2023 Form 5500 filing — I.U.O.E. Local 57 Pension 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 20241010150205NAL0011641075003) for I.U.O.E. Local 57 Pension Plan, reported by Trustees Of I.U.O.E. Local 57 under EIN 05-0298773 and plan number 001. It reports 856 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010150205NAL0011641075003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of I.U.O.E. Local 57
- EIN
- 05-0298773
- Plan number
- 001
- Location
- Johnston, RI
- Participants
- 856
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $229,992,027
- Total liabilities (EOY)
- $231,444
- Net assets (EOY)
- $229,760,583
- Employer contributions
- $18,749,190
- Total income / additions
- $41,232,488
- Benefits paid
- $12,360,358
- Administrative expenses
- $759,926
- Total expenses
- $13,120,284
- Net increase / (decrease)
- $28,112,204
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Segal Company | NONE | $293,619 | not reported in the loaded dataset |
| Segal Macro Advisors Inc | NONE | $74,880 | not reported in the loaded dataset |
| Aetna Life Insurance Company | NONE | $51,958 | not reported in the loaded dataset |
| Ward Fisher & Company Llp | NONE | $25,300 | not reported in the loaded dataset |
| Kiernan Plunkett & Redihan | NONE | $14,500 | not reported in the loaded dataset |