2023 Form 5500 filing — Annuity Fund Iuoe Local 15, 15a, 15c, 15d 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 20240717104220NAL0002298339001) for Annuity Fund Iuoe Local 15, 15a, 15c, 15d Afl-Cio, reported by Board Of Trustees Annuity Fund Iuoe Local 15, 15a, 15c, 15d Afl-Cio under EIN 13-2899670 and plan number 001. It reports 5,096 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240717104220NAL0002298339001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Annuity Fund Iuoe Local 15, 15a, 15c, 15d Afl-Cio
- EIN
- 13-2899670
- Plan number
- 001
- Location
- Long Island City, NY
- Participants
- 5,096
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,870,067,356
- Total liabilities (EOY)
- $4,710,623
- Net assets (EOY)
- $1,865,356,733
- Employer contributions
- $77,691,755
- Participant contributions
- $294,276
- Total income / additions
- $318,117,464
- Benefits paid
- $96,485,855
- Administrative expenses
- $1,617,878
- Total expenses
- $99,245,663
- Net increase / (decrease)
- $218,871,801
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schultheis & Panettieri, Llp | AUDITOR | $195,044 | not reported in the loaded dataset |
| Brady, Mcguire & Steinberg, P.C. | ATTORNEY | $107,588 | not reported in the loaded dataset |
| Sage Advisory Services Ltd Co | INVEST MGR | $77,947 | not reported in the loaded dataset |
| Wells Fargo Advisors | NONE | $75,000 | not reported in the loaded dataset |
| Clark And Sampson, Inc. | INSURANCE BROKER | $0 | $13,084 |
| The Bank Of New York Mellon | NONE | $5,053 | $0 |