Plan5500

Bd Of Trustees Iuoe Local 30 Benefits 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 Iuoe Local 30 Benefits Fund (EIN 13-2873303) is a plan sponsor located in Whitestone, NY 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
13-2873303
Location
Whitestone, NY
Loaded plans
1
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Bd Of Trustees Iuoe Local 30 Benefits Fund

  • 1 loaded plans hold $116M in reported assets.
  • The largest, Iuoe Local 30 Benefits Fund, holds 100% of this company's reported plan assets.
  • Plans cover 2,797 reported participants.
  • 1 of 1 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$105.2MSummed across loaded plans$105,217,004
Total reported assets$116M$116,026,776
Total reported participants2.8K2,797
Total reported liabilities$10.8M$10,809,772

Reported net position

Reported assets = net assets + liabilities (summed)$116M total assets
Net assets$105.2MLiabilities$10.8M
Contributions & income
Employer contributions$77.5M
Participant contributions$407.8K
Total income / additions$90M
Expenses & distributions
Benefits paid / distributions$77M
Total expenses$79.2M
Net increase / (decrease)$10.8M

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%Iuoe Local 30 Benefits Fund
Participants per plan2,797Average 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. 1
    Iuoe Local 30 Benefits Fund$116M
    Plan #501 · 2,797 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Bd Of Trustees Iuoe Local 30 Benefits Fund. Open one for its full reported snapshot.

  1. 2023
    Iuoe Local 30 Benefits Fund2,797 participants · 1Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Bd Of Trustees Iuoe Local 30 Benefits Fund report on Form 5500?
Bd Of Trustees Iuoe Local 30 Benefits Fund (EIN 13-2873303) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Bd Of Trustees Iuoe Local 30 Benefits Fund?
The Employer Identification Number (EIN) reported for Bd Of Trustees Iuoe Local 30 Benefits Fund is 13-2873303.
What is the latest Form 5500 filing year for Bd Of Trustees Iuoe Local 30 Benefits Fund?
The latest loaded Form 5500 filing year for Bd Of Trustees Iuoe Local 30 Benefits Fund is 2023.

Related Form 5500 pages