Elevator Constructors Union Local 1 Annuity And 401k Fund — Form 5500 plan (Bd Of Tees Of Elevator Constructors Union Local No. 1 Annuity & 401k)
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, Elevator Constructors Union Local 1 Annuity And 401k Fund is a benefit plan reported by Bd Of Tees Of Elevator Constructors Union Local No. 1 Annuity & 401k under EIN 51-6124191 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,395 participants and $1,559,600,665 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bd Of Tees Of Elevator Constructors Union Local No. 1 Annuity & 401k
- EIN
- 51-6124191
- Plan number
- 001
- Plan type
- 1
- Location
- Englewood Cliffs, NJ
- Latest filing year
- 2023
- Participants
- 4,395
- End-of-year plan assets
- $1,559,600,665
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,395 | H, C | 20241015085324NAL0029065073004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,559,600,665
- Total liabilities (EOY)
- $1,060,993
- Net assets (EOY)
- $1,558,539,672
- Net assets (BOY)
- $1,393,958,112
Income & contributions
- Employer contributions
- $65,327,081
- Participant contributions
- $25,424,132
- Total contributions
- $91,371,088
- Total income / additions
- $239,701,384
Expenses & distributions
- Benefits paid
- $70,181,995
- Administrative expenses
- $4,937,829
- Total expenses
- $75,119,824
- Net increase / (decrease)
- $164,581,560
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Zenith Financial Solutions | NONE | $550,257 | not reported in the loaded dataset | 2023 |
| Foundry Partners, LLC | NONE | $504,957 | $0 | 2023 |
| Columbia Management Investment Advi | NONE | $269,760 | not reported in the loaded dataset | 2023 |
| Daniel A. Winters & Company, Cpas | NONE | $222,353 | not reported in the loaded dataset | 2023 |
| Nuveen Asset Management, LLC | NONE | $215,775 | not reported in the loaded dataset | 2023 |
| The Vanguard Group | NONE | $211,756 | $0 | 2023 |
| Great Lakes Advisors, LLC | NONE | $207,717 | not reported in the loaded dataset | 2023 |
| National Investment Services Inc | NONE | $205,594 | not reported in the loaded dataset | 2023 |
| Sage Advisory Services, Ltd. Co. | NONE | $180,744 | not reported in the loaded dataset | 2023 |
| White Oak Global Advisors, LLC | NONE | $172,075 | not reported in the loaded dataset | 2023 |
| Seyfarth Shaw Llp | NONE | $152,167 | not reported in the loaded dataset | 2023 |
| Bank Of New York-Mellon | NONE | $129,242 | $0 | 2023 |
| Graystone Consulting | NONE | $125,000 | $0 | 2023 |
| Mackay Shields LLC | NONE | $112,474 | $0 | 2023 |
| Causway Capital | NONE | $106,137 | not reported in the loaded dataset | 2023 |
| Virginia & Ambinder Llp | NONE | $96,370 | not reported in the loaded dataset | 2023 |
| Penn Capital Management Co., Inc. | NONE | $82,032 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $72,868 | not reported in the loaded dataset | 2023 |
| State Street Global Advisor Trust | NONE | $69,866 | $0 | 2023 |
| Clearbridge Management | NONE | $50,808 | not reported in the loaded dataset | 2023 |
| Buck Global, LLC | NONE | $42,100 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bd Of Tees Of Elevator Constructors Union Local No. 1 Annuity & 401k
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Englewood Cliffs, NJ
- Zenith Financial Solutions — Schedule C compensation
- Foundry Partners, LLC — Schedule C compensation
- Columbia Management Investment Advi — Schedule C compensation
- Daniel A. Winters & Company, Cpas — Schedule C compensation
- Nuveen Asset Management, LLC — Schedule C compensation
- The Vanguard Group — Schedule C compensation
- Great Lakes Advisors, LLC — Schedule C compensation
- National Investment Services Inc — Schedule C compensation
- Sage Advisory Services, Ltd. Co. — Schedule C compensation
- White Oak Global Advisors, LLC — Schedule C compensation
- Seyfarth Shaw Llp — Schedule C compensation
- Bank Of New York-Mellon — Schedule C compensation
- Graystone Consulting — Schedule C compensation
- Mackay Shields LLC — Schedule C compensation
- Causway Capital — Schedule C compensation
- Virginia & Ambinder Llp — Schedule C compensation
- Penn Capital Management Co., Inc. — Schedule C compensation
- The Segal Company — Schedule C compensation
- State Street Global Advisor Trust — Schedule C compensation
- Clearbridge Management — Schedule C compensation
- Buck Global, LLC — Schedule C compensation