2023 Form 5500 filing — Iron Workers Locals 40, 361 & 417 Annuity 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 20241015074034NAL0027771793001) for Iron Workers Locals 40, 361 & 417 Annuity Fund, reported by Board Of Trustees Iron Workers Locals 40, 361 & 417 Annuity Fund under EIN 23-7299279 and plan number 001. It reports 4,998 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015074034NAL0027771793001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Iron Workers Locals 40, 361 & 417 Annuity Fund
- EIN
- 23-7299279
- Plan number
- 001
- Location
- New York, NY
- Participants
- 4,998
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,151,869,619
- Total liabilities (EOY)
- $6,673,726
- Net assets (EOY)
- $1,145,195,893
- Employer contributions
- $48,848,208
- Total income / additions
- $145,931,053
- Benefits paid
- $62,950,122
- Administrative expenses
- $3,118,473
- Total expenses
- $70,211,036
- Net increase / (decrease)
- $75,720,017
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Atalanta Sosnoff Capital LLC | NONE | $479,687 | not reported in the loaded dataset |
| Manning & Napier Advisors LLC | NONE | $445,907 | $0 |
| Morgan Stanley Smith Barney LLC | NONE | $415,063 | not reported in the loaded dataset |
| Insight North America LLC | NONE | $263,935 | not reported in the loaded dataset |
| F/M Investments LLC | NONE | $158,284 | not reported in the loaded dataset |
| Wcm Investment Management LLC | NONE | $107,134 | $0 |
| Intercontinental Real Estate Corp | NONE | $105,160 | not reported in the loaded dataset |
| Grassi And Co Cpa'S Pc | AUDITOR | $82,996 | not reported in the loaded dataset |
| Colleran O'Hara & Mills Llp | ATTORNEY | $73,036 | not reported in the loaded dataset |
| The Segal Co. (Eastern States), Inc | NONE | $67,750 | not reported in the loaded dataset |
| Steven N Davi Pllc | NONE | $29,309 | not reported in the loaded dataset |
| Bny Mellon | INV CUSTODIAN | $12,248 | $0 |