Plan5500

American Federation Of Musicians And Employers' Pension Fund And Subsidiary — Form 5500 plan (Board Of Trustees Of The American Federation Of Musicians And Employe)

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, American Federation Of Musicians And Employers' Pension Fund And Subsidiary is a benefit plan reported by Board Of Trustees Of The American Federation Of Musicians And Employe under EIN 51-6120204 and plan number 001. The latest loaded filing year is 2023. The filing reports 51,361 participants and $1,756,221,771 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Board Of Trustees Of The American Federation Of Musicians And Employe
EIN
51-6120204
Plan number
001
Plan type
1
Location
New York, NY
Latest filing year
2023
Participants
51,361
End-of-year plan assets
$1,756,221,771

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202351,361H, C20241018065058NAL0065664338001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,756,221,771
Total liabilities (EOY)
$100,806,170
Net assets (EOY)
$1,655,415,601
Net assets (BOY)
$1,660,892,150

Income & contributions

Employer contributions
$80,039,835
Total contributions
$79,880,453
Total income / additions
$261,942,228

Expenses & distributions

Benefits paid
$237,976,247
Administrative expenses
$29,442,530
Total expenses
$267,418,777
Net increase / (decrease)
-$5,476,549

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cambridge Associates LLCNONE$2,165,470not reported in the loaded dataset2023
Segal Select Insurance Services IncNONE$1,875,544$6,2402023
Milliman IncNONE$1,189,796not reported in the loaded dataset2023
Hamilton Lane Advisors, LLCNONE$800,000not reported in the loaded dataset2023
The Bank Of New York MellonNONE$771,038$02023
Proskauer Rose LlpNONE$605,661not reported in the loaded dataset2023
Cohen Weiss And Simon LlpNONE$589,967not reported in the loaded dataset2023
Silchester Int'L Investors LlpNONE$574,016$02023
Junto Offshore Fund LtdNONE$529,988$02023
The Childrens Investment FundNONE$496,715$02023
Employee 1EMPLOYEE$477,819not reported in the loaded dataset2023
Viking Global Investors LpNONE$457,302$02023
Cat Rock Capital Management LpNONE$448,029not reported in the loaded dataset2023
Hbk Multi-Strategy Offshore FundNONE$397,582$02023
Davidson Kempner Capital Mgmt LpNONE$383,288not reported in the loaded dataset2023
Withumsmith+Brown, PcNONE$371,994not reported in the loaded dataset2023
Cevian CapitalNONE$354,104$02023
Employee 2EMPLOYEE$345,971not reported in the loaded dataset2023
Artisan International Value FundNONE$334,875not reported in the loaded dataset2023
Employee 3EMPLOYEE$326,511not reported in the loaded dataset2023
Elliot International LimitedNONE$317,175$02023
Park PresidioNONE$277,784not reported in the loaded dataset2023
Overlook PartnersNONE$269,996not reported in the loaded dataset2023
Soroban Capital Partners LpNONE$235,818not reported in the loaded dataset2023
Lakewood Capital Management LpNONE$222,372$02023
Indaba Capital Management, L.P.NONE$219,823$02023
Acadian Asset Management LLCNONE$216,783not reported in the loaded dataset2023
Employee 4EMPLOYEE$216,168not reported in the loaded dataset2023
Employee 5EMPLOYEE$215,097not reported in the loaded dataset2023
Employee 6EMPLOYEE$213,056not reported in the loaded dataset2023
Employee 7EMPLOYEE$212,954not reported in the loaded dataset2023
Camber Capital Management, LpNONE$204,836not reported in the loaded dataset2023
Aetos Capital Opport. Fd Cayman LpNONE$203,499$02023
Employee 8EMPLOYEE$186,954not reported in the loaded dataset2023
Employee 9EMPLOYEE$185,828not reported in the loaded dataset2023
Senator Investment Group LpNONE$184,632$02023
Employee 10EMPLOYEE$182,204not reported in the loaded dataset2023
Hs Management Parnters, LLCNONE$180,405$02023
Employee 11EMPLOYEE$171,576not reported in the loaded dataset2023
Matrix Capital Management CompanyNONE$161,280$02023
Employee 12EMPLOYEE$155,673not reported in the loaded dataset2023
Malabar India Fund LpNONE$145,753not reported in the loaded dataset2023
Employee 13EMPLOYEE$141,278not reported in the loaded dataset2023
Employee 14EMPLOYEE$138,097not reported in the loaded dataset2023
Employee 15EMPLOYEE$136,442not reported in the loaded dataset2023
Doubleline Capital LpNONE$131,946$02023
Employee 16EMPLOYEE$131,714not reported in the loaded dataset2023
Orbis Investment Management LimitedNONE$126,553$02023
Tiger GlobalNONE$125,101not reported in the loaded dataset2023
Employee 17EMPLOYEE$125,029not reported in the loaded dataset2023
Employee 18EMPLOYEE$119,496not reported in the loaded dataset2023
Employee 19EMPLOYEE$115,789not reported in the loaded dataset2023
Eagle Capital Management, LLCNONE$115,772$02023
Employee 20EMPLOYEE$115,056not reported in the loaded dataset2023
Employee 21EMPLOYEE$112,441not reported in the loaded dataset2023
Employee 22EMPLOYEE$112,100not reported in the loaded dataset2023
Lyxor Asset Management S.A.S.NONE$109,493$02023
Employee 23EMPLOYEE$104,008not reported in the loaded dataset2023
Employee 24EMPLOYEE$101,623not reported in the loaded dataset2023
Employee 25EMPLOYEE$101,574not reported in the loaded dataset2023
Employee 26EMPLOYEE$100,652not reported in the loaded dataset2023
Employee 27EMPLOYEE$100,161not reported in the loaded dataset2023
Nu-Century/Pdi AmericaNONE$96,442not reported in the loaded dataset2023
Employee 28EMPLOYEE$93,879not reported in the loaded dataset2023
Employee 29EMPLOYEE$92,412not reported in the loaded dataset2023
Employee 30EMPLOYEE$91,174not reported in the loaded dataset2023
Employee 31EMPLOYEE$89,128not reported in the loaded dataset2023
Employee 32EMPLOYEE$86,343not reported in the loaded dataset2023
Employee 33EMPLOYEE$86,098not reported in the loaded dataset2023
Perfect Printing Solutions, Inc.NONE$83,812not reported in the loaded dataset2023
Opus Investment Advisors, LLCNONE$83,419not reported in the loaded dataset2023
Employee 34EMPLOYEE$81,401not reported in the loaded dataset2023
Employee 35EMPLOYEE$80,544not reported in the loaded dataset2023
Employee 36EMPLOYEE$80,238not reported in the loaded dataset2023
PimcoNONE$79,963not reported in the loaded dataset2023
Employee 37EMPLOYEE$79,444not reported in the loaded dataset2023
Employee 38EMPLOYEE$79,402not reported in the loaded dataset2023
Employee 39EMPLOYEE$74,732not reported in the loaded dataset2023
Winmill Software IncNONE$74,540not reported in the loaded dataset2023
Employee 40EMPLOYEE$74,262not reported in the loaded dataset2023
Employee 41EMPLOYEE$73,281not reported in the loaded dataset2023
Employee 42EMPLOYEE$69,982not reported in the loaded dataset2023
Employee 43EMPLOYEE$68,375not reported in the loaded dataset2023
Employee 44EMPLOYEE$68,214not reported in the loaded dataset2023
Employee 45EMPLOYEE$67,460not reported in the loaded dataset2023
Employee 46EMPLOYEE$67,457not reported in the loaded dataset2023
Employee 47EMPLOYEE$67,274not reported in the loaded dataset2023
Employee 48EMPLOYEE$67,209not reported in the loaded dataset2023
Blakeman Crest Advisors, LLCNONE$64,150not reported in the loaded dataset2023
Employee 49EMPLOYEE$63,793not reported in the loaded dataset2023
Employee 50EMPLOYEE$63,780not reported in the loaded dataset2023
Employee 51EMPLOYEE$63,304not reported in the loaded dataset2023
Employee 52EMPLOYEE$60,790not reported in the loaded dataset2023
Bares Capital Management IncNONE$60,239$02023
Employee 53EMPLOYEE$56,973not reported in the loaded dataset2023
Employee 54EMPLOYEE$56,949not reported in the loaded dataset2023
Employee 55EMPLOYEE$56,803not reported in the loaded dataset2023
Employee 56EMPLOYEE$54,213not reported in the loaded dataset2023
Employee 57EMPLOYEE$53,228not reported in the loaded dataset2023
Employee 58EMPLOYEE$52,628not reported in the loaded dataset2023
Pzena Investment Management, LLCNONE$50,355not reported in the loaded dataset2023
Employee 59EMPLOYEE$46,615not reported in the loaded dataset2023
Employee 60EMPLOYEE$41,639not reported in the loaded dataset2023
Employee 61EMPLOYEE$39,423not reported in the loaded dataset2023
Palmer Square Capital MgmtNONE$39,394not reported in the loaded dataset2023
Maples Fund Services (Cayman) LmtdNONE$37,484not reported in the loaded dataset2023
Employee 62EMPLOYEE$36,597not reported in the loaded dataset2023
Employee 63EMPLOYEE$34,716not reported in the loaded dataset2023
Employee 64EMPLOYEE$33,718not reported in the loaded dataset2023
The Sr Group Us, IncNONE$33,240not reported in the loaded dataset2023
Cloudfirst Technology CorporationNONE$32,651not reported in the loaded dataset2023
Employee 65EMPLOYEE$32,130not reported in the loaded dataset2023
Employee 66EMPLOYEE$31,894not reported in the loaded dataset2023
Constellation InvestmentsNONE$31,283$02023
Employee 67EMPLOYEE$28,999not reported in the loaded dataset2023
Inca Investments, LLCNONE$27,691$02023
Employee 68EMPLOYEE$26,899not reported in the loaded dataset2023
Employee 69EMPLOYEE$26,298not reported in the loaded dataset2023
Employee 70EMPLOYEE$26,157not reported in the loaded dataset2023
Promenet, Inc.NONE$22,394not reported in the loaded dataset2023
Parametric Portfolio Associates LLCNONE$19,387not reported in the loaded dataset2023
Trustee 1TRUSTEE$17,663not reported in the loaded dataset2023
Nasdaq IncNONE$15,520not reported in the loaded dataset2023
Penn Square Global Real Estate FundNONE$14,239not reported in the loaded dataset2023
Trustee 2TRUSTEE$12,950not reported in the loaded dataset2023
Mig LLCNONE$12,240not reported in the loaded dataset2023
Epc GroupNONE$11,100not reported in the loaded dataset2023
Consensus Techologies LLCNONE$10,533not reported in the loaded dataset2023
Trustee 3TRUSTEE$9,755not reported in the loaded dataset2023
Trustee 4TRUSTEE$8,913not reported in the loaded dataset2023
Nauticus Group IncNONE$7,705not reported in the loaded dataset2023
Trustee 5TRUSTEE$7,431not reported in the loaded dataset2023
Trustee 6TRUSTEE$6,759not reported in the loaded dataset2023
Trustee 7TRUSTEE$6,100not reported in the loaded dataset2023
Trustee 8TRUSTEE$5,482not reported in the loaded dataset2023

Related Form 5500 pages