2023 Form 5500 filing — International Union Of Operating Engineers Local 14-14b Pension Fd
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 20250410120248NAL0021540177001) for International Union Of Operating Engineers Local 14-14b Pension Fd, reported by Board Of Trustees I.U.O.E. Local 14-14b Pension Fund under EIN 11-2392157 and plan number 001. It reports 1,739 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250410120248NAL0021540177001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees I.U.O.E. Local 14-14b Pension Fund
- EIN
- 11-2392157
- Plan number
- 001
- Location
- Flushing, NY
- Participants
- 1,739
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $328,231,441
- Total liabilities (EOY)
- $5,070,094
- Net assets (EOY)
- $323,161,347
- Employer contributions
- $10,185,480
- Total income / additions
- $40,791,270
- Benefits paid
- $15,851,555
- Administrative expenses
- $1,194,809
- Total expenses
- $17,046,364
- Net increase / (decrease)
- $23,744,906
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wellington Trust Company, Na | NONE | $179,940 | not reported in the loaded dataset |
| Segal Marco Advisors | NONE | $177,912 | not reported in the loaded dataset |
| Allspring Global Investments | NONE | $135,670 | not reported in the loaded dataset |
| Loomis Sayles Trust Company | NONE | $129,430 | not reported in the loaded dataset |
| Schultheis & Panettieri, Llp | AUDITOR | $110,013 | not reported in the loaded dataset |
| The Segal Company (Eastern States) | NONE | $86,096 | not reported in the loaded dataset |
| Brady, Mcguire & Steinberg, Pc | ATTORNEY | $34,374 | not reported in the loaded dataset |
| Wilmington Trust | CUSTODIAN | $29,436 | $0 |
| Bridgeway Benefit Technologies | NONE | $20,379 | not reported in the loaded dataset |
| Cunningham & Cunningham Llp | NONE | $13,943 | not reported in the loaded dataset |
| Kauff, Mcguire & Margolis, Llp | NONE | $13,943 | not reported in the loaded dataset |
| Bank Of New York Mellon | CUSTODIAN | $8,937 | $0 |
| Segal Select Insurance Services Inc | NONE | $0 | $5,844 |