2023 Form 5500 filing — Legacy Plan Of The National Retirement 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 20241016161241NAL0032026737001) for Legacy Plan Of The National Retirement Fund, reported by Bd Of Trustees-Legacy Plan Of The National Retirement Fund under EIN 13-6130178 and plan number 001. It reports 208,302 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241016161241NAL0032026737001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Bd Of Trustees-Legacy Plan Of The National Retirement Fund
- EIN
- 13-6130178
- Plan number
- 001
- Location
- White Plains, NY
- Participants
- 208,302
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,821,710,248
- Total liabilities (EOY)
- $26,158,003
- Net assets (EOY)
- $1,795,552,245
- Employer contributions
- $36,304,150
- Total income / additions
- $266,793,054
- Benefits paid
- $133,891,161
- Administrative expenses
- $27,662,690
- Total expenses
- $161,553,851
- Net increase / (decrease)
- $105,239,203
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Amalgamated Employee Benefits Admin | OWNED BY PARTY-IN-INT | $10,626,000 | not reported in the loaded dataset |
| Schulte Roth & Zabel Llp | NONE | $1,578,729 | not reported in the loaded dataset |
| Hamilton Lane Advisors, LLC | NONE | $619,839 | $349,231 |
| Hardman Johnston Global Advisors | NONE | $640,243 | not reported in the loaded dataset |
| Aligraphics, A Division Of Aeba | OWNED BY PARTY-IN-INT | $530,437 | not reported in the loaded dataset |
| Lazard Asset Management, LLC | NONE | $507,787 | $0 |
| Horizon Actuarial Services, LLC | NONE | $421,877 | not reported in the loaded dataset |
| Amalgamated Bank | PARTY-IN-INT | $354,156 | $8,248 |
| Amalgamated Life Insurance Company | OWNED BY PARTY-IN-INT | $342,717 | not reported in the loaded dataset |
| William Blair Investment Management | NONE | $296,454 | not reported in the loaded dataset |
| Skyharbor Capital Management, LLC | NONE | $268,053 | not reported in the loaded dataset |
| Mariner Institutional, LLC | NONE | $262,500 | not reported in the loaded dataset |
| Virtual Benefits Administrators | NONE | $216,241 | not reported in the loaded dataset |
| Novak Francella LLC | NONE | $166,737 | not reported in the loaded dataset |
| Zelis Payment Holdings, LLC | NONE | $0 | $152,994 |
| Sovos Compliance, LLC | NONE | $0 | $141,759 |
| Southern Regional Joint Board, Work | PARTY-IN-INT | $119,026 | not reported in the loaded dataset |
| Alliant Insurance Services, Inc. | NONE | $0 | $104,611 |
| Chicago And Midwest Regional Joint | PARTY-IN-INT | $102,617 | not reported in the loaded dataset |
| Dimensional Fund Advisors, Lp | NONE | $97,646 | not reported in the loaded dataset |
| Ss & C Technologies, Inc. | NONE | $0 | $68,687 |
| Landmark Equity Advisors, LLC | NONE | $0 | $64,023 |
| Hirtle, Callaghan & Co., LLC | NONE | $58,936 | not reported in the loaded dataset |
| Lifestatus360, LLC | NONE | $40,610 | not reported in the loaded dataset |
| Pennsylvania Joint Board, Workers U | PARTY-IN-INT | $30,172 | not reported in the loaded dataset |
| Stout Risius Ross, LLC | NONE | $26,000 | not reported in the loaded dataset |
| Lowenstein Sandler, Llp | NONE | $22,819 | not reported in the loaded dataset |
| Kelso & Company, L.P. | NONE | $0 | $21,034 |
| New York New Jersey Regional Joint | PARTY-IN-INT | $15,674 | not reported in the loaded dataset |
| Curran & Connors, Inc. | NONE | $9,042 | not reported in the loaded dataset |
| Philadelphia Joint Board, Workers U | PARTY-IN-INT | $8,959 | not reported in the loaded dataset |
| Withumsmith&Brown, Pc | NONE | $6,058 | not reported in the loaded dataset |