Cement And Concrete Workers Dc Pension Fund — Form 5500 plan (Board Of Trustees Of The Cement And Concrete Workers Dc Pension Fd)
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, Cement And Concrete Workers Dc Pension Fund is a benefit plan reported by Board Of Trustees Of The Cement And Concrete Workers Dc Pension Fd under EIN 13-5629824 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,071 participants and $674,060,361 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of The Cement And Concrete Workers Dc Pension Fd
- EIN
- 13-5629824
- Plan number
- 001
- Plan type
- 1
- Location
- Bayside, NY
- Latest filing year
- 2023
- Participants
- 3,071
- End-of-year plan assets
- $674,060,361
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,071 | H, C | 20241008150834NAL0008497907001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $674,060,361
- Total liabilities (EOY)
- $27,296,912
- Net assets (EOY)
- $646,763,449
- Net assets (BOY)
- $584,367,925
Income & contributions
- Employer contributions
- $11,432,474
- Total contributions
- $11,432,474
- Total income / additions
- $91,912,823
Expenses & distributions
- Benefits paid
- $26,699,697
- Administrative expenses
- $2,817,602
- Total expenses
- $29,517,299
- Net increase / (decrease)
- $62,395,524
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ullico Investment Advisors Inc | NONE | $342,888 | not reported in the loaded dataset | 2023 |
| Atalanta Sosnoff Capital LLC | NONE | $327,566 | $0 | 2023 |
| Hardman Johnston Global Advisors | NONE | $211,195 | not reported in the loaded dataset | 2023 |
| Horizon | NONE | $177,180 | not reported in the loaded dataset | 2023 |
| Proskauer Rose Llp | NONE | $117,513 | not reported in the loaded dataset | 2023 |
| Lord Abbett & Co LLC | NONE | $85,247 | not reported in the loaded dataset | 2023 |
| Fenimore Asset Management Inc | NONE | $84,827 | not reported in the loaded dataset | 2023 |
| Amalgamated | NONE | $63,031 | not reported in the loaded dataset | 2023 |
| Eagle Asset Management | NONE | $58,194 | $0 | 2023 |
| Gamco Asset Management | NONE | $50,636 | not reported in the loaded dataset | 2023 |
| Schultheis & Panettieri Llp | NONE | $48,635 | not reported in the loaded dataset | 2023 |
| Loomis Sayles | NONE | $42,160 | not reported in the loaded dataset | 2023 |
| Basys | NONE | $36,019 | not reported in the loaded dataset | 2023 |
| Gorlick Kravitz & Listhaus Pc | NONE | $32,961 | not reported in the loaded dataset | 2023 |
| Reynolds Consulting Services LLC | NONE | $30,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of The Cement And Concrete Workers Dc Pension Fd
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Bayside, NY
- Ullico Investment Advisors Inc — Schedule C compensation
- Atalanta Sosnoff Capital LLC — Schedule C compensation
- Hardman Johnston Global Advisors — Schedule C compensation
- Horizon — Schedule C compensation
- Proskauer Rose Llp — Schedule C compensation
- Lord Abbett & Co LLC — Schedule C compensation
- Fenimore Asset Management Inc — Schedule C compensation
- Amalgamated — Schedule C compensation
- Eagle Asset Management — Schedule C compensation
- Gamco Asset Management — Schedule C compensation
- Schultheis & Panettieri Llp — Schedule C compensation
- Loomis Sayles — Schedule C compensation
- Basys — Schedule C compensation
- Gorlick Kravitz & Listhaus Pc — Schedule C compensation
- Reynolds Consulting Services LLC — Schedule C compensation