Hollow Metal Trust Fund — Form 5500 plan (Hollow Metal Trust 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, Hollow Metal Trust Fund is a benefit plan reported by Hollow Metal Trust Fund under EIN 11-2750720 and plan number 501. The latest loaded filing year is 2023. The filing reports 732 participants and $35,922,961 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hollow Metal Trust Fund
- EIN
- 11-2750720
- Plan number
- 501
- Plan type
- 1
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 732
- End-of-year plan assets
- $35,922,961
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 732 | H, C | 20241010101631NAL0011366947001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $35,922,961
- Total liabilities (EOY)
- $1,649,956
- Net assets (EOY)
- $34,273,005
- Net assets (BOY)
- $34,576,530
Income & contributions
- Employer contributions
- $8,805,931
- Participant contributions
- $43,250
- Total contributions
- $8,849,181
- Total income / additions
- $9,875,314
Expenses & distributions
- Benefits paid
- $9,298,882
- Administrative expenses
- $879,957
- Total expenses
- $10,178,839
- Net increase / (decrease)
- -$303,525
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Independence Administrators | NONE | $242,590 | not reported in the loaded dataset | 2023 |
| Aimie Collazo | EMPLOYEE | $101,422 | not reported in the loaded dataset | 2023 |
| Denise Ortiz | EMPLOYEE | $86,815 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies, LLC | NONE | $80,653 | not reported in the loaded dataset | 2023 |
| Novak Francella LLC | NONE | $78,508 | not reported in the loaded dataset | 2023 |
| Yaneth Lopez | EMPLOYEE | $60,483 | not reported in the loaded dataset | 2023 |
| Joseph Red | NONE | $56,509 | not reported in the loaded dataset | 2023 |
| First Actuarial Consulting Inc | NONE | $51,326 | not reported in the loaded dataset | 2023 |
| Express Scripts, Inc. | NONE | $43,521 | not reported in the loaded dataset | 2023 |
| Chartwell Investment Partners | NONE | $42,655 | not reported in the loaded dataset | 2023 |
| Pearson Kyshima | EMPLOYEE | $35,682 | not reported in the loaded dataset | 2023 |
| Kauff Mcguire & Margolis Llp | NONE | $28,622 | not reported in the loaded dataset | 2023 |
| Trivella & Forte Llp | NONE | $25,081 | not reported in the loaded dataset | 2023 |
| Cigna Healthcare | NONE | $13,430 | not reported in the loaded dataset | 2023 |
| C & R Consulting, Inc | NONE | $12,729 | not reported in the loaded dataset | 2023 |
| Level Health | NONE | $11,168 | not reported in the loaded dataset | 2023 |
| Investment Performance Services LLC | NONE | $11,000 | not reported in the loaded dataset | 2023 |
| Citibank | NONE | $9,217 | not reported in the loaded dataset | 2023 |
| Perfect Printing Solutions, Inc. | NONE | $8,344 | not reported in the loaded dataset | 2023 |
| Virginia & Ambinder Llp | NONE | $8,047 | not reported in the loaded dataset | 2023 |
| Segall Bryant & Hamill | NONE | $6,971 | not reported in the loaded dataset | 2023 |
| Schultheis & Panettieri Lp | NONE | $6,265 | not reported in the loaded dataset | 2023 |
| Pension Benefit Information | NONE | $5,482 | not reported in the loaded dataset | 2023 |
| Paylocity | NONE | $5,399 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hollow Metal Trust Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Independence Administrators — Schedule C compensation
- Aimie Collazo — Schedule C compensation
- Denise Ortiz — Schedule C compensation
- Bridgeway Benefit Technologies, LLC — Schedule C compensation
- Novak Francella LLC — Schedule C compensation
- Yaneth Lopez — Schedule C compensation
- Joseph Red — Schedule C compensation
- First Actuarial Consulting Inc — Schedule C compensation
- Express Scripts, Inc. — Schedule C compensation
- Chartwell Investment Partners — Schedule C compensation
- Pearson Kyshima — Schedule C compensation
- Kauff Mcguire & Margolis Llp — Schedule C compensation
- Trivella & Forte Llp — Schedule C compensation
- Cigna Healthcare — Schedule C compensation
- C & R Consulting, Inc — Schedule C compensation
- Level Health — Schedule C compensation
- Investment Performance Services LLC — Schedule C compensation
- Citibank — Schedule C compensation
- Perfect Printing Solutions, Inc. — Schedule C compensation
- Virginia & Ambinder Llp — Schedule C compensation
- Segall Bryant & Hamill — Schedule C compensation
- Schultheis & Panettieri Lp — Schedule C compensation
- Pension Benefit Information — Schedule C compensation
- Paylocity — Schedule C compensation