2023 Form 5500 filing — Annuity Fd Of The Iuoe Local Union 94, 94a, 94b 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 20241011172804NAL0011227043001) for Annuity Fd Of The Iuoe Local Union 94, 94a, 94b Afl-Cio, reported by Bd Of Trustees Annuity Fund Of The Iuoe Lcl Union 94, 94a, 94b Afl-Cio under EIN 13-6817367 and plan number 001. It reports 7,842 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011172804NAL0011227043001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Bd Of Trustees Annuity Fund Of The Iuoe Lcl Union 94, 94a, 94b Afl-Cio
- EIN
- 13-6817367
- Plan number
- 001
- Location
- New York, NY
- Participants
- 7,842
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,660,408,686
- Total liabilities (EOY)
- $520,246
- Net assets (EOY)
- $1,659,888,440
- Employer contributions
- $68,499,245
- Total income / additions
- $289,351,648
- Benefits paid
- $84,031,438
- Administrative expenses
- $2,834,731
- Total expenses
- $87,851,310
- Net increase / (decrease)
- $201,500,338
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Eagle Capital Management, LLC | NONE | $340,139 | $0 |
| Wcm Investment Management, LLC | NONE | $336,053 | $0 |
| Proskauer Rose, Llp | NONE | $326,302 | not reported in the loaded dataset |
| Madison Investment Advisors, LLC | NONE | $187,704 | $0 |
| M. O'Connor | EMPLOYEE | $173,942 | not reported in the loaded dataset |
| Schultheis & Panettieri, Llp | AUDITOR | $129,833 | not reported in the loaded dataset |
| Mackay Shields, LLC | NONE | $128,520 | not reported in the loaded dataset |
| Stacey Braun Associates Inc. | INVESTMENT MANAGER | $124,313 | $0 |
| C. Baffuto | NONE | $123,080 | not reported in the loaded dataset |
| K. Antonaccio | EMPLOYEE | $102,680 | not reported in the loaded dataset |
| T. Siebor | NONE | $98,503 | not reported in the loaded dataset |
| Pitta, Llp | ATTORNEY | $92,796 | not reported in the loaded dataset |
| Jw Thompson Investments, LLC | NONE | $78,750 | not reported in the loaded dataset |
| Collins Building Services Inc. | NONE | $68,249 | not reported in the loaded dataset |
| Congress Asset Management Co. | NONE | $64,499 | not reported in the loaded dataset |
| Jp Morgan Chase Bank | NONE | $63,093 | $0 |
| Morgan Stanley Smith Barney, LLC | NONE | $45,000 | not reported in the loaded dataset |
| Slc Management | NONE | $31,297 | not reported in the loaded dataset |
| The Segal Company (Eastern States) | NONE | $25,633 | not reported in the loaded dataset |
| Segal Select Insurance Services Inc | NONE | $0 | $21,297 |
| Cogent Waste Solutions | NONE | $11,277 | not reported in the loaded dataset |
| Beacon Protection Group, LLC | NONE | $10,264 | not reported in the loaded dataset |
| Kurita America Inc. | NONE | $7,149 | not reported in the loaded dataset |