Iron Workers Locals 40, 361 & 417 Pension Fund — Form 5500 plan (Board Of Trustees Iron Workers Locals 40, 361 & 417 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, Iron Workers Locals 40, 361 & 417 Pension Fund is a benefit plan reported by Board Of Trustees Iron Workers Locals 40, 361 & 417 Pension Fund under EIN 51-6102576 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,871 participants and $672,221,928 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 Pension Fund
- EIN
- 51-6102576
- Plan number
- 001
- Plan type
- 1
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 4,871
- End-of-year plan assets
- $672,221,928
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,871 | H, C | 20241015082637NAL0015984803001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $672,221,928
- Total liabilities (EOY)
- $3,032,451
- Net assets (EOY)
- $669,189,477
- Net assets (BOY)
- $615,885,062
Income & contributions
- Employer contributions
- $47,843,011
- Total contributions
- $47,843,011
- Total income / additions
- $112,466,935
Expenses & distributions
- Benefits paid
- $55,850,021
- Administrative expenses
- $3,312,499
- Total expenses
- $59,162,520
- Net increase / (decrease)
- $53,304,415
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lord Abbett & Co LLC | NONE | $507,589 | $0 | 2023 |
| Morgan Stanley Smith Barney LLC | NONE | $318,155 | not reported in the loaded dataset | 2023 |
| Intercontinental Real Estate Corp | NONE | $209,806 | not reported in the loaded dataset | 2023 |
| Eagle Capital Management LLC | NONE | $208,150 | $0 | 2023 |
| The Segal Co. (Eastern States) Inc. | NONE | $181,708 | not reported in the loaded dataset | 2023 |
| Manning & Napier Advisors LLC | NONE | $134,908 | $0 | 2023 |
| Rbc Global Asset Management Inc | NONE | $93,550 | not reported in the loaded dataset | 2023 |
| Wcm Investment Management, LLC | NONE | $85,707 | $0 | 2023 |
| Dolan Mceniry Capital Mgmt LLC | NONE | $75,132 | not reported in the loaded dataset | 2023 |
| Broad Core Investments | NONE | $69,854 | not reported in the loaded dataset | 2023 |
| Colleran, O'Hara & Mills Llp | ATTORNEY | $69,394 | not reported in the loaded dataset | 2023 |
| Grassi & Co Cpa'S Pc | AUDITOR | $68,714 | not reported in the loaded dataset | 2023 |
| Steven N. Davi, Pllc | NONE | $53,355 | not reported in the loaded dataset | 2023 |
| Western Asset Management Co LLC | NONE | $43,508 | not reported in the loaded dataset | 2023 |
| Atalanta Sosnoff Capital LLC | NONE | $32,323 | $0 | 2023 |
| Bny Mellon | INVESTMENT CUSTODIAN | $13,020 | $0 | 2023 |
| Union Labor Life Insurance Company | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Iron Workers Locals 40, 361 & 417 Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Lord Abbett & Co LLC — Schedule C compensation
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- Intercontinental Real Estate Corp — Schedule C compensation
- Eagle Capital Management LLC — Schedule C compensation
- The Segal Co. (Eastern States) Inc. — Schedule C compensation
- Manning & Napier Advisors LLC — Schedule C compensation
- Rbc Global Asset Management Inc — Schedule C compensation
- Wcm Investment Management, LLC — Schedule C compensation
- Dolan Mceniry Capital Mgmt LLC — Schedule C compensation
- Broad Core Investments — Schedule C compensation
- Colleran, O'Hara & Mills Llp — Schedule C compensation
- Grassi & Co Cpa'S Pc — Schedule C compensation
- Steven N. Davi, Pllc — Schedule C compensation
- Western Asset Management Co LLC — Schedule C compensation
- Atalanta Sosnoff Capital LLC — Schedule C compensation
- Bny Mellon — Schedule C compensation
- Union Labor Life Insurance Company — Schedule C compensation