2023 Form 5500 filing — Iuoe Local 478 Annuity 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 20241008131104NAL0008367187001) for Iuoe Local 478 Annuity Fund, reported by Board Of Trustees Iuoe Local 478 Annuity Fund under EIN 06-1230516 and plan number 001. It reports 5,110 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008131104NAL0008367187001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Iuoe Local 478 Annuity Fund
- EIN
- 06-1230516
- Plan number
- 001
- Location
- Hamden, CT
- Participants
- 5,110
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $340,418,920
- Total liabilities (EOY)
- $119,771
- Net assets (EOY)
- $340,299,149
- Employer contributions
- $15,541,092
- Participant contributions
- $2,930,398
- Total income / additions
- $65,946,466
- Benefits paid
- $21,647,600
- Administrative expenses
- $1,023,110
- Total expenses
- $22,670,710
- Net increase / (decrease)
- $43,275,756
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | NONE | $233,222 | $0 |
| Reid & Riege, P.C. | NONE | $81,982 | not reported in the loaded dataset |
| Segal Marco Advisors | NONE | $44,320 | not reported in the loaded dataset |
| Schultheis & Panettieri, Llp | AUDITOR | $39,054 | not reported in the loaded dataset |