Who sponsors the I.U.O.E. Local 98 Annuity Fund?

I.U.O.E. Local 98 Annuity Fund is reported as sponsored by Board Of Trustees I.U.O.E. Local 98 Annuity Fund (EIN 04-3030313, plan number 002) in public Form 5500 filings.

What is the most recent Form 5500 filing year for I.U.O.E. Local 98 Annuity Fund?

The latest Form 5500 filing year loaded for I.U.O.E. Local 98 Annuity Fund is 2023.

How many participants does I.U.O.E. Local 98 Annuity Fund report?

I.U.O.E. Local 98 Annuity Fund reports 1,519 participants in its latest loaded Form 5500 filing.

What are the reported plan assets for I.U.O.E. Local 98 Annuity Fund?

I.U.O.E. Local 98 Annuity Fund reports $86,462,456 in end-of-year plan assets in its latest loaded Form 5500 filing.

I.U.O.E. Local 98 Annuity Fund — Form 5500 plan (Board Of Trustees I.U.O.E. Local 98 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, I.U.O.E. Local 98 Annuity Fund is a benefit plan reported by Board Of Trustees I.U.O.E. Local 98 Annuity Fund under EIN 04-3030313 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,519 participants and $86,462,456 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 98 Annuity Fund
EIN: 04-3030313
Plan number: 002
Plan type: 1
Location: Southwick, MA
Latest filing year: 2023
Participants: 1,519
End-of-year plan assets: $86,462,456

Form 5500 filing history

Filings loaded for this plan
Filing year	Participants	Schedules	Filing
2023	1,519	H, C	20240702130849NAL0005588033001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY): $86,462,456
Total liabilities (EOY): $84,350
Net assets (EOY): $86,378,106
Net assets (BOY): $75,423,998

Income & contributions

Employer contributions: $3,408,832
Total contributions: $3,450,835
Total income / additions: $13,918,916

Expenses & distributions

Benefits paid: $2,594,988
Administrative expenses: $369,820
Total expenses: $2,964,808
Net increase / (decrease): $10,954,108

Service provider compensation (Schedule C)

Reported service provider compensation
Provider	Service	Direct comp.	Indirect comp.	Year
Empower Annuity Insurance Company	RECORDKEEPER	$154,359	$0	2023
Meketa Investment Group, Inc	NONE	$35,400	not reported in the loaded dataset	2023
Schultheis & Panettieri, Llp	AUDITOR	$28,000	not reported in the loaded dataset	2023
Blitman & King, Llp	ATTORNEY	$23,584	not reported in the loaded dataset	2023