Staff Employees Pension Plan Of The Cpf Of The Iuoe & Part. Empl. — Form 5500 plan (Board Of Trustees Of The Cpf Of The Iuoe & Part. Empl.)

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, Staff Employees Pension Plan Of The Cpf Of The Iuoe & Part. Empl. is a benefit plan reported by Board Of Trustees Of The Cpf Of The Iuoe & Part. Empl. under EIN 36-6052390 and plan number 002. The latest loaded filing year is 2023. The filing reports 129 participants and $39,415,293 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$39MPlan net assets, end of year$39,029,279
Participants129Covered participants reported
Assets / participant$305.5KComputed: assets ÷ participants$305,545 (computed)
Provider compensationNone reported
Plan sponsor
Board Of Trustees Of The Cpf Of The Iuoe & Part. Empl.
EIN
36-6052390
Plan number
002
Plan type
2
Location
Washington, DC
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023129H20241114082557NAL0010630179001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$39.4M total assets
Net assets$39MLiabilities$386K
Money in vs. money out
Total income / additions$4.7M
Total expenses$1.8M
Benefits paid / distributions$1.8M
Contributions
Employer$1.3M
Participant$175.2K
Full reported line items

Net assets

Total assets (EOY)
$39,415,293
Total liabilities (EOY)
$386,014
Net assets (EOY)
$39,029,279
Net assets (BOY)
$36,092,158

Income & contributions

Employer contributions
$1,250,000
Participant contributions
$175,208
Total contributions
$1,425,208
Total income / additions
$4,718,151

Expenses & distributions

Benefits paid
$1,777,209
Administrative expenses
$3,821
Total expenses
$1,781,030
Net increase / (decrease)
$2,937,121
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 88%Participant 12%
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income38%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages