287 and plan number 001. It reports 2,403 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015180132NAL0050800944001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Local 60 Pension Fund
- EIN
- 13-1962287
- Plan number
- 001
- Location
- Hawthorne, NY
- Participants
- 2,403
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $300,142,487
- Total liabilities (EOY)
- $444,888
- Net assets (EOY)
- $299,697,599
- Employer contributions
- $18,795,322
- Total income / additions
- $59,200,523
- Benefits paid
- $17,024,933
- Administrative expenses
- $1,450,152
- Total expenses
- $18,475,085
- Net increase / (decrease)
- $40,725,438
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Atlanta Sosnoff Capital, LLC. | INVESTMENT MANAGER | $303,693 | $0 |
| Tocqueville Asset Management Lp | INVESTMENT MANAGER | $206,816 | not reported in the loaded dataset |
| Hudson Edge Investment Partners Inc | INVESTMENT MANAGER | $168,404 | $0 |
| Ullico Investment Advisors, Inc. | INVESTMENT MANAGER | $142,323 | not reported in the loaded dataset |
| Merrill Lynch | INVESTMENT CONSULTANT | $90,000 | not reported in the loaded dataset |
| Stacey Braun Associates, Inc. | INVESTMENT MANAGER | $69,497 | $0 |
| M&T Bank Inst'L Retirement Services | INVESTMENT CUSTODIAN | $64,161 | $0 |
| Milliman, Inc. | ACTUARY | $58,000 | not reported in the loaded dataset |
| Barnes, Iaccarino & Shepherd Llp | LEGAL | $57,254 | not reported in the loaded dataset |
| Cohen & Steers C/O Merrill Lynch | INVESTMENT MANAGER | $30,997 | not reported in the loaded dataset |
| Gettry Marcus Cpa, P.C. | ACCOUNTANT | $29,077 | not reported in the loaded dataset |
| Tpa Corporation | COMPUTER CONSULTANT | $6,300 | not reported in the loaded dataset |
| Citrin Cooperman & Company, Llp | ACCOUNTANT | $5,894 | not reported in the loaded dataset |