2023 Form 5500 filing — I.U.O.E. Local 14-14b 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 20241014145404NAL0015148755001) for I.U.O.E. Local 14-14b Annuity Fund, reported by Board Of Trustees I.U.O.E. Local 14-14b Annuity Fund under EIN 13-6321935 and plan number 001. It reports 1,726 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014145404NAL0015148755001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees I.U.O.E. Local 14-14b Annuity Fund
- EIN
- 13-6321935
- Plan number
- 001
- Location
- Flushing, NY
- Participants
- 1,726
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $834,640,348
- Total liabilities (EOY)
- $437,033
- Net assets (EOY)
- $834,203,315
- Employer contributions
- $20,313,608
- Participant contributions
- $862,842
- Total income / additions
- $99,067,634
- Benefits paid
- $54,594,811
- Administrative expenses
- $769,898
- Total expenses
- $55,785,164
- Net increase / (decrease)
- $43,282,470
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T. Gordon | NONE | $265,398 | not reported in the loaded dataset |
| M. Monterroso | NONE | $260,421 | not reported in the loaded dataset |
| R. Streeter | NONE | $255,787 | not reported in the loaded dataset |
| Schultheis & Panettieri, Llp | AUDITOR | $227,120 | not reported in the loaded dataset |
| M. Dunn | NONE | $211,584 | not reported in the loaded dataset |
| D. Brown | NONE | $204,750 | not reported in the loaded dataset |
| A. Davis | NONE | $79,965 | not reported in the loaded dataset |
| Segal Marco Advisors | NONE | $73,500 | not reported in the loaded dataset |
| L. Lupfer | NONE | $71,125 | not reported in the loaded dataset |
| E. Magallenes | NONE | $60,931 | not reported in the loaded dataset |
| E. Rabot | NONE | $60,774 | not reported in the loaded dataset |
| Brady, Mcguire, & Steinberg, Pc | ATTORNEY | $49,295 | not reported in the loaded dataset |
| The Segal Company | NONE | $43,837 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies | NONE | $22,729 | not reported in the loaded dataset |
| Segal Select Insurance Services Inc | NONE | $0 | $15,109 |