Office & Professional Employees Iu Pension Plan — Form 5500 plan (Office & Professional Employees International Union)
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, Office & Professional Employees Iu Pension Plan is a benefit plan reported by Office & Professional Employees International Union under EIN 53-0175463 and plan number 001. The latest loaded filing year is 2023. The filing reports 369 participants and $71,985,008 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Office & Professional Employees International Union
- EIN
- 53-0175463
- Plan number
- 001
- Plan type
- 1
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 369
- End-of-year plan assets
- $71,985,008
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 369 | H, C | 20240916142237NAL0001570897003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $71,985,008
- Total liabilities (EOY)
- $34,632
- Net assets (EOY)
- $71,950,376
- Net assets (BOY)
- $67,860,416
Income & contributions
- Employer contributions
- $2,572,199
- Total contributions
- $2,572,199
- Total income / additions
- $10,473,314
Expenses & distributions
- Benefits paid
- $6,010,166
- Administrative expenses
- $373,188
- Total expenses
- $6,383,354
- Net increase / (decrease)
- $4,089,960
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Segal Company | NONE | $106,773 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank | NONE | $67,861 | $0 | 2023 |
| Ubs Realty Investors LLC | NONE | $35,316 | not reported in the loaded dataset | 2023 |
| Quan-Vest Consultants, Inc | NONE | $27,000 | not reported in the loaded dataset | 2023 |
| Pitta Llp | NONE | $24,000 | not reported in the loaded dataset | 2023 |
| Mellon Investments Corporation | NONE | $23,659 | $0 | 2023 |
| Calibre Cpa Group Pllc | NONE | $20,500 | not reported in the loaded dataset | 2023 |
| Aetna Life Insurance Company Total | NONE | $16,328 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Office & Professional Employees International Union
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- The Segal Company — Schedule C compensation
- Amalgamated Bank — Schedule C compensation
- Ubs Realty Investors LLC — Schedule C compensation
- Quan-Vest Consultants, Inc — Schedule C compensation
- Pitta Llp — Schedule C compensation
- Mellon Investments Corporation — Schedule C compensation
- Calibre Cpa Group Pllc — Schedule C compensation
- Aetna Life Insurance Company Total — Schedule C compensation