Central Pension Fund Of The Iuoe & Participating Employers — Form 5500 plan (Board Of Trustees Of The Cpf Of The Iuoe And Participating Employers)

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, Central Pension Fund Of The Iuoe & Participating Employers is a benefit plan reported by Board Of Trustees Of The Cpf Of The Iuoe And Participating Employers under EIN 36-6052390 and plan number 001. The latest loaded filing year is 2023. The filing reports 224,866 participants and $24,899,227,069 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Board Of Trustees Of The Cpf Of The Iuoe And Participating Employers
EIN
36-6052390
Plan number
001
Plan type
1
Location
Washington, DC
Latest filing year
2023
Participants
224,866
End-of-year plan assets
$24,899,227,069

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023224,866H, C20251124120034NAL0001810065001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$24,899,227,069
Total liabilities (EOY)
$53,649,258
Net assets (EOY)
$24,845,577,811
Net assets (BOY)
$23,422,779,130

Income & contributions

Employer contributions
$1,175,854,623
Total contributions
$1,175,854,623
Total income / additions
$2,935,150,835

Expenses & distributions

Benefits paid
$1,462,029,824
Administrative expenses
$50,322,330
Total expenses
$1,512,352,154
Net increase / (decrease)
$1,422,798,681

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Vitech Systems Sub, LLCNONE$3,347,387not reported in the loaded dataset2023
Loomis, Sayles & Company, LpNONE$2,099,850not reported in the loaded dataset2023
Jpmcb Strategic PropertiesNONE$2,030,233not reported in the loaded dataset2023
Linea SolutionsNONE$1,929,100not reported in the loaded dataset2023
State Street Global AdvisorsNONE$1,744,706$02023
Doubleline CapitalNONE$1,586,145not reported in the loaded dataset2023
Aon Hewitt Investment Consulting InNONE$1,330,246not reported in the loaded dataset2023
Carefirst Blue Cross Blue ShieldNONE$1,272,574not reported in the loaded dataset2023
The Bank Of New York MellonNONE$1,140,528$02023
Dodge & CoxNONE$1,138,966$02023
Merganser Capital ManagementNONE$1,137,687not reported in the loaded dataset2023
Robeco Institutional Asset Mgmt UsNONE$919,183$02023
Blackrock Institutional Trust CoNONE$873,004$02023
Acadian Asset Management LLCNONE$773,934not reported in the loaded dataset2023
Wellington Trust CompanyNONE$679,652$02023
Asb Allegiance ReNONE$602,320not reported in the loaded dataset2023
Galliard Capital ManagementNONE$546,787not reported in the loaded dataset2023
Calibre Cpa Group, PllcNONE$535,654not reported in the loaded dataset2023
Segal Select InsuranceNONE$394,422$62,2842023
Idr Investment Management LLCNONE$366,833$02023
Fidelity Institutional Asset Mgmt TNONE$362,544$02023
Cathedral CorporationNONE$357,428not reported in the loaded dataset2023
Horizon Actuarial Services, LLCNONE$343,693not reported in the loaded dataset2023
Becker, Marc DouglasEMPLOYEE$331,578not reported in the loaded dataset2023
Shelton, Joseph J.EMPLOYEE$326,633not reported in the loaded dataset2023
Albourne America LLCNONE$292,348not reported in the loaded dataset2023
Managed Business Solutions, LLCNONE$262,572not reported in the loaded dataset2023
Steptoe & Johnson, LlpNONE$224,313not reported in the loaded dataset2023
Lofton, Anna Y.EMPLOYEE$208,424not reported in the loaded dataset2023
Gupta, SushealEMPLOYEE$198,670not reported in the loaded dataset2023
Hamilton Lane Advisors, LLCNONE$196,075not reported in the loaded dataset2023
Local 138 Benefit FundsNONE$195,570not reported in the loaded dataset2023
Marshall, JohnEMPLOYEE$194,467not reported in the loaded dataset2023
Drauch, GregoryEMPLOYEE$192,473not reported in the loaded dataset2023
Carday Associates IncNONE$158,507not reported in the loaded dataset2023
Wilson-Mcshane CorporationNONE$152,569not reported in the loaded dataset2023
Busog, Anthony A.EMPLOYEE$146,490not reported in the loaded dataset2023
Nardone, MarioEMPLOYEE$141,095not reported in the loaded dataset2023
Hunter, JoyceEMPLOYEE$136,593not reported in the loaded dataset2023
Crute, JamesEMPLOYEE$136,227not reported in the loaded dataset2023
Sargent, Justin PEMPLOYEE$132,050not reported in the loaded dataset2023
Marbury, RicardoEMPLOYEE$131,877not reported in the loaded dataset2023
Karnik, SujataEMPLOYEE$126,632not reported in the loaded dataset2023
Sargent, NancyEMPLOYEE$123,962not reported in the loaded dataset2023
Takagi, Ken M.EMPLOYEE$120,074not reported in the loaded dataset2023
Fong, ShannonEMPLOYEE$117,801not reported in the loaded dataset2023
Caruso, JosephEMPLOYEE$115,174not reported in the loaded dataset2023
Kilmister, KristineEMPLOYEE$114,591not reported in the loaded dataset2023
Bullock, PamelaEMPLOYEE$110,189not reported in the loaded dataset2023
Metropolitan Life Insurance CompanyNONE$108,092not reported in the loaded dataset2023
Rifkind, RachelEMPLOYEE$107,509not reported in the loaded dataset2023
Thompson, HelenEMPLOYEE$106,749not reported in the loaded dataset2023
Wilson-Dessaure, SharonEMPLOYEE$99,586not reported in the loaded dataset2023
Ruiz, CarlosEMPLOYEE$98,008not reported in the loaded dataset2023
Iuoe Local 94, 94a & 94bNONE$97,077not reported in the loaded dataset2023
Lainez, SergioEMPLOYEE$96,303not reported in the loaded dataset2023
O'Donoghue & O'Donoghue, LlpNONE$95,835not reported in the loaded dataset2023
Phoukieo, SornEMPLOYEE$95,394not reported in the loaded dataset2023
Operating Engineers Local 501 SecurNONE$94,659not reported in the loaded dataset2023
Price, John A.EMPLOYEE$91,239not reported in the loaded dataset2023
Fiduciary Counselors, Inc.NONE$90,549not reported in the loaded dataset2023
C&W ServicesNONE$90,333not reported in the loaded dataset2023
Young, SussanaEMPLOYEE$89,477not reported in the loaded dataset2023
Johnson, NicoleEMPLOYEE$89,316not reported in the loaded dataset2023
Franke, JoannaEMPLOYEE$89,064not reported in the loaded dataset2023
Sullivan, MichaelEMPLOYEE$88,851not reported in the loaded dataset2023
Vaughan, TerryEMPLOYEE$88,171not reported in the loaded dataset2023
Velasquez, SamuelEMPLOYEE$87,958not reported in the loaded dataset2023
Chung, KevinEMPLOYEE$87,940not reported in the loaded dataset2023
Bupphachat, RapeepornEMPLOYEE$86,694not reported in the loaded dataset2023
Gross, StanleyEMPLOYEE$86,405not reported in the loaded dataset2023
Alexis, JohnEMPLOYEE$86,268not reported in the loaded dataset2023
Standard Insurance CompanyNONE$86,216not reported in the loaded dataset2023
Duangbubpa, WalayaEMPLOYEE$85,721not reported in the loaded dataset2023
Kelly Press, Inc.NONE$85,657not reported in the loaded dataset2023
Lopez, CynthiaEMPLOYEE$84,654not reported in the loaded dataset2023
Bailey, LarisaEMPLOYEE$84,625not reported in the loaded dataset2023
Bell, ReneeEMPLOYEE$84,499not reported in the loaded dataset2023
Russ, JoanneEMPLOYEE$82,786not reported in the loaded dataset2023
Vazquez, LilianEMPLOYEE$80,476not reported in the loaded dataset2023
Trumble, KevinEMPLOYEE$79,740not reported in the loaded dataset2023
Thomas, TinaEMPLOYEE$79,297not reported in the loaded dataset2023
Yongyosying, SirikornEMPLOYEE$78,850not reported in the loaded dataset2023
Tsehayou, Kahsay Z.EMPLOYEE$78,619not reported in the loaded dataset2023
Investment Metrics, LLCNONE$76,921not reported in the loaded dataset2023
Crafton, IrisEMPLOYEE$76,280not reported in the loaded dataset2023
Weinman, JudyEMPLOYEE$75,826not reported in the loaded dataset2023
Kitthanawong, JoyEMPLOYEE$75,577not reported in the loaded dataset2023
Boone, AlmazEMPLOYEE$75,304not reported in the loaded dataset2023
Pouvaranukoah, AlyssaEMPLOYEE$75,058not reported in the loaded dataset2023
Walker, MikelEMPLOYEE$75,020not reported in the loaded dataset2023
Phillips, Debra S.EMPLOYEE$74,900not reported in the loaded dataset2023
Nesiama, Omayeli N.EMPLOYEE$74,870not reported in the loaded dataset2023
Owusu, NaaEMPLOYEE$74,598not reported in the loaded dataset2023
Funston Adv Services, LLCNONE$73,000not reported in the loaded dataset2023
Abebe, RahelEMPLOYEE$71,766not reported in the loaded dataset2023
Kebrab, LiyaEMPLOYEE$70,954not reported in the loaded dataset2023
Hoy, RachelleEMPLOYEE$70,860not reported in the loaded dataset2023
Sylver, Jazlynn R.EMPLOYEE$70,681not reported in the loaded dataset2023
Abebe, EsknderEMPLOYEE$70,165not reported in the loaded dataset2023
Rhymes, CrystalEMPLOYEE$68,812not reported in the loaded dataset2023
Mission Creek Capital Partners IncNONE$66,426not reported in the loaded dataset2023
Brown, Yolande REMPLOYEE$66,031not reported in the loaded dataset2023
Ray, Travell DEMPLOYEE$64,967not reported in the loaded dataset2023
Jiang, JingEMPLOYEE$64,317not reported in the loaded dataset2023
Evans, PaulEMPLOYEE$62,539not reported in the loaded dataset2023
Drumm, SadieEMPLOYEE$62,429not reported in the loaded dataset2023
Gregory, Shannel KEMPLOYEE$57,428not reported in the loaded dataset2023
PepcoNONE$57,354not reported in the loaded dataset2023
Curseen, AngelaEMPLOYEE$56,300not reported in the loaded dataset2023
Govconnection, Inc.NONE$54,008not reported in the loaded dataset2023
Iuoe Local 181, 320, Tva H&W TrustNONE$52,916not reported in the loaded dataset2023
Kimball, FritziEMPLOYEE$52,095not reported in the loaded dataset2023
Iuoe Local 94 - Health Benefit TrusNONE$51,853not reported in the loaded dataset2023
Esentire IncNONE$49,766not reported in the loaded dataset2023
Recovery Point SystemsNONE$48,141not reported in the loaded dataset2023
Jm Zell Partners LtdNONE$47,500not reported in the loaded dataset2023
Reinhart Boerner Van Deuren S.C.NONE$47,169not reported in the loaded dataset2023
Ledig, Megan LEMPLOYEE$46,666not reported in the loaded dataset2023
O'Neill, Kunthida G.EMPLOYEE$46,459not reported in the loaded dataset2023
Hyland Software Inc.NONE$44,408not reported in the loaded dataset2023
Glass Lewis & Co LLCNONE$41,964not reported in the loaded dataset2023
The Supply RoomNONE$41,421not reported in the loaded dataset2023
Bonilla Suarez, John M.EMPLOYEE$41,261not reported in the loaded dataset2023
Amaces IncNONE$40,000not reported in the loaded dataset2023
Mid Central Operating Engineers H&WNONE$39,790not reported in the loaded dataset2023
Zenith American SolutionsNONE$37,792not reported in the loaded dataset2023
Upstate Ny Engineers Benefit FundsNONE$35,992not reported in the loaded dataset2023
GrmNONE$34,453not reported in the loaded dataset2023
Ringcentral IncNONE$34,095not reported in the loaded dataset2023
Us Bank Equipment FinanceNONE$33,964not reported in the loaded dataset2023
BenesysNONE$31,151not reported in the loaded dataset2023
Carter, Vanessa DEMPLOYEE$30,369not reported in the loaded dataset2023
Loureiro, Narda JEMPLOYEE$28,795not reported in the loaded dataset2023
TrustwaveNONE$28,793not reported in the loaded dataset2023
Thomson Reuters - WestNONE$27,511not reported in the loaded dataset2023
Evestment Alliance, LLCNONE$24,349not reported in the loaded dataset2023
Operating Engin Welfare Fund Lu 99NONE$23,811not reported in the loaded dataset2023
The Segal CompanyNONE$23,273not reported in the loaded dataset2023
Able Engineering ServicesNONE$22,568not reported in the loaded dataset2023
Baum, Sigman, Auerbach, Neuman, LtdNONE$20,798not reported in the loaded dataset2023
The HartfordNONE$20,755not reported in the loaded dataset2023
Ice Miller LlpNONE$20,367not reported in the loaded dataset2023
Atlantech Online, Inc.NONE$20,350not reported in the loaded dataset2023
Needles & Associates, LLCNONE$17,926not reported in the loaded dataset2023
Preqin LimitedNONE$17,530not reported in the loaded dataset2023
Dc Water & Sewer AuthorityNONE$17,082not reported in the loaded dataset2023
Bloomberg BnaNONE$16,430not reported in the loaded dataset2023
Oper Engrs Local 234 H&W FundNONE$12,322not reported in the loaded dataset2023
Iuoe Local 98 Benefits FundNONE$12,199not reported in the loaded dataset2023
Shamrock Solutions, LLCNONE$11,875not reported in the loaded dataset2023
Tyco Fire & Security Management IncNONE$11,331not reported in the loaded dataset2023
Cca Floors & InteriorsNONE$11,278not reported in the loaded dataset2023
Lexis NexisNONE$11,127not reported in the loaded dataset2023
Conner & Winters, LlpNONE$9,641not reported in the loaded dataset2023
E Plus Technology, Inc.NONE$9,634not reported in the loaded dataset2023
Benefits Management Group, IncNONE$9,000not reported in the loaded dataset2023
Know Be4 IncNONE$8,555not reported in the loaded dataset2023
Life Status 360, LLCNONE$8,550not reported in the loaded dataset2023
ActivtrakNONE$8,127not reported in the loaded dataset2023
Perlectric IncNONE$7,609not reported in the loaded dataset2023
Deska Service LLCNONE$7,600not reported in the loaded dataset2023
Anchor Technologies IncNONE$6,917not reported in the loaded dataset2023
Msci IncNONE$6,916not reported in the loaded dataset2023
Southern Benefit Administrators, InNONE$6,894not reported in the loaded dataset2023
Pension Benefit Information LLCNONE$6,088not reported in the loaded dataset2023
Audit Services, Inc.NONE$5,914not reported in the loaded dataset2023
UpsNONE$5,810not reported in the loaded dataset2023

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