Retirement And Pension Plan For Officers & Employees Of The Nycdcc And Related Organizations — Form 5500 plan (Bd Trustees Ret And Pension Plan For Officers And)
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, Retirement And Pension Plan For Officers & Employees Of The Nycdcc And Related Organizations is a benefit plan reported by Bd Trustees Ret And Pension Plan For Officers And under EIN 51-0167964 and plan number 001. The latest loaded filing year is 2023. The filing reports 676 participants and $110,042,582 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bd Trustees Ret And Pension Plan For Officers And
- EIN
- 51-0167964
- Plan number
- 001
- Plan type
- 1
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 676
- End-of-year plan assets
- $110,042,582
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 676 | H, C | 20250403092736NAL0010121249001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $110,042,582
- Total liabilities (EOY)
- $7,643,811
- Net assets (EOY)
- $102,398,771
- Net assets (BOY)
- $102,424,212
Income & contributions
- Employer contributions
- $4,230,404
- Total contributions
- $4,230,404
- Total income / additions
- $11,775,159
Expenses & distributions
- Benefits paid
- $11,080,728
- Administrative expenses
- $719,872
- Total expenses
- $11,800,600
- Net increase / (decrease)
- -$25,441
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nycdcc Welfare Fund | RELATED PARTY | $138,515 | not reported in the loaded dataset | 2023 |
| Newtower Trust Company | NONE | $0 | $102,083 | 2023 |
| First Actuarial Consulting Inc | NONE | $79,816 | not reported in the loaded dataset | 2023 |
| Morgan Stanley - Graystone | NONE | $75,000 | not reported in the loaded dataset | 2023 |
| Tcw Asset Management Company LLC | NONE | $62,022 | $0 | 2023 |
| The Union Labor Life Insurance Co | NONE | $54,721 | $0 | 2023 |
| Hgk Asset Management | NONE | $43,064 | $0 | 2023 |
| Novak Francella LLC | NONE | $30,000 | not reported in the loaded dataset | 2023 |
| Segall Bryant & Hamill LLC | NONE | $29,311 | $0 | 2023 |
| Chevy Chase Trust Company | NONE | $26,626 | not reported in the loaded dataset | 2023 |
| Asb Capital Management, LLC | NONE | $26,626 | not reported in the loaded dataset | 2023 |
| Archer, Byington, Glennon, & Lennon | NONE | $24,000 | not reported in the loaded dataset | 2023 |
| Lazard Asset Management LLC | NONE | $19,868 | $0 | 2023 |
| Bny Mellon | NONE | $17,119 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank | NONE | $12,027 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Services | NONE | $0 | $8,566 | 2023 |
| Proxyvote Plus LLC | NONE | $6,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bd Trustees Ret And Pension Plan For Officers And
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Nycdcc Welfare Fund — Schedule C compensation
- Newtower Trust Company — Schedule C compensation
- First Actuarial Consulting Inc — Schedule C compensation
- Morgan Stanley - Graystone — Schedule C compensation
- Tcw Asset Management Company LLC — Schedule C compensation
- The Union Labor Life Insurance Co — Schedule C compensation
- Hgk Asset Management — Schedule C compensation
- Novak Francella LLC — Schedule C compensation
- Segall Bryant & Hamill LLC — Schedule C compensation
- Chevy Chase Trust Company — Schedule C compensation
- Asb Capital Management, LLC — Schedule C compensation
- Archer, Byington, Glennon, & Lennon — Schedule C compensation
- Lazard Asset Management LLC — Schedule C compensation
- Bny Mellon — Schedule C compensation
- Amalgamated Bank — Schedule C compensation
- Segal Select Insurance Services — Schedule C compensation
- Proxyvote Plus LLC — Schedule C compensation