Iron Workers Locals 40, 361 & 417 Annuity Fund — Form 5500 plan (Board Of Trustees Iron Workers Locals 40, 361 & 417 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, Iron Workers Locals 40, 361 & 417 Annuity Fund is a benefit plan reported by Board Of Trustees Iron Workers Locals 40, 361 & 417 Annuity Fund under EIN 23-7299279 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,998 participants and $1,151,869,619 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Iron Workers Locals 40, 361 & 417 Annuity Fund
- EIN
- 23-7299279
- Plan number
- 001
- Plan type
- 1
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 4,998
- End-of-year plan assets
- $1,151,869,619
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,998 | H, C | 20241015074034NAL0027771793001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,151,869,619
- Total liabilities (EOY)
- $6,673,726
- Net assets (EOY)
- $1,145,195,893
- Net assets (BOY)
- $1,069,475,876
Income & contributions
- Employer contributions
- $48,848,208
- Total contributions
- $48,848,208
- Total income / additions
- $145,931,053
Expenses & distributions
- Benefits paid
- $62,950,122
- Administrative expenses
- $3,118,473
- Total expenses
- $70,211,036
- Net increase / (decrease)
- $75,720,017
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Atalanta Sosnoff Capital LLC | NONE | $479,687 | not reported in the loaded dataset | 2023 |
| Manning & Napier Advisors LLC | NONE | $445,907 | $0 | 2023 |
| Morgan Stanley Smith Barney LLC | NONE | $415,063 | not reported in the loaded dataset | 2023 |
| Insight North America LLC | NONE | $263,935 | not reported in the loaded dataset | 2023 |
| F/M Investments LLC | NONE | $158,284 | not reported in the loaded dataset | 2023 |
| Wcm Investment Management LLC | NONE | $107,134 | $0 | 2023 |
| Intercontinental Real Estate Corp | NONE | $105,160 | not reported in the loaded dataset | 2023 |
| Grassi And Co Cpa'S Pc | AUDITOR | $82,996 | not reported in the loaded dataset | 2023 |
| Colleran O'Hara & Mills Llp | ATTORNEY | $73,036 | not reported in the loaded dataset | 2023 |
| The Segal Co. (Eastern States), Inc | NONE | $67,750 | not reported in the loaded dataset | 2023 |
| Steven N Davi Pllc | NONE | $29,309 | not reported in the loaded dataset | 2023 |
| Bny Mellon | INV CUSTODIAN | $12,248 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Iron Workers Locals 40, 361 & 417 Annuity Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Atalanta Sosnoff Capital LLC — Schedule C compensation
- Manning & Napier Advisors LLC — Schedule C compensation
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- Insight North America LLC — Schedule C compensation
- F/M Investments LLC — Schedule C compensation
- Wcm Investment Management LLC — Schedule C compensation
- Intercontinental Real Estate Corp — Schedule C compensation
- Grassi And Co Cpa'S Pc — Schedule C compensation
- Colleran O'Hara & Mills Llp — Schedule C compensation
- The Segal Co. (Eastern States), Inc — Schedule C compensation
- Steven N Davi Pllc — Schedule C compensation
- Bny Mellon — Schedule C compensation