Local 57 I.U.O.E. Health & Welfare Fund — Form 5500 plan (I.U.O.E. Local 57 Health And)
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, Local 57 I.U.O.E. Health & Welfare Fund is a benefit plan reported by I.U.O.E. Local 57 Health And under EIN 05-0269242 and plan number 501. The latest loaded filing year is 2023. The filing reports 777 participants and $25,702,181 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- I.U.O.E. Local 57 Health And
- EIN
- 05-0269242
- Plan number
- 501
- Plan type
- 1
- Location
- Johnston, RI
- Latest filing year
- 2023
- Participants
- 777
- End-of-year plan assets
- $25,702,181
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 777 | H, C | 20240923101202NAL0020179104002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $25,702,181
- Total liabilities (EOY)
- $318,200
- Net assets (EOY)
- $25,383,981
- Net assets (BOY)
- $23,232,968
Income & contributions
- Employer contributions
- $15,974,805
- Participant contributions
- $96,061
- Total contributions
- $16,070,866
- Total income / additions
- $17,968,778
Expenses & distributions
- Benefits paid
- $15,481,425
- Administrative expenses
- $336,340
- Total expenses
- $15,817,765
- Net increase / (decrease)
- $2,151,013
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Segal Company | NONE | $64,159 | not reported in the loaded dataset | 2023 |
| Ward Fisher & Co Llp | NONE | $52,954 | not reported in the loaded dataset | 2023 |
| Kiernan, Plunkett & Redihan | NONE | $12,500 | not reported in the loaded dataset | 2023 |
| Segal Rogerscasey | NONE | $10,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for I.U.O.E. Local 57 Health And
- 2023 Form 5500 filing
- Form 5500 filings in RI
- 401(k) and benefit plan filings in Johnston, RI
- The Segal Company — Schedule C compensation
- Ward Fisher & Co Llp — Schedule C compensation
- Kiernan, Plunkett & Redihan — Schedule C compensation
- Segal Rogerscasey — Schedule C compensation