International Union Of Operating Engineers Local 25 Marine Division Annuity Plan — Form 5500 plan (Int'L Union Of Operating Engineers Local 25 Marine Division Annuity Pl)
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 25 Marine Division Annuity Plan is a benefit plan reported by Int'L Union Of Operating Engineers Local 25 Marine Division Annuity Pl under EIN 11-3041922 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,192 participants and $93,154,888 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Int'L Union Of Operating Engineers Local 25 Marine Division Annuity Pl
- EIN
- 11-3041922
- Plan number
- 002
- Plan type
- 1
- Location
- Millstone Township, NJ
- Latest filing year
- 2023
- Participants
- 2,192
- End-of-year plan assets
- $93,154,888
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,192 | H, C | 20250513152408NAL0040943266001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $93,154,888
- Total liabilities (EOY)
- $227,995
- Net assets (EOY)
- $92,926,893
- Net assets (BOY)
- $81,918,725
Income & contributions
- Employer contributions
- $4,339,806
- Participant contributions
- $3,985,713
- Total contributions
- $8,329,401
- Total income / additions
- $17,350,822
Expenses & distributions
- Benefits paid
- $5,801,332
- Administrative expenses
- $492,646
- Total expenses
- $6,342,654
- Net increase / (decrease)
- $11,008,168
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Milliman | NONE | $151,015 | not reported in the loaded dataset | 2023 |
| Invesco Trust Company | NONE | $120,341 | not reported in the loaded dataset | 2023 |
| Investment Consulting Services, Llp | SERVICES RELATED PLANS | $42,800 | not reported in the loaded dataset | 2023 |
| Cohen Weiss & Simon | SERVICES RELATED PLANS | $40,986 | not reported in the loaded dataset | 2023 |
| Weaver And Tidwell Llp | SERVICES RELATED PLANS | $36,821 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | NONE | $21,800 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Int'L Union Of Operating Engineers Local 25 Marine Division Annuity Pl
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Millstone Township, NJ
- Milliman — Schedule C compensation
- Invesco Trust Company — Schedule C compensation
- Investment Consulting Services, Llp — Schedule C compensation
- Cohen Weiss & Simon — Schedule C compensation
- Weaver And Tidwell Llp — Schedule C compensation
- Matrix Trust Company — Schedule C compensation