Westchester Teamsters Local 456 Pension Fund — Form 5500 plan (Board Of Trustees Local 456 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, Westchester Teamsters Local 456 Pension Fund is a benefit plan reported by Board Of Trustees Local 456 Pension Fund under EIN 13-6123973 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,244 participants and $241,348,422 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Local 456 Pension Fund
- EIN
- 13-6123973
- Plan number
- 001
- Plan type
- 1
- Location
- Elmsford, NY
- Latest filing year
- 2023
- Participants
- 2,244
- End-of-year plan assets
- $241,348,422
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,244 | H, C | 20241015173046NAL0015174547002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $241,348,422
- Total liabilities (EOY)
- $10,098,310
- Net assets (EOY)
- $231,250,112
- Net assets (BOY)
- $211,841,483
Income & contributions
- Employer contributions
- $8,830,408
- Total contributions
- $8,830,408
- Total income / additions
- $37,669,966
Expenses & distributions
- Benefits paid
- $16,141,074
- Administrative expenses
- $2,120,263
- Total expenses
- $18,261,337
- Net increase / (decrease)
- $19,408,629
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch | INVESTMENT CONSULTANT | $226,747 | not reported in the loaded dataset | 2023 |
| Clearbridge Investments, LLC | INVESTMENT MANAGER | $169,080 | $0 | 2023 |
| Blitman & King Llp | LEGAL | $145,213 | not reported in the loaded dataset | 2023 |
| Global Trust Company | INVESTMENT MANAGER | $140,250 | not reported in the loaded dataset | 2023 |
| Lord Abbett & Co. LLC | INVESTMENT MANAGER | $128,055 | not reported in the loaded dataset | 2023 |
| Jp Morgan | INVESTMENT MANAGER | $99,627 | not reported in the loaded dataset | 2023 |
| Blackrock C/O The Chrys Group At Ml | INVESTMENT MANAGER | $84,650 | not reported in the loaded dataset | 2023 |
| Bolton Partners Northeast, Inc. | ACTUARY | $79,600 | not reported in the loaded dataset | 2023 |
| Vincent Fedele | EMPLOYEE | $73,411 | not reported in the loaded dataset | 2023 |
| Gettry Marcus Cpa, P.C. | ACCOUNTANT | $63,659 | not reported in the loaded dataset | 2023 |
| M&T Bank Inst'L Retirement Services | INVESTMENT CUSTODIAN | $57,685 | $0 | 2023 |
| Cohen & Steers | INVESTMENT MANAGER | $35,920 | not reported in the loaded dataset | 2023 |
| Brenda Galea-Ritch | PLAN ADMINISTRATOR | $35,890 | not reported in the loaded dataset | 2023 |
| Veronica Cleaning Corp. | OTHER SERVICES | $32,254 | not reported in the loaded dataset | 2023 |
| Lord Abbett C/O The Chrys Group | INVESTMENT MANAGER | $23,057 | not reported in the loaded dataset | 2023 |
| Tpa Corporation | COMPUTER CONSULTANT | $16,766 | not reported in the loaded dataset | 2023 |
| Citrin Cooperman & Company, Llp | ACCOUNTANT | $10,521 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Local 456 Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Elmsford, NY
- Merrill Lynch — Schedule C compensation
- Clearbridge Investments, LLC — Schedule C compensation
- Blitman & King Llp — Schedule C compensation
- Global Trust Company — Schedule C compensation
- Lord Abbett & Co. LLC — Schedule C compensation
- Jp Morgan — Schedule C compensation
- Blackrock C/O The Chrys Group At Ml — Schedule C compensation
- Bolton Partners Northeast, Inc. — Schedule C compensation
- Vincent Fedele — Schedule C compensation
- Gettry Marcus Cpa, P.C. — Schedule C compensation
- M&T Bank Inst'L Retirement Services — Schedule C compensation
- Cohen & Steers — Schedule C compensation
- Brenda Galea-Ritch — Schedule C compensation
- Veronica Cleaning Corp. — Schedule C compensation
- Lord Abbett C/O The Chrys Group — Schedule C compensation
- Tpa Corporation — Schedule C compensation
- Citrin Cooperman & Company, Llp — Schedule C compensation