2023 Form 5500 filing — Central Pension Fund Of The Iuoe & Participating Employers
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 20251124120034NAL0001810065001) for Central Pension Fund Of The Iuoe & Participating Employers, reported by Board Of Trustees Of The Cpf Of The Iuoe And Participating Employers under EIN 36-6052390 and plan number 001. It reports 224,866 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20251124120034NAL0001810065001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of The Cpf Of The Iuoe And Participating Employers
- EIN
- 36-6052390
- Plan number
- 001
- Location
- Washington, DC
- Participants
- 224,866
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,899,227,069
- Total liabilities (EOY)
- $53,649,258
- Net assets (EOY)
- $24,845,577,811
- Employer contributions
- $1,175,854,623
- Total income / additions
- $2,935,150,835
- Benefits paid
- $1,462,029,824
- Administrative expenses
- $50,322,330
- Total expenses
- $1,512,352,154
- Net increase / (decrease)
- $1,422,798,681
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Vitech Systems Sub, LLC | NONE | $3,347,387 | not reported in the loaded dataset |
| Loomis, Sayles & Company, Lp | NONE | $2,099,850 | not reported in the loaded dataset |
| Jpmcb Strategic Properties | NONE | $2,030,233 | not reported in the loaded dataset |
| Linea Solutions | NONE | $1,929,100 | not reported in the loaded dataset |
| State Street Global Advisors | NONE | $1,744,706 | $0 |
| Doubleline Capital | NONE | $1,586,145 | not reported in the loaded dataset |
| Aon Hewitt Investment Consulting In | NONE | $1,330,246 | not reported in the loaded dataset |
| Carefirst Blue Cross Blue Shield | NONE | $1,272,574 | not reported in the loaded dataset |
| The Bank Of New York Mellon | NONE | $1,140,528 | $0 |
| Dodge & Cox | NONE | $1,138,966 | $0 |
| Merganser Capital Management | NONE | $1,137,687 | not reported in the loaded dataset |
| Robeco Institutional Asset Mgmt Us | NONE | $919,183 | $0 |
| Blackrock Institutional Trust Co | NONE | $873,004 | $0 |
| Acadian Asset Management LLC | NONE | $773,934 | not reported in the loaded dataset |
| Wellington Trust Company | NONE | $679,652 | $0 |
| Asb Allegiance Re | NONE | $602,320 | not reported in the loaded dataset |
| Galliard Capital Management | NONE | $546,787 | not reported in the loaded dataset |
| Calibre Cpa Group, Pllc | NONE | $535,654 | not reported in the loaded dataset |
| Segal Select Insurance | NONE | $394,422 | $62,284 |
| Idr Investment Management LLC | NONE | $366,833 | $0 |
| Fidelity Institutional Asset Mgmt T | NONE | $362,544 | $0 |
| Cathedral Corporation | NONE | $357,428 | not reported in the loaded dataset |
| Horizon Actuarial Services, LLC | NONE | $343,693 | not reported in the loaded dataset |
| Becker, Marc Douglas | EMPLOYEE | $331,578 | not reported in the loaded dataset |
| Shelton, Joseph J. | EMPLOYEE | $326,633 | not reported in the loaded dataset |
| Albourne America LLC | NONE | $292,348 | not reported in the loaded dataset |
| Managed Business Solutions, LLC | NONE | $262,572 | not reported in the loaded dataset |
| Steptoe & Johnson, Llp | NONE | $224,313 | not reported in the loaded dataset |
| Lofton, Anna Y. | EMPLOYEE | $208,424 | not reported in the loaded dataset |
| Gupta, Susheal | EMPLOYEE | $198,670 | not reported in the loaded dataset |
| Hamilton Lane Advisors, LLC | NONE | $196,075 | not reported in the loaded dataset |
| Local 138 Benefit Funds | NONE | $195,570 | not reported in the loaded dataset |
| Marshall, John | EMPLOYEE | $194,467 | not reported in the loaded dataset |
| Drauch, Gregory | EMPLOYEE | $192,473 | not reported in the loaded dataset |
| Carday Associates Inc | NONE | $158,507 | not reported in the loaded dataset |
| Wilson-Mcshane Corporation | NONE | $152,569 | not reported in the loaded dataset |
| Busog, Anthony A. | EMPLOYEE | $146,490 | not reported in the loaded dataset |
| Nardone, Mario | EMPLOYEE | $141,095 | not reported in the loaded dataset |
| Hunter, Joyce | EMPLOYEE | $136,593 | not reported in the loaded dataset |
| Crute, James | EMPLOYEE | $136,227 | not reported in the loaded dataset |
| Sargent, Justin P | EMPLOYEE | $132,050 | not reported in the loaded dataset |
| Marbury, Ricardo | EMPLOYEE | $131,877 | not reported in the loaded dataset |
| Karnik, Sujata | EMPLOYEE | $126,632 | not reported in the loaded dataset |
| Sargent, Nancy | EMPLOYEE | $123,962 | not reported in the loaded dataset |
| Takagi, Ken M. | EMPLOYEE | $120,074 | not reported in the loaded dataset |
| Fong, Shannon | EMPLOYEE | $117,801 | not reported in the loaded dataset |
| Caruso, Joseph | EMPLOYEE | $115,174 | not reported in the loaded dataset |
| Kilmister, Kristine | EMPLOYEE | $114,591 | not reported in the loaded dataset |
| Bullock, Pamela | EMPLOYEE | $110,189 | not reported in the loaded dataset |
| Metropolitan Life Insurance Company | NONE | $108,092 | not reported in the loaded dataset |
| Rifkind, Rachel | EMPLOYEE | $107,509 | not reported in the loaded dataset |
| Thompson, Helen | EMPLOYEE | $106,749 | not reported in the loaded dataset |
| Wilson-Dessaure, Sharon | EMPLOYEE | $99,586 | not reported in the loaded dataset |
| Ruiz, Carlos | EMPLOYEE | $98,008 | not reported in the loaded dataset |
| Iuoe Local 94, 94a & 94b | NONE | $97,077 | not reported in the loaded dataset |
| Lainez, Sergio | EMPLOYEE | $96,303 | not reported in the loaded dataset |
| O'Donoghue & O'Donoghue, Llp | NONE | $95,835 | not reported in the loaded dataset |
| Phoukieo, Sorn | EMPLOYEE | $95,394 | not reported in the loaded dataset |
| Operating Engineers Local 501 Secur | NONE | $94,659 | not reported in the loaded dataset |
| Price, John A. | EMPLOYEE | $91,239 | not reported in the loaded dataset |
| Fiduciary Counselors, Inc. | NONE | $90,549 | not reported in the loaded dataset |
| C&W Services | NONE | $90,333 | not reported in the loaded dataset |
| Young, Sussana | EMPLOYEE | $89,477 | not reported in the loaded dataset |
| Johnson, Nicole | EMPLOYEE | $89,316 | not reported in the loaded dataset |
| Franke, Joanna | EMPLOYEE | $89,064 | not reported in the loaded dataset |
| Sullivan, Michael | EMPLOYEE | $88,851 | not reported in the loaded dataset |
| Vaughan, Terry | EMPLOYEE | $88,171 | not reported in the loaded dataset |
| Velasquez, Samuel | EMPLOYEE | $87,958 | not reported in the loaded dataset |
| Chung, Kevin | EMPLOYEE | $87,940 | not reported in the loaded dataset |
| Bupphachat, Rapeeporn | EMPLOYEE | $86,694 | not reported in the loaded dataset |
| Gross, Stanley | EMPLOYEE | $86,405 | not reported in the loaded dataset |
| Alexis, John | EMPLOYEE | $86,268 | not reported in the loaded dataset |
| Standard Insurance Company | NONE | $86,216 | not reported in the loaded dataset |
| Duangbubpa, Walaya | EMPLOYEE | $85,721 | not reported in the loaded dataset |
| Kelly Press, Inc. | NONE | $85,657 | not reported in the loaded dataset |
| Lopez, Cynthia | EMPLOYEE | $84,654 | not reported in the loaded dataset |
| Bailey, Larisa | EMPLOYEE | $84,625 | not reported in the loaded dataset |
| Bell, Renee | EMPLOYEE | $84,499 | not reported in the loaded dataset |
| Russ, Joanne | EMPLOYEE | $82,786 | not reported in the loaded dataset |
| Vazquez, Lilian | EMPLOYEE | $80,476 | not reported in the loaded dataset |
| Trumble, Kevin | EMPLOYEE | $79,740 | not reported in the loaded dataset |
| Thomas, Tina | EMPLOYEE | $79,297 | not reported in the loaded dataset |
| Yongyosying, Sirikorn | EMPLOYEE | $78,850 | not reported in the loaded dataset |
| Tsehayou, Kahsay Z. | EMPLOYEE | $78,619 | not reported in the loaded dataset |
| Investment Metrics, LLC | NONE | $76,921 | not reported in the loaded dataset |
| Crafton, Iris | EMPLOYEE | $76,280 | not reported in the loaded dataset |
| Weinman, Judy | EMPLOYEE | $75,826 | not reported in the loaded dataset |
| Kitthanawong, Joy | EMPLOYEE | $75,577 | not reported in the loaded dataset |
| Boone, Almaz | EMPLOYEE | $75,304 | not reported in the loaded dataset |
| Pouvaranukoah, Alyssa | EMPLOYEE | $75,058 | not reported in the loaded dataset |
| Walker, Mikel | EMPLOYEE | $75,020 | not reported in the loaded dataset |
| Phillips, Debra S. | EMPLOYEE | $74,900 | not reported in the loaded dataset |
| Nesiama, Omayeli N. | EMPLOYEE | $74,870 | not reported in the loaded dataset |
| Owusu, Naa | EMPLOYEE | $74,598 | not reported in the loaded dataset |
| Funston Adv Services, LLC | NONE | $73,000 | not reported in the loaded dataset |
| Abebe, Rahel | EMPLOYEE | $71,766 | not reported in the loaded dataset |
| Kebrab, Liya | EMPLOYEE | $70,954 | not reported in the loaded dataset |
| Hoy, Rachelle | EMPLOYEE | $70,860 | not reported in the loaded dataset |
| Sylver, Jazlynn R. | EMPLOYEE | $70,681 | not reported in the loaded dataset |
| Abebe, Esknder | EMPLOYEE | $70,165 | not reported in the loaded dataset |
| Rhymes, Crystal | EMPLOYEE | $68,812 | not reported in the loaded dataset |
| Mission Creek Capital Partners Inc | NONE | $66,426 | not reported in the loaded dataset |
| Brown, Yolande R | EMPLOYEE | $66,031 | not reported in the loaded dataset |
| Ray, Travell D | EMPLOYEE | $64,967 | not reported in the loaded dataset |
| Jiang, Jing | EMPLOYEE | $64,317 | not reported in the loaded dataset |
| Evans, Paul | EMPLOYEE | $62,539 | not reported in the loaded dataset |
| Drumm, Sadie | EMPLOYEE | $62,429 | not reported in the loaded dataset |
| Gregory, Shannel K | EMPLOYEE | $57,428 | not reported in the loaded dataset |
| Pepco | NONE | $57,354 | not reported in the loaded dataset |
| Curseen, Angela | EMPLOYEE | $56,300 | not reported in the loaded dataset |
| Govconnection, Inc. | NONE | $54,008 | not reported in the loaded dataset |
| Iuoe Local 181, 320, Tva H&W Trust | NONE | $52,916 | not reported in the loaded dataset |
| Kimball, Fritzi | EMPLOYEE | $52,095 | not reported in the loaded dataset |
| Iuoe Local 94 - Health Benefit Trus | NONE | $51,853 | not reported in the loaded dataset |
| Esentire Inc | NONE | $49,766 | not reported in the loaded dataset |
| Recovery Point Systems | NONE | $48,141 | not reported in the loaded dataset |
| Jm Zell Partners Ltd | NONE | $47,500 | not reported in the loaded dataset |
| Reinhart Boerner Van Deuren S.C. | NONE | $47,169 | not reported in the loaded dataset |
| Ledig, Megan L | EMPLOYEE | $46,666 | not reported in the loaded dataset |
| O'Neill, Kunthida G. | EMPLOYEE | $46,459 | not reported in the loaded dataset |
| Hyland Software Inc. | NONE | $44,408 | not reported in the loaded dataset |
| Glass Lewis & Co LLC | NONE | $41,964 | not reported in the loaded dataset |
| The Supply Room | NONE | $41,421 | not reported in the loaded dataset |
| Bonilla Suarez, John M. | EMPLOYEE | $41,261 | not reported in the loaded dataset |
| Amaces Inc | NONE | $40,000 | not reported in the loaded dataset |
| Mid Central Operating Engineers H&W | NONE | $39,790 | not reported in the loaded dataset |
| Zenith American Solutions | NONE | $37,792 | not reported in the loaded dataset |
| Upstate Ny Engineers Benefit Funds | NONE | $35,992 | not reported in the loaded dataset |
| Grm | NONE | $34,453 | not reported in the loaded dataset |
| Ringcentral Inc | NONE | $34,095 | not reported in the loaded dataset |
| Us Bank Equipment Finance | NONE | $33,964 | not reported in the loaded dataset |
| Benesys | NONE | $31,151 | not reported in the loaded dataset |
| Carter, Vanessa D | EMPLOYEE | $30,369 | not reported in the loaded dataset |
| Loureiro, Narda J | EMPLOYEE | $28,795 | not reported in the loaded dataset |
| Trustwave | NONE | $28,793 | not reported in the loaded dataset |
| Thomson Reuters - West | NONE | $27,511 | not reported in the loaded dataset |
| Evestment Alliance, LLC | NONE | $24,349 | not reported in the loaded dataset |
| Operating Engin Welfare Fund Lu 99 | NONE | $23,811 | not reported in the loaded dataset |
| The Segal Company | NONE | $23,273 | not reported in the loaded dataset |
| Able Engineering Services | NONE | $22,568 | not reported in the loaded dataset |
| Baum, Sigman, Auerbach, Neuman, Ltd | NONE | $20,798 | not reported in the loaded dataset |
| The Hartford | NONE | $20,755 | not reported in the loaded dataset |
| Ice Miller Llp | NONE | $20,367 | not reported in the loaded dataset |
| Atlantech Online, Inc. | NONE | $20,350 | not reported in the loaded dataset |
| Needles & Associates, LLC | NONE | $17,926 | not reported in the loaded dataset |
| Preqin Limited | NONE | $17,530 | not reported in the loaded dataset |
| Dc Water & Sewer Authority | NONE | $17,082 | not reported in the loaded dataset |
| Bloomberg Bna | NONE | $16,430 | not reported in the loaded dataset |
| Oper Engrs Local 234 H&W Fund | NONE | $12,322 | not reported in the loaded dataset |
| Iuoe Local 98 Benefits Fund | NONE | $12,199 | not reported in the loaded dataset |
| Shamrock Solutions, LLC | NONE | $11,875 | not reported in the loaded dataset |
| Tyco Fire & Security Management Inc | NONE | $11,331 | not reported in the loaded dataset |
| Cca Floors & Interiors | NONE | $11,278 | not reported in the loaded dataset |
| Lexis Nexis | NONE | $11,127 | not reported in the loaded dataset |
| Conner & Winters, Llp | NONE | $9,641 | not reported in the loaded dataset |
| E Plus Technology, Inc. | NONE | $9,634 | not reported in the loaded dataset |
| Benefits Management Group, Inc | NONE | $9,000 | not reported in the loaded dataset |
| Know Be4 Inc | NONE | $8,555 | not reported in the loaded dataset |
| Life Status 360, LLC | NONE | $8,550 | not reported in the loaded dataset |
| Activtrak | NONE | $8,127 | not reported in the loaded dataset |
| Perlectric Inc | NONE | $7,609 | not reported in the loaded dataset |
| Deska Service LLC | NONE | $7,600 | not reported in the loaded dataset |
| Anchor Technologies Inc | NONE | $6,917 | not reported in the loaded dataset |
| Msci Inc | NONE | $6,916 | not reported in the loaded dataset |
| Southern Benefit Administrators, In | NONE | $6,894 | not reported in the loaded dataset |
| Pension Benefit Information LLC | NONE | $6,088 | not reported in the loaded dataset |
| Audit Services, Inc. | NONE | $5,914 | not reported in the loaded dataset |
| Ups | NONE | $5,810 | not reported in the loaded dataset |