2023 Form 5500 filing — International Union Of Operating Engineers Local 501 Individual Account Plan Trust 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 20241003033908NAL0016780144001) for International Union Of Operating Engineers Local 501 Individual Account Plan Trust Fund, reported by Board Of Trustees Of Int'L Union Of Operating Engineers Local 501 Indi under EIN 81-5319756 and plan number 001. It reports 4,960 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003033908NAL0016780144001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Int'L Union Of Operating Engineers Local 501 Indi
- EIN
- 81-5319756
- Plan number
- 001
- Location
- West Covina, CA
- Participants
- 4,960
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $67,011,938
- Total liabilities (EOY)
- $118,555
- Net assets (EOY)
- $66,893,383
- Employer contributions
- $14,256,510
- Total income / additions
- $19,512,300
- Benefits paid
- $1,107,765
- Administrative expenses
- $518,802
- Total expenses
- $1,626,567
- Net increase / (decrease)
- $17,885,733
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Financial Services Inc | NONE | $269,500 | not reported in the loaded dataset |
| Benesys, Inc | NONE | $83,144 | not reported in the loaded dataset |
| Withumsmith+Brown, Pc | NONE | $74,825 | not reported in the loaded dataset |
| Smart Source | NONE | $41,502 | not reported in the loaded dataset |
| Weinberg, Roger & Rosenfeld | NONE | $31,209 | not reported in the loaded dataset |
| Rael & Letson | NONE | $14,300 | not reported in the loaded dataset |