2023 Form 5500 filing — I.U.O.E. Local #132 Annuity & Savings 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 20250310132258NAL0016193761002) for I.U.O.E. Local #132 Annuity & Savings Fund, reported by I.U.O.E. #132 Annuity & Savings Fd under EIN 55-0712315 and plan number 001. It reports 9,799 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250310132258NAL0016193761002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- I.U.O.E. #132 Annuity & Savings Fd
- EIN
- 55-0712315
- Plan number
- 001
- Location
- Huntington, WV
- Participants
- 9,799
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $100,212,407
- Total liabilities (EOY)
- $27,161
- Net assets (EOY)
- $100,185,246
- Employer contributions
- $11,337,577
- Total income / additions
- $22,142,497
- Benefits paid
- $7,341,294
- Administrative expenses
- $487,442
- Total expenses
- $7,828,736
- Net increase / (decrease)
- $14,313,761
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Prudential Insurance Company | NONE | $273,586 | $0 |
| Empower | NONE | $102,663 | $0 |
| Standard Valuations | NONE | $26,000 | not reported in the loaded dataset |
| Harris, Hardin & Company, A.C. | NONE | $17,797 | not reported in the loaded dataset |
| Ledbetter Parisi LLC | NONE | $16,427 | $0 |