International Union Of Operating Engineers Local 4 Annuity — Form 5500 plan (Board Of Trustees I.U.O.E. Local 4 Annuity Fund)
Plain-English plan 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, International Union Of Operating Engineers Local 4 Annuity is a benefit plan reported by Board Of Trustees I.U.O.E. Local 4 Annuity Fund under EIN 04-3002474 and plan number 002. The latest loaded filing year is 2023. The filing reports 7,539 participants and $655,088,870 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees I.U.O.E. Local 4 Annuity Fund
- EIN
- 04-3002474
- Plan number
- 002
- Plan type
- 1
- Location
- Medway, MA
- Latest filing year
- 2023
- Participants
- 7,539
- End-of-year plan assets
- $655,088,870
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7,539 | H, C | 20241010134430NAL0010041043001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $655,088,870
- Total liabilities (EOY)
- $326,097
- Net assets (EOY)
- $654,762,773
- Net assets (BOY)
- $578,745,713
Income & contributions
- Employer contributions
- $20,248,954
- Participant contributions
- $10,212,602
- Total contributions
- $31,102,167
- Total income / additions
- $112,574,836
Expenses & distributions
- Benefits paid
- $35,115,909
- Administrative expenses
- $933,719
- Total expenses
- $36,557,776
- Net increase / (decrease)
- $76,017,060
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Vitech Systems Sub, LLC | NONE | $126,240 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | NONE | $84,000 | not reported in the loaded dataset | 2023 |
| Law Office Of Kathryn S. Shea | NONE | $67,472 | not reported in the loaded dataset | 2023 |
| Schultheis & Panettieri, Llp | AUDITOR | $47,700 | not reported in the loaded dataset | 2023 |
| Gregory A Geiman | EMPLOYEE | $39,168 | not reported in the loaded dataset | 2023 |
| 617 Media Group | NONE | $26,250 | not reported in the loaded dataset | 2023 |
| Vsg Hosting Sub, LLC | NONE | $19,665 | not reported in the loaded dataset | 2023 |
| O'Donoghue & O' Donoghue | NONE | $16,637 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Services Inc | NONE | $0 | $12,742 | 2023 |
| Iron Mountain | NONE | $11,812 | not reported in the loaded dataset | 2023 |
| Kroll Associates | NONE | $8,027 | not reported in the loaded dataset | 2023 |
| Cbiz Benefits & Insurance Services, | NONE | $7,500 | not reported in the loaded dataset | 2023 |
| Cts Services Inc. | NONE | $5,744 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees I.U.O.E. Local 4 Annuity Fund
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Medway, MA
- Vitech Systems Sub, LLC — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Law Office Of Kathryn S. Shea — Schedule C compensation
- Schultheis & Panettieri, Llp — Schedule C compensation
- Gregory A Geiman — Schedule C compensation
- 617 Media Group — Schedule C compensation
- Vsg Hosting Sub, LLC — Schedule C compensation
- O'Donoghue & O' Donoghue — Schedule C compensation
- Segal Select Insurance Services Inc — Schedule C compensation
- Iron Mountain — Schedule C compensation
- Kroll Associates — Schedule C compensation
- Cbiz Benefits & Insurance Services, — Schedule C compensation
- Cts Services Inc. — Schedule C compensation