2023 Form 5500 filing — Locals 302 & 612 Of The Iuoe - Employers Construction Industry Retirement 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 20241016022834NAL0060437298001) for Locals 302 & 612 Of The Iuoe - Employers Construction Industry Retirement Plan, reported by Board Of Trustees, Locals 302 & 612 Of The Iuoe - under EIN 91-6028571 and plan number 001. It reports 20,117 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241016022834NAL0060437298001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Locals 302 & 612 Of The Iuoe -
- EIN
- 91-6028571
- Plan number
- 001
- Location
- Seattle, WA
- Participants
- 20,117
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,066,446,219
- Total liabilities (EOY)
- $10,399,487
- Net assets (EOY)
- $3,056,046,732
- Employer contributions
- $217,809,922
- Total income / additions
- $501,298,302
- Benefits paid
- $236,993,500
- Administrative expenses
- $12,026,581
- Total expenses
- $249,020,081
- Net increase / (decrease)
- $252,278,221
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wa Capital Management, Inc. | NONE | $2,963,159 | not reported in the loaded dataset |
| Welfare & Pension Admin Service Inc | NONE | $1,869,698 | not reported in the loaded dataset |
| The Union Labor Life Insurance Co | NONE | $1,277,931 | $0 |
| Lsv Asset Management | NONE | $515,320 | not reported in the loaded dataset |
| Boston Trust | NONE | $488,758 | $0 |
| Sterling Captial Mgmt LLC | NONE | $471,641 | $0 |
| Franklin Templton | NONE | $468,044 | $0 |
| Segal Advisors, Inc | NONE | $410,893 | not reported in the loaded dataset |
| Pimco | NONE | $358,121 | $0 |
| Western Asset Management Co | NONE | $270,734 | $0 |
| Loomis, Sayles & Company, Lp | NONE | $264,188 | not reported in the loaded dataset |
| Parametric Portfolio Associates LLC | NONE | $260,956 | not reported in the loaded dataset |
| Guggenheim Partners Inv. Mgmt, LLC | NONE | $184,469 | not reported in the loaded dataset |
| Rael & Letson | NONE | $179,579 | not reported in the loaded dataset |
| Barlow, Coughran, Morales Josephson | NONE | $121,410 | not reported in the loaded dataset |
| State Street Global Advisor | NONE | $82,254 | not reported in the loaded dataset |
| Miller Kaplan Arase Llp | NONE | $80,500 | not reported in the loaded dataset |
| Alliance Bertnstein Lp | NONE | $71,814 | $0 |
| Turner, Stoeve & Galgliadri, P.S. | NONE | $55,195 | not reported in the loaded dataset |
| Us Bank | NONE | $51,042 | $0 |
| Withumsmith+Brown Pc | NONE | $31,344 | not reported in the loaded dataset |
| Pnc Bank | NONE | $28,320 | $0 |
| Anastasi Moore & Martin, LLC | NONE | $27,405 | not reported in the loaded dataset |
| Lowestein Sandler Llp | NONE | $22,605 | not reported in the loaded dataset |