Locals 302 & 612 Of The Iuoe - Employers Construction Industry Retirement Plan — Form 5500 plan (Board Of Trustees, Locals 302 & 612 Of The Iuoe -)
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, Locals 302 & 612 Of The Iuoe - Employers Construction Industry Retirement Plan is a benefit plan reported by Board Of Trustees, Locals 302 & 612 Of The Iuoe - under EIN 91-6028571 and plan number 001. The latest loaded filing year is 2023. The filing reports 20,117 participants and $3,066,446,219 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Locals 302 & 612 Of The Iuoe -
- EIN
- 91-6028571
- Plan number
- 001
- Plan type
- 1
- Location
- Seattle, WA
- Latest filing year
- 2023
- Participants
- 20,117
- End-of-year plan assets
- $3,066,446,219
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 20,117 | H, C | 20241016022834NAL0060437298001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,066,446,219
- Total liabilities (EOY)
- $10,399,487
- Net assets (EOY)
- $3,056,046,732
- Net assets (BOY)
- $2,803,768,511
Income & contributions
- Employer contributions
- $217,809,922
- Total contributions
- $217,809,922
- Total income / additions
- $501,298,302
Expenses & distributions
- Benefits paid
- $236,993,500
- Administrative expenses
- $12,026,581
- Total expenses
- $249,020,081
- Net increase / (decrease)
- $252,278,221
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wa Capital Management, Inc. | NONE | $2,963,159 | not reported in the loaded dataset | 2023 |
| Welfare & Pension Admin Service Inc | NONE | $1,869,698 | not reported in the loaded dataset | 2023 |
| The Union Labor Life Insurance Co | NONE | $1,277,931 | $0 | 2023 |
| Lsv Asset Management | NONE | $515,320 | not reported in the loaded dataset | 2023 |
| Boston Trust | NONE | $488,758 | $0 | 2023 |
| Sterling Captial Mgmt LLC | NONE | $471,641 | $0 | 2023 |
| Franklin Templton | NONE | $468,044 | $0 | 2023 |
| Segal Advisors, Inc | NONE | $410,893 | not reported in the loaded dataset | 2023 |
| Pimco | NONE | $358,121 | $0 | 2023 |
| Western Asset Management Co | NONE | $270,734 | $0 | 2023 |
| Loomis, Sayles & Company, Lp | NONE | $264,188 | not reported in the loaded dataset | 2023 |
| Parametric Portfolio Associates LLC | NONE | $260,956 | not reported in the loaded dataset | 2023 |
| Guggenheim Partners Inv. Mgmt, LLC | NONE | $184,469 | not reported in the loaded dataset | 2023 |
| Rael & Letson | NONE | $179,579 | not reported in the loaded dataset | 2023 |
| Barlow, Coughran, Morales Josephson | NONE | $121,410 | not reported in the loaded dataset | 2023 |
| State Street Global Advisor | NONE | $82,254 | not reported in the loaded dataset | 2023 |
| Miller Kaplan Arase Llp | NONE | $80,500 | not reported in the loaded dataset | 2023 |
| Alliance Bertnstein Lp | NONE | $71,814 | $0 | 2023 |
| Turner, Stoeve & Galgliadri, P.S. | NONE | $55,195 | not reported in the loaded dataset | 2023 |
| Us Bank | NONE | $51,042 | $0 | 2023 |
| Withumsmith+Brown Pc | NONE | $31,344 | not reported in the loaded dataset | 2023 |
| Pnc Bank | NONE | $28,320 | $0 | 2023 |
| Anastasi Moore & Martin, LLC | NONE | $27,405 | not reported in the loaded dataset | 2023 |
| Lowestein Sandler Llp | NONE | $22,605 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Locals 302 & 612 Of The Iuoe -
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Seattle, WA
- Wa Capital Management, Inc. — Schedule C compensation
- Welfare & Pension Admin Service Inc — Schedule C compensation
- The Union Labor Life Insurance Co — Schedule C compensation
- Lsv Asset Management — Schedule C compensation
- Boston Trust — Schedule C compensation
- Sterling Captial Mgmt LLC — Schedule C compensation
- Franklin Templton — Schedule C compensation
- Segal Advisors, Inc — Schedule C compensation
- Pimco — Schedule C compensation
- Western Asset Management Co — Schedule C compensation
- Loomis, Sayles & Company, Lp — Schedule C compensation
- Parametric Portfolio Associates LLC — Schedule C compensation
- Guggenheim Partners Inv. Mgmt, LLC — Schedule C compensation
- Rael & Letson — Schedule C compensation
- Barlow, Coughran, Morales Josephson — Schedule C compensation
- State Street Global Advisor — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- Alliance Bertnstein Lp — Schedule C compensation
- Turner, Stoeve & Galgliadri, P.S. — Schedule C compensation
- Us Bank — Schedule C compensation
- Withumsmith+Brown Pc — Schedule C compensation
- Pnc Bank — Schedule C compensation
- Anastasi Moore & Martin, LLC — Schedule C compensation
- Lowestein Sandler Llp — Schedule C compensation