Who sponsors the I.U.O.E. Local 57 Pension Plan?

I.U.O.E. Local 57 Pension Plan is reported as sponsored by Trustees Of I.U.O.E. Local 57 (EIN 05-0298773, plan number 001) in public Form 5500 filings.

What is the most recent Form 5500 filing year for I.U.O.E. Local 57 Pension Plan?

The latest Form 5500 filing year loaded for I.U.O.E. Local 57 Pension Plan is 2023.

How many participants does I.U.O.E. Local 57 Pension Plan report?

I.U.O.E. Local 57 Pension Plan reports 856 participants in its latest loaded Form 5500 filing.

What are the reported plan assets for I.U.O.E. Local 57 Pension Plan?

I.U.O.E. Local 57 Pension Plan reports $229,992,027 in end-of-year plan assets in its latest loaded Form 5500 filing.

I.U.O.E. Local 57 Pension Plan — Form 5500 plan (Trustees Of I.U.O.E. Local 57)

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, I.U.O.E. Local 57 Pension Plan is a benefit plan reported by Trustees Of I.U.O.E. Local 57 under EIN 05-0298773 and plan number 001. The latest loaded filing year is 2023. The filing reports 856 participants and $229,992,027 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor: Trustees Of I.U.O.E. Local 57
EIN: 05-0298773
Plan number: 001
Plan type: 1
Location: Johnston, RI
Latest filing year: 2023
Participants: 856
End-of-year plan assets: $229,992,027

Form 5500 filing history

Filings loaded for this plan
Filing year	Participants	Schedules	Filing
2023	856	H, C	20241010150205NAL0011641075003

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY): $229,992,027
Total liabilities (EOY): $231,444
Net assets (EOY): $229,760,583
Net assets (BOY): $201,648,379

Income & contributions

Employer contributions: $18,749,190
Total contributions: $18,749,190
Total income / additions: $41,232,488

Expenses & distributions

Benefits paid: $12,360,358
Administrative expenses: $759,926
Total expenses: $13,120,284
Net increase / (decrease): $28,112,204

Service provider compensation (Schedule C)

Reported service provider compensation
Provider	Service	Direct comp.	Indirect comp.	Year
Segal Company	NONE	$293,619	not reported in the loaded dataset	2023
Segal Macro Advisors Inc	NONE	$74,880	not reported in the loaded dataset	2023
Aetna Life Insurance Company	NONE	$51,958	not reported in the loaded dataset	2023
Ward Fisher & Company Llp	NONE	$25,300	not reported in the loaded dataset	2023
Kiernan Plunkett & Redihan	NONE	$14,500	not reported in the loaded dataset	2023