Equity-League Pension Trust Fund — Form 5500 plan (Board Of Trustees Of The Equity-League Pension Trust 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, Equity-League Pension Trust Fund is a benefit plan reported by Board Of Trustees Of The Equity-League Pension Trust Fund under EIN 13-6696817 and plan number 001. The latest loaded filing year is 2023. The filing reports 47,217 participants and $2,240,800,914 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of The Equity-League Pension Trust Fund
- EIN
- 13-6696817
- Plan number
- 001
- Plan type
- 1
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 47,217
- End-of-year plan assets
- $2,240,800,914
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 47,217 | H, C | 20241210083546NAL0010039457001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,240,800,914
- Total liabilities (EOY)
- $10,460,187
- Net assets (EOY)
- $2,230,340,727
- Net assets (BOY)
- $2,029,046,809
Income & contributions
- Employer contributions
- $16,689,514
- Total contributions
- $37,107,149
- Total income / additions
- $353,910,965
Expenses & distributions
- Benefits paid
- $103,223,187
- Administrative expenses
- $49,393,860
- Total expenses
- $152,617,047
- Net increase / (decrease)
- $201,293,918
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Glendon Capital Management Lp | NONE | $4,639,494 | not reported in the loaded dataset | 2023 |
| Fortress Investment Group LLC | NONE | $3,877,526 | $0 | 2023 |
| Blue Torch Capital | NONE | $2,759,214 | not reported in the loaded dataset | 2023 |
| Cambridge Associates LLC | NONE | $2,522,290 | not reported in the loaded dataset | 2023 |
| Ardian | NONE | $1,415,987 | $0 | 2023 |
| Silver Lake Partners Lp | NONE | $1,359,242 | $0 | 2023 |
| 400 Capital Management LLC | NONE | $1,340,639 | $0 | 2023 |
| Harbourvest Partners Lp | NONE | $1,313,932 | $0 | 2023 |
| Balance Point Capital | NONE | $1,305,351 | not reported in the loaded dataset | 2023 |
| Barings LLC | NONE | $1,007,967 | $0 | 2023 |
| Ocp Asia | NONE | $942,237 | $0 | 2023 |
| Ctg Evergreen Management Limited | NONE | $595,663 | $318,568 | 2023 |
| Stone Point Capital LLC | NONE | $913,571 | $0 | 2023 |
| Kennedy Lewis Investment Management | NONE | $861,646 | not reported in the loaded dataset | 2023 |
| Great Hill Partners LLC | NONE | $779,291 | not reported in the loaded dataset | 2023 |
| Metric Capital Partners Llp | NONE | $755,221 | $0 | 2023 |
| Eagle Capital Management LLC | NONE | $641,813 | $0 | 2023 |
| Silchester International Investors | NONE | $635,652 | $0 | 2023 |
| Atalaya Capital Management | NONE | $599,546 | not reported in the loaded dataset | 2023 |
| Vitruvian Partners | NONE | $592,438 | $0 | 2023 |
| The Segal Company (Eastern States) | NONE | $463,375 | not reported in the loaded dataset | 2023 |
| Castlelake Lp | NONE | $428,947 | $0 | 2023 |
| Acadian Asset Management | NONE | $423,422 | not reported in the loaded dataset | 2023 |
| Bank Of New York Mellon | NONE | $413,209 | $0 | 2023 |
| Thompson Street Capital Partners | NONE | $373,254 | not reported in the loaded dataset | 2023 |
| Crayhill Capital Management Lp | NONE | $347,170 | $0 | 2023 |
| Proskauer Rose Llp | NONE | $336,284 | not reported in the loaded dataset | 2023 |
| Xiang He | NONE | $322,572 | not reported in the loaded dataset | 2023 |
| Quan Capital | NONE | $305,959 | not reported in the loaded dataset | 2023 |
| Spivak Lipton Llp | NONE | $303,993 | not reported in the loaded dataset | 2023 |
| Hs Management Partners LLC | NONE | $264,492 | $0 | 2023 |
| Schultheis & Panettieri Llp | NONE | $263,338 | not reported in the loaded dataset | 2023 |
| Doubleline Capital Lp | NONE | $203,265 | not reported in the loaded dataset | 2023 |
| Adp LLC | NONE | $164,566 | not reported in the loaded dataset | 2023 |
| Pemberton Capital Advisors Llp | NONE | $152,361 | not reported in the loaded dataset | 2023 |
| Malabar Investments LLC | NONE | $0 | $136,963 | 2023 |
| Parametric Portfolio Assoc LLC | NONE | $121,135 | $0 | 2023 |
| Bares Capital Management Inc | NONE | $119,028 | $0 | 2023 |
| First Reserve Gp Xiii Lp | NONE | $113,081 | $0 | 2023 |
| Pacific Investment Management Comp | NONE | $97,927 | $0 | 2023 |
| Arbour Lane Capital Management | NONE | $81,012 | not reported in the loaded dataset | 2023 |
| Five Star Printing & Mailing | NONE | $59,258 | not reported in the loaded dataset | 2023 |
| Comprehensive Consulting Solutions | NONE | $42,978 | not reported in the loaded dataset | 2023 |
| Terry Schmidt LLC | NONE | $24,661 | not reported in the loaded dataset | 2023 |
| Opus Investment Advisors, LLC | NONE | $20,851 | not reported in the loaded dataset | 2023 |
| Lcm Partners | NONE | $7,282 | $0 | 2023 |
| Mailgate LLC | NONE | $6,177 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of The Equity-League Pension Trust Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Glendon Capital Management Lp — Schedule C compensation
- Fortress Investment Group LLC — Schedule C compensation
- Blue Torch Capital — Schedule C compensation
- Cambridge Associates LLC — Schedule C compensation
- Ardian — Schedule C compensation
- Silver Lake Partners Lp — Schedule C compensation
- 400 Capital Management LLC — Schedule C compensation
- Harbourvest Partners Lp — Schedule C compensation
- Balance Point Capital — Schedule C compensation
- Barings LLC — Schedule C compensation
- Ocp Asia — Schedule C compensation
- Ctg Evergreen Management Limited — Schedule C compensation
- Stone Point Capital LLC — Schedule C compensation
- Kennedy Lewis Investment Management — Schedule C compensation
- Great Hill Partners LLC — Schedule C compensation
- Metric Capital Partners Llp — Schedule C compensation
- Eagle Capital Management LLC — Schedule C compensation
- Silchester International Investors — Schedule C compensation
- Atalaya Capital Management — Schedule C compensation
- Vitruvian Partners — Schedule C compensation
- The Segal Company (Eastern States) — Schedule C compensation
- Castlelake Lp — Schedule C compensation
- Acadian Asset Management — Schedule C compensation
- Bank Of New York Mellon — Schedule C compensation
- Thompson Street Capital Partners — Schedule C compensation
- Crayhill Capital Management Lp — Schedule C compensation
- Proskauer Rose Llp — Schedule C compensation
- Xiang He — Schedule C compensation
- Quan Capital — Schedule C compensation
- Spivak Lipton Llp — Schedule C compensation
- Hs Management Partners LLC — Schedule C compensation
- Schultheis & Panettieri Llp — Schedule C compensation
- Doubleline Capital Lp — Schedule C compensation
- Adp LLC — Schedule C compensation
- Pemberton Capital Advisors Llp — Schedule C compensation
- Malabar Investments LLC — Schedule C compensation
- Parametric Portfolio Assoc LLC — Schedule C compensation
- Bares Capital Management Inc — Schedule C compensation
- First Reserve Gp Xiii Lp — Schedule C compensation
- Pacific Investment Management Comp — Schedule C compensation
- Arbour Lane Capital Management — Schedule C compensation
- Five Star Printing & Mailing — Schedule C compensation
- Comprehensive Consulting Solutions — Schedule C compensation
- Terry Schmidt LLC — Schedule C compensation
- Opus Investment Advisors, LLC — Schedule C compensation
- Lcm Partners — Schedule C compensation
- Mailgate LLC — Schedule C compensation