International Union Of Operating Engineers Local 295 401k Plan — Form 5500 plan (Board Of Trustees Of The Iuoe Local 295 401(K) Plan)

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 295 401k Plan is a benefit plan reported by Board Of Trustees Of The Iuoe Local 295 401(K) Plan under EIN 93-3896612 and plan number 001. The latest loaded filing year is 2023. The filing reports 127 participants and $4,013,889 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Board Of Trustees Of The Iuoe Local 295 401(K) Plan
EIN
93-3896612
Plan number
001
Plan type
1
Location
Maspeth, NY
Latest filing year
2023
Participants
127
End-of-year plan assets
$4,013,889

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023127I, C20240913081405NAL0021143506001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$4,013,889
Net assets (EOY)
$4,013,889
Net assets (BOY)
$73,249

Income & contributions

Employer contributions
$124,111
Participant contributions
$77,327
Total income / additions
$291,544

Expenses & distributions

Benefits paid
$1,941
Administrative expenses
$25,440
Total expenses
$29,079
Net increase / (decrease)
$262,465

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John Hancock Retirement Plan SvcsRETAINED BY PLAN SPONSOR$25,440$02023

Related Form 5500 pages