2023 Form 5500 filing — I.U.O.E. Local #132 Apprenticeship 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 20250115071201NAL0021333073003) for I.U.O.E. Local #132 Apprenticeship Fund, reported by I.U.O.E. #132 Apprenticeship Fund under EIN 55-0523152 and plan number 501. It reports 2,564 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250115071201NAL0021333073003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- I.U.O.E. #132 Apprenticeship Fund
- EIN
- 55-0523152
- Plan number
- 501
- Location
- Huntington, WV
- Participants
- 2,564
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $41,671,731
- Total liabilities (EOY)
- $224,706
- Net assets (EOY)
- $41,447,025
- Employer contributions
- $2,604,826
- Total income / additions
- $8,140,571
- Administrative expenses
- $2,195,150
- Total expenses
- $2,195,150
- Net increase / (decrease)
- $5,945,421
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Harris, Hardin & Company, A.C. | NONE | $45,122 | not reported in the loaded dataset |
| Steel Oaks Investment Advisors | NONE | $23,424 | not reported in the loaded dataset |
| Standard Valuations, Inc. | NONE | $19,250 | not reported in the loaded dataset |