Board Of Trustees Of Int'L Union Of Operating Engineers Local 501 Indi — 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 Of Int'L Union Of Operating Engineers Local 501 Indi (EIN 81-5319756) is a plan sponsor located in West Covina, CA 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
81-5319756
Location
West Covina, CA
Loaded plans
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$67,011,938
Total reported liabilities (EOY)
$118,555
Total reported net assets (EOY)
$66,893,383

Contributions & income

Employer contributions
$14,256,510
Total income / additions
$19,512,300

Expenses & distributions

Benefits paid / distributions
$1,107,765
Total expenses
$1,626,567
Net increase / (decrease)
$17,885,733

Coverage

Total reported participants
4,960
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 Of Int'L Union Of Operating Engineers Local 501 Indi plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
International Union Of Operating Engineers Local 501 Individual Account Plan Trust Fund0014,960$67,011,9382023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Board Of Trustees Of Int'L Union Of Operating Engineers Local 501 Indi
YearPlanParticipantsSchedulesFiling
2023International Union Of Operating Engineers Local 501 Individual Account Plan Trust Fund4,960H, C20241003033908NAL0016780144001

Related Form 5500 pages