2023 Form 5500 filing — New York District Council Of Carpenters Pension Pl
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 20250320104200NAL0009674416001) for New York District Council Of Carpenters Pension Pl, reported by Board Of Trustees Of Nycdcc Pension Fund under EIN 51-0174276 and plan number 001. It reports 31,747 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250320104200NAL0009674416001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Nycdcc Pension Fund
- EIN
- 51-0174276
- Plan number
- 001
- Location
- New York, NY
- Participants
- 31,747
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,104,231,397
- Total liabilities (EOY)
- $246,775,376
- Net assets (EOY)
- $4,857,456,021
- Employer contributions
- $206,276,229
- Total income / additions
- $610,022,010
- Benefits paid
- $350,926,322
- Administrative expenses
- $24,389,745
- Total expenses
- $375,316,067
- Net increase / (decrease)
- $234,705,943
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bny Mellon Inv Adviser Inc. | NONE | $1,982,438 | $0 |
| Blue Owl Gpsc Advisors LLC | NONE | $1,414,177 | $0 |
| Wcm Investment Management LLC | NONE | $1,228,271 | $37,220 |
| Janus Capital Management LLC | NONE | $1,042,571 | $0 |
| Mackay Shields LLC | NONE | $821,237 | not reported in the loaded dataset |
| Loomis Sayles And Company | NONE | $677,586 | $0 |
| Columbia Mgmt Invest Advisers LLC | NONE | $648,689 | $0 |
| Lsv Asset Management | NONE | $589,431 | not reported in the loaded dataset |
| Gallagher Fiduciary Advisors LLC | NONE | $570,350 | not reported in the loaded dataset |
| Hamilton Lane Advisors LLC | NONE | $472,383 | not reported in the loaded dataset |
| Gamco Asset Management Inc. | NONE | $424,258 | not reported in the loaded dataset |
| Polen Capital Management LLC | NONE | $362,249 | not reported in the loaded dataset |
| Lazard Asset Management LLC | NONE | $328,676 | not reported in the loaded dataset |
| Scout Investments Inc. | NONE | $291,768 | not reported in the loaded dataset |
| Kauff Mcguire & Margolis Llp | NONE | $225,628 | not reported in the loaded dataset |
| Bank Of New York Mellon | NONE | $151,830 | $0 |
| Horizon Actuarial Services LLC | NONE | $147,470 | not reported in the loaded dataset |
| Schultheis & Panettieri Llp | NONE | $124,550 | not reported in the loaded dataset |
| Payden & Rygel | NONE | $122,384 | not reported in the loaded dataset |
| State Street Global Advisors | NONE | $98,181 | not reported in the loaded dataset |
| Western Asset Management Company | NONE | $81,454 | not reported in the loaded dataset |
| Archer, Byington, Glennon & Levine | NONE | $68,136 | not reported in the loaded dataset |
| The Segal Company (Eastern States) | NONE | $57,499 | not reported in the loaded dataset |
| Virginia & Ambinder Llp | NONE | $43,106 | not reported in the loaded dataset |
| Invesco Trust Company | NONE | $33,780 | $0 |
| Amalgamated Bank | NONE | $21,278 | $0 |
| Bridgeway Benefit Technologies | NONE | $6,075 | not reported in the loaded dataset |
| Union Labor Life Insurance Co | NONE | $0 | $0 |