2023 Form 5500 filing — Iuoe Stationary Engineers Local 39 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 20241013095018NAL0024682561001) for Iuoe Stationary Engineers Local 39 Pension Plan, reported by Bot Of Iuoe Stationary Engineers Local 39 Pension Plan under EIN 94-6118939 and plan number 001. It reports 10,252 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241013095018NAL0024682561001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Bot Of Iuoe Stationary Engineers Local 39 Pension Plan
- EIN
- 94-6118939
- Plan number
- 001
- Location
- Dublin, CA
- Participants
- 10,252
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,791,924,041
- Total liabilities (EOY)
- $18,875,550
- Net assets (EOY)
- $1,773,048,491
- Employer contributions
- $116,981,410
- Total income / additions
- $303,110,932
- Benefits paid
- $123,311,611
- Administrative expenses
- $8,749,551
- Total expenses
- $132,061,162
- Net increase / (decrease)
- $171,049,770
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Graystone Consulting/Morgan Stanley | NONE | $1,329,952 | not reported in the loaded dataset |
| Foundry Partners LLC | NONE | $1,147,178 | not reported in the loaded dataset |
| Benesys | NONE | $783,490 | not reported in the loaded dataset |
| Polen Capital Management LLC | NONE | $650,788 | not reported in the loaded dataset |
| Washington Capital Management, Inc. | NONE | $546,578 | not reported in the loaded dataset |
| Newtower Trust Company | NONE | $532,017 | $0 |
| Apogem Capital, LLC | NONE | $486,750 | $0 |
| Mcmorgan & Company, LLC | NONE | $470,052 | not reported in the loaded dataset |
| Aristotle Capital Management, LLC | NONE | $418,368 | not reported in the loaded dataset |
| The Northern Trust Company | NONE | $393,518 | $0 |
| Withumsmith+Brown, Pc | NONE | $311,647 | not reported in the loaded dataset |
| Weinberg, Roger & Rosenfeld | NONE | $303,556 | not reported in the loaded dataset |
| Cambiar Investors LLC | NONE | $272,515 | not reported in the loaded dataset |
| Fiera Capital, Inc. | NONE | $250,729 | not reported in the loaded dataset |
| Mackay Shields LLC | NONE | $2,300 | $234,756 |
| Cheiron, Inc. | NONE | $199,005 | not reported in the loaded dataset |
| Team St. Inc. | NONE | $28,857 | not reported in the loaded dataset |
| Goldman Sachs Asset Management, Lp | NONE | $24,204 | $0 |
| Smart Source LLC | NONE | $21,984 | not reported in the loaded dataset |
| Segal Select Insurance Services Inc | NONE | $0 | $18,375 |
| Proxyvote Plus Holdings Inc. | NONE | $12,000 | not reported in the loaded dataset |
| Fremont Bank | NONE | $8,143 | not reported in the loaded dataset |