Metal Lathers Local 46 Pension Fund — Form 5500 plan (Board Of Trustees Of Metal Lathers Local 46 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 Lathers Local 46 Pension Fund is a benefit plan reported by Board Of Trustees Of Metal Lathers Local 46 Pension Fund under EIN 13-6106419 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,571 participants and $506,051,685 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Board Of Trustees Of Metal Lathers Local 46 Pension Fund
EIN
13-6106419
Plan number
001
Plan type
1
Location
Woodside, NY
Latest filing year
2023
Participants
2,571
End-of-year plan assets
$506,051,685

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,571H, C20241014122015NAL0026130161001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$506,051,685
Total liabilities (EOY)
$2,457,045
Net assets (EOY)
$503,594,640
Net assets (BOY)
$461,473,093

Income & contributions

Employer contributions
$12,190,431
Total contributions
$12,190,431
Total income / additions
$75,612,898

Expenses & distributions

Benefits paid
$30,710,886
Administrative expenses
$2,780,465
Total expenses
$33,491,351
Net increase / (decrease)
$42,121,547

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ullico Investment AdvisorsNE$424,530$02023
Fenimore Asset ManagementNONE$170,598not reported in the loaded dataset2023
Crescent CapitalNONE$114,765not reported in the loaded dataset2023
Rbc Global Asset ManagementNONE$114,583not reported in the loaded dataset2023
The Segal CompanyNONE$100,958not reported in the loaded dataset2023
Grosvenor Capital Management, L.PNONE$99,883not reported in the loaded dataset2023
Fitzsimmons Abrams, LlpNONE$96,432not reported in the loaded dataset2023
Proskauer Rose LlpNONE$80,031not reported in the loaded dataset2023
Wilmington Trust, NaNONE$79,144$02023
Sylvia ReyesEMPLOYEE$51,402not reported in the loaded dataset2023
Marshall And Moss, LlpNONE$49,307$02023
Calibre Cpa Group PllcNONE$37,000not reported in the loaded dataset2023
Reynolds Consulting Services, LLCNONE$35,000not reported in the loaded dataset2023
Jbm Computer Consultants IncNONE$29,277not reported in the loaded dataset2023
Mackay ShieldsNONE$28,241not reported in the loaded dataset2023
Colleran O'Hara & Mills LlpNONE$25,985not reported in the loaded dataset2023
Nathan & Bernstein Cpa'S, PcNONE$12,650not reported in the loaded dataset2023

Related Form 5500 pages