Iuoe Local 295-295b,C Pension Fund — Form 5500 plan (Board Of Trustees, Iuoe Local 295-295b,C)
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 295-295b,C Pension Fund is a benefit plan reported by Board Of Trustees, Iuoe Local 295-295b,C under EIN 11-6042885 and plan number 001. The latest loaded filing year is 2023. The filing reports 945 participants and $71,807,396 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Iuoe Local 295-295b,C
- EIN
- 11-6042885
- Plan number
- 001
- Plan type
- 1
- Location
- Maspeth, NY
- Latest filing year
- 2023
- Participants
- 945
- End-of-year plan assets
- $71,807,396
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 945 | H, C | 20241015210107NAL0029664033001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $71,807,396
- Total liabilities (EOY)
- $541,784
- Net assets (EOY)
- $71,265,612
- Net assets (BOY)
- $63,470,172
Income & contributions
- Employer contributions
- $5,581,091
- Total contributions
- $5,581,091
- Total income / additions
- $12,703,329
Expenses & distributions
- Benefits paid
- $3,850,157
- Administrative expenses
- $1,057,732
- Total expenses
- $4,907,889
- Net increase / (decrease)
- $7,795,440
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ioue Local 295-295b,C,D Welfare Fun | RELATED BENEFIT PLAN | $567,051 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Smith Barney LLC | INVESTMENT CUSTODIAN | $171,465 | not reported in the loaded dataset | 2023 |
| Citrin Cooperman | ACCOUNTANTS | $42,993 | not reported in the loaded dataset | 2023 |
| Infrastructure Investment Fund Eris | INVESTMENT CUSTODIAN | $38,195 | $0 | 2023 |
| First Actuarial Consulting, Inc. | ACTUARY | $36,400 | not reported in the loaded dataset | 2023 |
| Buchbinder Tunick & Company Llp | AUDITOR | $33,350 | not reported in the loaded dataset | 2023 |
| Michael J. Comerford, P.C. | ATTORNEY | $16,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Iuoe Local 295-295b,C
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Maspeth, NY
- Ioue Local 295-295b,C,D Welfare Fun — Schedule C compensation
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- Citrin Cooperman — Schedule C compensation
- Infrastructure Investment Fund Eris — Schedule C compensation
- First Actuarial Consulting, Inc. — Schedule C compensation
- Buchbinder Tunick & Company Llp — Schedule C compensation
- Michael J. Comerford, P.C. — Schedule C compensation