2023 Form 5500 filing — International Union Of Operating Engineers Local 25 Marine Division Annuity 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 20250513152408NAL0040943266001) for International Union Of Operating Engineers Local 25 Marine Division Annuity Plan, reported by Int'L Union Of Operating Engineers Local 25 Marine Division Annuity Pl under EIN 11-3041922 and plan number 002. It reports 2,192 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250513152408NAL0040943266001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Int'L Union Of Operating Engineers Local 25 Marine Division Annuity Pl
- EIN
- 11-3041922
- Plan number
- 002
- Location
- Millstone Township, NJ
- Participants
- 2,192
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $93,154,888
- Total liabilities (EOY)
- $227,995
- Net assets (EOY)
- $92,926,893
- Employer contributions
- $4,339,806
- Participant contributions
- $3,985,713
- Total income / additions
- $17,350,822
- Benefits paid
- $5,801,332
- Administrative expenses
- $492,646
- Total expenses
- $6,342,654
- Net increase / (decrease)
- $11,008,168
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Milliman | NONE | $151,015 | not reported in the loaded dataset |
| Invesco Trust Company | NONE | $120,341 | not reported in the loaded dataset |
| Investment Consulting Services, Llp | SERVICES RELATED PLANS | $42,800 | not reported in the loaded dataset |
| Cohen Weiss & Simon | SERVICES RELATED PLANS | $40,986 | not reported in the loaded dataset |
| Weaver And Tidwell Llp | SERVICES RELATED PLANS | $36,821 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $21,800 | not reported in the loaded dataset |