2023 Form 5500 filing — Metal Lathers Local 46 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 20241014122015NAL0026130161001) for Metal Lathers Local 46 Pension Fund, reported by Board Of Trustees Of Metal Lathers Local 46 Pension Fund under EIN 13-6106419 and plan number 001. It reports 2,571 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014122015NAL0026130161001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Metal Lathers Local 46 Pension Fund
- EIN
- 13-6106419
- Plan number
- 001
- Location
- Woodside, NY
- Participants
- 2,571
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $506,051,685
- Total liabilities (EOY)
- $2,457,045
- Net assets (EOY)
- $503,594,640
- Employer contributions
- $12,190,431
- Total income / additions
- $75,612,898
- Benefits paid
- $30,710,886
- Administrative expenses
- $2,780,465
- Total expenses
- $33,491,351
- Net increase / (decrease)
- $42,121,547
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ullico Investment Advisors | NE | $424,530 | $0 |
| Fenimore Asset Management | NONE | $170,598 | not reported in the loaded dataset |
| Crescent Capital | NONE | $114,765 | not reported in the loaded dataset |
| Rbc Global Asset Management | NONE | $114,583 | not reported in the loaded dataset |
| The Segal Company | NONE | $100,958 | not reported in the loaded dataset |
| Grosvenor Capital Management, L.P | NONE | $99,883 | not reported in the loaded dataset |
| Fitzsimmons Abrams, Llp | NONE | $96,432 | not reported in the loaded dataset |
| Proskauer Rose Llp | NONE | $80,031 | not reported in the loaded dataset |
| Wilmington Trust, Na | NONE | $79,144 | $0 |
| Sylvia Reyes | EMPLOYEE | $51,402 | not reported in the loaded dataset |
| Marshall And Moss, Llp | NONE | $49,307 | $0 |
| Calibre Cpa Group Pllc | NONE | $37,000 | not reported in the loaded dataset |
| Reynolds Consulting Services, LLC | NONE | $35,000 | not reported in the loaded dataset |
| Jbm Computer Consultants Inc | NONE | $29,277 | not reported in the loaded dataset |
| Mackay Shields | NONE | $28,241 | not reported in the loaded dataset |
| Colleran O'Hara & Mills Llp | NONE | $25,985 | not reported in the loaded dataset |
| Nathan & Bernstein Cpa'S, Pc | NONE | $12,650 | not reported in the loaded dataset |