Bd Of Trustees Of The Welfare Plan Locals 137,137a,137b,137c, And 137r — Form 5500 filings & benefit plans
Form 5500 plan sponsor 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, Bd Of Trustees Of The Welfare Plan Locals 137,137a,137b,137c, And 137r (EIN 13-1739714) is a plan sponsor located in Briarcliff Manor, NY with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.
Company overview (based on loaded 2023 public filings)
- EIN
- 13-1739714
- Location
- Briarcliff Manor, NY
- Loaded plans
- 3
- Total reported participants
- 902
- Total reported plan assets (EOY)
- $41,878,898
- Plans with financial data
- 3
- Plans with provider compensation
- 2
- Latest filing year
- 2023
Totals aggregate this sponsor's loaded Form 5500 filings only and reflect figures as reported; they are not an audited company total.
Largest loaded plans by reported assets
| Plan | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| Welfare Plan Of The I.U.O.E. Locals 137,137a,137b, 137c, And 137r Afl-Cio | 501 | 633 | $36,069,279 | 2023 |
| Pension Plan For Employees Of Local 137 Benefit Funds | 001 | 23 | $5,797,847 | 2023 |
| Retiree Plan Of The Iuoe Local 137 Welfare Fund | 502 | 246 | $11,772 | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | Retiree Plan Of The Iuoe Local 137 Welfare Fund | 246 | H, C | 20240627070702NAL0006093635001 |
| 2023 | Pension Plan For Employees Of Local 137 Benefit Funds | 23 | I | 20240628073613NAL0000359090001 |
| 2023 | Welfare Plan Of The I.U.O.E. Locals 137,137a,137b, 137c, And 137r Afl-Cio | 633 | H, C | 20240723111654NAL0006562307001 |