International Union Of Operating Engineers Local 4 Pension Fund — Form 5500 plan (Board Of Trustees I.U.O.E. Local 4 Pension 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 Pension Fund is a benefit plan reported by Board Of Trustees I.U.O.E. Local 4 Pension Fund under EIN 04-6013863 and plan number 001. The latest loaded filing year is 2023. The filing reports 6,971 participants and $1,181,414,351 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 Pension Fund
- EIN
- 04-6013863
- Plan number
- 001
- Plan type
- 1
- Location
- Medway, MA
- Latest filing year
- 2023
- Participants
- 6,971
- End-of-year plan assets
- $1,181,414,351
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6,971 | H, C | 20241010143856NAL0021266769001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,181,414,351
- Total liabilities (EOY)
- $32,679,864
- Net assets (EOY)
- $1,148,734,487
- Net assets (BOY)
- $1,019,968,662
Income & contributions
- Employer contributions
- $72,481,579
- Total contributions
- $72,481,579
- Total income / additions
- $193,013,228
Expenses & distributions
- Benefits paid
- $60,313,067
- Administrative expenses
- $3,934,336
- Total expenses
- $64,247,403
- Net increase / (decrease)
- $128,765,825
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Jpmorgan Chase Bank National Assoc | NONE | $714,284 | $0 | 2023 |
| Boston Partners Global Investors, I | NONE | $458,175 | $0 | 2023 |
| Loomis Sayles & Company | NONE | $339,740 | not reported in the loaded dataset | 2023 |
| State Street Bank & Trust Co. | NONE | $257,672 | $0 | 2023 |
| Cbre Clarion Securities LLC | NONE | $168,279 | $0 | 2023 |
| Segal Marco Advisors | NONE | $135,000 | not reported in the loaded dataset | 2023 |
| State Street Global Advisors | NONE | $102,173 | $0 | 2023 |
| Cbiz Benefits & Insurance Services | NONE | $95,200 | not reported in the loaded dataset | 2023 |
| Mellon Investments Corporation | NONE | $94,561 | $0 | 2023 |
| Vitech Systems Sub LLC | NONE | $92,197 | not reported in the loaded dataset | 2023 |
| Gregory A Geiman | EMPLOYEE | $74,971 | not reported in the loaded dataset | 2023 |
| The Law Office Of Kathryn S Shea | LEGAL | $71,696 | not reported in the loaded dataset | 2023 |
| Schultheis & Panettieri Llp | AUDITOR | $64,125 | not reported in the loaded dataset | 2023 |
| Rebecca Zaccardi | EMPLOYEE | $47,456 | not reported in the loaded dataset | 2023 |
| Donald R Christy | EMPLOYEE | $38,724 | not reported in the loaded dataset | 2023 |
| Laura Jean Hickey | EMPLOYEE | $37,272 | not reported in the loaded dataset | 2023 |
| Vsg Hosting Inc | NONE | $37,115 | not reported in the loaded dataset | 2023 |
| James M Burns | EMPLOYEE | $32,660 | not reported in the loaded dataset | 2023 |
| Wendy A Batchelder | EMPLOYEE | $28,539 | not reported in the loaded dataset | 2023 |
| Derek Oetinger | EMPLOYEE | $27,172 | not reported in the loaded dataset | 2023 |
| 617 Media Group | NONE | $24,888 | not reported in the loaded dataset | 2023 |
| Iron Mountain | NONE | $22,428 | not reported in the loaded dataset | 2023 |
| O'Donoghue & O'Donoghue Llp | LEGAL | $22,244 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Services Inc | NONE | $0 | $21,656 | 2023 |
| Kroll Associates | NONE | $12,381 | not reported in the loaded dataset | 2023 |
| Cts Services Inc. | NONE | $10,990 | not reported in the loaded dataset | 2023 |
| Proxyvote Plus Holdings Inc | NONE | $5,000 | 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 Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Medway, MA
- Jpmorgan Chase Bank National Assoc — Schedule C compensation
- Boston Partners Global Investors, I — Schedule C compensation
- Loomis Sayles & Company — Schedule C compensation
- State Street Bank & Trust Co. — Schedule C compensation
- Cbre Clarion Securities LLC — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- State Street Global Advisors — Schedule C compensation
- Cbiz Benefits & Insurance Services — Schedule C compensation
- Mellon Investments Corporation — Schedule C compensation
- Vitech Systems Sub LLC — Schedule C compensation
- Gregory A Geiman — Schedule C compensation
- The Law Office Of Kathryn S Shea — Schedule C compensation
- Schultheis & Panettieri Llp — Schedule C compensation
- Rebecca Zaccardi — Schedule C compensation
- Donald R Christy — Schedule C compensation
- Laura Jean Hickey — Schedule C compensation
- Vsg Hosting Inc — Schedule C compensation
- James M Burns — Schedule C compensation
- Wendy A Batchelder — Schedule C compensation
- Derek Oetinger — Schedule C compensation
- 617 Media Group — Schedule C compensation
- Iron Mountain — Schedule C compensation
- O'Donoghue & O'Donoghue Llp — Schedule C compensation
- Segal Select Insurance Services Inc — Schedule C compensation
- Kroll Associates — Schedule C compensation
- Cts Services Inc. — Schedule C compensation
- Proxyvote Plus Holdings Inc — Schedule C compensation