Cwa/Itu Negotiated Pension Plan — Form 5500 plan (Board Of Trustees Cwa/Itu Negotiated Pension 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, Cwa/Itu Negotiated Pension Plan is a benefit plan reported by Board Of Trustees Cwa/Itu Negotiated Pension Plan under EIN 13-6212879 and plan number 001. The latest loaded filing year is 2023. The filing reports 23,025 participants and $509,337,843 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Cwa/Itu Negotiated Pension Plan
- EIN
- 13-6212879
- Plan number
- 001
- Plan type
- 1
- Location
- Mount Laurel, NJ
- Latest filing year
- 2023
- Participants
- 23,025
- End-of-year plan assets
- $509,337,843
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 23,025 | H, C | 20241009100712NAL0036693378001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $509,337,843
- Total liabilities (EOY)
- $1,246,626
- Net assets (EOY)
- $508,091,217
- Net assets (BOY)
- $527,658,547
Income & contributions
- Employer contributions
- $12,677,230
- Total contributions
- $12,677,230
- Total income / additions
- $64,746,550
Expenses & distributions
- Benefits paid
- $79,623,888
- Administrative expenses
- $4,689,992
- Total expenses
- $84,313,880
- Net increase / (decrease)
- -$19,567,330
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Frank M. Vaccaro & Associates Inc | NONE | $608,800 | not reported in the loaded dataset | 2023 |
| Cheiron | NONE | $397,300 | not reported in the loaded dataset | 2023 |
| Fisherbroyles, Llp | NONE | $311,337 | not reported in the loaded dataset | 2023 |
| Blackrock Institutional Trust Co | NONE | $164,062 | $0 | 2023 |
| Quan-Vest Consultants, Inc | NONE | $150,000 | not reported in the loaded dataset | 2023 |
| Lazard Asset Management | NONE | $146,520 | not reported in the loaded dataset | 2023 |
| Asb Capital Management | NONE | $136,953 | not reported in the loaded dataset | 2023 |
| Lorraine Castle | NONE | $136,469 | not reported in the loaded dataset | 2023 |
| Schultheis & Panettieri, Llp | NONE | $116,464 | not reported in the loaded dataset | 2023 |
| Polen Capital | NONE | $102,762 | not reported in the loaded dataset | 2023 |
| Loomis Sayles & Company, Lp | NONE | $96,819 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank | NONE | $41,791 | $0 | 2023 |
| Segal Select Insurance Services Inc | NONE | $0 | $39,640 | 2023 |
| Bridgeway Benefit Technologies | NONE | $34,948 | not reported in the loaded dataset | 2023 |
| Daniel Farberman | NONE | $9,527 | not reported in the loaded dataset | 2023 |
| Robert Maida Jr | NONE | $8,711 | not reported in the loaded dataset | 2023 |
| Arthur Deianni | NONE | $6,570 | not reported in the loaded dataset | 2023 |
| Theodore R Rilea Jr | NONE | $5,965 | not reported in the loaded dataset | 2023 |
| State Street Global Advisors | NONE | $5,205 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Cwa/Itu Negotiated Pension Plan
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Mount Laurel, NJ
- Frank M. Vaccaro & Associates Inc — Schedule C compensation
- Cheiron — Schedule C compensation
- Fisherbroyles, Llp — Schedule C compensation
- Blackrock Institutional Trust Co — Schedule C compensation
- Quan-Vest Consultants, Inc — Schedule C compensation
- Lazard Asset Management — Schedule C compensation
- Asb Capital Management — Schedule C compensation
- Lorraine Castle — Schedule C compensation
- Schultheis & Panettieri, Llp — Schedule C compensation
- Polen Capital — Schedule C compensation
- Loomis Sayles & Company, Lp — Schedule C compensation
- Amalgamated Bank — Schedule C compensation
- Segal Select Insurance Services Inc — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- Daniel Farberman — Schedule C compensation
- Robert Maida Jr — Schedule C compensation
- Arthur Deianni — Schedule C compensation
- Theodore R Rilea Jr — Schedule C compensation
- State Street Global Advisors — Schedule C compensation