Brotherhood Of Locomotive Engineers And Trainmen Long Island Pension Fund — Form 5500 plan (Board Of Trustees)
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, Brotherhood Of Locomotive Engineers And Trainmen Long Island Pension Fund is a benefit plan reported by Board Of Trustees under EIN 13-6146226 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,070 participants and $81,272,320 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees
- EIN
- 13-6146226
- Plan number
- 001
- Plan type
- 2
- Location
- Ronkonkoma, NY
- Latest filing year
- 2023
- Participants
- 1,070
- End-of-year plan assets
- $81,272,320
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,070 | H, C | 20241013140204NAL0014101539004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $81,272,320
- Total liabilities (EOY)
- $193,491
- Net assets (EOY)
- $81,078,829
- Net assets (BOY)
- $74,982,103
Income & contributions
- Employer contributions
- $4,449,940
- Total contributions
- $4,449,940
- Total income / additions
- $10,713,095
Expenses & distributions
- Benefits paid
- $3,514,090
- Administrative expenses
- $1,102,279
- Total expenses
- $4,616,369
- Net increase / (decrease)
- $6,096,726
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Brhd Of Locmtv Eng & Trnmn Li Gca | RELATED LABOR ORG. | $266,783 | not reported in the loaded dataset | 2023 |
| Intercontinental Real Estate Co. | NONE | $95,259 | not reported in the loaded dataset | 2023 |
| Investment Performance Services | NONE | $87,500 | not reported in the loaded dataset | 2023 |
| Boyd Watterson Asset Management, Ll | NONE | $86,469 | not reported in the loaded dataset | 2023 |
| Cohen, Weiss & Simon, Llp | UNION COUNSEL | $60,125 | not reported in the loaded dataset | 2023 |
| Hardman Johnston Global Advisors | NONE | $47,441 | not reported in the loaded dataset | 2023 |
| Wedge Capital Management, Llp | NONE | $41,098 | not reported in the loaded dataset | 2023 |
| Bolton Partners, Inc. | NONE | $38,400 | not reported in the loaded dataset | 2023 |
| Gould, Kobrick & Schlapp Pc | UNION ACCOUNTANT | $31,500 | not reported in the loaded dataset | 2023 |
| Brhd Of Locmtv Eng & Trnmn Li Wel F | RELATED BEN PLAN. | $30,350 | not reported in the loaded dataset | 2023 |
| Segall Bryant & Hamill | NONE | $28,432 | not reported in the loaded dataset | 2023 |
| Chartwell Investment Partners, LLC | NONE | $25,524 | not reported in the loaded dataset | 2023 |
| First Eagle Investment Management | NONE | $15,721 | not reported in the loaded dataset | 2023 |
| Washington Capital Management, Inc. | NONE | $15,322 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $11,500 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank | NONE | $6,446 | not reported in the loaded dataset | 2023 |
| Northern Trust Corporation | not reported in the loaded dataset | $2,147 | not reported in the loaded dataset | 2023 |
| Hamilton Lane Advisors, LLC | NONE | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Ronkonkoma, NY
- Brhd Of Locmtv Eng & Trnmn Li Gca — Schedule C compensation
- Intercontinental Real Estate Co. — Schedule C compensation
- Investment Performance Services — Schedule C compensation
- Boyd Watterson Asset Management, Ll — Schedule C compensation
- Cohen, Weiss & Simon, Llp — Schedule C compensation
- Hardman Johnston Global Advisors — Schedule C compensation
- Wedge Capital Management, Llp — Schedule C compensation
- Bolton Partners, Inc. — Schedule C compensation
- Gould, Kobrick & Schlapp Pc — Schedule C compensation
- Brhd Of Locmtv Eng & Trnmn Li Wel F — Schedule C compensation
- Segall Bryant & Hamill — Schedule C compensation
- Chartwell Investment Partners, LLC — Schedule C compensation
- First Eagle Investment Management — Schedule C compensation
- Washington Capital Management, Inc. — Schedule C compensation
- The Segal Company — Schedule C compensation
- Amalgamated Bank — Schedule C compensation
- Northern Trust Corporation — Schedule C compensation
- Hamilton Lane Advisors, LLC — Schedule C compensation