Mason Tenders District Council Annuity Fund — Form 5500 plan (Board Of Trustees Mason Tenders District Council Annuity 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, Mason Tenders District Council Annuity Fund is a benefit plan reported by Board Of Trustees Mason Tenders District Council Annuity Fund under EIN 13-6358540 and plan number 076. The latest loaded filing year is 2023. The filing reports 21,075 participants and $912,972,009 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Mason Tenders District Council Annuity Fund
- EIN
- 13-6358540
- Plan number
- 076
- Plan type
- 1
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 21,075
- End-of-year plan assets
- $912,972,009
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 21,075 | H, C | 20250625092640NAL0004630115001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $912,972,009
- Total liabilities (EOY)
- $15,149,882
- Net assets (EOY)
- $897,822,127
- Net assets (BOY)
- $827,711,564
Income & contributions
- Employer contributions
- $91,157,761
- Total contributions
- $91,157,761
- Total income / additions
- $168,362,313
Expenses & distributions
- Benefits paid
- $93,471,953
- Administrative expenses
- $4,779,797
- Total expenses
- $98,251,750
- Net increase / (decrease)
- $70,110,563
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mtdc Welfare Fund | AFFILIATE | $1,919,415 | not reported in the loaded dataset | 2023 |
| Schultheis & Panettieri Llp | AUDITOR | $627,565 | not reported in the loaded dataset | 2023 |
| Invesco Trust Company | NONE | $338,120 | $0 | 2023 |
| Western Asset Mgmt Co, LLC | NONE | $316,920 | not reported in the loaded dataset | 2023 |
| Polen Capital Management, LLC | NONE | $262,043 | not reported in the loaded dataset | 2023 |
| Proskauer Rose Llp | NONE | $210,103 | not reported in the loaded dataset | 2023 |
| Lazard Asset Management, LLC | NONE | $194,304 | $0 | 2023 |
| State Street Bank & Trust Company | NONE | $117,494 | $0 | 2023 |
| The Segal Co. (Eastern States), Inc | NONE | $98,875 | not reported in the loaded dataset | 2023 |
| Gorlick, Kravitz & Listhaus P.C. | ATTORNEY | $97,935 | not reported in the loaded dataset | 2023 |
| Janus Capital Management, LLC | NONE | $83,636 | $0 | 2023 |
| Allied System Integrators, Inc. | NONE | $81,069 | not reported in the loaded dataset | 2023 |
| William Blair Investment Mgmt, LLC | NONE | $76,523 | $0 | 2023 |
| Gallagher Fiduciary Advisors,LLC | NONE | $72,844 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Svcs, Inc. | NONE | $0 | $29,800 | 2023 |
| Md Building Services | CLEANING COMPANY | $24,722 | not reported in the loaded dataset | 2023 |
| Bicc Systems, Inc. | NONE | $16,409 | not reported in the loaded dataset | 2023 |
| True Type Printing Company, Inc. | NONE | $14,998 | not reported in the loaded dataset | 2023 |
| Robert M. Cheverie & Associates, Pc | NONE | $13,114 | not reported in the loaded dataset | 2023 |
| United Print Group Inc. | NONE | $11,507 | not reported in the loaded dataset | 2023 |
| Teaneck Business Associates, Inc | NONE | $6,846 | not reported in the loaded dataset | 2023 |
| Adp | NONE | $6,522 | not reported in the loaded dataset | 2023 |
| Michael James Industries, Inc. | BUILDING MAINTENANCE | $6,477 | not reported in the loaded dataset | 2023 |
| Richard Adelman | NONE | $5,544 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Mason Tenders District Council Annuity Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Mtdc Welfare Fund — Schedule C compensation
- Schultheis & Panettieri Llp — Schedule C compensation
- Invesco Trust Company — Schedule C compensation
- Western Asset Mgmt Co, LLC — Schedule C compensation
- Polen Capital Management, LLC — Schedule C compensation
- Proskauer Rose Llp — Schedule C compensation
- Lazard Asset Management, LLC — Schedule C compensation
- State Street Bank & Trust Company — Schedule C compensation
- The Segal Co. (Eastern States), Inc — Schedule C compensation
- Gorlick, Kravitz & Listhaus P.C. — Schedule C compensation
- Janus Capital Management, LLC — Schedule C compensation
- Allied System Integrators, Inc. — Schedule C compensation
- William Blair Investment Mgmt, LLC — Schedule C compensation
- Gallagher Fiduciary Advisors,LLC — Schedule C compensation
- Segal Select Insurance Svcs, Inc. — Schedule C compensation
- Md Building Services — Schedule C compensation
- Bicc Systems, Inc. — Schedule C compensation
- True Type Printing Company, Inc. — Schedule C compensation
- Robert M. Cheverie & Associates, Pc — Schedule C compensation
- United Print Group Inc. — Schedule C compensation
- Teaneck Business Associates, Inc — Schedule C compensation
- Adp — Schedule C compensation
- Michael James Industries, Inc. — Schedule C compensation
- Richard Adelman — Schedule C compensation