Westchester Heavy Construction Laborers Local 60 Pension Fund — Form 5500 plan (Board Of Trustees Local 60 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, Westchester Heavy Construction Laborers Local 60 Pension Fund is a benefit plan reported by Board Of Trustees Local 60 Pension Fund under EIN 13-1962287 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,403 participants and $300,142,487 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Local 60 Pension Fund
- EIN
- 13-1962287
- Plan number
- 001
- Plan type
- 1
- Location
- Hawthorne, NY
- Latest filing year
- 2023
- Participants
- 2,403
- End-of-year plan assets
- $300,142,487
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,403 | H, C | 20241015180132NAL0050800944001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $300,142,487
- Total liabilities (EOY)
- $444,888
- Net assets (EOY)
- $299,697,599
- Net assets (BOY)
- $258,972,161
Income & contributions
- Employer contributions
- $18,795,322
- Total contributions
- $18,795,322
- Total income / additions
- $59,200,523
Expenses & distributions
- Benefits paid
- $17,024,933
- Administrative expenses
- $1,450,152
- Total expenses
- $18,475,085
- Net increase / (decrease)
- $40,725,438
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Atlanta Sosnoff Capital, LLC. | INVESTMENT MANAGER | $303,693 | $0 | 2023 |
| Tocqueville Asset Management Lp | INVESTMENT MANAGER | $206,816 | not reported in the loaded dataset | 2023 |
| Hudson Edge Investment Partners Inc | INVESTMENT MANAGER | $168,404 | $0 | 2023 |
| Ullico Investment Advisors, Inc. | INVESTMENT MANAGER | $142,323 | not reported in the loaded dataset | 2023 |
| Merrill Lynch | INVESTMENT CONSULTANT | $90,000 | not reported in the loaded dataset | 2023 |
| Stacey Braun Associates, Inc. | INVESTMENT MANAGER | $69,497 | $0 | 2023 |
| M&T Bank Inst'L Retirement Services | INVESTMENT CUSTODIAN | $64,161 | $0 | 2023 |
| Milliman, Inc. | ACTUARY | $58,000 | not reported in the loaded dataset | 2023 |
| Barnes, Iaccarino & Shepherd Llp | LEGAL | $57,254 | not reported in the loaded dataset | 2023 |
| Cohen & Steers C/O Merrill Lynch | INVESTMENT MANAGER | $30,997 | not reported in the loaded dataset | 2023 |
| Gettry Marcus Cpa, P.C. | ACCOUNTANT | $29,077 | not reported in the loaded dataset | 2023 |
| Tpa Corporation | COMPUTER CONSULTANT | $6,300 | not reported in the loaded dataset | 2023 |
| Citrin Cooperman & Company, Llp | ACCOUNTANT | $5,894 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Local 60 Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Hawthorne, NY
- Atlanta Sosnoff Capital, LLC. — Schedule C compensation
- Tocqueville Asset Management Lp — Schedule C compensation
- Hudson Edge Investment Partners Inc — Schedule C compensation
- Ullico Investment Advisors, Inc. — Schedule C compensation
- Merrill Lynch — Schedule C compensation
- Stacey Braun Associates, Inc. — Schedule C compensation
- M&T Bank Inst'L Retirement Services — Schedule C compensation
- Milliman, Inc. — Schedule C compensation
- Barnes, Iaccarino & Shepherd Llp — Schedule C compensation
- Cohen & Steers C/O Merrill Lynch — Schedule C compensation
- Gettry Marcus Cpa, P.C. — Schedule C compensation
- Tpa Corporation — Schedule C compensation
- Citrin Cooperman & Company, Llp — Schedule C compensation