2023 Form 5500 filing — Brotherhood Of Locomotive Engineers And Trainmen Long Island 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 20241013140204NAL0014101539004) for Brotherhood Of Locomotive Engineers And Trainmen Long Island Pension Fund, reported by Board Of Trustees under EIN 13-6146226 and plan number 001. It reports 1,070 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241013140204NAL0014101539004
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Board Of Trustees
- EIN
- 13-6146226
- Plan number
- 001
- Location
- Ronkonkoma, NY
- Participants
- 1,070
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $81,272,320
- Total liabilities (EOY)
- $193,491
- Net assets (EOY)
- $81,078,829
- Employer contributions
- $4,449,940
- Total income / additions
- $10,713,095
- Benefits paid
- $3,514,090
- Administrative expenses
- $1,102,279
- Total expenses
- $4,616,369
- Net increase / (decrease)
- $6,096,726
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Brhd Of Locmtv Eng & Trnmn Li Gca | RELATED LABOR ORG. | $266,783 | not reported in the loaded dataset |
| Intercontinental Real Estate Co. | NONE | $95,259 | not reported in the loaded dataset |
| Investment Performance Services | NONE | $87,500 | not reported in the loaded dataset |
| Boyd Watterson Asset Management, Ll | NONE | $86,469 | not reported in the loaded dataset |
| Cohen, Weiss & Simon, Llp | UNION COUNSEL | $60,125 | not reported in the loaded dataset |
| Hardman Johnston Global Advisors | NONE | $47,441 | not reported in the loaded dataset |
| Wedge Capital Management, Llp | NONE | $41,098 | not reported in the loaded dataset |
| Bolton Partners, Inc. | NONE | $38,400 | not reported in the loaded dataset |
| Gould, Kobrick & Schlapp Pc | UNION ACCOUNTANT | $31,500 | not reported in the loaded dataset |
| Brhd Of Locmtv Eng & Trnmn Li Wel F | RELATED BEN PLAN. | $30,350 | not reported in the loaded dataset |
| Segall Bryant & Hamill | NONE | $28,432 | not reported in the loaded dataset |
| Chartwell Investment Partners, LLC | NONE | $25,524 | not reported in the loaded dataset |
| First Eagle Investment Management | NONE | $15,721 | not reported in the loaded dataset |
| Washington Capital Management, Inc. | NONE | $15,322 | not reported in the loaded dataset |
| The Segal Company | NONE | $11,500 | not reported in the loaded dataset |
| Amalgamated Bank | NONE | $6,446 | not reported in the loaded dataset |
| Northern Trust Corporation | not reported in the loaded dataset | $2,147 | not reported in the loaded dataset |
| Hamilton Lane Advisors, LLC | NONE | not reported in the loaded dataset | not reported in the loaded dataset |