2023 Form 5500 filing — Defined Contribution Plan Of The Agc-Iuoe Local 701 Pension Trust 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 20241015193009NAL0015320387001) for Defined Contribution Plan Of The Agc-Iuoe Local 701 Pension Trust Fund, reported by Defined Contrib Pl, Agc-Iuoe Local 701 Pension Trust Fund Trustees under EIN 93-6075580 and plan number 002. It reports 4,725 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015193009NAL0015320387001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Defined Contrib Pl, Agc-Iuoe Local 701 Pension Trust Fund Trustees
- EIN
- 93-6075580
- Plan number
- 002
- Location
- Seattle, WA
- Participants
- 4,725
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $143,469,215
- Total liabilities (EOY)
- $21,670
- Net assets (EOY)
- $143,447,545
- Employer contributions
- $6,131,521
- Total income / additions
- $27,918,146
- Benefits paid
- $7,048,766
- Administrative expenses
- $323,667
- Total expenses
- $7,372,433
- Net increase / (decrease)
- $20,545,713
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Welfare & Pension Admin Services | THIRD PARTY ADMIN | $199,966 | not reported in the loaded dataset |
| Barlow Coughran Morales & Josephson | LEGAL COUNSEL | $27,458 | not reported in the loaded dataset |
| New England Pension Consultants | INVESTMENT ADVISOR | $17,066 | not reported in the loaded dataset |
| John Hancock Retirement Services | THIRD PARTY ADMIN | $12,543 | $0 |
| Agc-Iuoe Local 701 Training Trust | DELINQUENCY COORDINATOR | $11,829 | not reported in the loaded dataset |
| Bjorklund & Montplaisir | AUDITOR | $10,900 | not reported in the loaded dataset |
| Milliman | CONSULTANT | $5,633 | not reported in the loaded dataset |