Plan5500

Excavators Union Local 731 Pension Fund — Form 5500 plan (Excavators Union Pension Fund Loca)

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, Excavators Union Local 731 Pension Fund is a benefit plan reported by Excavators Union Pension Fund Loca under EIN 13-1809825 and plan number 002. The latest loaded filing year is 2023. The filing reports 11,372 participants and $2,645,510,619 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Excavators Union Pension Fund Loca
EIN
13-1809825
Plan number
002
Plan type
1
Location
Astoria, NY
Latest filing year
2023
Participants
11,372
End-of-year plan assets
$2,645,510,619

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202311,372H, C20241008131514NAL0009696547004

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,645,510,619
Total liabilities (EOY)
$12,888,398
Net assets (EOY)
$2,632,622,221
Net assets (BOY)
$2,273,912,779

Income & contributions

Employer contributions
$133,874,109
Total contributions
$133,874,109
Total income / additions
$474,558,335

Expenses & distributions

Benefits paid
$105,604,384
Administrative expenses
$10,244,509
Total expenses
$115,848,893
Net increase / (decrease)
$358,709,442

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Wedge Capital MgmtNONE$1,095,502not reported in the loaded dataset2023
Atalanta Sosnoff Capital LLCNONE$912,171$02023
MartingaleNONE$854,974not reported in the loaded dataset2023
Stacey BraunNONE$752,690$02023
BhmsNONE$722,643$02023
BlackrockNONE$514,691$02023
PimcoNONE$498,320$02023
Alliance BernsteinNONE$484,644$02023
Melvin FederATTORNEY$326,520not reported in the loaded dataset2023
P D'AbbraccioNONE$293,268not reported in the loaded dataset2023
Castiglia LlpAUDITOR$257,726not reported in the loaded dataset2023
M Key IiNONE$213,923not reported in the loaded dataset2023
M ReidNONE$175,545not reported in the loaded dataset2023
A PiciulloNONE$175,337not reported in the loaded dataset2023
The Segal CompanyACTUARY$144,236not reported in the loaded dataset2023
A TodaroNONE$139,200not reported in the loaded dataset2023
C NethawayNONE$130,255not reported in the loaded dataset2023
M FernandezNONE$100,011not reported in the loaded dataset2023
AdpNONE$95,615not reported in the loaded dataset2023
M HolguinNONE$89,597not reported in the loaded dataset2023
Merrill LynchNONE$85,500not reported in the loaded dataset2023
M CavalloNONE$81,575not reported in the loaded dataset2023
A RileyNONE$81,408not reported in the loaded dataset2023
A GuarderasNONE$66,698not reported in the loaded dataset2023
M SimoneNONE$65,603not reported in the loaded dataset2023
R JablonowskiNONE$65,393not reported in the loaded dataset2023
A D'AbbraccioNONE$65,037not reported in the loaded dataset2023
C ChinapenNONE$64,788not reported in the loaded dataset2023
J VardouliasNONE$62,839not reported in the loaded dataset2023
J CrespoNONE$62,621not reported in the loaded dataset2023
D FloresNONE$56,729not reported in the loaded dataset2023
Bridgeway Benefit TechNONE$35,975not reported in the loaded dataset2023
Premier Technology SolutionsNONE$33,306not reported in the loaded dataset2023
Jp MorganNONE$18,065$02023
Syntonic SystemsNONE$15,990not reported in the loaded dataset2023
3p Admin SolutionsNONE$10,950not reported in the loaded dataset2023

Related Form 5500 pages