Pension Fund Of Local No. One Of I. A. T. S. E. — Form 5500 plan (Board Of Trustees, Pension Fund Of Local No. One Of I.A.T.S.E.)
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, Pension Fund Of Local No. One Of I. A. T. S. E. is a benefit plan reported by Board Of Trustees, Pension Fund Of Local No. One Of I.A.T.S.E. under EIN 13-6414973 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,794 participants and $629,047,703 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Pension Fund Of Local No. One Of I.A.T.S.E.
- EIN
- 13-6414973
- Plan number
- 001
- Plan type
- 1
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 3,794
- End-of-year plan assets
- $629,047,703
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,794 | H, C | 20241013174911NAL0026082865001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $629,047,703
- Total liabilities (EOY)
- $11,748,064
- Net assets (EOY)
- $617,299,639
- Net assets (BOY)
- $582,578,566
Income & contributions
- Employer contributions
- $26,186,846
- Total contributions
- $26,186,846
- Total income / additions
- $75,466,395
Expenses & distributions
- Benefits paid
- $37,218,445
- Administrative expenses
- $3,526,877
- Total expenses
- $40,745,322
- Net increase / (decrease)
- $34,721,073
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Jp Morgan Inv. Mgmt. Inc. | NONE | $980,153 | not reported in the loaded dataset | 2023 |
| Ullico Investment Advisors Inc. | NONE | $378,744 | not reported in the loaded dataset | 2023 |
| Holly Ubilla | NONE | $258,000 | not reported in the loaded dataset | 2023 |
| Bny Mellon Inv Mgmt. Cayman Ltd. | NONE | $254,429 | not reported in the loaded dataset | 2023 |
| Loomis Sayles And Company | NONE | $224,499 | $0 | 2023 |
| Proskauer Rose Llp | NONE | $207,346 | not reported in the loaded dataset | 2023 |
| Spivak Lipton Llp | NONE | $174,841 | not reported in the loaded dataset | 2023 |
| The Segal Company (Eastern States) | NONE | $148,848 | not reported in the loaded dataset | 2023 |
| Ducenta Squared Asset Management | NONE | $138,794 | not reported in the loaded dataset | 2023 |
| Gloria Shea | NONE | $116,574 | not reported in the loaded dataset | 2023 |
| Mariann Zappalla | NONE | $105,948 | not reported in the loaded dataset | 2023 |
| Gallagher Fiduciary Advisors LLC | NONE | $104,787 | not reported in the loaded dataset | 2023 |
| Colbert Cambran | NONE | $97,372 | not reported in the loaded dataset | 2023 |
| Tina Tatum | NONE | $79,899 | not reported in the loaded dataset | 2023 |
| Shirley Nelson | NONE | $78,888 | not reported in the loaded dataset | 2023 |
| Schultheis & Panettieri, Llp | NONE | $77,032 | not reported in the loaded dataset | 2023 |
| Denise Carmona | NONE | $71,632 | not reported in the loaded dataset | 2023 |
| Pwc Consulting | NONE | $45,713 | not reported in the loaded dataset | 2023 |
| Dimensional Fund Advisors | NONE | $43,409 | not reported in the loaded dataset | 2023 |
| Comerica Inc | NONE | $37,981 | $0 | 2023 |
| Ewelina Abugov | NONE | $33,845 | not reported in the loaded dataset | 2023 |
| Intech Investment Management LLC | NONE | $25,849 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Services, In | NONE | $0 | $18,118 | 2023 |
| State Street Global Advisors | NONE | $12,480 | $0 | 2023 |
| Syntonic Systems, Inc. | NONE | $8,424 | not reported in the loaded dataset | 2023 |
| Comprehensive Consulting Solutions | NONE | $6,487 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Pension Fund Of Local No. One Of I.A.T.S.E.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Jp Morgan Inv. Mgmt. Inc. — Schedule C compensation
- Ullico Investment Advisors Inc. — Schedule C compensation
- Holly Ubilla — Schedule C compensation
- Bny Mellon Inv Mgmt. Cayman Ltd. — Schedule C compensation
- Loomis Sayles And Company — Schedule C compensation
- Proskauer Rose Llp — Schedule C compensation
- Spivak Lipton Llp — Schedule C compensation
- The Segal Company (Eastern States) — Schedule C compensation
- Ducenta Squared Asset Management — Schedule C compensation
- Gloria Shea — Schedule C compensation
- Mariann Zappalla — Schedule C compensation
- Gallagher Fiduciary Advisors LLC — Schedule C compensation
- Colbert Cambran — Schedule C compensation
- Tina Tatum — Schedule C compensation
- Shirley Nelson — Schedule C compensation
- Schultheis & Panettieri, Llp — Schedule C compensation
- Denise Carmona — Schedule C compensation
- Pwc Consulting — Schedule C compensation
- Dimensional Fund Advisors — Schedule C compensation
- Comerica Inc — Schedule C compensation
- Ewelina Abugov — Schedule C compensation
- Intech Investment Management LLC — Schedule C compensation
- Segal Select Insurance Services, In — Schedule C compensation
- State Street Global Advisors — Schedule C compensation
- Syntonic Systems, Inc. — Schedule C compensation
- Comprehensive Consulting Solutions — Schedule C compensation