2023 Form 5500 filing — Pension Fund Of Local No. One Of I. A. T. S. E.
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 20241013174911NAL0026082865001) for Pension Fund Of Local No. One Of I. A. T. S. E., reported by Board Of Trustees, Pension Fund Of Local No. One Of I.A.T.S.E. under EIN 13-6414973 and plan number 001. It reports 3,794 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241013174911NAL0026082865001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Pension Fund Of Local No. One Of I.A.T.S.E.
- EIN
- 13-6414973
- Plan number
- 001
- Location
- New York, NY
- Participants
- 3,794
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $629,047,703
- Total liabilities (EOY)
- $11,748,064
- Net assets (EOY)
- $617,299,639
- Employer contributions
- $26,186,846
- Total income / additions
- $75,466,395
- Benefits paid
- $37,218,445
- Administrative expenses
- $3,526,877
- Total expenses
- $40,745,322
- Net increase / (decrease)
- $34,721,073
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Jp Morgan Inv. Mgmt. Inc. | NONE | $980,153 | not reported in the loaded dataset |
| Ullico Investment Advisors Inc. | NONE | $378,744 | not reported in the loaded dataset |
| Holly Ubilla | NONE | $258,000 | not reported in the loaded dataset |
| Bny Mellon Inv Mgmt. Cayman Ltd. | NONE | $254,429 | not reported in the loaded dataset |
| Loomis Sayles And Company | NONE | $224,499 | $0 |
| Proskauer Rose Llp | NONE | $207,346 | not reported in the loaded dataset |
| Spivak Lipton Llp | NONE | $174,841 | not reported in the loaded dataset |
| The Segal Company (Eastern States) | NONE | $148,848 | not reported in the loaded dataset |
| Ducenta Squared Asset Management | NONE | $138,794 | not reported in the loaded dataset |
| Gloria Shea | NONE | $116,574 | not reported in the loaded dataset |
| Mariann Zappalla | NONE | $105,948 | not reported in the loaded dataset |
| Gallagher Fiduciary Advisors LLC | NONE | $104,787 | not reported in the loaded dataset |
| Colbert Cambran | NONE | $97,372 | not reported in the loaded dataset |
| Tina Tatum | NONE | $79,899 | not reported in the loaded dataset |
| Shirley Nelson | NONE | $78,888 | not reported in the loaded dataset |
| Schultheis & Panettieri, Llp | NONE | $77,032 | not reported in the loaded dataset |
| Denise Carmona | NONE | $71,632 | not reported in the loaded dataset |
| Pwc Consulting | NONE | $45,713 | not reported in the loaded dataset |
| Dimensional Fund Advisors | NONE | $43,409 | not reported in the loaded dataset |
| Comerica Inc | NONE | $37,981 | $0 |
| Ewelina Abugov | NONE | $33,845 | not reported in the loaded dataset |
| Intech Investment Management LLC | NONE | $25,849 | not reported in the loaded dataset |
| Segal Select Insurance Services, In | NONE | $0 | $18,118 |
| State Street Global Advisors | NONE | $12,480 | $0 |
| Syntonic Systems, Inc. | NONE | $8,424 | not reported in the loaded dataset |
| Comprehensive Consulting Solutions | NONE | $6,487 | not reported in the loaded dataset |