Annuity Fund Iuoe Local 15, 15a, 15c, 15d Afl-Cio — Form 5500 plan (Board Of Trustees Annuity Fund Iuoe Local 15, 15a, 15c, 15d 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, Annuity Fund Iuoe Local 15, 15a, 15c, 15d Afl-Cio is a benefit plan reported by Board Of Trustees Annuity Fund Iuoe Local 15, 15a, 15c, 15d Afl-Cio under EIN 13-2899670 and plan number 001. The latest loaded filing year is 2023. The filing reports 5,096 participants and $1,870,067,356 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Annuity Fund Iuoe Local 15, 15a, 15c, 15d Afl-Cio
- EIN
- 13-2899670
- Plan number
- 001
- Plan type
- 1
- Location
- Long Island City, NY
- Latest filing year
- 2023
- Participants
- 5,096
- End-of-year plan assets
- $1,870,067,356
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,096 | H, C | 20240717104220NAL0002298339001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,870,067,356
- Total liabilities (EOY)
- $4,710,623
- Net assets (EOY)
- $1,865,356,733
- Net assets (BOY)
- $1,646,484,932
Income & contributions
- Employer contributions
- $77,691,755
- Participant contributions
- $294,276
- Total contributions
- $78,362,921
- Total income / additions
- $318,117,464
Expenses & distributions
- Benefits paid
- $96,485,855
- Administrative expenses
- $1,617,878
- Total expenses
- $99,245,663
- Net increase / (decrease)
- $218,871,801
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schultheis & Panettieri, Llp | AUDITOR | $195,044 | not reported in the loaded dataset | 2023 |
| Brady, Mcguire & Steinberg, P.C. | ATTORNEY | $107,588 | not reported in the loaded dataset | 2023 |
| Sage Advisory Services Ltd Co | INVEST MGR | $77,947 | not reported in the loaded dataset | 2023 |
| Wells Fargo Advisors | NONE | $75,000 | not reported in the loaded dataset | 2023 |
| Clark And Sampson, Inc. | INSURANCE BROKER | $0 | $13,084 | 2023 |
| The Bank Of New York Mellon | NONE | $5,053 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Annuity Fund Iuoe Local 15, 15a, 15c, 15d Afl-Cio
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Long Island City, NY
- Schultheis & Panettieri, Llp — Schedule C compensation
- Brady, Mcguire & Steinberg, P.C. — Schedule C compensation
- Sage Advisory Services Ltd Co — Schedule C compensation
- Wells Fargo Advisors — Schedule C compensation
- Clark And Sampson, Inc. — Schedule C compensation
- The Bank Of New York Mellon — Schedule C compensation