2023 Form 5500 filing — I.U.O.E. Local 132 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 20250115071201NAL0021333073004) for I.U.O.E. Local 132 Pension Fund, reported by I.U.O.E. Local 132 Pension Fund under EIN 55-6015364 and plan number 001. It reports 4,010 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250115071201NAL0021333073004
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- I.U.O.E. Local 132 Pension Fund
- EIN
- 55-6015364
- Plan number
- 001
- Location
- Huntington, WV
- Participants
- 4,010
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $548,257,437
- Total liabilities (EOY)
- $872,111
- Net assets (EOY)
- $547,385,326
- Employer contributions
- $23,921,452
- Total income / additions
- $86,650,909
- Benefits paid
- $27,868,839
- Administrative expenses
- $2,719,738
- Total expenses
- $30,588,577
- Net increase / (decrease)
- $56,062,332
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Zack'S Investment Management | NONE | $0 | $283,802 |
| Boston Partners | NONE | $0 | $254,099 |
| New Tower Trust Company | NONE | $0 | $247,563 |
| Asb Capital | NONE | $0 | $225,173 |
| Manning & Napier | NONE | $0 | $181,129 |
| United National Bank | NONE | $0 | $161,734 |
| Steel Oaks | NONE | $0 | $97,340 |
| Standard Valuations | NONE | $0 | $71,250 |
| Chartwell Investments | NONE | $0 | $61,863 |
| United Actuarial Services, Inc. | NONE | $0 | $60,400 |
| Harris, Hardin & Company, A.C. | NONE | $0 | $57,221 |
| Deprince, Race & Zollo | NONE | $0 | $57,193 |
| Penn Capital Management | NONE | $0 | $52,831 |
| C. S. Mckee Asset Management | NONE | $0 | $50,131 |
| Jp Morgan | NONE | $0 | $43,752 |
| Blackstone Partners | NONE | $29,732 | $0 |
| Ledbetter Parisi LLC | NONE | $0 | $28,270 |
| Boyd Wattterson Asset Mgmt | NONE | $0 | $27,621 |
| Adams Street | NONE | $26,863 | $0 |
| American Benefit Corporation | NONE | $0 | $14,400 |
| John F Dascoli, Pllc | NONE | $0 | $5,449 |