2023 Form 5500 filing — International Union Of Operating Engineers Local Union No. 478, A-C-D-E 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 20241010140302NAL0011554819001) for International Union Of Operating Engineers Local Union No. 478, A-C-D-E Pension Plan, reported by Board Of Trustees I.U.O.E. Local 478 Pension Plan under EIN 06-0733831 and plan number 001. It reports 5,048 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010140302NAL0011554819001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees I.U.O.E. Local 478 Pension Plan
- EIN
- 06-0733831
- Plan number
- 001
- Location
- Hamden, CT
- Participants
- 5,048
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $693,918,547
- Total liabilities (EOY)
- $4,351,073
- Net assets (EOY)
- $689,567,474
- Employer contributions
- $33,328,676
- Total income / additions
- $106,391,261
- Benefits paid
- $35,966,871
- Administrative expenses
- $4,573,281
- Total expenses
- $40,540,152
- Net increase / (decrease)
- $65,851,109
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Loomis Sayles Trust Company | NONE | $287,472 | not reported in the loaded dataset |
| Lsv Asset Management | NONE | $235,745 | not reported in the loaded dataset |
| Acadian Asset Management LLC | NONE | $205,667 | not reported in the loaded dataset |
| Columbia Mgmt Inv Adv LLC | NONE | $165,175 | $0 |
| Segal Marco Advisors | NONE | $148,720 | not reported in the loaded dataset |
| Mackay Shields LLC | NONE | $127,160 | not reported in the loaded dataset |
| The Segal Company | NONE | $119,898 | not reported in the loaded dataset |
| State Street Bank And Trust Company | NONE | $107,178 | $0 |
| Reid & Riege, P.C. | NONE | $99,398 | not reported in the loaded dataset |
| Blackrock Inst'L Trust Co Na | NONE | $83,756 | not reported in the loaded dataset |
| Schultheis & Panettieri, Llp | AUDITOR | $70,629 | not reported in the loaded dataset |
| Zenith American Solutions Inc | NONE | $57,964 | not reported in the loaded dataset |