International Union Of Operating Engineers Local Union No. 478, A-C-D-E Pension Plan — Form 5500 plan (Board Of Trustees I.U.O.E. Local 478 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, International Union Of Operating Engineers Local Union No. 478, A-C-D-E Pension Plan is a benefit plan reported by Board Of Trustees I.U.O.E. Local 478 Pension Plan under EIN 06-0733831 and plan number 001. The latest loaded filing year is 2023. The filing reports 5,048 participants and $693,918,547 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees I.U.O.E. Local 478 Pension Plan
- EIN
- 06-0733831
- Plan number
- 001
- Plan type
- 1
- Location
- Hamden, CT
- Latest filing year
- 2023
- Participants
- 5,048
- End-of-year plan assets
- $693,918,547
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,048 | H, C | 20241010140302NAL0011554819001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $693,918,547
- Total liabilities (EOY)
- $4,351,073
- Net assets (EOY)
- $689,567,474
- Net assets (BOY)
- $623,716,365
Income & contributions
- Employer contributions
- $33,328,676
- Total contributions
- $33,328,676
- Total income / additions
- $106,391,261
Expenses & distributions
- Benefits paid
- $35,966,871
- Administrative expenses
- $4,573,281
- Total expenses
- $40,540,152
- Net increase / (decrease)
- $65,851,109
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Loomis Sayles Trust Company | NONE | $287,472 | not reported in the loaded dataset | 2023 |
| Lsv Asset Management | NONE | $235,745 | not reported in the loaded dataset | 2023 |
| Acadian Asset Management LLC | NONE | $205,667 | not reported in the loaded dataset | 2023 |
| Columbia Mgmt Inv Adv LLC | NONE | $165,175 | $0 | 2023 |
| Segal Marco Advisors | NONE | $148,720 | not reported in the loaded dataset | 2023 |
| Mackay Shields LLC | NONE | $127,160 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $119,898 | not reported in the loaded dataset | 2023 |
| State Street Bank And Trust Company | NONE | $107,178 | $0 | 2023 |
| Reid & Riege, P.C. | NONE | $99,398 | not reported in the loaded dataset | 2023 |
| Blackrock Inst'L Trust Co Na | NONE | $83,756 | not reported in the loaded dataset | 2023 |
| Schultheis & Panettieri, Llp | AUDITOR | $70,629 | not reported in the loaded dataset | 2023 |
| Zenith American Solutions Inc | NONE | $57,964 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees I.U.O.E. Local 478 Pension Plan
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Hamden, CT
- Loomis Sayles Trust Company — Schedule C compensation
- Lsv Asset Management — Schedule C compensation
- Acadian Asset Management LLC — Schedule C compensation
- Columbia Mgmt Inv Adv LLC — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Mackay Shields LLC — Schedule C compensation
- The Segal Company — Schedule C compensation
- State Street Bank And Trust Company — Schedule C compensation
- Reid & Riege, P.C. — Schedule C compensation
- Blackrock Inst'L Trust Co Na — Schedule C compensation
- Schultheis & Panettieri, Llp — Schedule C compensation
- Zenith American Solutions Inc — Schedule C compensation