Iuoe Local 57 Annuity Plan — Form 5500 plan (Board Of Trustees Iuoe Local 57)
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, Iuoe Local 57 Annuity Plan is a benefit plan reported by Board Of Trustees Iuoe Local 57 under EIN 05-0446832 and plan number 001. The latest loaded filing year is 2023. The filing reports 938 participants and $131,889,048 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Iuoe Local 57
- EIN
- 05-0446832
- Plan number
- 001
- Plan type
- 1
- Location
- Johnston, RI
- Latest filing year
- 2023
- Participants
- 938
- End-of-year plan assets
- $131,889,048
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 938 | H, C | 20240923101202NAL0020179104001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $131,889,048
- Total liabilities (EOY)
- $74,893
- Net assets (EOY)
- $131,814,155
- Net assets (BOY)
- $119,481,660
Income & contributions
- Employer contributions
- $9,259,225
- Total contributions
- $9,259,225
- Total income / additions
- $25,074,521
Expenses & distributions
- Benefits paid
- $12,366,414
- Administrative expenses
- $375,612
- Total expenses
- $12,742,026
- Net increase / (decrease)
- $12,332,495
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Segal Roger Casey | NONE | $105,129 | not reported in the loaded dataset | 2023 |
| Lazard Ltd | NONE | $27,951 | not reported in the loaded dataset | 2023 |
| Ward Fisher & Company, Llp | NONE | $25,400 | not reported in the loaded dataset | 2023 |
| Kiernan Plunkett & Redihan LLC | NONE | $14,500 | not reported in the loaded dataset | 2023 |
| Segal Advisors Inc. | NONE | $7,500 | not reported in the loaded dataset | 2023 |
| State Street Global Advisors | NONE | $5,271 | not reported in the loaded dataset | 2023 |
| Bank Of America | NONE | $3,095 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Iuoe Local 57
- 2023 Form 5500 filing
- Form 5500 filings in RI
- 401(k) and benefit plan filings in Johnston, RI
- Segal Roger Casey — Schedule C compensation
- Lazard Ltd — Schedule C compensation
- Ward Fisher & Company, Llp — Schedule C compensation
- Kiernan Plunkett & Redihan LLC — Schedule C compensation
- Segal Advisors Inc. — Schedule C compensation
- State Street Global Advisors — Schedule C compensation
- Bank Of America — Schedule C compensation