I.U.O.E. Annuity Fund Local 137,137a,137b,137c, And 137r — Form 5500 plan (Board Of Trustees I.U.O.E. Annuity Local 137 137a 137b 137c 137r)
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, I.U.O.E. Annuity Fund Local 137,137a,137b,137c, And 137r is a benefit plan reported by Board Of Trustees I.U.O.E. Annuity Local 137 137a 137b 137c 137r under EIN 13-3204596 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,598 participants and $235,276,622 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees I.U.O.E. Annuity Local 137 137a 137b 137c 137r
- EIN
- 13-3204596
- Plan number
- 001
- Plan type
- 1
- Location
- Briarcliff Manor, NY
- Latest filing year
- 2023
- Participants
- 1,598
- End-of-year plan assets
- $235,276,622
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,598 | H, C | 20240626082722NAL0005591875001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $235,276,622
- Total liabilities (EOY)
- $288,469
- Net assets (EOY)
- $234,988,153
- Net assets (BOY)
- $213,868,131
Income & contributions
- Employer contributions
- $9,266,475
- Total contributions
- $9,266,475
- Total income / additions
- $32,623,522
Expenses & distributions
- Benefits paid
- $10,379,601
- Administrative expenses
- $1,123,899
- Total expenses
- $11,503,500
- Net increase / (decrease)
- $21,120,022
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Bank Of New York Mellon | NONE | $235,930 | $0 | 2023 |
| Stacey Braun Associates, Inc. | NONE | $154,846 | $0 | 2023 |
| Insight North America LLC | NONE | $129,760 | not reported in the loaded dataset | 2023 |
| Pinnacle Associates Ltd. | INVESTMENT MANAGER | $120,627 | not reported in the loaded dataset | 2023 |
| Schultheis And Panettieri, Llp | ACCOUNTANT | $85,600 | not reported in the loaded dataset | 2023 |
| Congress Asset Management Company | NONE | $76,119 | $0 | 2023 |
| Robert M. Cheverie & Assoc. , P.C. | ATTORNEY | $27,600 | not reported in the loaded dataset | 2023 |
| Wells Fargo Advisors, LLC | INVESTMENT ADVISOR | $18,500 | not reported in the loaded dataset | 2023 |
| Lazard Asset Management | NONE | $17,091 | $0 | 2023 |
| Basil Castrovinci Associates Inc. | NONE | $9,602 | not reported in the loaded dataset | 2023 |
| Tpa Computer Corp | COMPUTER PROGRAMMER | $8,336 | not reported in the loaded dataset | 2023 |
| Clark & Sampson, Inc. | INSURANCE BROKER | $0 | $5,525 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees I.U.O.E. Annuity Local 137 137a 137b 137c 137r
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Briarcliff Manor, NY
- Bank Of New York Mellon — Schedule C compensation
- Stacey Braun Associates, Inc. — Schedule C compensation
- Insight North America LLC — Schedule C compensation
- Pinnacle Associates Ltd. — Schedule C compensation
- Schultheis And Panettieri, Llp — Schedule C compensation
- Congress Asset Management Company — Schedule C compensation
- Robert M. Cheverie & Assoc. , P.C. — Schedule C compensation
- Wells Fargo Advisors, LLC — Schedule C compensation
- Lazard Asset Management — Schedule C compensation
- Basil Castrovinci Associates Inc. — Schedule C compensation
- Tpa Computer Corp — Schedule C compensation
- Clark & Sampson, Inc. — Schedule C compensation