2023 Form 5500 filing — Division 1181 Atu- Ny Employees Pension Fund And 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 20250617152611NAL0001916881001) for Division 1181 Atu- Ny Employees Pension Fund And Plan, reported by Board Of Trustees Of Division 1181 Atu- Ny Employees Pension Fund under EIN 11-6183515 and plan number 001. It reports 13,702 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250617152611NAL0001916881001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Division 1181 Atu- Ny Employees Pension Fund
- EIN
- 11-6183515
- Plan number
- 001
- Location
- Valley Stream, NY
- Participants
- 13,702
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $766,905,247
- Total liabilities (EOY)
- $2,107,977
- Net assets (EOY)
- $764,797,270
- Employer contributions
- $20,645,713
- Participant contributions
- $10,035,017
- Total income / additions
- $144,945,901
- Benefits paid
- $64,856,525
- Administrative expenses
- $6,872,706
- Total expenses
- $71,729,231
- Net increase / (decrease)
- $73,216,670
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| American Realty Advisors | NONE | $799,189 | not reported in the loaded dataset |
| Slevin And Hart | PROVIDES SRVS FOR REL EBP | $602,868 | not reported in the loaded dataset |
| Sei Trust Company | INVESTMENT MANAGER | $308,385 | not reported in the loaded dataset |
| Fred Alger Management, LLC | INVESTMENT MANAGER | $248,189 | $0 |
| Mackay Shields LLC | PROVIDES SRVS FOR REL EBP | $184,066 | not reported in the loaded dataset |
| Weaver & Tidwell, L.L.P. | PROV SRVS REL ORGS & EBPS | $154,800 | not reported in the loaded dataset |
| Entrust Global Partners Offshore Lp | NONE | $145,229 | $0 |
| Quanvest Consultants Inc. | PROV SRVS REL ORG & EBP | $132,996 | not reported in the loaded dataset |
| Gcm Grosvenor L.P. | INVESTMENT MANAGER | $123,354 | $0 |
| Dimensional Fund Advisors Lp | NONE | $120,451 | not reported in the loaded dataset |
| Cheiron, Inc. | NONE | $114,969 | not reported in the loaded dataset |
| Amalgamated Bank Of Ny | NONE | $67,089 | $0 |
| Amalgamated Bank Of Chicago | PROVIDES SRVS FOR REL EBP | $50,090 | $0 |
| Blackrock Institutional Trust Co. | NONE | $47,144 | $0 |
| Mintz & Gold Llp | PROVIDES SRVS FOR REL EBP | $46,917 | not reported in the loaded dataset |
| Meyer, Suozzi, English & Klein, Pc | PROV SRVS REL ORG & EBP | $43,554 | not reported in the loaded dataset |
| Bny Mellon | NONE | $22,711 | $0 |
| Perfect Printing Solutions, Inc. | PROV SRVS REL ORGS & EBP | $21,250 | not reported in the loaded dataset |
| Syntonic Systems, Inc. | PROV SRVS REL ORG & EBP | $14,400 | not reported in the loaded dataset |
| Msi Technologies Inc. | PROV SRVS REL ORG & EBP | $12,066 | not reported in the loaded dataset |