How many benefit plans does Bd Of Trustees I.U.O.E. Local 877 Annuity Fund report on Form 5500?

Bd Of Trustees I.U.O.E. Local 877 Annuity Fund (EIN 04-3228497) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Bd Of Trustees I.U.O.E. Local 877 Annuity Fund?

The Employer Identification Number (EIN) reported for Bd Of Trustees I.U.O.E. Local 877 Annuity Fund is 04-3228497.

What is the latest Form 5500 filing year for Bd Of Trustees I.U.O.E. Local 877 Annuity Fund?

The latest loaded Form 5500 filing year for Bd Of Trustees I.U.O.E. Local 877 Annuity Fund is 2023.

Bd Of Trustees I.U.O.E. Local 877 Annuity Fund — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Bd Of Trustees I.U.O.E. Local 877 Annuity Fund (EIN 04-3228497) is a plan sponsor located in Quincy, MA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 04-3228497
Location: Quincy, MA
Loaded plans: 1
Latest filing year: 2023

Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$26.3MSummed across loaded plans$26,305,373

Total reported assets$26.6M$26,614,757

Total reported participants717

Total reported liabilities$309.4K$309,384

Reported net position

Reported assets = net assets + liabilities (summed)$26.6M total assets

Net assets$26.3MLiabilities$309.4K

Contributions & income

Employer contributions$1.2M

Participant contributions$640.5K

Total income / additions$5.8M

Expenses & distributions

Benefits paid / distributions$3.2M

Total expenses$3.3M

Net increase / (decrease)$2.5M

Data coverage

Plans with financial statements1 / 1 (100%)

Plans with provider compensation1 / 1 (100%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%International Union Of Operating Engineers Local 877 Annuity Fund

Participants per plan717Average across loaded plans

Loaded plans1

Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

1
International Union Of Operating Engineers Local 877 Annuity Fund$26.6M
Plan #001 · 717 participants · 2023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Bd Of Trustees I.U.O.E. Local 877 Annuity Fund
Year	Plan	Participants	Schedules	Filing
2023	International Union Of Operating Engineers Local 877 Annuity Fund	717	H, C	20241015112634NAL0014484787001