Laborers Local 1298 Of Nassau & Suffolk Counties Pension Fund — Form 5500 plan (Board Of Trustees Local 1298 Pension Fund)
Plain-English plan 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, Laborers Local 1298 Of Nassau & Suffolk Counties Pension Fund is a benefit plan reported by Board Of Trustees Local 1298 Pension Fund under EIN 11-1970385 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,132 participants and $434,097,392 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Local 1298 Pension Fund
- EIN
- 11-1970385
- Plan number
- 001
- Plan type
- 1
- Location
- Hempstead, NY
- Latest filing year
- 2023
- Participants
- 3,132
- End-of-year plan assets
- $434,097,392
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,132 | H, C | 20250131143349NAL0001386915001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $434,097,392
- Total liabilities (EOY)
- $3,072,400
- Net assets (EOY)
- $431,024,992
- Net assets (BOY)
- $382,058,396
Income & contributions
- Employer contributions
- $27,770,722
- Total contributions
- $27,770,722
- Total income / additions
- $75,467,399
Expenses & distributions
- Benefits paid
- $23,433,914
- Administrative expenses
- $3,066,889
- Total expenses
- $26,500,803
- Net increase / (decrease)
- $48,966,596
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Crescent Credit Solutions Viiia-2 | CUSTODIAN-MANAGER | $927,555 | $0 | 2023 |
| Boyd Watterson Asset Mgmt LLC | CUSTODIAN-MANAGER | $331,771 | not reported in the loaded dataset | 2023 |
| Columbia Mgmt Invest Advisers, LLC | INVESTMENT MANAGER | $238,701 | $0 | 2023 |
| Crescent Capital Group Lp | CUSTODIAN-MANAGER | $114,775 | not reported in the loaded dataset | 2023 |
| Ullico Investment Advisors, Inc. | CUSTODIAN-MANAGER | $112,426 | not reported in the loaded dataset | 2023 |
| The Bank Of New York Mellon | CUSTODIAN-MANAGER | $101,451 | $0 | 2023 |
| Annalisa Defalco | PLAN ADMINISTRATOR | $95,731 | not reported in the loaded dataset | 2023 |
| Eaton Vance | INVESTMENT MANAGER | $93,522 | $0 | 2023 |
| The Segal Company, Inc. | ACTUARIAL | $91,930 | not reported in the loaded dataset | 2023 |
| Labor Impact Feeder Fund, L.P. | CUSTODIAN-MANAGER | $84,313 | not reported in the loaded dataset | 2023 |
| Intercontinental Real Estate Corp. | CUSTODIAN-MANAGER | $79,217 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | CUSTODIAN-MANAGER | $72,864 | not reported in the loaded dataset | 2023 |
| Barnes, Iaccarino & Shepherd Llp | ATTORNEY | $70,094 | not reported in the loaded dataset | 2023 |
| James Cornell | EMPLOYEE | $63,511 | not reported in the loaded dataset | 2023 |
| Robin Sherman | EMPLOYEE | $59,537 | not reported in the loaded dataset | 2023 |
| M&T Bank Trust & Pension Services | INVESTMENT CUSTODIAN | $49,205 | $0 | 2023 |
| Reynolds Consulting Services | INVESTMENT CONSULTANT | $37,339 | not reported in the loaded dataset | 2023 |
| Citrin Cooperman & Company Llp | ACCOUNTANT | $33,805 | not reported in the loaded dataset | 2023 |
| Advent Capital Management LLC | INVESTMENT MANAGER | $33,418 | not reported in the loaded dataset | 2023 |
| Gettry Marcus Cpa P.C. | ACCOUNTANT | $28,736 | not reported in the loaded dataset | 2023 |
| Lord Abbett & Co. LLC | INVESTMENT MANAGER | $28,369 | not reported in the loaded dataset | 2023 |
| Tpa Corporation | COMPUTER CONSULTANT | $17,384 | not reported in the loaded dataset | 2023 |
| Citrin Cooperman Advisors LLC | ACCOUNTANT | $15,150 | not reported in the loaded dataset | 2023 |
| Invesco Ltd | CUSTODIAN-MANAGER | $14,964 | $0 | 2023 |
| Hess Technology Consulting, Inc. | COMPUTER CONSULTANT | $8,228 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Local 1298 Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Hempstead, NY
- Crescent Credit Solutions Viiia-2 — Schedule C compensation
- Boyd Watterson Asset Mgmt LLC — Schedule C compensation
- Columbia Mgmt Invest Advisers, LLC — Schedule C compensation
- Crescent Capital Group Lp — Schedule C compensation
- Ullico Investment Advisors, Inc. — Schedule C compensation
- The Bank Of New York Mellon — Schedule C compensation
- Annalisa Defalco — Schedule C compensation
- Eaton Vance — Schedule C compensation
- The Segal Company, Inc. — Schedule C compensation
- Labor Impact Feeder Fund, L.P. — Schedule C compensation
- Intercontinental Real Estate Corp. — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Barnes, Iaccarino & Shepherd Llp — Schedule C compensation
- James Cornell — Schedule C compensation
- Robin Sherman — Schedule C compensation
- M&T Bank Trust & Pension Services — Schedule C compensation
- Reynolds Consulting Services — Schedule C compensation
- Citrin Cooperman & Company Llp — Schedule C compensation
- Advent Capital Management LLC — Schedule C compensation
- Gettry Marcus Cpa P.C. — Schedule C compensation
- Lord Abbett & Co. LLC — Schedule C compensation
- Tpa Corporation — Schedule C compensation
- Citrin Cooperman Advisors LLC — Schedule C compensation
- Invesco Ltd — Schedule C compensation
- Hess Technology Consulting, Inc. — Schedule C compensation