2023 Form 5500 filing — Iuoe Local 399 Participating Employers Deferred Compensation Employee Savings 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 20241014155339NAL0015248403002) for Iuoe Local 399 Participating Employers Deferred Compensation Employee Savings Plan, reported by Board Of Trustees Iuoe Local 399 Deferred Compensation Savings Plan under EIN 36-4026691 and plan number 001. It reports 7,284 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014155339NAL0015248403002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Iuoe Local 399 Deferred Compensation Savings Plan
- EIN
- 36-4026691
- Plan number
- 001
- Location
- Chicago, IL
- Participants
- 7,284
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $306,374,557
- Total liabilities (EOY)
- $121,400
- Net assets (EOY)
- $306,253,157
- Employer contributions
- $261,656
- Participant contributions
- $17,452,545
- Total income / additions
- $63,691,852
- Benefits paid
- $18,469,310
- Administrative expenses
- $774,115
- Total expenses
- $19,332,824
- Net increase / (decrease)
- $44,359,028
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Life Insurance Company | NONE | $428,035 | $0 |
| Retirement Solution Group, LLC | NONE | $107,250 | not reported in the loaded dataset |
| Benesys, Inc | NONE | $83,246 | not reported in the loaded dataset |
| Legacy Professionals Llp | NONE | $31,173 | not reported in the loaded dataset |
| Strategic Capital Investment Adv | NONE | $27,500 | not reported in the loaded dataset |
| Hunt Insurance | NONE | $22,227 | not reported in the loaded dataset |
| Johnson And Krol LLC | NONE | $16,223 | not reported in the loaded dataset |