2023 Form 5500 filing — Pension Plan Of The Iuoe Local 137 137a 137b 137c 137r, Afl-Cio
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 20240628080642NAL0000155475001) for Pension Plan Of The Iuoe Local 137 137a 137b 137c 137r, Afl-Cio, reported by Bd Of Trustees Pension Plan Of The Iuoe 137 137a 137b 137c 137r Aflcio under EIN 13-1825849 and plan number 001. It reports 1,443 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240628080642NAL0000155475001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Bd Of Trustees Pension Plan Of The Iuoe 137 137a 137b 137c 137r Aflcio
- EIN
- 13-1825849
- Plan number
- 001
- Location
- Briarcliff Manor, NY
- Participants
- 1,443
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $242,709,931
- Total liabilities (EOY)
- $3,262,617
- Net assets (EOY)
- $239,447,314
- Employer contributions
- $5,741,774
- Total income / additions
- $38,114,645
- Benefits paid
- $14,273,647
- Administrative expenses
- $1,261,186
- Total expenses
- $15,534,833
- Net increase / (decrease)
- $22,579,812
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stacey Braun Associates, Inc. | NONE | $287,233 | $0 |
| Bank Of New York Mellon | NONE | $150,266 | $0 |
| Pinnacle Associates Ltd. | INVESTMENT MGR | $94,772 | $0 |
| Congress Asset Management Company | NONE | $90,960 | $0 |
| Insight North America LLC | NONE | $80,114 | not reported in the loaded dataset |
| Schultheis & Panettieri Llp | ACCOUNTANT | $73,200 | not reported in the loaded dataset |
| Lazard Asset Management | NONE | $70,946 | $0 |
| Basil Castrovinci Associates Inc. | NONE | $57,036 | not reported in the loaded dataset |
| Wells Fargo Advisors, LLC | INVESTMENT ADVISOR | $33,000 | not reported in the loaded dataset |
| Robert M. Cheverie & Assoc., P.C. | ATTORNEY | $30,000 | not reported in the loaded dataset |
| Sage Advisory Services, Ltd. Compan | NONE | $17,862 | not reported in the loaded dataset |
| Clarke & Sampson, Inc. | INSURANCE BROKER | $0 | $5,770 |