2023 Form 5500 filing — Retiree Plan Of The Iuoe Local 137 Welfare Fund
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 20240627070702NAL0006093635001) for Retiree Plan Of The Iuoe Local 137 Welfare Fund, reported by Bd Of Trustees Retiree Plan Of The Iuoe Local 137 Welfare Fund under EIN 13-1739714 and plan number 502. It reports 246 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240627070702NAL0006093635001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Bd Of Trustees Retiree Plan Of The Iuoe Local 137 Welfare Fund
- EIN
- 13-1739714
- Plan number
- 502
- Location
- Briarcliff Manor, NY
- Participants
- 246
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,772
- Total liabilities (EOY)
- $11,772
- Net assets (EOY)
- $0
- Employer contributions
- $1,724,681
- Total income / additions
- $1,724,681
- Benefits paid
- $1,666,606
- Administrative expenses
- $58,075
- Total expenses
- $1,724,681
- Net increase / (decrease)
- $0
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schultheis & Panettieri, Llp | AUDITOR | $10,000 | not reported in the loaded dataset |