2023 Form 5500 filing — Hollow Metal 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 20241010101631NAL0011366947002) for Hollow Metal Pension Fund, reported by Hollow Metal Pension Fund under EIN 11-2758544 and plan number 001. It reports 4,543 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010101631NAL0011366947002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Hollow Metal Pension Fund
- EIN
- 11-2758544
- Plan number
- 001
- Location
- New York, NY
- Participants
- 4,543
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $78,864,433
- Total liabilities (EOY)
- $464,536
- Net assets (EOY)
- $78,399,897
- Employer contributions
- $1,304,191
- Total income / additions
- $7,389,339
- Benefits paid
- $9,627,223
- Administrative expenses
- $1,321,318
- Total expenses
- $10,948,541
- Net increase / (decrease)
- -$3,559,202
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| First Actuarial Consulting Inc | NONE | $142,000 | not reported in the loaded dataset |
| Denise Ortiz | EMPLOYEE | $0 | $86,815 |
| Edgar Gomez | EMPLOYEE | $0 | $84,448 |
| Loomis Sayles & Company | NONE | $83,068 | $0 |
| Investment Performance Services | NONE | $62,500 | not reported in the loaded dataset |
| Joseph Red | EMPLOYEE | $0 | $56,509 |
| Novak Francella LLC | NONE | $51,690 | not reported in the loaded dataset |
| Vanessa Wharton | EMPLOYEE | $0 | $41,957 |
| Pearson Kyshima | EMPLOYEE | $0 | $35,682 |
| Bridgeway Benefit Technoligoes | NONE | $34,589 | not reported in the loaded dataset |
| Wedge Capital Management Llp | NONE | $29,126 | $0 |
| Kauff Mcguire & Margolis Llp | NONE | $26,368 | not reported in the loaded dataset |
| Asb Capital Management LLC | NONE | $26,112 | not reported in the loaded dataset |
| Chevy Chase Trust Company | NONE | $26,111 | not reported in the loaded dataset |
| Fred Alger & Company Inc | NONE | $26,018 | $0 |
| Trivella & Forte Llp | NONE | $25,081 | not reported in the loaded dataset |
| Amalgamated Bank Of New York | NONE | $16,972 | $0 |
| Pension Benefit Information Inc | NONE | $12,164 | not reported in the loaded dataset |
| Hamilton Lane Advisors, LLC | NONE | $0 | $10,125 |
| Virginia & Ambinder Llp | NONE | $9,411 | not reported in the loaded dataset |
| Segal Select Insurance Services Inc | NONE | $0 | $9,213 |
| Blackrock Institustional Trust Co. | NONE | $8,895 | $0 |
| Segall Bryant & Hamill | NONE | $6,914 | not reported in the loaded dataset |