2023 Form 5500 filing — Retiree Plan Of The Iuoe Local 15 Welfare 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 20240920102421NAL0007635217001) for Retiree Plan Of The Iuoe Local 15 Welfare Fund, reported by Board Of Trustees Retiree Plan Of The Iuoe Local 15 Welfare Fund under EIN 13-6694320 and plan number 502. It reports 1,009 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)$0Reported net assets
Participants1K1,009
Provider compensation$10.9K1 Schedule C row(s)$10,900
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240920102421NAL0007635217001
Plan sponsor
Board Of Trustees Retiree Plan Of The Iuoe Local 15 Welfare Fund
EIN
13-6694320
Plan number
502
Location
Long Island City, NY
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$32.9K total assets
Net assets$0Liabilities$32.9K
Money in vs. money out
Total income / additions$4.7M
Total expenses$4.7M
Benefits paid / distributions$4.5M
Contributions
Employer$4.7M
ParticipantNot reported
Full reported line items
Total assets (EOY)
$32,946
Total liabilities (EOY)
$32,946
Net assets (EOY)
$0
Employer contributions
$4,709,327
Total income / additions
$4,709,327
Benefits paid
$4,507,103
Administrative expenses
$202,224
Total expenses
$4,709,327
Net increase / (decrease)
$0
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    AUDITOR · Direct $10.9K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240920102421NAL0007635217001 cover?
It is the 2023 Form 5500 filing for Retiree Plan Of The Iuoe Local 15 Welfare Fund, reported by Board Of Trustees Retiree Plan Of The Iuoe Local 15 Welfare Fund (EIN 13-6694320).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages