2023 Form 5500 filing — I.U.O.E. Local 98 Annuity 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 20240702130849NAL0005588033001) for I.U.O.E. Local 98 Annuity Fund, reported by Board Of Trustees I.U.O.E. Local 98 Annuity Fund under EIN 04-3030313 and plan number 002. It reports 1,519 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240702130849NAL0005588033001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees I.U.O.E. Local 98 Annuity Fund
- EIN
- 04-3030313
- Plan number
- 002
- Location
- Southwick, MA
- Participants
- 1,519
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $86,462,456
- Total liabilities (EOY)
- $84,350
- Net assets (EOY)
- $86,378,106
- Employer contributions
- $3,408,832
- Total income / additions
- $13,918,916
- Benefits paid
- $2,594,988
- Administrative expenses
- $369,820
- Total expenses
- $2,964,808
- Net increase / (decrease)
- $10,954,108
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $154,359 | $0 |
| Meketa Investment Group, Inc | NONE | $35,400 | not reported in the loaded dataset |
| Schultheis & Panettieri, Llp | AUDITOR | $28,000 | not reported in the loaded dataset |
| Blitman & King, Llp | ATTORNEY | $23,584 | not reported in the loaded dataset |