Metal Trades Branch Local 638 Pension Fund — Form 5500 plan (Metal Trades Branch Local 638 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, Metal Trades Branch Local 638 Pension Fund is a benefit plan reported by Metal Trades Branch Local 638 Pension Fund under EIN 13-2541630 and plan number 001. The latest loaded filing year is 2023. The filing reports 6,347 participants and $925,302,912 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Metal Trades Branch Local 638 Pension Fund
- EIN
- 13-2541630
- Plan number
- 001
- Plan type
- 1
- Location
- Long Island City, NY
- Latest filing year
- 2023
- Participants
- 6,347
- End-of-year plan assets
- $925,302,912
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6,347 | H, C | 20250402133039NAL0009764625001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $925,302,912
- Total liabilities (EOY)
- $5,196,229
- Net assets (EOY)
- $920,106,683
- Net assets (BOY)
- $841,446,161
Income & contributions
- Employer contributions
- $47,966,879
- Total contributions
- $47,966,879
- Total income / additions
- $133,487,900
Expenses & distributions
- Benefits paid
- $47,958,155
- Administrative expenses
- $6,869,223
- Total expenses
- $54,827,378
- Net increase / (decrease)
- $78,660,522
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Jp Morgan Investment Management | NONE | $1,142,879 | not reported in the loaded dataset | 2023 |
| Janus Capital Management | NONE | $887,341 | not reported in the loaded dataset | 2023 |
| Boston Partners Global Investors | NONE | $776,661 | not reported in the loaded dataset | 2023 |
| Boyd Watterson Management, LLC | NONE | $392,150 | not reported in the loaded dataset | 2023 |
| Ullico Investment Advisors | NONE | $330,378 | not reported in the loaded dataset | 2023 |
| Jp Morgan Investment Management | NONE | $314,425 | not reported in the loaded dataset | 2023 |
| Jp Morgan Investment Management | NONE | $227,268 | not reported in the loaded dataset | 2023 |
| Wellington Trust | NONE | $169,162 | not reported in the loaded dataset | 2023 |
| Vitech Systems Group | NONE | $148,681 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | NONE | $94,500 | not reported in the loaded dataset | 2023 |
| William J. Turnbull | NONE | $89,309 | not reported in the loaded dataset | 2023 |
| Lord Abbett & Co | NONE | $85,233 | not reported in the loaded dataset | 2023 |
| The Bank Of New York Mellon | NONE | $82,283 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $76,025 | not reported in the loaded dataset | 2023 |
| Loomis Sayles Trust Company | NONE | $69,066 | not reported in the loaded dataset | 2023 |
| James Ippolito | NONE | $54,406 | not reported in the loaded dataset | 2023 |
| Dennis O'Kane | NONE | $47,004 | not reported in the loaded dataset | 2023 |
| Valerie Ventura | NONE | $35,194 | not reported in the loaded dataset | 2023 |
| Anna Furio | NONE | $33,538 | not reported in the loaded dataset | 2023 |
| Lapadula, Carlson & Co. Cpa | NONE | $31,000 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Services | NONE | $27,867 | not reported in the loaded dataset | 2023 |
| Colleran, O'Hara & Mills L.L.P. | NONE | $17,675 | not reported in the loaded dataset | 2023 |
| Stein & Stein | NONE | $16,277 | not reported in the loaded dataset | 2023 |
| Official Offset Corporation | NONE | $8,065 | not reported in the loaded dataset | 2023 |
| Chubb & Son | NONE | $6,592 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Metal Trades Branch Local 638 Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Long Island City, NY
- Jp Morgan Investment Management — Schedule C compensation
- Janus Capital Management — Schedule C compensation
- Boston Partners Global Investors — Schedule C compensation
- Boyd Watterson Management, LLC — Schedule C compensation
- Ullico Investment Advisors — Schedule C compensation
- Wellington Trust — Schedule C compensation
- Vitech Systems Group — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- William J. Turnbull — Schedule C compensation
- Lord Abbett & Co — Schedule C compensation
- The Bank Of New York Mellon — Schedule C compensation
- The Segal Company — Schedule C compensation
- Loomis Sayles Trust Company — Schedule C compensation
- James Ippolito — Schedule C compensation
- Dennis O'Kane — Schedule C compensation
- Valerie Ventura — Schedule C compensation
- Anna Furio — Schedule C compensation
- Lapadula, Carlson & Co. Cpa — Schedule C compensation
- Segal Select Insurance Services — Schedule C compensation
- Colleran, O'Hara & Mills L.L.P. — Schedule C compensation
- Stein & Stein — Schedule C compensation
- Official Offset Corporation — Schedule C compensation
- Chubb & Son — Schedule C compensation