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Companies

companyThe Welfare Plan Of The Iuoe Local 137,137a,137b,137r Iuoe, Afl-Cio
$41.9Mreported plan assets
EIN: 13-1739714Location: NYPlans: 3Participants: 902Latest: 2023
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companyIuoe Local 137, 137a, 137b, 137c, 137r, Afl-Cio
$6.2Mreported plan assets
EIN: 13-1739715Location: NYPlans: 1Participants: 19Latest: 2023
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companyBd Of Trustees Pension Plan Of The Iuoe 137 137a 137b 137c 137r Aflcio
$242.7Mreported plan assets
EIN: 13-1825849Location: NYPlans: 1Participants: 1,443Latest: 2023
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companyAssociation For Mentally Ill Children Of Westchester
1loaded plans
EIN: 13-2554243Location: NYPlans: 1Participants: 141Latest: 2023
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companyBoard Of Trustees I.U.O.E. Annuity Local 137 137a 137b 137c 137r
$235.3Mreported plan assets
EIN: 13-3204596Location: NYPlans: 1Participants: 1,598Latest: 2023
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companyD C Heller & Co Inc 401(K)/ Psp
$2.4Mreported plan assets
EIN: 13-3643391Location: NYPlans: 1Participants: 3Latest: 2023
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companyRogers & Rogers, Esq.
$1Mreported plan assets
EIN: 13-3875303Location: NYPlans: 1Participants: 4Latest: 2023
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companySaw Mill Capital LLC
$5.4Mreported plan assets
EIN: 13-3932551Location: NYPlans: 1Participants: 28Latest: 2023
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Plans

planPension Plan Of The Iuoe Local 137 137a 137b 137c 137r, Afl-CioFinancial statementProvider compensation2023 filing
$242.7Mreported assets (EOY)
Sponsor: Bd Of Trustees Pension Plan Of The Iuoe 137 137a 137b 137c 137r AflcioEIN: 13-1825849Plan: 001Participants: 1,443Assets: $242,709,931Net assets: $239.4MAssets / participant: $168.2KLocation: Briarcliff Manor, NYLatest: 2023
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planI.U.O.E. Annuity Fund Local 137,137a,137b,137c, And 137rFinancial statementProvider compensation2023 filing
$235.3Mreported assets (EOY)
Sponsor: Board Of Trustees I.U.O.E. Annuity Local 137 137a 137b 137c 137rEIN: 13-3204596Plan: 001Participants: 1,598Assets: $235,276,622Net assets: $235MAssets / participant: $147.2KLocation: Briarcliff Manor, NYLatest: 2023
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planWelfare Plan Of The I.U.O.E. Locals 137,137a,137b, 137c, And 137r Afl-CioFinancial statementProvider compensation2023 filing
$36.1Mreported assets (EOY)
Sponsor: Bd Of Trustees Of The Welfare Plan Locals 137,137a,137b,137c, And 137rEIN: 13-1739714Plan: 501Participants: 633Assets: $36,069,279Net assets: $29MAssets / participant: $57KLocation: Briarcliff Manor, NYLatest: 2023
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planPension Plan For Employees Of Local 137,137a, 137b,137c,137r Iuoe, Afl-CioFinancial statement2023 filing
$6.2Mreported assets (EOY)
Sponsor: Iuoe Local 137, 137a, 137b, 137c, 137r, Afl-CioEIN: 13-1739715Plan: 001Participants: 19Assets: $6,226,555Net assets: $6.2MAssets / participant: $327.7KLocation: Briarcliff Manor, NYLatest: 2023
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planPension Plan For Employees Of Local 137 Benefit FundsFinancial statement2023 filing
$5.8Mreported assets (EOY)
Sponsor: The Welfare Plan Of The Iuoe Local 137,137a,137b,137r Iuoe, Afl-CioEIN: 13-1739714Plan: 001Participants: 23Assets: $5,797,847Net assets: $5.8MAssets / participant: $252.1KLocation: Briarcliff Manor, NYLatest: 2023
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planSaw Mill Capital LLC 401(K) PlanFinancial statement2023 filing
$5.4Mreported assets (EOY)
Sponsor: Saw Mill Capital LLCEIN: 13-3932551Plan: 001Participants: 28Assets: $5,393,102Net assets: $5.4MAssets / participant: $192.6KLocation: Briarcliff Manor, NYLatest: 2023
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planD.C. Heller & Company, Inc. 401(K) Profit Sharing PlanFinancial statement2023 filing
$2.4Mreported assets (EOY)
Sponsor: D C Heller & Co Inc 401(K)/ PspEIN: 13-3643391Plan: 001Participants: 3Assets: $2,395,823Net assets: $2.4MAssets / participant: $798.6KLocation: Briarcliff Manor, NYLatest: 2023
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planBeechmont Holding Corp. Retirement PlanFinancial statement2023 filing
$1.7Mreported assets (EOY)
Sponsor: Beechmont Holding Corp.EIN: 84-4210080Plan: 001Participants: 1Assets: $1,736,792Net assets: $1.7MAssets / participant: $1.7MLocation: Briarcliff Manor, NYLatest: 2023
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Service providers

providerFidelity Investments InstitutionalCompensation reported
$1.8Breported compensation
Plans served: 10,547Direct: $1.8BIndirect: $1MLatest: 2023
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providerPrincipal Life Insurance CompanyCompensation reported
$675.5Mreported compensation
Plans served: 6,446Direct: $673.6MIndirect: $1.9MLatest: 2023
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providerEmpower Advisory Group, LLCCompensation reported
$125.3Mreported compensation
Plans served: 4,460Direct: $125.3MIndirect: $0Latest: 2023
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providerEmpower Annuity Insurance Company OCompensation reported
$228.7Mreported compensation
Plans served: 4,130Direct: $228.5MIndirect: $148.7KLatest: 2023
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providerAdp, Inc.Compensation reported
$97.6Mreported compensation
Plans served: 3,928Direct: $97.6MIndirect: $458Latest: 2023
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providerStrategic Advisors, Inc.Compensation reported
$247.8Mreported compensation
Plans served: 3,218Direct: $247.8MIndirect: $14.8KLatest: 2023
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providerEmpower Annuity Insurance CompanyCompensation reported
$186.9Mreported compensation
Plans served: 2,872Direct: $186.8MIndirect: $54.2KLatest: 2023
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providerThe Vanguard Group, Inc.Compensation reported
$187Mreported compensation
Plans served: 2,549Direct: $186.9MIndirect: $33.3KLatest: 2023
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