Consolidated Retirement Plan — Form 5500 plan (Board Of Trustees Consolidated Retirement 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, Consolidated Retirement Plan is a benefit plan reported by Board Of Trustees Consolidated Retirement Fund under EIN 13-3177000 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,272 participants and $477,097,657 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Consolidated Retirement Fund
- EIN
- 13-3177000
- Plan number
- 001
- Plan type
- 1
- Location
- White Plains, NY
- Latest filing year
- 2023
- Participants
- 4,272
- End-of-year plan assets
- $477,097,657
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,272 | H, C | 20241014092900NAL0014701683001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $477,097,657
- Total liabilities (EOY)
- $722,996
- Net assets (EOY)
- $476,374,661
- Net assets (BOY)
- $444,389,431
Income & contributions
- Employer contributions
- $15,673,924
- Total contributions
- $15,673,924
- Total income / additions
- $73,828,195
Expenses & distributions
- Benefits paid
- $39,678,054
- Administrative expenses
- $2,164,911
- Total expenses
- $41,842,965
- Net increase / (decrease)
- $31,985,230
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Amalgamated Employee Benefits Admin | OWNED BY PARTY-IN-INTERES | $225,817 | not reported in the loaded dataset | 2023 |
| Hamilton Lane Advisors, LLC | NONE | $120,599 | $101,538 | 2023 |
| Horizon | NONE | $204,026 | not reported in the loaded dataset | 2023 |
| Johnston Asset Management | NONE | $177,555 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank | OWNED BY PARTY-IN-INT | $124,870 | not reported in the loaded dataset | 2023 |
| Schulte Roth And Zabel Llp | NONE | $124,244 | not reported in the loaded dataset | 2023 |
| Telus Health | NONE | $85,000 | not reported in the loaded dataset | 2023 |
| Novak Francella LLC | NONE | $75,000 | not reported in the loaded dataset | 2023 |
| Andco Consulting | NONE | $52,500 | not reported in the loaded dataset | 2023 |
| Alliant Insurance Services Inc | NONE | $0 | $42,452 | 2023 |
| Cynomys,Inc. | PARTY-IN-INTEREST | $30,420 | not reported in the loaded dataset | 2023 |
| Lowenstein Sandler Llp | NONE | $22,819 | not reported in the loaded dataset | 2023 |
| Beins Axelrod P.C. | NONE | $19,802 | not reported in the loaded dataset | 2023 |
| Ss & C Technologies Inc | NONE | $0 | $17,172 | 2023 |
| Koskie Minsky Llp | NONE | $7,564 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Consolidated Retirement Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in White Plains, NY
- Amalgamated Employee Benefits Admin — Schedule C compensation
- Hamilton Lane Advisors, LLC — Schedule C compensation
- Horizon — Schedule C compensation
- Johnston Asset Management — Schedule C compensation
- Amalgamated Bank — Schedule C compensation
- Schulte Roth And Zabel Llp — Schedule C compensation
- Telus Health — Schedule C compensation
- Novak Francella LLC — Schedule C compensation
- Andco Consulting — Schedule C compensation
- Alliant Insurance Services Inc — Schedule C compensation
- Cynomys,Inc. — Schedule C compensation
- Lowenstein Sandler Llp — Schedule C compensation
- Beins Axelrod P.C. — Schedule C compensation
- Ss & C Technologies Inc — Schedule C compensation
- Koskie Minsky Llp — Schedule C compensation