AUMdb

Iron Workers Locals 40 & 361 Topping Out Fund

EIN 133156507 · 501(c)(9) · Public charity · New York, NY · recognized 1983

Assets
$319M
Revenue
$52.0M
Expenses
$44.2M
Investment income
$11.3M

Form 990 fiscal year ended 12/31/2024

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

Firm Match Period
Lazard Asset Management Llc CRD 122836 deterministic · 100% 12/31/2024
Manning & Napier Advisors, Llc CRD 105992 fuzzy_auto · 99% 12/31/2024
Insight North America Llc CRD 145995 deterministic · 100% 12/31/2024

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

Contractor Services Compensation
Lazard Asset Management Llc Investment manager $164,228
Manning & Napier Advisors Llc Investment manager $140,794
Insight North America Investment manager $105,305

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
Brian J Sabbagh Fund administrator $243,115 $141,988
Michael Dunn Union trustee - eff 07/24 $0 $0
Matthew Chartrand Union trustee $0 $0
Anthony Deblasie Union trustee $0 $0
Matthew P Stoddard Union trustee $0 $0
Keith Eisgruber Union trustee $0 $0
Robert Johnson Union trustee $0 $0
Christopher Walsh Union trustee $0 $0
John Cush Union trustee $0 $0
Michael Gaydos Union trustee - thru 07/24 $0 $0
Daniel Doyle Union trustee $0 $0
Robert Weiss Employer trustee $0 $0
Bill Matre Employer trustee $0 $0
Daniel Teutul Employer trustee $0 $0
Alan Seidman Employer trustee $0 $0
David Pisacrita Employer trustee $0 $0
Robert Samela Employer trustee $0 $0
Gord Leder Employer trustee - thru 01/24 $0 $0
Barry King Employer trustee - eff 01/24 $0 $0
Jake Bidosky Employer trustee $0 $0