Plan5500

2023 Form 5500 filing — Iuoe Local 295-295b,C Pension 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 20241015210107NAL0029664033001) for Iuoe Local 295-295b,C Pension Fund, reported by Board Of Trustees, Iuoe Local 295-295b,C under EIN 11-6042885 and plan number 001. It reports 945 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241015210107NAL0029664033001
Filing year
2023
Form type
1
Plan sponsor
Board Of Trustees, Iuoe Local 295-295b,C
EIN
11-6042885
Plan number
001
Location
Maspeth, NY
Participants
945
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$71,807,396
Total liabilities (EOY)
$541,784
Net assets (EOY)
$71,265,612
Employer contributions
$5,581,091
Total income / additions
$12,703,329
Benefits paid
$3,850,157
Administrative expenses
$1,057,732
Total expenses
$4,907,889
Net increase / (decrease)
$7,795,440
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Ioue Local 295-295b,C,D Welfare FunRELATED BENEFIT PLAN$567,051not reported in the loaded dataset
Morgan Stanley Smith Barney LLCINVESTMENT CUSTODIAN$171,465not reported in the loaded dataset
Citrin CoopermanACCOUNTANTS$42,993not reported in the loaded dataset
Infrastructure Investment Fund ErisINVESTMENT CUSTODIAN$38,195$0
First Actuarial Consulting, Inc.ACTUARY$36,400not reported in the loaded dataset
Buchbinder Tunick & Company LlpAUDITOR$33,350not reported in the loaded dataset
Michael J. Comerford, P.C.ATTORNEY$16,000not reported in the loaded dataset

Related Form 5500 pages