Defined Contribution Plan Of The Agc-Iuoe Local 701 Pension Trust Fund — Form 5500 plan (Defined Contrib Pl, Agc-Iuoe Local 701 Pension Trust Fund Trustees)
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, Defined Contribution Plan Of The Agc-Iuoe Local 701 Pension Trust Fund is a benefit plan reported by Defined Contrib Pl, Agc-Iuoe Local 701 Pension Trust Fund Trustees under EIN 93-6075580 and plan number 002. The latest loaded filing year is 2023. The filing reports 4,725 participants and $143,469,215 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Defined Contrib Pl, Agc-Iuoe Local 701 Pension Trust Fund Trustees
- EIN
- 93-6075580
- Plan number
- 002
- Plan type
- 1
- Location
- Seattle, WA
- Latest filing year
- 2023
- Participants
- 4,725
- End-of-year plan assets
- $143,469,215
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,725 | H, C | 20241015193009NAL0015320387001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $143,469,215
- Total liabilities (EOY)
- $21,670
- Net assets (EOY)
- $143,447,545
- Net assets (BOY)
- $122,901,832
Income & contributions
- Employer contributions
- $6,131,521
- Total contributions
- $6,131,521
- Total income / additions
- $27,918,146
Expenses & distributions
- Benefits paid
- $7,048,766
- Administrative expenses
- $323,667
- Total expenses
- $7,372,433
- Net increase / (decrease)
- $20,545,713
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Welfare & Pension Admin Services | THIRD PARTY ADMIN | $199,966 | not reported in the loaded dataset | 2023 |
| Barlow Coughran Morales & Josephson | LEGAL COUNSEL | $27,458 | not reported in the loaded dataset | 2023 |
| New England Pension Consultants | INVESTMENT ADVISOR | $17,066 | not reported in the loaded dataset | 2023 |
| John Hancock Retirement Services | THIRD PARTY ADMIN | $12,543 | $0 | 2023 |
| Agc-Iuoe Local 701 Training Trust | DELINQUENCY COORDINATOR | $11,829 | not reported in the loaded dataset | 2023 |
| Bjorklund & Montplaisir | AUDITOR | $10,900 | not reported in the loaded dataset | 2023 |
| Milliman | CONSULTANT | $5,633 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Defined Contrib Pl, Agc-Iuoe Local 701 Pension Trust Fund Trustees
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Seattle, WA
- Welfare & Pension Admin Services — Schedule C compensation
- Barlow Coughran Morales & Josephson — Schedule C compensation
- New England Pension Consultants — Schedule C compensation
- John Hancock Retirement Services — Schedule C compensation
- Agc-Iuoe Local 701 Training Trust — Schedule C compensation
- Bjorklund & Montplaisir — Schedule C compensation
- Milliman — Schedule C compensation