2023 Form 5500 filing — Pension Plan For Employees Of Local 137 Benefit Funds
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240628073613NAL0000359090001) for Pension Plan For Employees Of Local 137 Benefit Funds, reported by The Welfare Plan Of The Iuoe Local 137,137a,137b,137r Iuoe, Afl-Cio under EIN 13-1739714 and plan number 001. It reports 23 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240628073613NAL0000359090001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Welfare Plan Of The Iuoe Local 137,137a,137b,137r Iuoe, Afl-Cio
- EIN
- 13-1739714
- Plan number
- 001
- Location
- Briarcliff Manor, NY
- Participants
- 23
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,797,847
- Total liabilities (EOY)
- $14,346
- Net assets (EOY)
- $5,783,501
- Employer contributions
- $300,000
- Total income / additions
- $1,053,702
- Benefits paid
- $380,659
- Administrative expenses
- $67,512
- Total expenses
- $448,171
- Net increase / (decrease)
- $605,531
- Schedule source
- Schedule I