2023 Form 5500 filing — International Union Of Operating Engineers Local 877 Annuity 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 20241015112634NAL0014484787001) for International Union Of Operating Engineers Local 877 Annuity Fund, reported by Bd Of Trustees I.U.O.E. Local 877 Annuity Fund under EIN 04-3228497 and plan number 001. It reports 717 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015112634NAL0014484787001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Bd Of Trustees I.U.O.E. Local 877 Annuity Fund
- EIN
- 04-3228497
- Plan number
- 001
- Location
- Quincy, MA
- Participants
- 717
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $26,614,757
- Total liabilities (EOY)
- $309,384
- Net assets (EOY)
- $26,305,373
- Employer contributions
- $1,215,161
- Participant contributions
- $640,453
- Total income / additions
- $5,800,626
- Benefits paid
- $3,159,413
- Administrative expenses
- $144,899
- Total expenses
- $3,304,312
- Net increase / (decrease)
- $2,496,314
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $82,256 | $0 |
| Benesys, Inc. | NONE | $27,910 | not reported in the loaded dataset |
| Reid And Reige, Pc | NONE | $15,564 | not reported in the loaded dataset |
| Manzi & Associates L.L.C. | NONE | $11,400 | not reported in the loaded dataset |
| Wells Fargo Advisors LLC | NONE | $0 | $8,344 |