2023 Form 5500 filing — New York District Council Of Carpenters Annuity Fd
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 20250319083015NAL0003389811001) for New York District Council Of Carpenters Annuity Fd, reported by Board Of Trustees Of The Nydcc Annuity Fd under EIN 51-0174279 and plan number 001. It reports 38,636 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250319083015NAL0003389811001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of The Nydcc Annuity Fd
- EIN
- 51-0174279
- Plan number
- 001
- Location
- New York, NY
- Participants
- 38,636
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,507,980,221
- Total liabilities (EOY)
- $183,434
- Net assets (EOY)
- $3,507,796,787
- Employer contributions
- $156,177,265
- Participant contributions
- $554,466
- Total income / additions
- $504,701,144
- Benefits paid
- $224,240,987
- Administrative expenses
- $3,701,631
- Total expenses
- $243,273,379
- Net increase / (decrease)
- $261,427,765
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Gallagher Fiduciary Advisors LLC | NONE | $71,268 | not reported in the loaded dataset |
| Schultheis & Panettieri Llp | NONE | $69,500 | not reported in the loaded dataset |
| The Segal Company (Eastern State) | NONE | $13,659 | not reported in the loaded dataset |
| Kauff Mcguire & Margolis Llp | NONE | $8,645 | not reported in the loaded dataset |