2023 Form 5500 filing — International Union Of Operating Engineers Marine Division Local 25 Vacation 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 20241016111813NAL0015747347001) for International Union Of Operating Engineers Marine Division Local 25 Vacation Plan, reported by Jt Bd Of Ttees Of The Iuoe Marine Engineers Local 25 Marine Division M under EIN 13-6112548 and plan number 501. It reports 1,549 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241016111813NAL0015747347001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Jt Bd Of Ttees Of The Iuoe Marine Engineers Local 25 Marine Division M
- EIN
- 13-6112548
- Plan number
- 501
- Location
- Millstone Township, NJ
- Participants
- 1,549
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,530,235
- Total liabilities (EOY)
- $2,127,019
- Net assets (EOY)
- $2,403,216
- Employer contributions
- $4,837,990
- Total income / additions
- $5,141,522
- Benefits paid
- $5,457,888
- Administrative expenses
- $193,088
- Total expenses
- $5,650,976
- Net increase / (decrease)
- -$509,454
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Weaver And Tidwell Llp | SERVICES RELATED PLANS | $26,500 | not reported in the loaded dataset |
| Cohen, Weiss And Simon Llp | SERVICES RELATED PLANS | $12,886 | not reported in the loaded dataset |
| Segal Company | SERVICES RELATED PLANS | $11,667 | not reported in the loaded dataset |
| Investment Consulting Services, Llp | SERVICES RELATED PLAN | $5,000 | not reported in the loaded dataset |