2023 Form 5500 filing — Pavers & Road Builders Dc Pension Fund

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241008104514NAL0009561859005) for Pavers & Road Builders Dc Pension Fund, reported by Pavers & Road Builders Dc Pension under EIN 13-1990171 and plan number 074. It reports 3,652 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241008104514NAL0009561859005
Filing year
2023
Form type
1
Plan sponsor
Pavers & Road Builders Dc Pension
EIN
13-1990171
Plan number
074
Location
Whitestone, NY
Participants
3,652
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$672,827,824
Total liabilities (EOY)
$3,561,509
Net assets (EOY)
$669,266,315
Employer contributions
$55,024,102
Total income / additions
$129,895,680
Benefits paid
$31,726,731
Administrative expenses
$3,859,183
Total expenses
$35,585,914
Net increase / (decrease)
$94,309,766
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Merrill LynchNONE$1,010,575not reported in the loaded dataset
Lsv Asset MgmtNONE$426,112not reported in the loaded dataset
Ullico Investment Advisors, Inc.NONE$248,114not reported in the loaded dataset
Joseph MontelleNONE$242,190not reported in the loaded dataset
IntercontinentalNONE$227,076not reported in the loaded dataset
Zenith American SolutionsNONE$215,328not reported in the loaded dataset
Wasmer SchroederNONE$155,749not reported in the loaded dataset
Virginia & AmbinderATTORNEY$153,539not reported in the loaded dataset
Atalanta SosnoffNONE$116,375not reported in the loaded dataset
Mary CiminoNONE$114,822not reported in the loaded dataset
Castiglia LlpAUDITOR$106,235not reported in the loaded dataset
Western Asset Management CompanyNONE$93,305not reported in the loaded dataset
The Segal CompanyNONE$90,000not reported in the loaded dataset
Pnc BankNONE$89,158$0
Gorlick, Kravitz & ListhausATTORNEY$62,906not reported in the loaded dataset

Related Form 5500 pages