2023 Form 5500 filing — International Union Of Operating Engineers Local 95, 95a, 950 401k 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 20240830110902NAL0007104867001) for International Union Of Operating Engineers Local 95, 95a, 950 401k Plan, reported by International Union Of Operating Engineers Local 95, 95a, 950 under EIN 25-0568547 and plan number 001. It reports 561 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 1 · 2023
Filing snapshot
Net assets (EOY)$8.9MReported net assets$8,949,799
Participants561
Provider compensation$38K1 Schedule C row(s)$38,025
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240830110902NAL0007104867001
- Plan sponsor
- International Union Of Operating Engineers Local 95, 95a, 950
- EIN
- 25-0568547
- Plan number
- 001
- Location
- Pittsburgh, PA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$8.9M total assets
Net assets$8.9MLiabilities$0
Full reported line items
- Total assets (EOY)
- $8,949,799
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,949,799
- Employer contributions
- $28,827
- Participant contributions
- $353,700
- Total income / additions
- $1,827,939
- Benefits paid
- $538,274
- Administrative expenses
- $38,025
- Total expenses
- $576,299
- Net increase / (decrease)
- $1,251,640
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ameriserv Trust & Financial Service | INVESTMENT MANAGER | $38,025 | not reported in the loaded dataset |