2023 Form 5500 filing — Retirement And Pension Plan For Officers & Employees Of The Nycdcc And Related Organizations
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 20250403092736NAL0010121249001) for Retirement And Pension Plan For Officers & Employees Of The Nycdcc And Related Organizations, reported by Bd Trustees Ret And Pension Plan For Officers And under EIN 51-0167964 and plan number 001. It reports 676 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250403092736NAL0010121249001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Bd Trustees Ret And Pension Plan For Officers And
- EIN
- 51-0167964
- Plan number
- 001
- Location
- New York, NY
- Participants
- 676
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $110,042,582
- Total liabilities (EOY)
- $7,643,811
- Net assets (EOY)
- $102,398,771
- Employer contributions
- $4,230,404
- Total income / additions
- $11,775,159
- Benefits paid
- $11,080,728
- Administrative expenses
- $719,872
- Total expenses
- $11,800,600
- Net increase / (decrease)
- -$25,441
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nycdcc Welfare Fund | RELATED PARTY | $138,515 | not reported in the loaded dataset |
| Newtower Trust Company | NONE | $0 | $102,083 |
| First Actuarial Consulting Inc | NONE | $79,816 | not reported in the loaded dataset |
| Morgan Stanley - Graystone | NONE | $75,000 | not reported in the loaded dataset |
| Tcw Asset Management Company LLC | NONE | $62,022 | $0 |
| The Union Labor Life Insurance Co | NONE | $54,721 | $0 |
| Hgk Asset Management | NONE | $43,064 | $0 |
| Novak Francella LLC | NONE | $30,000 | not reported in the loaded dataset |
| Segall Bryant & Hamill LLC | NONE | $29,311 | $0 |
| Chevy Chase Trust Company | NONE | $26,626 | not reported in the loaded dataset |
| Asb Capital Management, LLC | NONE | $26,626 | not reported in the loaded dataset |
| Archer, Byington, Glennon, & Lennon | NONE | $24,000 | not reported in the loaded dataset |
| Lazard Asset Management LLC | NONE | $19,868 | $0 |
| Bny Mellon | NONE | $17,119 | not reported in the loaded dataset |
| Amalgamated Bank | NONE | $12,027 | not reported in the loaded dataset |
| Segal Select Insurance Services | NONE | $0 | $8,566 |
| Proxyvote Plus LLC | NONE | $6,000 | not reported in the loaded dataset |