2023 Form 5500 filing — International Union Of Operating Engineers Local 841 Qualified Savings 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 20250115082235NAL0012566547002) for International Union Of Operating Engineers Local 841 Qualified Savings Plan, reported by Trustees Of The International Union Of Operating Engineers under EIN 35-0416012 and plan number 001. It reports 6,370 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250115082235NAL0012566547002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of The International Union Of Operating Engineers
- EIN
- 35-0416012
- Plan number
- 001
- Location
- Terre Haute, IN
- Participants
- 6,370
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $143,693,194
- Total liabilities (EOY)
- $490,020
- Net assets (EOY)
- $143,203,174
- Employer contributions
- $11,822,654
- Total income / additions
- $24,320,534
- Benefits paid
- $7,675,584
- Administrative expenses
- $1,034,930
- Total expenses
- $8,710,514
- Net increase / (decrease)
- $15,610,020
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Smith Barney | NONE | $252,812 | $0 |
| Tonya Kincaid | EMPLOYEE | $122,493 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies | NONE | $86,124 | not reported in the loaded dataset |
| Laken Allen | EMPLOYEE | $71,032 | not reported in the loaded dataset |
| Alexis Sutliff | EMPLOYEE | $71,032 | not reported in the loaded dataset |
| Sackrider & Co., Inc. | NONE | $59,970 | not reported in the loaded dataset |
| First State Trust Co. | NONE | $33,634 | not reported in the loaded dataset |
| Diana Boyd | EMPLOYEE | $25,584 | not reported in the loaded dataset |
| United Actuarial Services | NONE | $9,500 | not reported in the loaded dataset |