2023 Form 5500 filing — Iuoe Local 57 Annuity Plan
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 20240923101202NAL0020179104001) for Iuoe Local 57 Annuity Plan, reported by Board Of Trustees Iuoe Local 57 under EIN 05-0446832 and plan number 001. It reports 938 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240923101202NAL0020179104001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Iuoe Local 57
- EIN
- 05-0446832
- Plan number
- 001
- Location
- Johnston, RI
- Participants
- 938
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $131,889,048
- Total liabilities (EOY)
- $74,893
- Net assets (EOY)
- $131,814,155
- Employer contributions
- $9,259,225
- Total income / additions
- $25,074,521
- Benefits paid
- $12,366,414
- Administrative expenses
- $375,612
- Total expenses
- $12,742,026
- Net increase / (decrease)
- $12,332,495
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Segal Roger Casey | NONE | $105,129 | not reported in the loaded dataset |
| Lazard Ltd | NONE | $27,951 | not reported in the loaded dataset |
| Ward Fisher & Company, Llp | NONE | $25,400 | not reported in the loaded dataset |
| Kiernan Plunkett & Redihan LLC | NONE | $14,500 | not reported in the loaded dataset |
| Segal Advisors Inc. | NONE | $7,500 | not reported in the loaded dataset |
| State Street Global Advisors | NONE | $5,271 | not reported in the loaded dataset |
| Bank Of America | NONE | $3,095 | not reported in the loaded dataset |