Iuoe Local 965 Annuity Plan — Form 5500 plan (Board Of Trustees, Iuoe Local 965 Annuity Fund)
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 965 Annuity Plan is a benefit plan reported by Board Of Trustees, Iuoe Local 965 Annuity Fund under EIN 46-2696118 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,623 participants and $21,661,883 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Iuoe Local 965 Annuity Fund
- EIN
- 46-2696118
- Plan number
- 001
- Plan type
- 1
- Location
- Springfield, IL
- Latest filing year
- 2023
- Participants
- 1,623
- End-of-year plan assets
- $21,661,883
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,623 | H, C | 20250206125343NAL0011535073001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,661,883
- Total liabilities (EOY)
- $59,455
- Net assets (EOY)
- $21,602,428
- Net assets (BOY)
- $14,958,533
Income & contributions
- Employer contributions
- $4,932,041
- Total contributions
- $5,008,784
- Total income / additions
- $7,286,043
Expenses & distributions
- Benefits paid
- $403,809
- Administrative expenses
- $238,339
- Total expenses
- $642,148
- Net increase / (decrease)
- $6,643,895
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock Retirement Pln Srv LLC | RECORDKEEPER | $119,927 | $0 | 2023 |
| Merrill Lynch | NONE | $52,063 | not reported in the loaded dataset | 2023 |
| Benefits Management Group, Inc. | NONE | $33,600 | not reported in the loaded dataset | 2023 |
| Kerber, Eck & Braeckle | NONE | $21,668 | not reported in the loaded dataset | 2023 |
| Cavanagh & O'Hara | NONE | $10,440 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Iuoe Local 965 Annuity Fund
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Springfield, IL
- John Hancock Retirement Pln Srv LLC — Schedule C compensation
- Merrill Lynch — Schedule C compensation
- Benefits Management Group, Inc. — Schedule C compensation
- Kerber, Eck & Braeckle — Schedule C compensation
- Cavanagh & O'Hara — Schedule C compensation