2023 Form 5500 filing — Local 138, 138a, 138b & 138c Internati Of Operating Engineers Annuity 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 20250407095255NAL0009228163002) for Local 138, 138a, 138b & 138c Internati Of Operating Engineers Annuity Fund, reported by Board Of Trustees Local 138, 138a, 138b & 138c Iuoe Annuity Fund under EIN 11-2653717 and plan number 002. It reports 3,020 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250407095255NAL0009228163002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Local 138, 138a, 138b & 138c Iuoe Annuity Fund
- EIN
- 11-2653717
- Plan number
- 002
- Location
- Farmingdale, NY
- Participants
- 3,020
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $358,611,846
- Total liabilities (EOY)
- $2,359,183
- Net assets (EOY)
- $356,252,663
- Employer contributions
- $25,954,251
- Total income / additions
- $55,895,348
- Benefits paid
- $24,863,579
- Administrative expenses
- $2,942,405
- Total expenses
- $27,805,984
- Net increase / (decrease)
- $28,089,364
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Eaton Vance | NONE | $421,756 | not reported in the loaded dataset |
| Ubs Financial Services Inc. | NONE | $387,654 | $0 |
| Iuoe Local 138 Apprentice Fund | AFFILIATED BENEFIT FUND | $359,403 | not reported in the loaded dataset |
| Iuoe Local 138 Welfare Fund | AFFILIATED BENEFIT FUND | $341,279 | not reported in the loaded dataset |
| Iuoe Local 138, 138a, 138b, 138c | NONE | $300,593 | not reported in the loaded dataset |
| Intercontinental Real Estate | NONE | $235,868 | not reported in the loaded dataset |
| Tocqueville | NONE | $216,999 | not reported in the loaded dataset |
| Blackrock | NONE | $111,066 | not reported in the loaded dataset |
| John Hancock | NONE | $99,190 | $2,454 |
| Dahab Associates | NONE | $93,185 | not reported in the loaded dataset |
| 138 Boulevard Corporation | AFFILIATED BUILDING CORP | $91,000 | not reported in the loaded dataset |
| Stacy Cordano | EMPLOYEE | $79,927 | not reported in the loaded dataset |
| Archer, Byington, Glennon & Levine | NONE | $77,000 | not reported in the loaded dataset |
| Citrin Cooperman & Company Llp | NONE | $63,000 | not reported in the loaded dataset |
| Comerica | NONE | $52,113 | $0 |
| Tpa Computer Corporation | NONE | $47,130 | not reported in the loaded dataset |
| Carol Randone | EMPLOYEE | $30,515 | not reported in the loaded dataset |
| Summit Actuarial Consultants | NONE | $17,750 | not reported in the loaded dataset |