2023 Form 5500 filing — I.U.O.E. Annuity Fund Local 137,137a,137b,137c, And 137r
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240626082722NAL0005591875001) for I.U.O.E. Annuity Fund Local 137,137a,137b,137c, And 137r, reported by Board Of Trustees I.U.O.E. Annuity Local 137 137a 137b 137c 137r under EIN 13-3204596 and plan number 001. It reports 1,598 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240626082722NAL0005591875001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees I.U.O.E. Annuity Local 137 137a 137b 137c 137r
- EIN
- 13-3204596
- Plan number
- 001
- Location
- Briarcliff Manor, NY
- Participants
- 1,598
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $235,276,622
- Total liabilities (EOY)
- $288,469
- Net assets (EOY)
- $234,988,153
- Employer contributions
- $9,266,475
- Total income / additions
- $32,623,522
- Benefits paid
- $10,379,601
- Administrative expenses
- $1,123,899
- Total expenses
- $11,503,500
- Net increase / (decrease)
- $21,120,022
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bank Of New York Mellon | NONE | $235,930 | $0 |
| Stacey Braun Associates, Inc. | NONE | $154,846 | $0 |
| Insight North America LLC | NONE | $129,760 | not reported in the loaded dataset |
| Pinnacle Associates Ltd. | INVESTMENT MANAGER | $120,627 | not reported in the loaded dataset |
| Schultheis And Panettieri, Llp | ACCOUNTANT | $85,600 | not reported in the loaded dataset |
| Congress Asset Management Company | NONE | $76,119 | $0 |
| Robert M. Cheverie & Assoc. , P.C. | ATTORNEY | $27,600 | not reported in the loaded dataset |
| Wells Fargo Advisors, LLC | INVESTMENT ADVISOR | $18,500 | not reported in the loaded dataset |
| Lazard Asset Management | NONE | $17,091 | $0 |
| Basil Castrovinci Associates Inc. | NONE | $9,602 | not reported in the loaded dataset |
| Tpa Computer Corp | COMPUTER PROGRAMMER | $8,336 | not reported in the loaded dataset |
| Clark & Sampson, Inc. | INSURANCE BROKER | $0 | $5,525 |