2023 Form 5500 filing — Iuoe Local 30 Annuity Fund
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 20240724104951NAL0012508353003) for Iuoe Local 30 Annuity Fund, reported by Bd Of Trustees Iuoe Local 30 Annuity Fund under EIN 13-6595417 and plan number 001. It reports 5,077 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240724104951NAL0012508353003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Bd Of Trustees Iuoe Local 30 Annuity Fund
- EIN
- 13-6595417
- Plan number
- 001
- Location
- Whitestone, NY
- Participants
- 5,077
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $482,780,079
- Total liabilities (EOY)
- $881,576
- Net assets (EOY)
- $481,898,503
- Employer contributions
- $23,782,283
- Total income / additions
- $90,785,541
- Benefits paid
- $31,201,674
- Administrative expenses
- $1,380,601
- Total expenses
- $32,800,588
- Net increase / (decrease)
- $57,984,953
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investment Institutional | NONE | $399,489 | $0 |
| Colleen Brindisi | EMPLOYEE | $179,033 | not reported in the loaded dataset |
| Marshall & Moss Payroll Compliance | NONE | $122,745 | not reported in the loaded dataset |
| Darren Turton | EMPLOYEE | $77,048 | not reported in the loaded dataset |
| Segal Advisors Inc | NONE | $58,000 | not reported in the loaded dataset |
| Novak Francella LLC | NONE | $43,000 | not reported in the loaded dataset |
| Frank Greenberg | EMPLOYEE | $40,026 | not reported in the loaded dataset |
| Gail Disalvo | EMPLOYEE | $33,422 | not reported in the loaded dataset |
| Barnes,Iaccarino,& Shepherd LLC | NONE | $25,000 | not reported in the loaded dataset |
| Marshall & Moss,LLC | NONE | $20,459 | not reported in the loaded dataset |
| Health Plan Systems Inc. | NONE | $10,931 | not reported in the loaded dataset |
| Northeastern Operating Engnrs Fcu | RELATED ORGANIZATION | $7,983 | not reported in the loaded dataset |
| The Segal Company | NONE | $7,750 | not reported in the loaded dataset |