Iuoe Local 30 Pension Fund — Form 5500 plan (Bd Of Trustees Iuoe Local 30 Pension 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 30 Pension Fund is a benefit plan reported by Bd Of Trustees Iuoe Local 30 Pension Fund under EIN 51-6045848 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,580 participants and $331,113,674 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bd Of Trustees Iuoe Local 30 Pension Fund
- EIN
- 51-6045848
- Plan number
- 001
- Plan type
- 1
- Location
- Whitestone, NY
- Latest filing year
- 2023
- Participants
- 4,580
- End-of-year plan assets
- $331,113,674
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,580 | H, C | 20240724104951NAL0012508353004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $331,113,674
- Total liabilities (EOY)
- $22,105,865
- Net assets (EOY)
- $309,007,809
- Net assets (BOY)
- $276,001,615
Income & contributions
- Employer contributions
- $20,622,429
- Total contributions
- $20,622,429
- Total income / additions
- $52,312,796
Expenses & distributions
- Benefits paid
- $17,485,055
- Administrative expenses
- $1,821,547
- Total expenses
- $19,306,602
- Net increase / (decrease)
- $33,006,194
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Grosvenor Capital Management Lp | NONE | $175,875 | not reported in the loaded dataset | 2023 |
| Lord Abbett & Co. | NONE | $160,989 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $136,843 | not reported in the loaded dataset | 2023 |
| Ss&C Globeop | NONE | $130,133 | not reported in the loaded dataset | 2023 |
| Comerica Bank & Trust, Na | NONE | $123,987 | not reported in the loaded dataset | 2023 |
| Whitestar Advisors LLC | NONE | $93,752 | not reported in the loaded dataset | 2023 |
| Graham Capital Management Lp | NONE | $90,943 | not reported in the loaded dataset | 2023 |
| Marshall & Moss Payroll Compliance | NONE | $79,191 | not reported in the loaded dataset | 2023 |
| Loomis Sayles Trust Company | NONE | $77,534 | not reported in the loaded dataset | 2023 |
| Darren Turton | EMPLOYEE | $77,048 | not reported in the loaded dataset | 2023 |
| Frank D. Greenberg | EMPLOYEE | $67,243 | not reported in the loaded dataset | 2023 |
| Wellington Trust Company Na | NONE | $62,856 | $0 | 2023 |
| Segal Advisors Inc | NONE | $62,833 | not reported in the loaded dataset | 2023 |
| Barnes,Iaccarino & Shepherd,Llp | ATTORNEY | $61,750 | not reported in the loaded dataset | 2023 |
| Novak Francella LLC | NONE | $49,000 | not reported in the loaded dataset | 2023 |
| Gail Disalvo | EMPLOYEE | $28,145 | not reported in the loaded dataset | 2023 |
| Starfire Printing | NONE | $20,665 | not reported in the loaded dataset | 2023 |
| Marshall & Moss, Llp | NONE | $19,425 | not reported in the loaded dataset | 2023 |
| Health Plan Systems, Inc. | NONE | $10,494 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bd Of Trustees Iuoe Local 30 Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Whitestone, NY
- Grosvenor Capital Management Lp — Schedule C compensation
- Lord Abbett & Co. — Schedule C compensation
- The Segal Company — Schedule C compensation
- Ss&C Globeop — Schedule C compensation
- Comerica Bank & Trust, Na — Schedule C compensation
- Whitestar Advisors LLC — Schedule C compensation
- Graham Capital Management Lp — Schedule C compensation
- Marshall & Moss Payroll Compliance — Schedule C compensation
- Loomis Sayles Trust Company — Schedule C compensation
- Darren Turton — Schedule C compensation
- Frank D. Greenberg — Schedule C compensation
- Wellington Trust Company Na — Schedule C compensation
- Segal Advisors Inc — Schedule C compensation
- Barnes,Iaccarino & Shepherd,Llp — Schedule C compensation
- Novak Francella LLC — Schedule C compensation
- Gail Disalvo — Schedule C compensation
- Starfire Printing — Schedule C compensation
- Marshall & Moss, Llp — Schedule C compensation
- Health Plan Systems, Inc. — Schedule C compensation