Westchester Heavy Construction Laborers Local 60 Annuity Fund — Form 5500 plan (Board Of Trustees Local 60 Annuity 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 Annuity Fund is a benefit plan reported by Board Of Trustees Local 60 Annuity Fund under EIN 13-3344192 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,902 participants and $180,814,566 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Local 60 Annuity Fund
- EIN
- 13-3344192
- Plan number
- 002
- Plan type
- 1
- Location
- Hawthorne, NY
- Latest filing year
- 2023
- Participants
- 1,902
- End-of-year plan assets
- $180,814,566
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,902 | H, C | 20240731121726NAL0021475505001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $180,814,566
- Total liabilities (EOY)
- $158,542
- Net assets (EOY)
- $180,656,024
- Net assets (BOY)
- $159,849,850
Income & contributions
- Employer contributions
- $8,855,274
- Total contributions
- $8,855,274
- Total income / additions
- $30,398,695
Expenses & distributions
- Benefits paid
- $8,744,525
- Administrative expenses
- $847,996
- Total expenses
- $9,592,521
- Net increase / (decrease)
- $20,806,174
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Boston Partners C/O Merrill Lynch | INVESTMENT MANAGER | $142,827 | not reported in the loaded dataset | 2023 |
| Tocqueville Asset Management Lp | INVESTMENT MANAGER | $109,942 | not reported in the loaded dataset | 2023 |
| Hudson Edge Investment Partners Inc | INVESTMENT MANAGER | $92,331 | $0 | 2023 |
| Stacey Braun Associates, Inc. | INVESTMENT MANAGER | $79,333 | $0 | 2023 |
| Global Trust Company | INVESTMENT MANAGER | $74,800 | not reported in the loaded dataset | 2023 |
| Barnes, Iaccarino & Shepherd Llp | LEGAL | $59,441 | not reported in the loaded dataset | 2023 |
| Merrill Lynch | INVESTMENT CONSULTANT | $57,500 | not reported in the loaded dataset | 2023 |
| M&T Bank Inst'L Retirement Services | INVESTMENT CUSTODIAN | $41,506 | $0 | 2023 |
| Christine Costa | PLAN ADMINISTRATOR | $29,768 | not reported in the loaded dataset | 2023 |
| Cohen & Steers C/O Merrill Lynch | INVESTMENT MANAGER | $19,474 | not reported in the loaded dataset | 2023 |
| Gettry Marcus Cpa, P.C. | ACCOUNTANT | $15,942 | not reported in the loaded dataset | 2023 |
| Tpa Corporation | COMPUTER CONSULTANT | $7,560 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Local 60 Annuity Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Hawthorne, NY
- Boston Partners C/O Merrill Lynch — Schedule C compensation
- Tocqueville Asset Management Lp — Schedule C compensation
- Hudson Edge Investment Partners Inc — Schedule C compensation
- Stacey Braun Associates, Inc. — Schedule C compensation
- Global Trust Company — Schedule C compensation
- Barnes, Iaccarino & Shepherd Llp — Schedule C compensation
- Merrill Lynch — Schedule C compensation
- M&T Bank Inst'L Retirement Services — Schedule C compensation
- Christine Costa — 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