2023 Form 5500 filing — Iuoe Local 30 Pension 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 20240724104951NAL0012508353004) for Iuoe Local 30 Pension Fund, reported by Bd Of Trustees Iuoe Local 30 Pension Fund under EIN 51-6045848 and plan number 001. It reports 4,580 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240724104951NAL0012508353004
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Bd Of Trustees Iuoe Local 30 Pension Fund
- EIN
- 51-6045848
- Plan number
- 001
- Location
- Whitestone, NY
- Participants
- 4,580
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $331,113,674
- Total liabilities (EOY)
- $22,105,865
- Net assets (EOY)
- $309,007,809
- Employer contributions
- $20,622,429
- Total income / additions
- $52,312,796
- Benefits paid
- $17,485,055
- Administrative expenses
- $1,821,547
- Total expenses
- $19,306,602
- Net increase / (decrease)
- $33,006,194
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Grosvenor Capital Management Lp | NONE | $175,875 | not reported in the loaded dataset |
| Lord Abbett & Co. | NONE | $160,989 | not reported in the loaded dataset |
| The Segal Company | NONE | $136,843 | not reported in the loaded dataset |
| Ss&C Globeop | NONE | $130,133 | not reported in the loaded dataset |
| Comerica Bank & Trust, Na | NONE | $123,987 | not reported in the loaded dataset |
| Whitestar Advisors LLC | NONE | $93,752 | not reported in the loaded dataset |
| Graham Capital Management Lp | NONE | $90,943 | not reported in the loaded dataset |
| Marshall & Moss Payroll Compliance | NONE | $79,191 | not reported in the loaded dataset |
| Loomis Sayles Trust Company | NONE | $77,534 | not reported in the loaded dataset |
| Darren Turton | EMPLOYEE | $77,048 | not reported in the loaded dataset |
| Frank D. Greenberg | EMPLOYEE | $67,243 | not reported in the loaded dataset |
| Wellington Trust Company Na | NONE | $62,856 | $0 |
| Segal Advisors Inc | NONE | $62,833 | not reported in the loaded dataset |
| Barnes,Iaccarino & Shepherd,Llp | ATTORNEY | $61,750 | not reported in the loaded dataset |
| Novak Francella LLC | NONE | $49,000 | not reported in the loaded dataset |
| Gail Disalvo | EMPLOYEE | $28,145 | not reported in the loaded dataset |
| Starfire Printing | NONE | $20,665 | not reported in the loaded dataset |
| Marshall & Moss, Llp | NONE | $19,425 | not reported in the loaded dataset |
| Health Plan Systems, Inc. | NONE | $10,494 | not reported in the loaded dataset |