Bd Of Trustees Welfare Fd Of The Iuoe Lo Unions 15, 15a, 15c, 15d — 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 Welfare Fd Of The Iuoe Lo Unions 15, 15a, 15c, 15d (EIN 13-6694320) is a plan sponsor located in Long Island City, 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
13-6694320
Location
Long Island City, NY
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$108,984,949
Total reported liabilities (EOY)
$26,931,906
Total reported net assets (EOY)
$82,053,043

Contributions & income

Employer contributions
$86,743,210
Participant contributions
$31,166,787
Total income / additions
$128,315,910

Expenses & distributions

Benefits paid / distributions
$104,261,610
Total expenses
$107,062,765
Net increase / (decrease)
$21,253,145

Coverage

Total reported participants
3,870
Plans with financial statements
2
Plans with provider compensation
2

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

Bd Of Trustees Welfare Fd Of The Iuoe Lo Unions 15, 15a, 15c, 15d plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Welfare Fund Of The Iuoe Local Unions 15, 15a, 15c 15d, Afl-Cio5012,861$108,952,0032023
Retiree Plan Of The Iuoe Local 15 Welfare Fund5021,009$32,9462023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Bd Of Trustees Welfare Fd Of The Iuoe Lo Unions 15, 15a, 15c, 15d
YearPlanParticipantsSchedulesFiling
2023Retiree Plan Of The Iuoe Local 15 Welfare Fund1,009H, C20240920102421NAL0007635217001
2023Welfare Fund Of The Iuoe Local Unions 15, 15a, 15c 15d, Afl-Cio2,861H, C20240920112355NAL0013023696001

Related Form 5500 pages