Plan5500

National Elevator Industry Pension Plan — Form 5500 plan (National Elevator Industry Pension Plan 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, National Elevator Industry Pension Plan is a benefit plan reported by National Elevator Industry Pension Plan Plan Board Of Trustees under EIN 23-2694291 and plan number 001. The latest loaded filing year is 2023. The filing reports 51,984 participants and $11,224,377,797 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
National Elevator Industry Pension Plan Plan Board Of Trustees
EIN
23-2694291
Plan number
001
Plan type
1
Location
Newtown Square, PA
Latest filing year
2023
Participants
51,984
End-of-year plan assets
$11,224,377,797

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202351,984H, C20250415162813NAL0003570449002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,224,377,797
Total liabilities (EOY)
$402,956,292
Net assets (EOY)
$10,821,421,505
Net assets (BOY)
$10,059,238,898

Income & contributions

Employer contributions
$564,982,239
Participant contributions
$8
Total contributions
$564,982,247
Total income / additions
$1,409,151,087

Expenses & distributions

Benefits paid
$611,080,921
Administrative expenses
$35,887,559
Total expenses
$646,968,480
Net increase / (decrease)
$762,182,607

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lyrical Asset ManagementNONE$2,160,465$02023
Lsv Asset ManagementNONE$1,874,044not reported in the loaded dataset2023
Wells Capital ManagementNONE$1,786,604$02023
Aberdeen Asset Management Inc.NONE$1,585,307$02023
William Blair Investment ManagementNONE$1,584,256$02023
Segal Marco AdvisorsNONE$1,473,500not reported in the loaded dataset2023
Globeflex CapitalNONE$1,236,065$02023
Insight ParetoNONE$1,119,868not reported in the loaded dataset2023
The Boston Company Asset Mgmt, LLCNONE$1,101,273$02023
Brookfield Public Securities GroupNONE$1,008,712$02023
Columbia Mgmt Investment AdvisersNONE$986,100$02023
Schroder Investment ManagementNONE$961,928$02023
The Bank Of New York MellonNONE$899,291$02023
Segal Select InsuranceNONE$805,056$86,8452023
Basys, Inc/Bridgeway TechnologiesNONE$889,266$02023
Segal CompanyNONE$851,546not reported in the loaded dataset2023
Janus Capital GroupNONE$851,546$02023
Nepf Aew ReitsNONE$797,191not reported in the loaded dataset2023
Deprince Race & Zollo IncNONE$708,487$02023
O'Donoghue & O'DonoghueNONE$694,347not reported in the loaded dataset2023
American Realty AdvisorsNONE$687,994not reported in the loaded dataset2023
Wedge Capital ManagementNONE$685,245$02023
Loomis SaylesNONE$681,631not reported in the loaded dataset2023
Daniel A. Winters & CompanyNONE$613,982not reported in the loaded dataset2023
Mondrian Investment Group (Us) IncNONE$604,159$02023
Income Research And ManagementNONE$571,144not reported in the loaded dataset2023
Cdw Direct LLCNONE$489,274not reported in the loaded dataset2023
Colchester Global Investors LimitedNONE$403,226not reported in the loaded dataset2023
Dodge & Cox IncNONE$377,540$02023
Standard RegisterNONE$340,490not reported in the loaded dataset2023
Allsup IncNONE$335,369not reported in the loaded dataset2023
Stone Harbor Investment PartnersNONE$285,915not reported in the loaded dataset2023
Tierpoint LLCNONE$265,331not reported in the loaded dataset2023
Multi Emplyer Trust Reit WashNONE$255,595not reported in the loaded dataset2023
Grubb & Ellis Mgmt Services, IncNONE$228,347not reported in the loaded dataset2023
Optiv Security IncNONE$210,575not reported in the loaded dataset2023
Oracle America IncNONE$184,735not reported in the loaded dataset2023
Zelis Red CardNONE$177,462not reported in the loaded dataset2023
Verizon Business NetworkNONE$170,238not reported in the loaded dataset2023
Verizon WirelessNONE$170,238not reported in the loaded dataset2023
Premier Technology Solutions IncNONE$164,819not reported in the loaded dataset2023
Smart Data SolutionsNONE$137,855not reported in the loaded dataset2023
Ronald P TedescoNONE$132,763not reported in the loaded dataset2023
Gallagher Fiduciary Advisors, LLCNONE$126,862not reported in the loaded dataset2023
Employee AEMPLOYEE$121,666not reported in the loaded dataset2023
Wells FargoNONE$100,997not reported in the loaded dataset2023
Mellon Capital Management CorpNONE$99,713$02023
Seyfarth Shaw LlpNONE$85,511not reported in the loaded dataset2023
Employee BEMPLOYEE$81,217not reported in the loaded dataset2023
Kelly Press IncNONE$79,721not reported in the loaded dataset2023
Employee CEMPLOYEE$77,851not reported in the loaded dataset2023
Parametric Portfolio Associates LLCNONE$77,575$02023
ComcastNONE$77,206not reported in the loaded dataset2023
Employee DEMPLOYEE$73,643not reported in the loaded dataset2023
Dearborn Life Insurance CompanyNONE$70,395not reported in the loaded dataset2023
Employee EEMPLOYEE$63,154not reported in the loaded dataset2023
Elire IncNONE$60,298not reported in the loaded dataset2023
AvayaNONE$54,468not reported in the loaded dataset2023
Employee FEMPLOYEE$54,285not reported in the loaded dataset2023
Employee GEMPLOYEE$52,518not reported in the loaded dataset2023
Employee HEMPLOYEE$51,430not reported in the loaded dataset2023
Employee IEMPLOYEE$50,498not reported in the loaded dataset2023
Employee JEMPLOYEE$48,394not reported in the loaded dataset2023
Employee KEMPLOYEE$48,394not reported in the loaded dataset2023
Employee LEMPLOYEE$47,033not reported in the loaded dataset2023
Employee MEMPLOYEE$45,953not reported in the loaded dataset2023
Employee NEMPLOYEE$42,740not reported in the loaded dataset2023
Trustee ATRUSTEE$42,395not reported in the loaded dataset2023
Employee OEMPLOYEE$41,776not reported in the loaded dataset2023
Employee PEMPLOYEE$41,766not reported in the loaded dataset2023
Employee QEMPLOYEE$41,488not reported in the loaded dataset2023
Employee REMPLOYEE$40,560not reported in the loaded dataset2023
Employee SEMPLOYEE$38,143not reported in the loaded dataset2023
Employee TEMPLOYEE$36,941not reported in the loaded dataset2023
Employee UEMPLOYEE$36,043not reported in the loaded dataset2023
PeopleshareNONE$34,925not reported in the loaded dataset2023
Employee VEMPLOYEE$32,289not reported in the loaded dataset2023
Employee WEMPLOYEE$32,049not reported in the loaded dataset2023
Employee XEMPLOYEE$30,742not reported in the loaded dataset2023
Automatic Data ProcessingNONE$30,697not reported in the loaded dataset2023
NccmpNONE$29,500not reported in the loaded dataset2023
Employee YEMPLOYEE$27,338not reported in the loaded dataset2023
Employee ZEMPLOYEE$26,952not reported in the loaded dataset2023
Employee AaEMPLOYEE$26,623not reported in the loaded dataset2023
Employee AbEMPLOYEE$26,398not reported in the loaded dataset2023
Employee AcEMPLOYEE$25,707not reported in the loaded dataset2023
Employee AdEMPLOYEE$25,463not reported in the loaded dataset2023
Employee AeEMPLOYEE$25,278not reported in the loaded dataset2023
Employee AfEMPLOYEE$25,007not reported in the loaded dataset2023
Employee AgEMPLOYEE$24,382not reported in the loaded dataset2023
Employee AhEMPLOYEE$24,251not reported in the loaded dataset2023
Atlantic Data Security LLCNONE$24,200not reported in the loaded dataset2023
Employee AiEMPLOYEE$23,886not reported in the loaded dataset2023
Pitney Bowes Global Financial ServiNONE$23,596not reported in the loaded dataset2023
Trustee CTRUSTEE$23,547not reported in the loaded dataset2023
Syxsense IncNONE$21,035not reported in the loaded dataset2023
Canon Financial Services IncNONE$19,495not reported in the loaded dataset2023
Iron MountainNONE$18,298not reported in the loaded dataset2023
Cummins & CumminsNONE$17,197not reported in the loaded dataset2023
Trustee DTRUSTEE$13,991not reported in the loaded dataset2023
Trustee BTRUSTEE$12,732not reported in the loaded dataset2023
StaplesNONE$12,556not reported in the loaded dataset2023
Trustee ETRUSTEE$11,079not reported in the loaded dataset2023
Cowen And Company LLCNONE$11,041$02023
Trustee FTRUSTEE$10,907not reported in the loaded dataset2023
Gilbert & Sackman AlcNONE$10,296not reported in the loaded dataset2023
Trustee GTRUSTEE$9,701not reported in the loaded dataset2023
Fraser Advanced Information SystemsNONE$9,265not reported in the loaded dataset2023
Hotchkis & Wiley Capital ManagementNONE$9,000not reported in the loaded dataset2023
Trustee LTRUSTEE$8,986not reported in the loaded dataset2023
Trustee MTRUSTEE$8,914not reported in the loaded dataset2023
Hyland Software, IncNONE$8,249not reported in the loaded dataset2023
Trustee JTRUSTEE$7,748not reported in the loaded dataset2023
Craddock & Lerro AssociatesNONE$7,651not reported in the loaded dataset2023
Trustee KTRUSTEE$7,246$02023
Trustee ITRUSTEE$6,922not reported in the loaded dataset2023
The Berwyn GroupNONE$6,038not reported in the loaded dataset2023
Convergeone IncNONE$5,653not reported in the loaded dataset2023
Comsource, Inc.NONE$5,395not reported in the loaded dataset2023
Trustee HTRUSTEE$5,287not reported in the loaded dataset2023

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