Elevator Division Retirement Benefit Plan — Form 5500 plan (Board Of Trustees Elevator Division Retirement Plan)
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, Elevator Division Retirement Benefit Plan is a benefit plan reported by Board Of Trustees Elevator Division Retirement Plan under EIN 13-3523453 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,994 participants and $229,876,448 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Elevator Division Retirement Plan
- EIN
- 13-3523453
- Plan number
- 001
- Plan type
- 1
- Location
- Long Island City, NY
- Latest filing year
- 2023
- Participants
- 4,994
- End-of-year plan assets
- $229,876,448
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,994 | H, C | 20250522112855NAL0002229523001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $229,876,448
- Total liabilities (EOY)
- $998,892
- Net assets (EOY)
- $228,877,556
- Net assets (BOY)
- $189,732,440
Income & contributions
- Employer contributions
- $4,968,683
- Total contributions
- $4,968,683
- Total income / additions
- $48,016,859
Expenses & distributions
- Benefits paid
- $7,350,191
- Administrative expenses
- $1,521,552
- Total expenses
- $8,871,743
- Net increase / (decrease)
- $39,145,116
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Karen Campbell | EMPLOYEE | $204,108 | not reported in the loaded dataset | 2023 |
| Segal & Co. | ACTUARY | $195,383 | not reported in the loaded dataset | 2023 |
| Ullico Infrastructure Taxexempt Fu | INVESTMENT ADVISOR | $123,268 | not reported in the loaded dataset | 2023 |
| Grassi & Co., Cpa'S, P.C. | AUDITORS | $122,592 | not reported in the loaded dataset | 2023 |
| Rbc Global Asset Management Inc. | INVESTMENT ADVISOR | $112,674 | not reported in the loaded dataset | 2023 |
| Loomis Sayles & Company, L.P. | INVESTMENT MANAGER | $95,239 | not reported in the loaded dataset | 2023 |
| Columbia Threadneedle Investments | INVESTMENT ADVISOR | $75,890 | not reported in the loaded dataset | 2023 |
| Archer, Byington, Glennon & Levine | LEGAL | $57,919 | not reported in the loaded dataset | 2023 |
| Reynolds Securities | INVESTMENT ADVISOR | $43,750 | not reported in the loaded dataset | 2023 |
| Susannah Ifill-Willis | EMPLOYEE | $43,019 | not reported in the loaded dataset | 2023 |
| Bny Mellon Securities Corporation | INVESTMENT ADVISOR | $15,476 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Elevator Division Retirement Plan
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Long Island City, NY
- Karen Campbell — Schedule C compensation
- Segal & Co. — Schedule C compensation
- Ullico Infrastructure Taxexempt Fu — Schedule C compensation
- Grassi & Co., Cpa'S, P.C. — Schedule C compensation
- Rbc Global Asset Management Inc. — Schedule C compensation
- Loomis Sayles & Company, L.P. — Schedule C compensation
- Columbia Threadneedle Investments — Schedule C compensation
- Archer, Byington, Glennon & Levine — Schedule C compensation
- Reynolds Securities — Schedule C compensation
- Susannah Ifill-Willis — Schedule C compensation
- Bny Mellon Securities Corporation — Schedule C compensation