Nysa-Ila Pension Trust Fund & Plan — Form 5500 plan (Board Of Trustees, Nysa-Ila Pension Trust Fund And 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, Nysa-Ila Pension Trust Fund & Plan is a benefit plan reported by Board Of Trustees, Nysa-Ila Pension Trust Fund And Plan under EIN 13-5652028 and plan number 001. The latest loaded filing year is 2023. The filing reports 9,127 participants and $1,243,038,249 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Nysa-Ila Pension Trust Fund And Plan
- EIN
- 13-5652028
- Plan number
- 001
- Plan type
- 1
- Location
- Jersey City, NJ
- Latest filing year
- 2023
- Participants
- 9,127
- End-of-year plan assets
- $1,243,038,249
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 9,127 | H, C | 20240924151205NAL0017782304003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,243,038,249
- Total liabilities (EOY)
- $12,153,725
- Net assets (EOY)
- $1,230,884,524
- Net assets (BOY)
- $1,120,384,565
Income & contributions
- Employer contributions
- $30,595,125
- Total contributions
- $30,595,125
- Total income / additions
- $208,834,357
Expenses & distributions
- Benefits paid
- $93,707,832
- Administrative expenses
- $4,626,566
- Total expenses
- $98,334,398
- Net increase / (decrease)
- $110,499,959
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Hancock S-Reit Jcity Corp | BUILDING MANAGEMENT | $873,503 | not reported in the loaded dataset | 2023 |
| Boyd Watterson Asset Mgmt LLC | INVESTMENT MANAGEMENT FEE | $830,490 | not reported in the loaded dataset | 2023 |
| Principal Global Investors | INVESTMENT MANAGEMENT FEE | $796,195 | not reported in the loaded dataset | 2023 |
| Rbc Global Asset Management U.S. | INVESTMENT MANAGEMENT FEE | $688,004 | not reported in the loaded dataset | 2023 |
| Loomis, Sayles & Co. | INVESTMENT MANAGEMENT FEE | $449,429 | not reported in the loaded dataset | 2023 |
| Eberts & Harrison | INSURANCE | $365,573 | not reported in the loaded dataset | 2023 |
| Charles Ward | EMPLOYEE | $351,154 | not reported in the loaded dataset | 2023 |
| Ullico Infrastructure | INVESTMENT MANAGEMENT FEE | $287,929 | not reported in the loaded dataset | 2023 |
| Intercontinental Real Estate Corp | INVESTMENT MANAGEMENT FEE | $209,229 | not reported in the loaded dataset | 2023 |
| Mila Managed Health Care | OTHER SERVICES | $172,381 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank | INVESTMENT MANAGEMENT FEE | $170,786 | not reported in the loaded dataset | 2023 |
| The Lambos Firm Llp | NYSA COUNSEL | $162,318 | not reported in the loaded dataset | 2023 |
| Joseph Aurigemma | EMPLOYEE | $138,871 | not reported in the loaded dataset | 2023 |
| The Segal Company | ACTUARY | $137,359 | not reported in the loaded dataset | 2023 |
| Jessica Latorre | EMPLOYEE | $132,780 | not reported in the loaded dataset | 2023 |
| Marrinan & Mazzola Mardon P.C. | ILA COUNSEL | $125,854 | not reported in the loaded dataset | 2023 |
| Reynolds Consulting Services | INVESTMENT ADVISOR | $115,738 | not reported in the loaded dataset | 2023 |
| Philip Schwartz | EMPLOYEE | $102,566 | not reported in the loaded dataset | 2023 |
| Feesperanza Tablan | EMPLOYEE | $90,983 | not reported in the loaded dataset | 2023 |
| Jeannette Fina | EMPLOYEE | $87,927 | not reported in the loaded dataset | 2023 |
| Amira Russell | EMPLOYEE | $86,545 | not reported in the loaded dataset | 2023 |
| Mary Dunphy | EMPLOYEE | $83,875 | not reported in the loaded dataset | 2023 |
| Cna Insurance | INSURANCE BROKER | $81,305 | not reported in the loaded dataset | 2023 |
| Desena & Co. Cpas LLC | AUDITOR | $59,666 | not reported in the loaded dataset | 2023 |
| Principal Custody Solutions | CORPORATE TRUSTEE | $57,200 | not reported in the loaded dataset | 2023 |
| Prudential Retirement & Annuity | CONTRACT EXPENSE CHARGE | $49,569 | not reported in the loaded dataset | 2023 |
| Rolls Offset Financial Printing,LLC | PRINTER | $40,879 | not reported in the loaded dataset | 2023 |
| Harvard Maintenance | JANITORIAL SERVICES | $8,506 | not reported in the loaded dataset | 2023 |
| Preventive Plus Pa | MEDICAL | $6,328 | not reported in the loaded dataset | 2023 |
| Jkc Associates Inc. | PRINTER | $5,975 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Nysa-Ila Pension Trust Fund And Plan
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Jersey City, NJ
- Hancock S-Reit Jcity Corp — Schedule C compensation
- Boyd Watterson Asset Mgmt LLC — Schedule C compensation
- Principal Global Investors — Schedule C compensation
- Rbc Global Asset Management U.S. — Schedule C compensation
- Loomis, Sayles & Co. — Schedule C compensation
- Eberts & Harrison — Schedule C compensation
- Charles Ward — Schedule C compensation
- Ullico Infrastructure — Schedule C compensation
- Intercontinental Real Estate Corp — Schedule C compensation
- Mila Managed Health Care — Schedule C compensation
- Amalgamated Bank — Schedule C compensation
- The Lambos Firm Llp — Schedule C compensation
- Joseph Aurigemma — Schedule C compensation
- The Segal Company — Schedule C compensation
- Jessica Latorre — Schedule C compensation
- Marrinan & Mazzola Mardon P.C. — Schedule C compensation
- Reynolds Consulting Services — Schedule C compensation
- Philip Schwartz — Schedule C compensation
- Feesperanza Tablan — Schedule C compensation
- Jeannette Fina — Schedule C compensation
- Amira Russell — Schedule C compensation
- Mary Dunphy — Schedule C compensation
- Cna Insurance — Schedule C compensation
- Desena & Co. Cpas LLC — Schedule C compensation
- Principal Custody Solutions — Schedule C compensation
- Prudential Retirement & Annuity — Schedule C compensation
- Rolls Offset Financial Printing,LLC — Schedule C compensation
- Harvard Maintenance — Schedule C compensation
- Preventive Plus Pa — Schedule C compensation
- Jkc Associates Inc. — Schedule C compensation