Iuoe Local 30 Benefits Fund — Form 5500 plan (Bd Of Trustees Iuoe Local 30 Benefits Fund)
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 30 Benefits Fund is a benefit plan reported by Bd Of Trustees Iuoe Local 30 Benefits Fund under EIN 13-2873303 and plan number 501. The latest loaded filing year is 2023. The filing reports 2,797 participants and $116,026,776 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bd Of Trustees Iuoe Local 30 Benefits Fund
- EIN
- 13-2873303
- Plan number
- 501
- Plan type
- 1
- Location
- Whitestone, NY
- Latest filing year
- 2023
- Participants
- 2,797
- End-of-year plan assets
- $116,026,776
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,797 | H, C | 20240724104951NAL0012508353002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $116,026,776
- Total liabilities (EOY)
- $10,809,772
- Net assets (EOY)
- $105,217,004
- Net assets (BOY)
- $94,385,019
Income & contributions
- Employer contributions
- $77,540,521
- Participant contributions
- $407,816
- Total contributions
- $77,948,337
- Total income / additions
- $90,012,337
Expenses & distributions
- Benefits paid
- $76,999,320
- Administrative expenses
- $2,181,032
- Total expenses
- $79,180,352
- Net increase / (decrease)
- $10,831,985
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Optumrx, Inc. | NONE | $14,631,175 | $30,691 | 2023 |
| Empire Healthchoice Assurance Inc | NONE | $1,704,104 | not reported in the loaded dataset | 2023 |
| James O'Hare | EMPLOYEE | $209,101 | not reported in the loaded dataset | 2023 |
| Davis Vision Inc | NONE | $204,013 | not reported in the loaded dataset | 2023 |
| Marshall & Moss Payroll Compliance | NONE | $186,099 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $84,500 | $93,309 | 2023 |
| Donna Owens | EMPLOYEE | $159,830 | not reported in the loaded dataset | 2023 |
| Comprehensive Professional Sys. Inc | NONE | $135,493 | not reported in the loaded dataset | 2023 |
| Gail Disalvo | EMPLOYEE | $110,821 | not reported in the loaded dataset | 2023 |
| Starfire Printing | NONE | $99,534 | not reported in the loaded dataset | 2023 |
| Taylor Morosky | EMPLOYEE | $96,913 | not reported in the loaded dataset | 2023 |
| Darren Turton | EMPLOYEE | $92,458 | not reported in the loaded dataset | 2023 |
| Stella Gatanas | EMPLOYEE | $90,556 | not reported in the loaded dataset | 2023 |
| Barnes,Iaccarino & Shepherd, LLC | NONE | $81,236 | not reported in the loaded dataset | 2023 |
| Dana Mantakis | EMPLOYEE | $66,116 | not reported in the loaded dataset | 2023 |
| Northwell Health | NONE | $64,900 | not reported in the loaded dataset | 2023 |
| Novak Francella LLC | NONE | $55,500 | not reported in the loaded dataset | 2023 |
| Brigid Ahern | NONE | $49,179 | not reported in the loaded dataset | 2023 |
| Frank Greenberg | EMPLOYEE | $41,627 | not reported in the loaded dataset | 2023 |
| Health Plan Systems, Inc. | NONE | $38,440 | not reported in the loaded dataset | 2023 |
| Christine Callahan | EMPLOYEE | $37,248 | not reported in the loaded dataset | 2023 |
| Marshall & Moss, Llp | NONE | $35,590 | not reported in the loaded dataset | 2023 |
| Whitestar Advisors LLC | NONE | $31,248 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors Inc | NONE | $30,000 | not reported in the loaded dataset | 2023 |
| Inner Imaging, Pc | NONE | $27,000 | not reported in the loaded dataset | 2023 |
| Agnes Downes | EMPLOYEE | $26,684 | not reported in the loaded dataset | 2023 |
| Vision Screening Inc. | NONE | $26,475 | not reported in the loaded dataset | 2023 |
| Anthony Dedentro | EMPLOYEE | $25,717 | not reported in the loaded dataset | 2023 |
| Healthplex | NONE | $23,799 | not reported in the loaded dataset | 2023 |
| General Vision Services, LLC | NONE | $21,105 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank | NONE | $9,608 | not reported in the loaded dataset | 2023 |
| Dynamix Group, Inc. | NONE | $7,779 | not reported in the loaded dataset | 2023 |
| Dds, Inc. | NONE | $5,098 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bd Of Trustees Iuoe Local 30 Benefits Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Whitestone, NY
- Optumrx, Inc. — Schedule C compensation
- Empire Healthchoice Assurance Inc — Schedule C compensation
- James O'Hare — Schedule C compensation
- Davis Vision Inc — Schedule C compensation
- Marshall & Moss Payroll Compliance — Schedule C compensation
- The Segal Company — Schedule C compensation
- Donna Owens — Schedule C compensation
- Comprehensive Professional Sys. Inc — Schedule C compensation
- Gail Disalvo — Schedule C compensation
- Starfire Printing — Schedule C compensation
- Taylor Morosky — Schedule C compensation
- Darren Turton — Schedule C compensation
- Stella Gatanas — Schedule C compensation
- Barnes,Iaccarino & Shepherd, LLC — Schedule C compensation
- Dana Mantakis — Schedule C compensation
- Northwell Health — Schedule C compensation
- Novak Francella LLC — Schedule C compensation
- Brigid Ahern — Schedule C compensation
- Frank Greenberg — Schedule C compensation
- Health Plan Systems, Inc. — Schedule C compensation
- Christine Callahan — Schedule C compensation
- Marshall & Moss, Llp — Schedule C compensation
- Whitestar Advisors LLC — Schedule C compensation
- Segal Marco Advisors Inc — Schedule C compensation
- Inner Imaging, Pc — Schedule C compensation
- Agnes Downes — Schedule C compensation
- Vision Screening Inc. — Schedule C compensation
- Anthony Dedentro — Schedule C compensation
- Healthplex — Schedule C compensation
- General Vision Services, LLC — Schedule C compensation
- Amalgamated Bank — Schedule C compensation
- Dynamix Group, Inc. — Schedule C compensation
- Dds, Inc. — Schedule C compensation