2023 Form 5500 filing — International Union Of Operating Engineers Local 4 Pension 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 20241010143856NAL0021266769001) for International Union Of Operating Engineers Local 4 Pension Fund, reported by Board Of Trustees I.U.O.E. Local 4 Pension Fund under EIN 04-6013863 and plan number 001. It reports 6,971 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010143856NAL0021266769001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees I.U.O.E. Local 4 Pension Fund
- EIN
- 04-6013863
- Plan number
- 001
- Location
- Medway, MA
- Participants
- 6,971
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,181,414,351
- Total liabilities (EOY)
- $32,679,864
- Net assets (EOY)
- $1,148,734,487
- Employer contributions
- $72,481,579
- Total income / additions
- $193,013,228
- Benefits paid
- $60,313,067
- Administrative expenses
- $3,934,336
- Total expenses
- $64,247,403
- Net increase / (decrease)
- $128,765,825
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Jpmorgan Chase Bank National Assoc | NONE | $714,284 | $0 |
| Boston Partners Global Investors, I | NONE | $458,175 | $0 |
| Loomis Sayles & Company | NONE | $339,740 | not reported in the loaded dataset |
| State Street Bank & Trust Co. | NONE | $257,672 | $0 |
| Cbre Clarion Securities LLC | NONE | $168,279 | $0 |
| Segal Marco Advisors | NONE | $135,000 | not reported in the loaded dataset |
| State Street Global Advisors | NONE | $102,173 | $0 |
| Cbiz Benefits & Insurance Services | NONE | $95,200 | not reported in the loaded dataset |
| Mellon Investments Corporation | NONE | $94,561 | $0 |
| Vitech Systems Sub LLC | NONE | $92,197 | not reported in the loaded dataset |
| Gregory A Geiman | EMPLOYEE | $74,971 | not reported in the loaded dataset |
| The Law Office Of Kathryn S Shea | LEGAL | $71,696 | not reported in the loaded dataset |
| Schultheis & Panettieri Llp | AUDITOR | $64,125 | not reported in the loaded dataset |
| Rebecca Zaccardi | EMPLOYEE | $47,456 | not reported in the loaded dataset |
| Donald R Christy | EMPLOYEE | $38,724 | not reported in the loaded dataset |
| Laura Jean Hickey | EMPLOYEE | $37,272 | not reported in the loaded dataset |
| Vsg Hosting Inc | NONE | $37,115 | not reported in the loaded dataset |
| James M Burns | EMPLOYEE | $32,660 | not reported in the loaded dataset |
| Wendy A Batchelder | EMPLOYEE | $28,539 | not reported in the loaded dataset |
| Derek Oetinger | EMPLOYEE | $27,172 | not reported in the loaded dataset |
| 617 Media Group | NONE | $24,888 | not reported in the loaded dataset |
| Iron Mountain | NONE | $22,428 | not reported in the loaded dataset |
| O'Donoghue & O'Donoghue Llp | LEGAL | $22,244 | not reported in the loaded dataset |
| Segal Select Insurance Services Inc | NONE | $0 | $21,656 |
| Kroll Associates | NONE | $12,381 | not reported in the loaded dataset |
| Cts Services Inc. | NONE | $10,990 | not reported in the loaded dataset |
| Proxyvote Plus Holdings Inc | NONE | $5,000 | not reported in the loaded dataset |