Hip-Opeiu Local 153 Group Trust — Form 5500 plan (Hip-Opeiu Local 153 Group Trust)

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, Hip-Opeiu Local 153 Group Trust is a benefit plan reported by Hip-Opeiu Local 153 Group Trust under EIN 13-2869312 and plan number 007. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $107,732,422 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$107.5MPlan net assets, end of year$107,520,939
ParticipantsNot reported
Assets / participantNot reported
Provider compensation$375.6K1 Schedule C provider row(s)$375,565
Plan sponsor
Hip-Opeiu Local 153 Group Trust
EIN
13-2869312
Plan number
007
Plan type
4
Location
New York, NY
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023not reported in the loaded datasetH, C20241008095215NAL0028296912001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$107.7M total assets
Net assets$107.5MLiabilities$211.5K
Money in vs. money out
Total income / additions$12.3M
Total expenses$375.6K
Benefits paid / distributions$0
Full reported line items

Net assets

Total assets (EOY)
$107,732,422
Total liabilities (EOY)
$211,483
Net assets (EOY)
$107,520,939
Net assets (BOY)
$96,091,513

Income & contributions

Total contributions
$0
Total income / additions
$12,305,382

Expenses & distributions

Benefits paid
$0
Administrative expenses
$375,565
Total expenses
$375,565
Net increase / (decrease)
$11,929,817
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets0%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Bank Of New York MellonNONE$375,565$02023

Related Form 5500 pages