2023 Form 5500 filing — Metal Trades Branch Local 638 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 20250402133039NAL0009764625001) for Metal Trades Branch Local 638 Pension Fund, reported by Metal Trades Branch Local 638 Pension Fund under EIN 13-2541630 and plan number 001. It reports 6,347 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250402133039NAL0009764625001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Metal Trades Branch Local 638 Pension Fund
- EIN
- 13-2541630
- Plan number
- 001
- Location
- Long Island City, NY
- Participants
- 6,347
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $925,302,912
- Total liabilities (EOY)
- $5,196,229
- Net assets (EOY)
- $920,106,683
- Employer contributions
- $47,966,879
- Total income / additions
- $133,487,900
- Benefits paid
- $47,958,155
- Administrative expenses
- $6,869,223
- Total expenses
- $54,827,378
- Net increase / (decrease)
- $78,660,522
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Jp Morgan Investment Management | NONE | $1,142,879 | not reported in the loaded dataset |
| Janus Capital Management | NONE | $887,341 | not reported in the loaded dataset |
| Boston Partners Global Investors | NONE | $776,661 | not reported in the loaded dataset |
| Boyd Watterson Management, LLC | NONE | $392,150 | not reported in the loaded dataset |
| Ullico Investment Advisors | NONE | $330,378 | not reported in the loaded dataset |
| Jp Morgan Investment Management | NONE | $314,425 | not reported in the loaded dataset |
| Jp Morgan Investment Management | NONE | $227,268 | not reported in the loaded dataset |
| Wellington Trust | NONE | $169,162 | not reported in the loaded dataset |
| Vitech Systems Group | NONE | $148,681 | not reported in the loaded dataset |
| Segal Marco Advisors | NONE | $94,500 | not reported in the loaded dataset |
| William J. Turnbull | NONE | $89,309 | not reported in the loaded dataset |
| Lord Abbett & Co | NONE | $85,233 | not reported in the loaded dataset |
| The Bank Of New York Mellon | NONE | $82,283 | not reported in the loaded dataset |
| The Segal Company | NONE | $76,025 | not reported in the loaded dataset |
| Loomis Sayles Trust Company | NONE | $69,066 | not reported in the loaded dataset |
| James Ippolito | NONE | $54,406 | not reported in the loaded dataset |
| Dennis O'Kane | NONE | $47,004 | not reported in the loaded dataset |
| Valerie Ventura | NONE | $35,194 | not reported in the loaded dataset |
| Anna Furio | NONE | $33,538 | not reported in the loaded dataset |
| Lapadula, Carlson & Co. Cpa | NONE | $31,000 | not reported in the loaded dataset |
| Segal Select Insurance Services | NONE | $27,867 | not reported in the loaded dataset |
| Colleran, O'Hara & Mills L.L.P. | NONE | $17,675 | not reported in the loaded dataset |
| Stein & Stein | NONE | $16,277 | not reported in the loaded dataset |
| Official Offset Corporation | NONE | $8,065 | not reported in the loaded dataset |
| Chubb & Son | NONE | $6,592 | not reported in the loaded dataset |