2023 Form 5500 filing — National Elevator Industry Pension Plan
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 20250415162813NAL0003570449002) for National Elevator Industry Pension Plan, reported by National Elevator Industry Pension Plan Plan Board Of Trustees under EIN 23-2694291 and plan number 001. It reports 51,984 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415162813NAL0003570449002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- National Elevator Industry Pension Plan Plan Board Of Trustees
- EIN
- 23-2694291
- Plan number
- 001
- Location
- Newtown Square, PA
- Participants
- 51,984
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,224,377,797
- Total liabilities (EOY)
- $402,956,292
- Net assets (EOY)
- $10,821,421,505
- Employer contributions
- $564,982,239
- Participant contributions
- $8
- Total income / additions
- $1,409,151,087
- Benefits paid
- $611,080,921
- Administrative expenses
- $35,887,559
- Total expenses
- $646,968,480
- Net increase / (decrease)
- $762,182,607
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lyrical Asset Management | NONE | $2,160,465 | $0 |
| Lsv Asset Management | NONE | $1,874,044 | not reported in the loaded dataset |
| Wells Capital Management | NONE | $1,786,604 | $0 |
| Aberdeen Asset Management Inc. | NONE | $1,585,307 | $0 |
| William Blair Investment Management | NONE | $1,584,256 | $0 |
| Segal Marco Advisors | NONE | $1,473,500 | not reported in the loaded dataset |
| Globeflex Capital | NONE | $1,236,065 | $0 |
| Insight Pareto | NONE | $1,119,868 | not reported in the loaded dataset |
| The Boston Company Asset Mgmt, LLC | NONE | $1,101,273 | $0 |
| Brookfield Public Securities Group | NONE | $1,008,712 | $0 |
| Columbia Mgmt Investment Advisers | NONE | $986,100 | $0 |
| Schroder Investment Management | NONE | $961,928 | $0 |
| The Bank Of New York Mellon | NONE | $899,291 | $0 |
| Segal Select Insurance | NONE | $805,056 | $86,845 |
| Basys, Inc/Bridgeway Technologies | NONE | $889,266 | $0 |
| Segal Company | NONE | $851,546 | not reported in the loaded dataset |
| Janus Capital Group | NONE | $851,546 | $0 |
| Nepf Aew Reits | NONE | $797,191 | not reported in the loaded dataset |
| Deprince Race & Zollo Inc | NONE | $708,487 | $0 |
| O'Donoghue & O'Donoghue | NONE | $694,347 | not reported in the loaded dataset |
| American Realty Advisors | NONE | $687,994 | not reported in the loaded dataset |
| Wedge Capital Management | NONE | $685,245 | $0 |
| Loomis Sayles | NONE | $681,631 | not reported in the loaded dataset |
| Daniel A. Winters & Company | NONE | $613,982 | not reported in the loaded dataset |
| Mondrian Investment Group (Us) Inc | NONE | $604,159 | $0 |
| Income Research And Management | NONE | $571,144 | not reported in the loaded dataset |
| Cdw Direct LLC | NONE | $489,274 | not reported in the loaded dataset |
| Colchester Global Investors Limited | NONE | $403,226 | not reported in the loaded dataset |
| Dodge & Cox Inc | NONE | $377,540 | $0 |
| Standard Register | NONE | $340,490 | not reported in the loaded dataset |
| Allsup Inc | NONE | $335,369 | not reported in the loaded dataset |
| Stone Harbor Investment Partners | NONE | $285,915 | not reported in the loaded dataset |
| Tierpoint LLC | NONE | $265,331 | not reported in the loaded dataset |
| Multi Emplyer Trust Reit Wash | NONE | $255,595 | not reported in the loaded dataset |
| Grubb & Ellis Mgmt Services, Inc | NONE | $228,347 | not reported in the loaded dataset |
| Optiv Security Inc | NONE | $210,575 | not reported in the loaded dataset |
| Oracle America Inc | NONE | $184,735 | not reported in the loaded dataset |
| Zelis Red Card | NONE | $177,462 | not reported in the loaded dataset |
| Verizon Business Network | NONE | $170,238 | not reported in the loaded dataset |
| Verizon Wireless | NONE | $170,238 | not reported in the loaded dataset |
| Premier Technology Solutions Inc | NONE | $164,819 | not reported in the loaded dataset |
| Smart Data Solutions | NONE | $137,855 | not reported in the loaded dataset |
| Ronald P Tedesco | NONE | $132,763 | not reported in the loaded dataset |
| Gallagher Fiduciary Advisors, LLC | NONE | $126,862 | not reported in the loaded dataset |
| Employee A | EMPLOYEE | $121,666 | not reported in the loaded dataset |
| Wells Fargo | NONE | $100,997 | not reported in the loaded dataset |
| Mellon Capital Management Corp | NONE | $99,713 | $0 |
| Seyfarth Shaw Llp | NONE | $85,511 | not reported in the loaded dataset |
| Employee B | EMPLOYEE | $81,217 | not reported in the loaded dataset |
| Kelly Press Inc | NONE | $79,721 | not reported in the loaded dataset |
| Employee C | EMPLOYEE | $77,851 | not reported in the loaded dataset |
| Parametric Portfolio Associates LLC | NONE | $77,575 | $0 |
| Comcast | NONE | $77,206 | not reported in the loaded dataset |
| Employee D | EMPLOYEE | $73,643 | not reported in the loaded dataset |
| Dearborn Life Insurance Company | NONE | $70,395 | not reported in the loaded dataset |
| Employee E | EMPLOYEE | $63,154 | not reported in the loaded dataset |
| Elire Inc | NONE | $60,298 | not reported in the loaded dataset |
| Avaya | NONE | $54,468 | not reported in the loaded dataset |
| Employee F | EMPLOYEE | $54,285 | not reported in the loaded dataset |
| Employee G | EMPLOYEE | $52,518 | not reported in the loaded dataset |
| Employee H | EMPLOYEE | $51,430 | not reported in the loaded dataset |
| Employee I | EMPLOYEE | $50,498 | not reported in the loaded dataset |
| Employee J | EMPLOYEE | $48,394 | not reported in the loaded dataset |
| Employee K | EMPLOYEE | $48,394 | not reported in the loaded dataset |
| Employee L | EMPLOYEE | $47,033 | not reported in the loaded dataset |
| Employee M | EMPLOYEE | $45,953 | not reported in the loaded dataset |
| Employee N | EMPLOYEE | $42,740 | not reported in the loaded dataset |
| Trustee A | TRUSTEE | $42,395 | not reported in the loaded dataset |
| Employee O | EMPLOYEE | $41,776 | not reported in the loaded dataset |
| Employee P | EMPLOYEE | $41,766 | not reported in the loaded dataset |
| Employee Q | EMPLOYEE | $41,488 | not reported in the loaded dataset |
| Employee R | EMPLOYEE | $40,560 | not reported in the loaded dataset |
| Employee S | EMPLOYEE | $38,143 | not reported in the loaded dataset |
| Employee T | EMPLOYEE | $36,941 | not reported in the loaded dataset |
| Employee U | EMPLOYEE | $36,043 | not reported in the loaded dataset |
| Peopleshare | NONE | $34,925 | not reported in the loaded dataset |
| Employee V | EMPLOYEE | $32,289 | not reported in the loaded dataset |
| Employee W | EMPLOYEE | $32,049 | not reported in the loaded dataset |
| Employee X | EMPLOYEE | $30,742 | not reported in the loaded dataset |
| Automatic Data Processing | NONE | $30,697 | not reported in the loaded dataset |
| Nccmp | NONE | $29,500 | not reported in the loaded dataset |
| Employee Y | EMPLOYEE | $27,338 | not reported in the loaded dataset |
| Employee Z | EMPLOYEE | $26,952 | not reported in the loaded dataset |
| Employee Aa | EMPLOYEE | $26,623 | not reported in the loaded dataset |
| Employee Ab | EMPLOYEE | $26,398 | not reported in the loaded dataset |
| Employee Ac | EMPLOYEE | $25,707 | not reported in the loaded dataset |
| Employee Ad | EMPLOYEE | $25,463 | not reported in the loaded dataset |
| Employee Ae | EMPLOYEE | $25,278 | not reported in the loaded dataset |
| Employee Af | EMPLOYEE | $25,007 | not reported in the loaded dataset |
| Employee Ag | EMPLOYEE | $24,382 | not reported in the loaded dataset |
| Employee Ah | EMPLOYEE | $24,251 | not reported in the loaded dataset |
| Atlantic Data Security LLC | NONE | $24,200 | not reported in the loaded dataset |
| Employee Ai | EMPLOYEE | $23,886 | not reported in the loaded dataset |
| Pitney Bowes Global Financial Servi | NONE | $23,596 | not reported in the loaded dataset |
| Trustee C | TRUSTEE | $23,547 | not reported in the loaded dataset |
| Syxsense Inc | NONE | $21,035 | not reported in the loaded dataset |
| Canon Financial Services Inc | NONE | $19,495 | not reported in the loaded dataset |
| Iron Mountain | NONE | $18,298 | not reported in the loaded dataset |
| Cummins & Cummins | NONE | $17,197 | not reported in the loaded dataset |
| Trustee D | TRUSTEE | $13,991 | not reported in the loaded dataset |
| Trustee B | TRUSTEE | $12,732 | not reported in the loaded dataset |
| Staples | NONE | $12,556 | not reported in the loaded dataset |
| Trustee E | TRUSTEE | $11,079 | not reported in the loaded dataset |
| Cowen And Company LLC | NONE | $11,041 | $0 |
| Trustee F | TRUSTEE | $10,907 | not reported in the loaded dataset |
| Gilbert & Sackman Alc | NONE | $10,296 | not reported in the loaded dataset |
| Trustee G | TRUSTEE | $9,701 | not reported in the loaded dataset |
| Fraser Advanced Information Systems | NONE | $9,265 | not reported in the loaded dataset |
| Hotchkis & Wiley Capital Management | NONE | $9,000 | not reported in the loaded dataset |
| Trustee L | TRUSTEE | $8,986 | not reported in the loaded dataset |
| Trustee M | TRUSTEE | $8,914 | not reported in the loaded dataset |
| Hyland Software, Inc | NONE | $8,249 | not reported in the loaded dataset |
| Trustee J | TRUSTEE | $7,748 | not reported in the loaded dataset |
| Craddock & Lerro Associates | NONE | $7,651 | not reported in the loaded dataset |
| Trustee K | TRUSTEE | $7,246 | $0 |
| Trustee I | TRUSTEE | $6,922 | not reported in the loaded dataset |
| The Berwyn Group | NONE | $6,038 | not reported in the loaded dataset |
| Convergeone Inc | NONE | $5,653 | not reported in the loaded dataset |
| Comsource, Inc. | NONE | $5,395 | not reported in the loaded dataset |
| Trustee H | TRUSTEE | $5,287 | not reported in the loaded dataset |