Legacy Plan Of The National Retirement Fund — Form 5500 plan (Bd Of Trustees-Legacy Plan Of The National Retirement 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, Legacy Plan Of The National Retirement Fund is a benefit plan reported by Bd Of Trustees-Legacy Plan Of The National Retirement Fund under EIN 13-6130178 and plan number 001. The latest loaded filing year is 2023. The filing reports 208,302 participants and $1,821,710,248 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bd Of Trustees-Legacy Plan Of The National Retirement Fund
- EIN
- 13-6130178
- Plan number
- 001
- Plan type
- 1
- Location
- White Plains, NY
- Latest filing year
- 2023
- Participants
- 208,302
- End-of-year plan assets
- $1,821,710,248
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 208,302 | H, C | 20241016161241NAL0032026737001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,821,710,248
- Total liabilities (EOY)
- $26,158,003
- Net assets (EOY)
- $1,795,552,245
- Net assets (BOY)
- $1,690,313,042
Income & contributions
- Employer contributions
- $36,304,150
- Total contributions
- $36,304,150
- Total income / additions
- $266,793,054
Expenses & distributions
- Benefits paid
- $133,891,161
- Administrative expenses
- $27,662,690
- Total expenses
- $161,553,851
- Net increase / (decrease)
- $105,239,203
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Amalgamated Employee Benefits Admin | OWNED BY PARTY-IN-INT | $10,626,000 | not reported in the loaded dataset | 2023 |
| Schulte Roth & Zabel Llp | NONE | $1,578,729 | not reported in the loaded dataset | 2023 |
| Hamilton Lane Advisors, LLC | NONE | $619,839 | $349,231 | 2023 |
| Hardman Johnston Global Advisors | NONE | $640,243 | not reported in the loaded dataset | 2023 |
| Aligraphics, A Division Of Aeba | OWNED BY PARTY-IN-INT | $530,437 | not reported in the loaded dataset | 2023 |
| Lazard Asset Management, LLC | NONE | $507,787 | $0 | 2023 |
| Horizon Actuarial Services, LLC | NONE | $421,877 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank | PARTY-IN-INT | $354,156 | $8,248 | 2023 |
| Amalgamated Life Insurance Company | OWNED BY PARTY-IN-INT | $342,717 | not reported in the loaded dataset | 2023 |
| William Blair Investment Management | NONE | $296,454 | not reported in the loaded dataset | 2023 |
| Skyharbor Capital Management, LLC | NONE | $268,053 | not reported in the loaded dataset | 2023 |
| Mariner Institutional, LLC | NONE | $262,500 | not reported in the loaded dataset | 2023 |
| Virtual Benefits Administrators | NONE | $216,241 | not reported in the loaded dataset | 2023 |
| Novak Francella LLC | NONE | $166,737 | not reported in the loaded dataset | 2023 |
| Zelis Payment Holdings, LLC | NONE | $0 | $152,994 | 2023 |
| Sovos Compliance, LLC | NONE | $0 | $141,759 | 2023 |
| Southern Regional Joint Board, Work | PARTY-IN-INT | $119,026 | not reported in the loaded dataset | 2023 |
| Alliant Insurance Services, Inc. | NONE | $0 | $104,611 | 2023 |
| Chicago And Midwest Regional Joint | PARTY-IN-INT | $102,617 | not reported in the loaded dataset | 2023 |
| Dimensional Fund Advisors, Lp | NONE | $97,646 | not reported in the loaded dataset | 2023 |
| Ss & C Technologies, Inc. | NONE | $0 | $68,687 | 2023 |
| Landmark Equity Advisors, LLC | NONE | $0 | $64,023 | 2023 |
| Hirtle, Callaghan & Co., LLC | NONE | $58,936 | not reported in the loaded dataset | 2023 |
| Lifestatus360, LLC | NONE | $40,610 | not reported in the loaded dataset | 2023 |
| Pennsylvania Joint Board, Workers U | PARTY-IN-INT | $30,172 | not reported in the loaded dataset | 2023 |
| Stout Risius Ross, LLC | NONE | $26,000 | not reported in the loaded dataset | 2023 |
| Lowenstein Sandler, Llp | NONE | $22,819 | not reported in the loaded dataset | 2023 |
| Kelso & Company, L.P. | NONE | $0 | $21,034 | 2023 |
| New York New Jersey Regional Joint | PARTY-IN-INT | $15,674 | not reported in the loaded dataset | 2023 |
| Curran & Connors, Inc. | NONE | $9,042 | not reported in the loaded dataset | 2023 |
| Philadelphia Joint Board, Workers U | PARTY-IN-INT | $8,959 | not reported in the loaded dataset | 2023 |
| Withumsmith&Brown, Pc | NONE | $6,058 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bd Of Trustees-Legacy Plan Of The National Retirement Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in White Plains, NY
- Amalgamated Employee Benefits Admin — Schedule C compensation
- Schulte Roth & Zabel Llp — Schedule C compensation
- Hamilton Lane Advisors, LLC — Schedule C compensation
- Hardman Johnston Global Advisors — Schedule C compensation
- Aligraphics, A Division Of Aeba — Schedule C compensation
- Lazard Asset Management, LLC — Schedule C compensation
- Horizon Actuarial Services, LLC — Schedule C compensation
- Amalgamated Bank — Schedule C compensation
- Amalgamated Life Insurance Company — Schedule C compensation
- William Blair Investment Management — Schedule C compensation
- Skyharbor Capital Management, LLC — Schedule C compensation
- Mariner Institutional, LLC — Schedule C compensation
- Virtual Benefits Administrators — Schedule C compensation
- Novak Francella LLC — Schedule C compensation
- Zelis Payment Holdings, LLC — Schedule C compensation
- Sovos Compliance, LLC — Schedule C compensation
- Southern Regional Joint Board, Work — Schedule C compensation
- Alliant Insurance Services, Inc. — Schedule C compensation
- Chicago And Midwest Regional Joint — Schedule C compensation
- Dimensional Fund Advisors, Lp — Schedule C compensation
- Ss & C Technologies, Inc. — Schedule C compensation
- Landmark Equity Advisors, LLC — Schedule C compensation
- Hirtle, Callaghan & Co., LLC — Schedule C compensation
- Lifestatus360, LLC — Schedule C compensation
- Pennsylvania Joint Board, Workers U — Schedule C compensation
- Stout Risius Ross, LLC — Schedule C compensation
- Lowenstein Sandler, Llp — Schedule C compensation
- Kelso & Company, L.P. — Schedule C compensation
- New York New Jersey Regional Joint — Schedule C compensation
- Curran & Connors, Inc. — Schedule C compensation
- Philadelphia Joint Board, Workers U — Schedule C compensation
- Withumsmith&Brown, Pc — Schedule C compensation