2023 Form 5500 filing — Iuoe Local 295 & 295c Employees Annuity 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 20241015224743NAL0015494355003) for Iuoe Local 295 & 295c Employees Annuity Plan, reported by Board Of Trustees, Iuoe Local 295 & 295c Employees Annuity Plan under EIN 26-1420360 and plan number 001. It reports 438 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015224743NAL0015494355003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Iuoe Local 295 & 295c Employees Annuity Plan
- EIN
- 26-1420360
- Plan number
- 001
- Location
- Maspeth, NY
- Participants
- 438
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,162,917
- Total liabilities (EOY)
- $20,581
- Net assets (EOY)
- $3,142,336
- Employer contributions
- $482,627
- Total income / additions
- $880,728
- Benefits paid
- $56,832
- Administrative expenses
- $45,609
- Total expenses
- $102,441
- Net increase / (decrease)
- $778,287
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Retirement Plan Servic | RECORDKEEPER | $14,788 | $0 |
| Gettry Marcus Cpa, Pc | ACCOUNTANTS | $10,620 | not reported in the loaded dataset |