2023 Form 5500 filing — Consolidated Retirement Plan
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 20241014092900NAL0014701683001) for Consolidated Retirement Plan, reported by Board Of Trustees Consolidated Retirement Fund under EIN 13-3177000 and plan number 001. It reports 4,272 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014092900NAL0014701683001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Consolidated Retirement Fund
- EIN
- 13-3177000
- Plan number
- 001
- Location
- White Plains, NY
- Participants
- 4,272
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $477,097,657
- Total liabilities (EOY)
- $722,996
- Net assets (EOY)
- $476,374,661
- Employer contributions
- $15,673,924
- Total income / additions
- $73,828,195
- Benefits paid
- $39,678,054
- Administrative expenses
- $2,164,911
- Total expenses
- $41,842,965
- Net increase / (decrease)
- $31,985,230
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Amalgamated Employee Benefits Admin | OWNED BY PARTY-IN-INTERES | $225,817 | not reported in the loaded dataset |
| Hamilton Lane Advisors, LLC | NONE | $120,599 | $101,538 |
| Horizon | NONE | $204,026 | not reported in the loaded dataset |
| Johnston Asset Management | NONE | $177,555 | not reported in the loaded dataset |
| Amalgamated Bank | OWNED BY PARTY-IN-INT | $124,870 | not reported in the loaded dataset |
| Schulte Roth And Zabel Llp | NONE | $124,244 | not reported in the loaded dataset |
| Telus Health | NONE | $85,000 | not reported in the loaded dataset |
| Novak Francella LLC | NONE | $75,000 | not reported in the loaded dataset |
| Andco Consulting | NONE | $52,500 | not reported in the loaded dataset |
| Alliant Insurance Services Inc | NONE | $0 | $42,452 |
| Cynomys,Inc. | PARTY-IN-INTEREST | $30,420 | not reported in the loaded dataset |
| Lowenstein Sandler Llp | NONE | $22,819 | not reported in the loaded dataset |
| Beins Axelrod P.C. | NONE | $19,802 | not reported in the loaded dataset |
| Ss & C Technologies Inc | NONE | $0 | $17,172 |
| Koskie Minsky Llp | NONE | $7,564 | not reported in the loaded dataset |