2023 Form 5500 filing — American Federation Of Musicians And Employers' Pension Fund And Subsidiary
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 20241018065058NAL0065664338001) for American Federation Of Musicians And Employers' Pension Fund And Subsidiary, reported by Board Of Trustees Of The American Federation Of Musicians And Employe under EIN 51-6120204 and plan number 001. It reports 51,361 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241018065058NAL0065664338001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of The American Federation Of Musicians And Employe
- EIN
- 51-6120204
- Plan number
- 001
- Location
- New York, NY
- Participants
- 51,361
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,756,221,771
- Total liabilities (EOY)
- $100,806,170
- Net assets (EOY)
- $1,655,415,601
- Employer contributions
- $80,039,835
- Total income / additions
- $261,942,228
- Benefits paid
- $237,976,247
- Administrative expenses
- $29,442,530
- Total expenses
- $267,418,777
- Net increase / (decrease)
- -$5,476,549
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cambridge Associates LLC | NONE | $2,165,470 | not reported in the loaded dataset |
| Segal Select Insurance Services Inc | NONE | $1,875,544 | $6,240 |
| Milliman Inc | NONE | $1,189,796 | not reported in the loaded dataset |
| Hamilton Lane Advisors, LLC | NONE | $800,000 | not reported in the loaded dataset |
| The Bank Of New York Mellon | NONE | $771,038 | $0 |
| Proskauer Rose Llp | NONE | $605,661 | not reported in the loaded dataset |
| Cohen Weiss And Simon Llp | NONE | $589,967 | not reported in the loaded dataset |
| Silchester Int'L Investors Llp | NONE | $574,016 | $0 |
| Junto Offshore Fund Ltd | NONE | $529,988 | $0 |
| The Childrens Investment Fund | NONE | $496,715 | $0 |
| Employee 1 | EMPLOYEE | $477,819 | not reported in the loaded dataset |
| Viking Global Investors Lp | NONE | $457,302 | $0 |
| Cat Rock Capital Management Lp | NONE | $448,029 | not reported in the loaded dataset |
| Hbk Multi-Strategy Offshore Fund | NONE | $397,582 | $0 |
| Davidson Kempner Capital Mgmt Lp | NONE | $383,288 | not reported in the loaded dataset |
| Withumsmith+Brown, Pc | NONE | $371,994 | not reported in the loaded dataset |
| Cevian Capital | NONE | $354,104 | $0 |
| Employee 2 | EMPLOYEE | $345,971 | not reported in the loaded dataset |
| Artisan International Value Fund | NONE | $334,875 | not reported in the loaded dataset |
| Employee 3 | EMPLOYEE | $326,511 | not reported in the loaded dataset |
| Elliot International Limited | NONE | $317,175 | $0 |
| Park Presidio | NONE | $277,784 | not reported in the loaded dataset |
| Overlook Partners | NONE | $269,996 | not reported in the loaded dataset |
| Soroban Capital Partners Lp | NONE | $235,818 | not reported in the loaded dataset |
| Lakewood Capital Management Lp | NONE | $222,372 | $0 |
| Indaba Capital Management, L.P. | NONE | $219,823 | $0 |
| Acadian Asset Management LLC | NONE | $216,783 | not reported in the loaded dataset |
| Employee 4 | EMPLOYEE | $216,168 | not reported in the loaded dataset |
| Employee 5 | EMPLOYEE | $215,097 | not reported in the loaded dataset |
| Employee 6 | EMPLOYEE | $213,056 | not reported in the loaded dataset |
| Employee 7 | EMPLOYEE | $212,954 | not reported in the loaded dataset |
| Camber Capital Management, Lp | NONE | $204,836 | not reported in the loaded dataset |
| Aetos Capital Opport. Fd Cayman Lp | NONE | $203,499 | $0 |
| Employee 8 | EMPLOYEE | $186,954 | not reported in the loaded dataset |
| Employee 9 | EMPLOYEE | $185,828 | not reported in the loaded dataset |
| Senator Investment Group Lp | NONE | $184,632 | $0 |
| Employee 10 | EMPLOYEE | $182,204 | not reported in the loaded dataset |
| Hs Management Parnters, LLC | NONE | $180,405 | $0 |
| Employee 11 | EMPLOYEE | $171,576 | not reported in the loaded dataset |
| Matrix Capital Management Company | NONE | $161,280 | $0 |
| Employee 12 | EMPLOYEE | $155,673 | not reported in the loaded dataset |
| Malabar India Fund Lp | NONE | $145,753 | not reported in the loaded dataset |
| Employee 13 | EMPLOYEE | $141,278 | not reported in the loaded dataset |
| Employee 14 | EMPLOYEE | $138,097 | not reported in the loaded dataset |
| Employee 15 | EMPLOYEE | $136,442 | not reported in the loaded dataset |
| Doubleline Capital Lp | NONE | $131,946 | $0 |
| Employee 16 | EMPLOYEE | $131,714 | not reported in the loaded dataset |
| Orbis Investment Management Limited | NONE | $126,553 | $0 |
| Tiger Global | NONE | $125,101 | not reported in the loaded dataset |
| Employee 17 | EMPLOYEE | $125,029 | not reported in the loaded dataset |
| Employee 18 | EMPLOYEE | $119,496 | not reported in the loaded dataset |
| Employee 19 | EMPLOYEE | $115,789 | not reported in the loaded dataset |
| Eagle Capital Management, LLC | NONE | $115,772 | $0 |
| Employee 20 | EMPLOYEE | $115,056 | not reported in the loaded dataset |
| Employee 21 | EMPLOYEE | $112,441 | not reported in the loaded dataset |
| Employee 22 | EMPLOYEE | $112,100 | not reported in the loaded dataset |
| Lyxor Asset Management S.A.S. | NONE | $109,493 | $0 |
| Employee 23 | EMPLOYEE | $104,008 | not reported in the loaded dataset |
| Employee 24 | EMPLOYEE | $101,623 | not reported in the loaded dataset |
| Employee 25 | EMPLOYEE | $101,574 | not reported in the loaded dataset |
| Employee 26 | EMPLOYEE | $100,652 | not reported in the loaded dataset |
| Employee 27 | EMPLOYEE | $100,161 | not reported in the loaded dataset |
| Nu-Century/Pdi America | NONE | $96,442 | not reported in the loaded dataset |
| Employee 28 | EMPLOYEE | $93,879 | not reported in the loaded dataset |
| Employee 29 | EMPLOYEE | $92,412 | not reported in the loaded dataset |
| Employee 30 | EMPLOYEE | $91,174 | not reported in the loaded dataset |
| Employee 31 | EMPLOYEE | $89,128 | not reported in the loaded dataset |
| Employee 32 | EMPLOYEE | $86,343 | not reported in the loaded dataset |
| Employee 33 | EMPLOYEE | $86,098 | not reported in the loaded dataset |
| Perfect Printing Solutions, Inc. | NONE | $83,812 | not reported in the loaded dataset |
| Opus Investment Advisors, LLC | NONE | $83,419 | not reported in the loaded dataset |
| Employee 34 | EMPLOYEE | $81,401 | not reported in the loaded dataset |
| Employee 35 | EMPLOYEE | $80,544 | not reported in the loaded dataset |
| Employee 36 | EMPLOYEE | $80,238 | not reported in the loaded dataset |
| Pimco | NONE | $79,963 | not reported in the loaded dataset |
| Employee 37 | EMPLOYEE | $79,444 | not reported in the loaded dataset |
| Employee 38 | EMPLOYEE | $79,402 | not reported in the loaded dataset |
| Employee 39 | EMPLOYEE | $74,732 | not reported in the loaded dataset |
| Winmill Software Inc | NONE | $74,540 | not reported in the loaded dataset |
| Employee 40 | EMPLOYEE | $74,262 | not reported in the loaded dataset |
| Employee 41 | EMPLOYEE | $73,281 | not reported in the loaded dataset |
| Employee 42 | EMPLOYEE | $69,982 | not reported in the loaded dataset |
| Employee 43 | EMPLOYEE | $68,375 | not reported in the loaded dataset |
| Employee 44 | EMPLOYEE | $68,214 | not reported in the loaded dataset |
| Employee 45 | EMPLOYEE | $67,460 | not reported in the loaded dataset |
| Employee 46 | EMPLOYEE | $67,457 | not reported in the loaded dataset |
| Employee 47 | EMPLOYEE | $67,274 | not reported in the loaded dataset |
| Employee 48 | EMPLOYEE | $67,209 | not reported in the loaded dataset |
| Blakeman Crest Advisors, LLC | NONE | $64,150 | not reported in the loaded dataset |
| Employee 49 | EMPLOYEE | $63,793 | not reported in the loaded dataset |
| Employee 50 | EMPLOYEE | $63,780 | not reported in the loaded dataset |
| Employee 51 | EMPLOYEE | $63,304 | not reported in the loaded dataset |
| Employee 52 | EMPLOYEE | $60,790 | not reported in the loaded dataset |
| Bares Capital Management Inc | NONE | $60,239 | $0 |
| Employee 53 | EMPLOYEE | $56,973 | not reported in the loaded dataset |
| Employee 54 | EMPLOYEE | $56,949 | not reported in the loaded dataset |
| Employee 55 | EMPLOYEE | $56,803 | not reported in the loaded dataset |
| Employee 56 | EMPLOYEE | $54,213 | not reported in the loaded dataset |
| Employee 57 | EMPLOYEE | $53,228 | not reported in the loaded dataset |
| Employee 58 | EMPLOYEE | $52,628 | not reported in the loaded dataset |
| Pzena Investment Management, LLC | NONE | $50,355 | not reported in the loaded dataset |
| Employee 59 | EMPLOYEE | $46,615 | not reported in the loaded dataset |
| Employee 60 | EMPLOYEE | $41,639 | not reported in the loaded dataset |
| Employee 61 | EMPLOYEE | $39,423 | not reported in the loaded dataset |
| Palmer Square Capital Mgmt | NONE | $39,394 | not reported in the loaded dataset |
| Maples Fund Services (Cayman) Lmtd | NONE | $37,484 | not reported in the loaded dataset |
| Employee 62 | EMPLOYEE | $36,597 | not reported in the loaded dataset |
| Employee 63 | EMPLOYEE | $34,716 | not reported in the loaded dataset |
| Employee 64 | EMPLOYEE | $33,718 | not reported in the loaded dataset |
| The Sr Group Us, Inc | NONE | $33,240 | not reported in the loaded dataset |
| Cloudfirst Technology Corporation | NONE | $32,651 | not reported in the loaded dataset |
| Employee 65 | EMPLOYEE | $32,130 | not reported in the loaded dataset |
| Employee 66 | EMPLOYEE | $31,894 | not reported in the loaded dataset |
| Constellation Investments | NONE | $31,283 | $0 |
| Employee 67 | EMPLOYEE | $28,999 | not reported in the loaded dataset |
| Inca Investments, LLC | NONE | $27,691 | $0 |
| Employee 68 | EMPLOYEE | $26,899 | not reported in the loaded dataset |
| Employee 69 | EMPLOYEE | $26,298 | not reported in the loaded dataset |
| Employee 70 | EMPLOYEE | $26,157 | not reported in the loaded dataset |
| Promenet, Inc. | NONE | $22,394 | not reported in the loaded dataset |
| Parametric Portfolio Associates LLC | NONE | $19,387 | not reported in the loaded dataset |
| Trustee 1 | TRUSTEE | $17,663 | not reported in the loaded dataset |
| Nasdaq Inc | NONE | $15,520 | not reported in the loaded dataset |
| Penn Square Global Real Estate Fund | NONE | $14,239 | not reported in the loaded dataset |
| Trustee 2 | TRUSTEE | $12,950 | not reported in the loaded dataset |
| Mig LLC | NONE | $12,240 | not reported in the loaded dataset |
| Epc Group | NONE | $11,100 | not reported in the loaded dataset |
| Consensus Techologies LLC | NONE | $10,533 | not reported in the loaded dataset |
| Trustee 3 | TRUSTEE | $9,755 | not reported in the loaded dataset |
| Trustee 4 | TRUSTEE | $8,913 | not reported in the loaded dataset |
| Nauticus Group Inc | NONE | $7,705 | not reported in the loaded dataset |
| Trustee 5 | TRUSTEE | $7,431 | not reported in the loaded dataset |
| Trustee 6 | TRUSTEE | $6,759 | not reported in the loaded dataset |
| Trustee 7 | TRUSTEE | $6,100 | not reported in the loaded dataset |
| Trustee 8 | TRUSTEE | $5,482 | not reported in the loaded dataset |