New York District Council Of Carpenters Annuity Fd — Form 5500 plan (Board Of Trustees Of The Nydcc Annuity Fd)
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 Annuity Fd is a benefit plan reported by Board Of Trustees Of The Nydcc Annuity Fd under EIN 51-0174279 and plan number 001. The latest loaded filing year is 2023. The filing reports 38,636 participants and $3,507,980,221 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of The Nydcc Annuity Fd
- EIN
- 51-0174279
- Plan number
- 001
- Plan type
- 1
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 38,636
- End-of-year plan assets
- $3,507,980,221
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 38,636 | H, C | 20250319083015NAL0003389811001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,507,980,221
- Total liabilities (EOY)
- $183,434
- Net assets (EOY)
- $3,507,796,787
- Net assets (BOY)
- $3,246,369,022
Income & contributions
- Employer contributions
- $156,177,265
- Participant contributions
- $554,466
- Total contributions
- $157,200,466
- Total income / additions
- $504,701,144
Expenses & distributions
- Benefits paid
- $224,240,987
- Administrative expenses
- $3,701,631
- Total expenses
- $243,273,379
- Net increase / (decrease)
- $261,427,765
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Gallagher Fiduciary Advisors LLC | NONE | $71,268 | not reported in the loaded dataset | 2023 |
| Schultheis & Panettieri Llp | NONE | $69,500 | not reported in the loaded dataset | 2023 |
| The Segal Company (Eastern State) | NONE | $13,659 | not reported in the loaded dataset | 2023 |
| Kauff Mcguire & Margolis Llp | NONE | $8,645 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of The Nydcc Annuity Fd
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Gallagher Fiduciary Advisors LLC — Schedule C compensation
- Schultheis & Panettieri Llp — Schedule C compensation
- The Segal Company (Eastern State) — Schedule C compensation
- Kauff Mcguire & Margolis Llp — Schedule C compensation