New York District Council Of Carpenters Pension Pl — Form 5500 plan (Board Of Trustees Of Nycdcc Pension 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, New York District Council Of Carpenters Pension Pl is a benefit plan reported by Board Of Trustees Of Nycdcc Pension Fund under EIN 51-0174276 and plan number 001. The latest loaded filing year is 2023. The filing reports 31,747 participants and $5,104,231,397 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Board Of Trustees Of Nycdcc Pension Fund
EIN
51-0174276
Plan number
001
Plan type
1
Location
New York, NY
Latest filing year
2023
Participants
31,747
End-of-year plan assets
$5,104,231,397

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202331,747H, C20250320104200NAL0009674416001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,104,231,397
Total liabilities (EOY)
$246,775,376
Net assets (EOY)
$4,857,456,021
Net assets (BOY)
$4,622,750,078

Income & contributions

Employer contributions
$206,276,229
Total contributions
$206,276,229
Total income / additions
$610,022,010

Expenses & distributions

Benefits paid
$350,926,322
Administrative expenses
$24,389,745
Total expenses
$375,316,067
Net increase / (decrease)
$234,705,943

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Bny Mellon Inv Adviser Inc.NONE$1,982,438$02023
Blue Owl Gpsc Advisors LLCNONE$1,414,177$02023
Wcm Investment Management LLCNONE$1,228,271$37,2202023
Janus Capital Management LLCNONE$1,042,571$02023
Mackay Shields LLCNONE$821,237not reported in the loaded dataset2023
Loomis Sayles And CompanyNONE$677,586$02023
Columbia Mgmt Invest Advisers LLCNONE$648,689$02023
Lsv Asset ManagementNONE$589,431not reported in the loaded dataset2023
Gallagher Fiduciary Advisors LLCNONE$570,350not reported in the loaded dataset2023
Hamilton Lane Advisors LLCNONE$472,383not reported in the loaded dataset2023
Gamco Asset Management Inc.NONE$424,258not reported in the loaded dataset2023
Polen Capital Management LLCNONE$362,249not reported in the loaded dataset2023
Lazard Asset Management LLCNONE$328,676not reported in the loaded dataset2023
Scout Investments Inc.NONE$291,768not reported in the loaded dataset2023
Kauff Mcguire & Margolis LlpNONE$225,628not reported in the loaded dataset2023
Bank Of New York MellonNONE$151,830$02023
Horizon Actuarial Services LLCNONE$147,470not reported in the loaded dataset2023
Schultheis & Panettieri LlpNONE$124,550not reported in the loaded dataset2023
Payden & RygelNONE$122,384not reported in the loaded dataset2023
State Street Global AdvisorsNONE$98,181not reported in the loaded dataset2023
Western Asset Management CompanyNONE$81,454not reported in the loaded dataset2023
Archer, Byington, Glennon & LevineNONE$68,136not reported in the loaded dataset2023
The Segal Company (Eastern States)NONE$57,499not reported in the loaded dataset2023
Virginia & Ambinder LlpNONE$43,106not reported in the loaded dataset2023
Invesco Trust CompanyNONE$33,780$02023
Amalgamated BankNONE$21,278$02023
Bridgeway Benefit TechnologiesNONE$6,075not reported in the loaded dataset2023
Union Labor Life Insurance CoNONE$0$02023

Related Form 5500 pages