2023 Form 5500 filing — Iuoe Local 965 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 20250206125343NAL0011535073001) for Iuoe Local 965 Annuity Plan, reported by Board Of Trustees, Iuoe Local 965 Annuity Fund under EIN 46-2696118 and plan number 001. It reports 1,623 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250206125343NAL0011535073001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Iuoe Local 965 Annuity Fund
- EIN
- 46-2696118
- Plan number
- 001
- Location
- Springfield, IL
- Participants
- 1,623
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,661,883
- Total liabilities (EOY)
- $59,455
- Net assets (EOY)
- $21,602,428
- Employer contributions
- $4,932,041
- Total income / additions
- $7,286,043
- Benefits paid
- $403,809
- Administrative expenses
- $238,339
- Total expenses
- $642,148
- Net increase / (decrease)
- $6,643,895
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Retirement Pln Srv LLC | RECORDKEEPER | $119,927 | $0 |
| Merrill Lynch | NONE | $52,063 | not reported in the loaded dataset |
| Benefits Management Group, Inc. | NONE | $33,600 | not reported in the loaded dataset |
| Kerber, Eck & Braeckle | NONE | $21,668 | not reported in the loaded dataset |
| Cavanagh & O'Hara | NONE | $10,440 | not reported in the loaded dataset |