2023 Form 5500 filing — Iuoe Local 98 Pension Plan
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 20240730094156NAL0011698771001) for Iuoe Local 98 Pension Plan, reported by Board Of Trustees Iuoe Local 98 Pension Plan under EIN 04-6127765 and plan number 001. It reports 1,618 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240730094156NAL0011698771001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Iuoe Local 98 Pension Plan
- EIN
- 04-6127765
- Plan number
- 001
- Location
- Southwick, MA
- Participants
- 1,618
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $203,015,284
- Total liabilities (EOY)
- $3,655,184
- Net assets (EOY)
- $199,360,100
- Employer contributions
- $12,977,166
- Total income / additions
- $30,610,165
- Benefits paid
- $13,891,654
- Administrative expenses
- $837,626
- Total expenses
- $14,729,280
- Net increase / (decrease)
- $15,880,885
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Meketa Investment Group Inc. | NONE | $124,000 | not reported in the loaded dataset |
| The Segal Co. (Eastern States) Inc. | NONE | $86,016 | not reported in the loaded dataset |
| Schultheis & Panettieri, Llp | AUDITOR | $60,150 | not reported in the loaded dataset |
| Principal Trust Co. | NONE | $45,613 | $0 |
| Blitman & King Llp | ATTORNEY | $42,728 | not reported in the loaded dataset |
| State Street Global Advisors | NONE | $30,000 | $0 |
| Loomis Sayles Trust Co | NONE | $15,438 | not reported in the loaded dataset |