Pension Plan For Employees Of Local 137 Benefit Funds — Form 5500 plan (The Welfare Plan Of The Iuoe Local 137,137a,137b,137r Iuoe, Afl-Cio)
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, Pension Plan For Employees Of Local 137 Benefit Funds is a benefit plan reported by The Welfare Plan Of The Iuoe Local 137,137a,137b,137r Iuoe, Afl-Cio under EIN 13-1739714 and plan number 001. The latest loaded filing year is 2023. The filing reports 23 participants and $5,797,847 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Welfare Plan Of The Iuoe Local 137,137a,137b,137r Iuoe, Afl-Cio
- EIN
- 13-1739714
- Plan number
- 001
- Plan type
- 2
- Location
- Briarcliff Manor, NY
- Latest filing year
- 2023
- Participants
- 23
- End-of-year plan assets
- $5,797,847
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 23 | I | 20240628073613NAL0000359090001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $5,797,847
- Total liabilities (EOY)
- $14,346
- Net assets (EOY)
- $5,783,501
- Net assets (BOY)
- $5,177,970
Income & contributions
- Employer contributions
- $300,000
- Total income / additions
- $1,053,702
Expenses & distributions
- Benefits paid
- $380,659
- Administrative expenses
- $67,512
- Total expenses
- $448,171
- Net increase / (decrease)
- $605,531
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.