2023 Form 5500 filing — Equity-League Pension Trust 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 20241210083546NAL0010039457001) for Equity-League Pension Trust Fund, reported by Board Of Trustees Of The Equity-League Pension Trust Fund under EIN 13-6696817 and plan number 001. It reports 47,217 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241210083546NAL0010039457001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of The Equity-League Pension Trust Fund
- EIN
- 13-6696817
- Plan number
- 001
- Location
- New York, NY
- Participants
- 47,217
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,240,800,914
- Total liabilities (EOY)
- $10,460,187
- Net assets (EOY)
- $2,230,340,727
- Employer contributions
- $16,689,514
- Total income / additions
- $353,910,965
- Benefits paid
- $103,223,187
- Administrative expenses
- $49,393,860
- Total expenses
- $152,617,047
- Net increase / (decrease)
- $201,293,918
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Glendon Capital Management Lp | NONE | $4,639,494 | not reported in the loaded dataset |
| Fortress Investment Group LLC | NONE | $3,877,526 | $0 |
| Blue Torch Capital | NONE | $2,759,214 | not reported in the loaded dataset |
| Cambridge Associates LLC | NONE | $2,522,290 | not reported in the loaded dataset |
| Ardian | NONE | $1,415,987 | $0 |
| Silver Lake Partners Lp | NONE | $1,359,242 | $0 |
| 400 Capital Management LLC | NONE | $1,340,639 | $0 |
| Harbourvest Partners Lp | NONE | $1,313,932 | $0 |
| Balance Point Capital | NONE | $1,305,351 | not reported in the loaded dataset |
| Barings LLC | NONE | $1,007,967 | $0 |
| Ocp Asia | NONE | $942,237 | $0 |
| Ctg Evergreen Management Limited | NONE | $595,663 | $318,568 |
| Stone Point Capital LLC | NONE | $913,571 | $0 |
| Kennedy Lewis Investment Management | NONE | $861,646 | not reported in the loaded dataset |
| Great Hill Partners LLC | NONE | $779,291 | not reported in the loaded dataset |
| Metric Capital Partners Llp | NONE | $755,221 | $0 |
| Eagle Capital Management LLC | NONE | $641,813 | $0 |
| Silchester International Investors | NONE | $635,652 | $0 |
| Atalaya Capital Management | NONE | $599,546 | not reported in the loaded dataset |
| Vitruvian Partners | NONE | $592,438 | $0 |
| The Segal Company (Eastern States) | NONE | $463,375 | not reported in the loaded dataset |
| Castlelake Lp | NONE | $428,947 | $0 |
| Acadian Asset Management | NONE | $423,422 | not reported in the loaded dataset |
| Bank Of New York Mellon | NONE | $413,209 | $0 |
| Thompson Street Capital Partners | NONE | $373,254 | not reported in the loaded dataset |
| Crayhill Capital Management Lp | NONE | $347,170 | $0 |
| Proskauer Rose Llp | NONE | $336,284 | not reported in the loaded dataset |
| Xiang He | NONE | $322,572 | not reported in the loaded dataset |
| Quan Capital | NONE | $305,959 | not reported in the loaded dataset |
| Spivak Lipton Llp | NONE | $303,993 | not reported in the loaded dataset |
| Hs Management Partners LLC | NONE | $264,492 | $0 |
| Schultheis & Panettieri Llp | NONE | $263,338 | not reported in the loaded dataset |
| Doubleline Capital Lp | NONE | $203,265 | not reported in the loaded dataset |
| Adp LLC | NONE | $164,566 | not reported in the loaded dataset |
| Pemberton Capital Advisors Llp | NONE | $152,361 | not reported in the loaded dataset |
| Malabar Investments LLC | NONE | $0 | $136,963 |
| Parametric Portfolio Assoc LLC | NONE | $121,135 | $0 |
| Bares Capital Management Inc | NONE | $119,028 | $0 |
| First Reserve Gp Xiii Lp | NONE | $113,081 | $0 |
| Pacific Investment Management Comp | NONE | $97,927 | $0 |
| Arbour Lane Capital Management | NONE | $81,012 | not reported in the loaded dataset |
| Five Star Printing & Mailing | NONE | $59,258 | not reported in the loaded dataset |
| Comprehensive Consulting Solutions | NONE | $42,978 | not reported in the loaded dataset |
| Terry Schmidt LLC | NONE | $24,661 | not reported in the loaded dataset |
| Opus Investment Advisors, LLC | NONE | $20,851 | not reported in the loaded dataset |
| Lcm Partners | NONE | $7,282 | $0 |
| Mailgate LLC | NONE | $6,177 | not reported in the loaded dataset |