2023 Form 5500 filing — Office & Professional Employees Iu 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 20240916142237NAL0001570897003) for Office & Professional Employees Iu Pension Plan, reported by Office & Professional Employees International Union under EIN 53-0175463 and plan number 001. It reports 369 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240916142237NAL0001570897003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Office & Professional Employees International Union
- EIN
- 53-0175463
- Plan number
- 001
- Location
- New York, NY
- Participants
- 369
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $71,985,008
- Total liabilities (EOY)
- $34,632
- Net assets (EOY)
- $71,950,376
- Employer contributions
- $2,572,199
- Total income / additions
- $10,473,314
- Benefits paid
- $6,010,166
- Administrative expenses
- $373,188
- Total expenses
- $6,383,354
- Net increase / (decrease)
- $4,089,960
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Segal Company | NONE | $106,773 | not reported in the loaded dataset |
| Amalgamated Bank | NONE | $67,861 | $0 |
| Ubs Realty Investors LLC | NONE | $35,316 | not reported in the loaded dataset |
| Quan-Vest Consultants, Inc | NONE | $27,000 | not reported in the loaded dataset |
| Pitta Llp | NONE | $24,000 | not reported in the loaded dataset |
| Mellon Investments Corporation | NONE | $23,659 | $0 |
| Calibre Cpa Group Pllc | NONE | $20,500 | not reported in the loaded dataset |
| Aetna Life Insurance Company Total | NONE | $16,328 | not reported in the loaded dataset |