Pension Plan Of The Iuoe Local 137 137a 137b 137c 137r, Afl-Cio — Form 5500 plan (Bd Of Trustees Pension Plan Of The Iuoe 137 137a 137b 137c 137r Aflcio)
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 Of The Iuoe Local 137 137a 137b 137c 137r, Afl-Cio is a benefit plan reported by Bd Of Trustees Pension Plan Of The Iuoe 137 137a 137b 137c 137r Aflcio under EIN 13-1825849 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,443 participants and $242,709,931 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bd Of Trustees Pension Plan Of The Iuoe 137 137a 137b 137c 137r Aflcio
- EIN
- 13-1825849
- Plan number
- 001
- Plan type
- 1
- Location
- Briarcliff Manor, NY
- Latest filing year
- 2023
- Participants
- 1,443
- End-of-year plan assets
- $242,709,931
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,443 | H, C | 20240628080642NAL0000155475001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $242,709,931
- Total liabilities (EOY)
- $3,262,617
- Net assets (EOY)
- $239,447,314
- Net assets (BOY)
- $216,867,502
Income & contributions
- Employer contributions
- $5,741,774
- Total contributions
- $5,741,774
- Total income / additions
- $38,114,645
Expenses & distributions
- Benefits paid
- $14,273,647
- Administrative expenses
- $1,261,186
- Total expenses
- $15,534,833
- Net increase / (decrease)
- $22,579,812
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stacey Braun Associates, Inc. | NONE | $287,233 | $0 | 2023 |
| Bank Of New York Mellon | NONE | $150,266 | $0 | 2023 |
| Pinnacle Associates Ltd. | INVESTMENT MGR | $94,772 | $0 | 2023 |
| Congress Asset Management Company | NONE | $90,960 | $0 | 2023 |
| Insight North America LLC | NONE | $80,114 | not reported in the loaded dataset | 2023 |
| Schultheis & Panettieri Llp | ACCOUNTANT | $73,200 | not reported in the loaded dataset | 2023 |
| Lazard Asset Management | NONE | $70,946 | $0 | 2023 |
| Basil Castrovinci Associates Inc. | NONE | $57,036 | not reported in the loaded dataset | 2023 |
| Wells Fargo Advisors, LLC | INVESTMENT ADVISOR | $33,000 | not reported in the loaded dataset | 2023 |
| Robert M. Cheverie & Assoc., P.C. | ATTORNEY | $30,000 | not reported in the loaded dataset | 2023 |
| Sage Advisory Services, Ltd. Compan | NONE | $17,862 | not reported in the loaded dataset | 2023 |
| Clarke & Sampson, Inc. | INSURANCE BROKER | $0 | $5,770 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bd Of Trustees Pension Plan Of The Iuoe 137 137a 137b 137c 137r Aflcio
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Briarcliff Manor, NY
- Stacey Braun Associates, Inc. — Schedule C compensation
- Bank Of New York Mellon — Schedule C compensation
- Pinnacle Associates Ltd. — Schedule C compensation
- Congress Asset Management Company — Schedule C compensation
- Insight North America LLC — Schedule C compensation
- Schultheis & Panettieri Llp — Schedule C compensation
- Lazard Asset Management — Schedule C compensation
- Basil Castrovinci Associates Inc. — Schedule C compensation
- Wells Fargo Advisors, LLC — Schedule C compensation
- Robert M. Cheverie & Assoc., P.C. — Schedule C compensation
- Sage Advisory Services, Ltd. Compan — Schedule C compensation
- Clarke & Sampson, Inc. — Schedule C compensation