2023 Form 5500 filing — Elevator Division Retirement Benefit Plan
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 20250522112855NAL0002229523001) for Elevator Division Retirement Benefit Plan, reported by Board Of Trustees Elevator Division Retirement Plan under EIN 13-3523453 and plan number 001. It reports 4,994 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250522112855NAL0002229523001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Elevator Division Retirement Plan
- EIN
- 13-3523453
- Plan number
- 001
- Location
- Long Island City, NY
- Participants
- 4,994
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $229,876,448
- Total liabilities (EOY)
- $998,892
- Net assets (EOY)
- $228,877,556
- Employer contributions
- $4,968,683
- Total income / additions
- $48,016,859
- Benefits paid
- $7,350,191
- Administrative expenses
- $1,521,552
- Total expenses
- $8,871,743
- Net increase / (decrease)
- $39,145,116
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Karen Campbell | EMPLOYEE | $204,108 | not reported in the loaded dataset |
| Segal & Co. | ACTUARY | $195,383 | not reported in the loaded dataset |
| Ullico Infrastructure Taxexempt Fu | INVESTMENT ADVISOR | $123,268 | not reported in the loaded dataset |
| Grassi & Co., Cpa'S, P.C. | AUDITORS | $122,592 | not reported in the loaded dataset |
| Rbc Global Asset Management Inc. | INVESTMENT ADVISOR | $112,674 | not reported in the loaded dataset |
| Loomis Sayles & Company, L.P. | INVESTMENT MANAGER | $95,239 | not reported in the loaded dataset |
| Columbia Threadneedle Investments | INVESTMENT ADVISOR | $75,890 | not reported in the loaded dataset |
| Archer, Byington, Glennon & Levine | LEGAL | $57,919 | not reported in the loaded dataset |
| Reynolds Securities | INVESTMENT ADVISOR | $43,750 | not reported in the loaded dataset |
| Susannah Ifill-Willis | EMPLOYEE | $43,019 | not reported in the loaded dataset |
| Bny Mellon Securities Corporation | INVESTMENT ADVISOR | $15,476 | not reported in the loaded dataset |