2023 Form 5500 filing — Laborers Local 1298 Of Nassau & Suffolk Counties 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 20250131143349NAL0001386915001) for Laborers Local 1298 Of Nassau & Suffolk Counties Pension Fund, reported by Board Of Trustees Local 1298 Pension Fund under EIN 11-1970385 and plan number 001. It reports 3,132 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250131143349NAL0001386915001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Local 1298 Pension Fund
- EIN
- 11-1970385
- Plan number
- 001
- Location
- Hempstead, NY
- Participants
- 3,132
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $434,097,392
- Total liabilities (EOY)
- $3,072,400
- Net assets (EOY)
- $431,024,992
- Employer contributions
- $27,770,722
- Total income / additions
- $75,467,399
- Benefits paid
- $23,433,914
- Administrative expenses
- $3,066,889
- Total expenses
- $26,500,803
- Net increase / (decrease)
- $48,966,596
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Crescent Credit Solutions Viiia-2 | CUSTODIAN-MANAGER | $927,555 | $0 |
| Boyd Watterson Asset Mgmt LLC | CUSTODIAN-MANAGER | $331,771 | not reported in the loaded dataset |
| Columbia Mgmt Invest Advisers, LLC | INVESTMENT MANAGER | $238,701 | $0 |
| Crescent Capital Group Lp | CUSTODIAN-MANAGER | $114,775 | not reported in the loaded dataset |
| Ullico Investment Advisors, Inc. | CUSTODIAN-MANAGER | $112,426 | not reported in the loaded dataset |
| The Bank Of New York Mellon | CUSTODIAN-MANAGER | $101,451 | $0 |
| Annalisa Defalco | PLAN ADMINISTRATOR | $95,731 | not reported in the loaded dataset |
| Eaton Vance | INVESTMENT MANAGER | $93,522 | $0 |
| The Segal Company, Inc. | ACTUARIAL | $91,930 | not reported in the loaded dataset |
| Labor Impact Feeder Fund, L.P. | CUSTODIAN-MANAGER | $84,313 | not reported in the loaded dataset |
| Intercontinental Real Estate Corp. | CUSTODIAN-MANAGER | $79,217 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | CUSTODIAN-MANAGER | $72,864 | not reported in the loaded dataset |
| Barnes, Iaccarino & Shepherd Llp | ATTORNEY | $70,094 | not reported in the loaded dataset |
| James Cornell | EMPLOYEE | $63,511 | not reported in the loaded dataset |
| Robin Sherman | EMPLOYEE | $59,537 | not reported in the loaded dataset |
| M&T Bank Trust & Pension Services | INVESTMENT CUSTODIAN | $49,205 | $0 |
| Reynolds Consulting Services | INVESTMENT CONSULTANT | $37,339 | not reported in the loaded dataset |
| Citrin Cooperman & Company Llp | ACCOUNTANT | $33,805 | not reported in the loaded dataset |
| Advent Capital Management LLC | INVESTMENT MANAGER | $33,418 | not reported in the loaded dataset |
| Gettry Marcus Cpa P.C. | ACCOUNTANT | $28,736 | not reported in the loaded dataset |
| Lord Abbett & Co. LLC | INVESTMENT MANAGER | $28,369 | not reported in the loaded dataset |
| Tpa Corporation | COMPUTER CONSULTANT | $17,384 | not reported in the loaded dataset |
| Citrin Cooperman Advisors LLC | ACCOUNTANT | $15,150 | not reported in the loaded dataset |
| Invesco Ltd | CUSTODIAN-MANAGER | $14,964 | $0 |
| Hess Technology Consulting, Inc. | COMPUTER CONSULTANT | $8,228 | not reported in the loaded dataset |