Iuoe Local 399 Participating Employers Deferred Compensation Employee Savings Plan — Form 5500 plan (Board Of Trustees Iuoe Local 399 Deferred Compensation Savings Plan)
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 399 Participating Employers Deferred Compensation Employee Savings Plan is a benefit plan reported by Board Of Trustees Iuoe Local 399 Deferred Compensation Savings Plan under EIN 36-4026691 and plan number 001. The latest loaded filing year is 2023. The filing reports 7,284 participants and $306,374,557 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Iuoe Local 399 Deferred Compensation Savings Plan
- EIN
- 36-4026691
- Plan number
- 001
- Plan type
- 1
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 7,284
- End-of-year plan assets
- $306,374,557
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7,284 | H, C | 20241014155339NAL0015248403002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $306,374,557
- Total liabilities (EOY)
- $121,400
- Net assets (EOY)
- $306,253,157
- Net assets (BOY)
- $261,894,129
Income & contributions
- Employer contributions
- $261,656
- Participant contributions
- $17,452,545
- Total contributions
- $18,468,629
- Total income / additions
- $63,691,852
Expenses & distributions
- Benefits paid
- $18,469,310
- Administrative expenses
- $774,115
- Total expenses
- $19,332,824
- Net increase / (decrease)
- $44,359,028
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock Life Insurance Company | NONE | $428,035 | $0 | 2023 |
| Retirement Solution Group, LLC | NONE | $107,250 | not reported in the loaded dataset | 2023 |
| Benesys, Inc | NONE | $83,246 | not reported in the loaded dataset | 2023 |
| Legacy Professionals Llp | NONE | $31,173 | not reported in the loaded dataset | 2023 |
| Strategic Capital Investment Adv | NONE | $27,500 | not reported in the loaded dataset | 2023 |
| Hunt Insurance | NONE | $22,227 | not reported in the loaded dataset | 2023 |
| Johnson And Krol LLC | NONE | $16,223 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Iuoe Local 399 Deferred Compensation Savings Plan
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Chicago, IL
- John Hancock Life Insurance Company — Schedule C compensation
- Retirement Solution Group, LLC — Schedule C compensation
- Benesys, Inc — Schedule C compensation
- Legacy Professionals Llp — Schedule C compensation
- Strategic Capital Investment Adv — Schedule C compensation
- Hunt Insurance — Schedule C compensation
- Johnson And Krol LLC — Schedule C compensation