Division 1181 Atu- Ny Employees Pension Fund And Plan — Form 5500 plan (Board Of Trustees Of Division 1181 Atu- Ny Employees 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, Division 1181 Atu- Ny Employees Pension Fund And Plan is a benefit plan reported by Board Of Trustees Of Division 1181 Atu- Ny Employees Pension Fund under EIN 11-6183515 and plan number 001. The latest loaded filing year is 2023. The filing reports 13,702 participants and $766,905,247 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Division 1181 Atu- Ny Employees Pension Fund
- EIN
- 11-6183515
- Plan number
- 001
- Plan type
- 1
- Location
- Valley Stream, NY
- Latest filing year
- 2023
- Participants
- 13,702
- End-of-year plan assets
- $766,905,247
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 13,702 | H, C | 20250617152611NAL0001916881001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $766,905,247
- Total liabilities (EOY)
- $2,107,977
- Net assets (EOY)
- $764,797,270
- Net assets (BOY)
- $691,580,600
Income & contributions
- Employer contributions
- $20,645,713
- Participant contributions
- $10,035,017
- Total contributions
- $30,680,730
- Total income / additions
- $144,945,901
Expenses & distributions
- Benefits paid
- $64,856,525
- Administrative expenses
- $6,872,706
- Total expenses
- $71,729,231
- Net increase / (decrease)
- $73,216,670
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American Realty Advisors | NONE | $799,189 | not reported in the loaded dataset | 2023 |
| Slevin And Hart | PROVIDES SRVS FOR REL EBP | $602,868 | not reported in the loaded dataset | 2023 |
| Sei Trust Company | INVESTMENT MANAGER | $308,385 | not reported in the loaded dataset | 2023 |
| Fred Alger Management, LLC | INVESTMENT MANAGER | $248,189 | $0 | 2023 |
| Mackay Shields LLC | PROVIDES SRVS FOR REL EBP | $184,066 | not reported in the loaded dataset | 2023 |
| Weaver & Tidwell, L.L.P. | PROV SRVS REL ORGS & EBPS | $154,800 | not reported in the loaded dataset | 2023 |
| Entrust Global Partners Offshore Lp | NONE | $145,229 | $0 | 2023 |
| Quanvest Consultants Inc. | PROV SRVS REL ORG & EBP | $132,996 | not reported in the loaded dataset | 2023 |
| Gcm Grosvenor L.P. | INVESTMENT MANAGER | $123,354 | $0 | 2023 |
| Dimensional Fund Advisors Lp | NONE | $120,451 | not reported in the loaded dataset | 2023 |
| Cheiron, Inc. | NONE | $114,969 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank Of Ny | NONE | $67,089 | $0 | 2023 |
| Amalgamated Bank Of Chicago | PROVIDES SRVS FOR REL EBP | $50,090 | $0 | 2023 |
| Blackrock Institutional Trust Co. | NONE | $47,144 | $0 | 2023 |
| Mintz & Gold Llp | PROVIDES SRVS FOR REL EBP | $46,917 | not reported in the loaded dataset | 2023 |
| Meyer, Suozzi, English & Klein, Pc | PROV SRVS REL ORG & EBP | $43,554 | not reported in the loaded dataset | 2023 |
| Bny Mellon | NONE | $22,711 | $0 | 2023 |
| Perfect Printing Solutions, Inc. | PROV SRVS REL ORGS & EBP | $21,250 | not reported in the loaded dataset | 2023 |
| Syntonic Systems, Inc. | PROV SRVS REL ORG & EBP | $14,400 | not reported in the loaded dataset | 2023 |
| Msi Technologies Inc. | PROV SRVS REL ORG & EBP | $12,066 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Division 1181 Atu- Ny Employees Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Valley Stream, NY
- American Realty Advisors — Schedule C compensation
- Slevin And Hart — Schedule C compensation
- Sei Trust Company — Schedule C compensation
- Fred Alger Management, LLC — Schedule C compensation
- Mackay Shields LLC — Schedule C compensation
- Weaver & Tidwell, L.L.P. — Schedule C compensation
- Entrust Global Partners Offshore Lp — Schedule C compensation
- Quanvest Consultants Inc. — Schedule C compensation
- Gcm Grosvenor L.P. — Schedule C compensation
- Dimensional Fund Advisors Lp — Schedule C compensation
- Cheiron, Inc. — Schedule C compensation
- Amalgamated Bank Of Ny — Schedule C compensation
- Amalgamated Bank Of Chicago — Schedule C compensation
- Blackrock Institutional Trust Co. — Schedule C compensation
- Mintz & Gold Llp — Schedule C compensation
- Meyer, Suozzi, English & Klein, Pc — Schedule C compensation
- Bny Mellon — Schedule C compensation
- Perfect Printing Solutions, Inc. — Schedule C compensation
- Syntonic Systems, Inc. — Schedule C compensation
- Msi Technologies Inc. — Schedule C compensation