Iuoe Local 98 Pension Plan — Form 5500 plan (Board Of Trustees Iuoe Local 98 Pension Plan)
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, Iuoe Local 98 Pension Plan is a benefit plan reported by Board Of Trustees Iuoe Local 98 Pension Plan under EIN 04-6127765 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,618 participants and $203,015,284 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Iuoe Local 98 Pension Plan
- EIN
- 04-6127765
- Plan number
- 001
- Plan type
- 1
- Location
- Southwick, MA
- Latest filing year
- 2023
- Participants
- 1,618
- End-of-year plan assets
- $203,015,284
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,618 | H, C | 20240730094156NAL0011698771001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $203,015,284
- Total liabilities (EOY)
- $3,655,184
- Net assets (EOY)
- $199,360,100
- Net assets (BOY)
- $183,479,215
Income & contributions
- Employer contributions
- $12,977,166
- Total contributions
- $12,977,166
- Total income / additions
- $30,610,165
Expenses & distributions
- Benefits paid
- $13,891,654
- Administrative expenses
- $837,626
- Total expenses
- $14,729,280
- Net increase / (decrease)
- $15,880,885
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Meketa Investment Group Inc. | NONE | $124,000 | not reported in the loaded dataset | 2023 |
| The Segal Co. (Eastern States) Inc. | NONE | $86,016 | not reported in the loaded dataset | 2023 |
| Schultheis & Panettieri, Llp | AUDITOR | $60,150 | not reported in the loaded dataset | 2023 |
| Principal Trust Co. | NONE | $45,613 | $0 | 2023 |
| Blitman & King Llp | ATTORNEY | $42,728 | not reported in the loaded dataset | 2023 |
| State Street Global Advisors | NONE | $30,000 | $0 | 2023 |
| Loomis Sayles Trust Co | NONE | $15,438 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Iuoe Local 98 Pension Plan
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Southwick, MA
- Meketa Investment Group Inc. — Schedule C compensation
- The Segal Co. (Eastern States) Inc. — Schedule C compensation
- Schultheis & Panettieri, Llp — Schedule C compensation
- Principal Trust Co. — Schedule C compensation
- Blitman & King Llp — Schedule C compensation
- State Street Global Advisors — Schedule C compensation
- Loomis Sayles Trust Co — Schedule C compensation