2023 Form 5500 filing — Mason Tenders District Council 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 20250625092640NAL0004630115001) for Mason Tenders District Council Annuity Fund, reported by Board Of Trustees Mason Tenders District Council Annuity Fund under EIN 13-6358540 and plan number 076. It reports 21,075 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250625092640NAL0004630115001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Mason Tenders District Council Annuity Fund
- EIN
- 13-6358540
- Plan number
- 076
- Location
- New York, NY
- Participants
- 21,075
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $912,972,009
- Total liabilities (EOY)
- $15,149,882
- Net assets (EOY)
- $897,822,127
- Employer contributions
- $91,157,761
- Total income / additions
- $168,362,313
- Benefits paid
- $93,471,953
- Administrative expenses
- $4,779,797
- Total expenses
- $98,251,750
- Net increase / (decrease)
- $70,110,563
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mtdc Welfare Fund | AFFILIATE | $1,919,415 | not reported in the loaded dataset |
| Schultheis & Panettieri Llp | AUDITOR | $627,565 | not reported in the loaded dataset |
| Invesco Trust Company | NONE | $338,120 | $0 |
| Western Asset Mgmt Co, LLC | NONE | $316,920 | not reported in the loaded dataset |
| Polen Capital Management, LLC | NONE | $262,043 | not reported in the loaded dataset |
| Proskauer Rose Llp | NONE | $210,103 | not reported in the loaded dataset |
| Lazard Asset Management, LLC | NONE | $194,304 | $0 |
| State Street Bank & Trust Company | NONE | $117,494 | $0 |
| The Segal Co. (Eastern States), Inc | NONE | $98,875 | not reported in the loaded dataset |
| Gorlick, Kravitz & Listhaus P.C. | ATTORNEY | $97,935 | not reported in the loaded dataset |
| Janus Capital Management, LLC | NONE | $83,636 | $0 |
| Allied System Integrators, Inc. | NONE | $81,069 | not reported in the loaded dataset |
| William Blair Investment Mgmt, LLC | NONE | $76,523 | $0 |
| Gallagher Fiduciary Advisors,LLC | NONE | $72,844 | not reported in the loaded dataset |
| Segal Select Insurance Svcs, Inc. | NONE | $0 | $29,800 |
| Md Building Services | CLEANING COMPANY | $24,722 | not reported in the loaded dataset |
| Bicc Systems, Inc. | NONE | $16,409 | not reported in the loaded dataset |
| True Type Printing Company, Inc. | NONE | $14,998 | not reported in the loaded dataset |
| Robert M. Cheverie & Associates, Pc | NONE | $13,114 | not reported in the loaded dataset |
| United Print Group Inc. | NONE | $11,507 | not reported in the loaded dataset |
| Teaneck Business Associates, Inc | NONE | $6,846 | not reported in the loaded dataset |
| Adp | NONE | $6,522 | not reported in the loaded dataset |
| Michael James Industries, Inc. | BUILDING MAINTENANCE | $6,477 | not reported in the loaded dataset |
| Richard Adelman | NONE | $5,544 | not reported in the loaded dataset |