Elevator Constructors Annuity And 401(K) Retirement Plan — Form 5500 plan (Bd Of Trustees Of The Elev Constu Annuity And 401k Ret Plan)
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 Annuity And 401(K) Retirement Plan is a benefit plan reported by Bd Of Trustees Of The Elev Constu Annuity And 401k Ret Plan under EIN 52-2125995 and plan number 001. The latest loaded filing year is 2023. The filing reports 39,562 participants and $6,323,576,455 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bd Of Trustees Of The Elev Constu Annuity And 401k Ret Plan
- EIN
- 52-2125995
- Plan number
- 001
- Plan type
- 1
- Location
- Newtown Square, PA
- Latest filing year
- 2023
- Participants
- 39,562
- End-of-year plan assets
- $6,323,576,455
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 39,562 | H, C | 20241015111111NAL0028162305003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,323,576,455
- Total liabilities (EOY)
- $653,789
- Net assets (EOY)
- $6,322,922,666
- Net assets (BOY)
- $5,218,120,806
Income & contributions
- Employer contributions
- $434,452,839
- Participant contributions
- $163,921,442
- Total contributions
- $602,329,242
- Total income / additions
- $1,351,929,497
Expenses & distributions
- Benefits paid
- $243,741,920
- Administrative expenses
- $3,385,717
- Total expenses
- $247,127,637
- Net increase / (decrease)
- $1,104,801,860
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nat'L Elev Ind Pension Plan | RELATED PLAN | $1,150,000 | not reported in the loaded dataset | 2023 |
| Empower Insurance Co. Of America | RECORDKEEPER | $830,000 | $0 | 2023 |
| O'Donoghue & O'Donoghue | NONE | $269,379 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | NONE | $201,000 | not reported in the loaded dataset | 2023 |
| Seyfarth Shaw Llp | NONE | $105,584 | not reported in the loaded dataset | 2023 |
| Daniel A. Winters & Co | NONE | $97,495 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Services Inc | NONE | $0 | $61,202 | 2023 |
| Wells Fargo | NONE | $32,705 | not reported in the loaded dataset | 2023 |
| Segal Company | NONE | $25,108 | not reported in the loaded dataset | 2023 |
| Trustee A | TRUSTEE | $15,913 | not reported in the loaded dataset | 2023 |
| Trustee B | TRUSTEE | $12,706 | not reported in the loaded dataset | 2023 |
| Trustee C | TRUSTEE | $12,685 | not reported in the loaded dataset | 2023 |
| Trustee D | TRUSTEE | $10,048 | not reported in the loaded dataset | 2023 |
| Trustee E | TRUSTEE | $7,747 | not reported in the loaded dataset | 2023 |
| Trustee F | TRUSTEE | $6,353 | not reported in the loaded dataset | 2023 |
| Trustee G | TRSUTEE | $5,180 | not reported in the loaded dataset | 2023 |
| Massachusetts Mutual Life Ins Co | OTHER | $0 | $0 | 2023 |
| American Funds | NONE | $0 | $0 | 2023 |
| Invesco | NONE | $0 | $0 | 2023 |
| T. Rowe Price | NONE | $0 | $0 | 2023 |
| Vanguard | NONE | $0 | $0 | 2023 |
| Janus Henderson | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bd Of Trustees Of The Elev Constu Annuity And 401k Ret Plan
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Newtown Square, PA
- Nat'L Elev Ind Pension Plan — Schedule C compensation
- Empower Insurance Co. Of America — Schedule C compensation
- O'Donoghue & O'Donoghue — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Seyfarth Shaw Llp — Schedule C compensation
- Daniel A. Winters & Co — Schedule C compensation
- Segal Select Insurance Services Inc — Schedule C compensation
- Wells Fargo — Schedule C compensation
- Segal Company — Schedule C compensation
- Trustee A — Schedule C compensation
- Trustee B — Schedule C compensation
- Trustee C — Schedule C compensation
- Trustee D — Schedule C compensation
- Trustee E — Schedule C compensation
- Trustee F — Schedule C compensation
- Trustee G — Schedule C compensation
- Massachusetts Mutual Life Ins Co — Schedule C compensation
- American Funds — Schedule C compensation
- Invesco — Schedule C compensation
- T. Rowe Price — Schedule C compensation
- Vanguard — Schedule C compensation
- Janus Henderson — Schedule C compensation