2023 Form 5500 filing — International Union Of Operating Engineers Local 324 Retirement 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 20241015080847NAL0027802593001) for International Union Of Operating Engineers Local 324 Retirement Trust Fund, reported by Board Of Trustees Iuoe Local 324 Retirement Trust Fund under EIN 38-3685356 and plan number 001. It reports 1,707 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015080847NAL0027802593001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Iuoe Local 324 Retirement Trust Fund
- EIN
- 38-3685356
- Plan number
- 001
- Location
- Troy, MI
- Participants
- 1,707
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $60,017,116
- Total liabilities (EOY)
- $140,972
- Net assets (EOY)
- $59,876,144
- Employer contributions
- $5,047,384
- Participant contributions
- $1,464,843
- Total income / additions
- $15,422,829
- Benefits paid
- $3,582,079
- Administrative expenses
- $373,558
- Total expenses
- $3,959,678
- Net increase / (decrease)
- $11,463,151
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | NONE KNOWN | $109,415 | $0 |
| Plante & Moran, Pllc | NONE KNOWN | $75,250 | not reported in the loaded dataset |
| Nepc, LLC | NONE KNOWN | $55,246 | not reported in the loaded dataset |
| Tic International Corporation | NONE KNOWN | $44,737 | not reported in the loaded dataset |
| Weisman, Young & Ruemenapp, P.C. | NONE KNOWN | $33,026 | not reported in the loaded dataset |
| Stefansky, Holloway & Nichols, Inc. | NONE KNOWN | $16,902 | not reported in the loaded dataset |
| Asherkelly | NONE KNOWN | $7,626 | not reported in the loaded dataset |