Nurses And Local 813 Ibt Retirement Plan — Form 5500 plan (Board Of Trustees Of Nurses And Local 813 Ibt Retirement Plan)
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, Nurses And Local 813 Ibt Retirement Plan is a benefit plan reported by Board Of Trustees Of Nurses And Local 813 Ibt Retirement Plan under EIN 13-3628926 and plan number 001. The latest loaded filing year is 2023. The filing reports 14,895 participants and $619,167,225 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Nurses And Local 813 Ibt Retirement Plan
- EIN
- 13-3628926
- Plan number
- 001
- Plan type
- 1
- Location
- Long Island City, NY
- Latest filing year
- 2023
- Participants
- 14,895
- End-of-year plan assets
- $619,167,225
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 14,895 | H, C | 20241014142727NAL0015103571001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $619,167,225
- Total liabilities (EOY)
- $715,921
- Net assets (EOY)
- $618,451,304
- Net assets (BOY)
- $587,496,879
Income & contributions
- Employer contributions
- $17,660,901
- Total contributions
- $17,660,901
- Total income / additions
- $86,313,265
Expenses & distributions
- Benefits paid
- $50,298,301
- Administrative expenses
- $5,060,539
- Total expenses
- $55,358,840
- Net increase / (decrease)
- $30,954,425
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Local 813 Pension Trust Fund | NONE | $1,069,469 | not reported in the loaded dataset | 2023 |
| Boyd Watterson Asset Mgmt, LLC | NONE | $539,336 | not reported in the loaded dataset | 2023 |
| First Republic Investment Mgmt. | NONE | $312,471 | not reported in the loaded dataset | 2023 |
| Corbin Capital Partners Lp | NONE | $307,515 | not reported in the loaded dataset | 2023 |
| Silvercrest Asset Management Group | NONE | $281,580 | $0 | 2023 |
| Proskauer Rose, Llp | NONE | $262,518 | not reported in the loaded dataset | 2023 |
| First Actuarial Consulting Inc | NONE | $246,550 | not reported in the loaded dataset | 2023 |
| Dsm Capital Partners LLC | NONE | $193,004 | $0 | 2023 |
| The Bank Of New York Mellon | NONE | $164,419 | $0 | 2023 |
| Harding Loevner Lp | NONE | $161,764 | $0 | 2023 |
| Uniplan Investment Counsel, Inc. | NONE | $136,373 | not reported in the loaded dataset | 2023 |
| Quan-Vest Consultants, Inc. | NONE | $135,000 | not reported in the loaded dataset | 2023 |
| Sterling Capital Management LLC | NONE | $123,213 | $0 | 2023 |
| Polen Capital Management LLC | NONE | $118,135 | not reported in the loaded dataset | 2023 |
| Cohen, Weiss & Simon, Llp | NONE | $96,280 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group, Pllc | AUDITOR | $75,660 | not reported in the loaded dataset | 2023 |
| New England Pension Consultants | NONE | $40,000 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Services Inc | NONE | $0 | $29,235 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Nurses And Local 813 Ibt Retirement Plan
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Long Island City, NY
- Local 813 Pension Trust Fund — Schedule C compensation
- Boyd Watterson Asset Mgmt, LLC — Schedule C compensation
- First Republic Investment Mgmt. — Schedule C compensation
- Corbin Capital Partners Lp — Schedule C compensation
- Silvercrest Asset Management Group — Schedule C compensation
- Proskauer Rose, Llp — Schedule C compensation
- First Actuarial Consulting Inc — Schedule C compensation
- Dsm Capital Partners LLC — Schedule C compensation
- The Bank Of New York Mellon — Schedule C compensation
- Harding Loevner Lp — Schedule C compensation
- Uniplan Investment Counsel, Inc. — Schedule C compensation
- Quan-Vest Consultants, Inc. — Schedule C compensation
- Sterling Capital Management LLC — Schedule C compensation
- Polen Capital Management LLC — Schedule C compensation
- Cohen, Weiss & Simon, Llp — Schedule C compensation
- Calibre Cpa Group, Pllc — Schedule C compensation
- New England Pension Consultants — Schedule C compensation
- Segal Select Insurance Services Inc — Schedule C compensation