2023 Form 5500 filing — International Union Of Operating Engineers Local 4 Annuity
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 20241010134430NAL0010041043001) for International Union Of Operating Engineers Local 4 Annuity, reported by Board Of Trustees I.U.O.E. Local 4 Annuity Fund under EIN 04-3002474 and plan number 002. It reports 7,539 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010134430NAL0010041043001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees I.U.O.E. Local 4 Annuity Fund
- EIN
- 04-3002474
- Plan number
- 002
- Location
- Medway, MA
- Participants
- 7,539
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $655,088,870
- Total liabilities (EOY)
- $326,097
- Net assets (EOY)
- $654,762,773
- Employer contributions
- $20,248,954
- Participant contributions
- $10,212,602
- Total income / additions
- $112,574,836
- Benefits paid
- $35,115,909
- Administrative expenses
- $933,719
- Total expenses
- $36,557,776
- Net increase / (decrease)
- $76,017,060
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Vitech Systems Sub, LLC | NONE | $126,240 | not reported in the loaded dataset |
| Segal Marco Advisors | NONE | $84,000 | not reported in the loaded dataset |
| Law Office Of Kathryn S. Shea | NONE | $67,472 | not reported in the loaded dataset |
| Schultheis & Panettieri, Llp | AUDITOR | $47,700 | not reported in the loaded dataset |
| Gregory A Geiman | EMPLOYEE | $39,168 | not reported in the loaded dataset |
| 617 Media Group | NONE | $26,250 | not reported in the loaded dataset |
| Vsg Hosting Sub, LLC | NONE | $19,665 | not reported in the loaded dataset |
| O'Donoghue & O' Donoghue | NONE | $16,637 | not reported in the loaded dataset |
| Segal Select Insurance Services Inc | NONE | $0 | $12,742 |
| Iron Mountain | NONE | $11,812 | not reported in the loaded dataset |
| Kroll Associates | NONE | $8,027 | not reported in the loaded dataset |
| Cbiz Benefits & Insurance Services, | NONE | $7,500 | not reported in the loaded dataset |
| Cts Services Inc. | NONE | $5,744 | not reported in the loaded dataset |