International Union Of Operating Engineers Local 877 Annuity Fund — Form 5500 plan (Bd Of Trustees I.U.O.E. Local 877 Annuity Fund)
Plain-English plan 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, International Union Of Operating Engineers Local 877 Annuity Fund is a benefit plan reported by Bd Of Trustees I.U.O.E. Local 877 Annuity Fund under EIN 04-3228497 and plan number 001. The latest loaded filing year is 2023. The filing reports 717 participants and $26,614,757 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bd Of Trustees I.U.O.E. Local 877 Annuity Fund
- EIN
- 04-3228497
- Plan number
- 001
- Plan type
- 1
- Location
- Quincy, MA
- Latest filing year
- 2023
- Participants
- 717
- End-of-year plan assets
- $26,614,757
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 717 | H, C | 20241015112634NAL0014484787001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $26,614,757
- Total liabilities (EOY)
- $309,384
- Net assets (EOY)
- $26,305,373
- Net assets (BOY)
- $23,809,059
Income & contributions
- Employer contributions
- $1,215,161
- Participant contributions
- $640,453
- Total contributions
- $1,855,614
- Total income / additions
- $5,800,626
Expenses & distributions
- Benefits paid
- $3,159,413
- Administrative expenses
- $144,899
- Total expenses
- $3,304,312
- Net increase / (decrease)
- $2,496,314
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $82,256 | $0 | 2023 |
| Benesys, Inc. | NONE | $27,910 | not reported in the loaded dataset | 2023 |
| Reid And Reige, Pc | NONE | $15,564 | not reported in the loaded dataset | 2023 |
| Manzi & Associates L.L.C. | NONE | $11,400 | not reported in the loaded dataset | 2023 |
| Wells Fargo Advisors LLC | NONE | $0 | $8,344 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bd Of Trustees I.U.O.E. Local 877 Annuity Fund
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Quincy, MA
- Principal Life Insurance Company — Schedule C compensation
- Benesys, Inc. — Schedule C compensation
- Reid And Reige, Pc — Schedule C compensation
- Manzi & Associates L.L.C. — Schedule C compensation
- Wells Fargo Advisors LLC — Schedule C compensation