What is the EIN for Board Of Trustees I.U.O.E. Annuity Local 137 137a 137b 137c 137r?

The Employer Identification Number (EIN) reported for Board Of Trustees I.U.O.E. Annuity Local 137 137a 137b 137c 137r is 13-3204596.

What is the latest Form 5500 filing year for Board Of Trustees I.U.O.E. Annuity Local 137 137a 137b 137c 137r?

The latest loaded Form 5500 filing year for Board Of Trustees I.U.O.E. Annuity Local 137 137a 137b 137c 137r is 2023.

Board Of Trustees I.U.O.E. Annuity Local 137 137a 137b 137c 137r — 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, Board Of Trustees I.U.O.E. Annuity Local 137 137a 137b 137c 137r (EIN 13-3204596) is a plan sponsor located in Briarcliff Manor, 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: 13-3204596
Location: Briarcliff Manor, NY
Loaded plans: 1
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $235,276,622
Total reported liabilities (EOY): $288,469
Total reported net assets (EOY): $234,988,153

Contributions & income

Employer contributions: $9,266,475
Total income / additions: $32,623,522

Expenses & distributions

Benefits paid / distributions: $10,379,601
Total expenses: $11,503,500
Net increase / (decrease): $21,120,022

Coverage

Total reported participants: 1,598
Plans with financial statements: 1
Plans with provider compensation: 1

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.

Largest loaded plans by reported assets

Board Of Trustees I.U.O.E. Annuity Local 137 137a 137b 137c 137r plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
I.U.O.E. Annuity Fund Local 137,137a,137b,137c, And 137r	001	1,598	$235,276,622	2023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Board Of Trustees I.U.O.E. Annuity Local 137 137a 137b 137c 137r
Year	Plan	Participants	Schedules	Filing
2023	I.U.O.E. Annuity Fund Local 137,137a,137b,137c, And 137r	1,598	H, C	20240626082722NAL0005591875001