Iuoe Local 478 Annuity Fund — Form 5500 plan (Board Of Trustees Iuoe Local 478 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, Iuoe Local 478 Annuity Fund is a benefit plan reported by Board Of Trustees Iuoe Local 478 Annuity Fund under EIN 06-1230516 and plan number 001. The latest loaded filing year is 2023. The filing reports 5,110 participants and $340,418,920 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Iuoe Local 478 Annuity Fund
- EIN
- 06-1230516
- Plan number
- 001
- Plan type
- 1
- Location
- Hamden, CT
- Latest filing year
- 2023
- Participants
- 5,110
- End-of-year plan assets
- $340,418,920
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,110 | H, C | 20241008131104NAL0008367187001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $340,418,920
- Total liabilities (EOY)
- $119,771
- Net assets (EOY)
- $340,299,149
- Net assets (BOY)
- $297,023,393
Income & contributions
- Employer contributions
- $15,541,092
- Participant contributions
- $2,930,398
- Total contributions
- $18,799,623
- Total income / additions
- $65,946,466
Expenses & distributions
- Benefits paid
- $21,647,600
- Administrative expenses
- $1,023,110
- Total expenses
- $22,670,710
- Net increase / (decrease)
- $43,275,756
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | NONE | $233,222 | $0 | 2023 |
| Reid & Riege, P.C. | NONE | $81,982 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | NONE | $44,320 | not reported in the loaded dataset | 2023 |
| Schultheis & Panettieri, Llp | AUDITOR | $39,054 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Iuoe Local 478 Annuity Fund
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Hamden, CT
- Empower Annuity Insurance Company — Schedule C compensation
- Reid & Riege, P.C. — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Schultheis & Panettieri, Llp — Schedule C compensation