Hollow Metal Pension Fund — Form 5500 plan (Hollow Metal Pension Fund)

Plain-English plan 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, Hollow Metal Pension Fund is a benefit plan reported by Hollow Metal Pension Fund under EIN 11-2758544 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,543 participants and $78,864,433 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Hollow Metal Pension Fund
EIN
11-2758544
Plan number
001
Plan type
1
Location
New York, NY
Latest filing year
2023
Participants
4,543
End-of-year plan assets
$78,864,433

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,543H, C20241010101631NAL0011366947002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$78,864,433
Total liabilities (EOY)
$464,536
Net assets (EOY)
$78,399,897
Net assets (BOY)
$81,959,099

Income & contributions

Employer contributions
$1,304,191
Total contributions
$1,340,948
Total income / additions
$7,389,339

Expenses & distributions

Benefits paid
$9,627,223
Administrative expenses
$1,321,318
Total expenses
$10,948,541
Net increase / (decrease)
-$3,559,202

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
First Actuarial Consulting IncNONE$142,000not reported in the loaded dataset2023
Denise OrtizEMPLOYEE$0$86,8152023
Edgar GomezEMPLOYEE$0$84,4482023
Loomis Sayles & CompanyNONE$83,068$02023
Investment Performance ServicesNONE$62,500not reported in the loaded dataset2023
Joseph RedEMPLOYEE$0$56,5092023
Novak Francella LLCNONE$51,690not reported in the loaded dataset2023
Vanessa WhartonEMPLOYEE$0$41,9572023
Pearson KyshimaEMPLOYEE$0$35,6822023
Bridgeway Benefit TechnoligoesNONE$34,589not reported in the loaded dataset2023
Wedge Capital Management LlpNONE$29,126$02023
Kauff Mcguire & Margolis LlpNONE$26,368not reported in the loaded dataset2023
Asb Capital Management LLCNONE$26,112not reported in the loaded dataset2023
Chevy Chase Trust CompanyNONE$26,111not reported in the loaded dataset2023
Fred Alger & Company IncNONE$26,018$02023
Trivella & Forte LlpNONE$25,081not reported in the loaded dataset2023
Amalgamated Bank Of New YorkNONE$16,972$02023
Pension Benefit Information IncNONE$12,164not reported in the loaded dataset2023
Hamilton Lane Advisors, LLCNONE$0$10,1252023
Virginia & Ambinder LlpNONE$9,411not reported in the loaded dataset2023
Segal Select Insurance Services IncNONE$0$9,2132023
Blackrock Institustional Trust Co.NONE$8,895$02023
Segall Bryant & HamillNONE$6,914not reported in the loaded dataset2023

Related Form 5500 pages