International Union Of Operating Engineers Local 501 Individual Account Plan Trust Fund — Form 5500 plan (Board Of Trustees Of Int'L Union Of Operating Engineers Local 501 Indi)
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, International Union Of Operating Engineers Local 501 Individual Account Plan Trust Fund is a benefit plan reported by Board Of Trustees Of Int'L Union Of Operating Engineers Local 501 Indi under EIN 81-5319756 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,960 participants and $67,011,938 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Int'L Union Of Operating Engineers Local 501 Indi
- EIN
- 81-5319756
- Plan number
- 001
- Plan type
- 1
- Location
- West Covina, CA
- Latest filing year
- 2023
- Participants
- 4,960
- End-of-year plan assets
- $67,011,938
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,960 | H, C | 20241003033908NAL0016780144001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $67,011,938
- Total liabilities (EOY)
- $118,555
- Net assets (EOY)
- $66,893,383
- Net assets (BOY)
- $49,007,650
Income & contributions
- Employer contributions
- $14,256,510
- Total contributions
- $14,256,510
- Total income / additions
- $19,512,300
Expenses & distributions
- Benefits paid
- $1,107,765
- Administrative expenses
- $518,802
- Total expenses
- $1,626,567
- Net increase / (decrease)
- $17,885,733
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ubs Financial Services Inc | NONE | $269,500 | not reported in the loaded dataset | 2023 |
| Benesys, Inc | NONE | $83,144 | not reported in the loaded dataset | 2023 |
| Withumsmith+Brown, Pc | NONE | $74,825 | not reported in the loaded dataset | 2023 |
| Smart Source | NONE | $41,502 | not reported in the loaded dataset | 2023 |
| Weinberg, Roger & Rosenfeld | NONE | $31,209 | not reported in the loaded dataset | 2023 |
| Rael & Letson | NONE | $14,300 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Int'L Union Of Operating Engineers Local 501 Indi
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in West Covina, CA
- Ubs Financial Services Inc — Schedule C compensation
- Benesys, Inc — Schedule C compensation
- Withumsmith+Brown, Pc — Schedule C compensation
- Smart Source — Schedule C compensation
- Weinberg, Roger & Rosenfeld — Schedule C compensation
- Rael & Letson — Schedule C compensation