International Union Of Operating Engin Local 138 Welfare Fund — Form 5500 plan (Board Of Trustees Iuoe Local 138 Welfare 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 Engin Local 138 Welfare Fund is a benefit plan reported by Board Of Trustees Iuoe Local 138 Welfare Fund under EIN 11-1628170 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,823 participants and $33,102,444 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Iuoe Local 138 Welfare Fund
- EIN
- 11-1628170
- Plan number
- 501
- Plan type
- 1
- Location
- Farmingdale, NY
- Latest filing year
- 2023
- Participants
- 1,823
- End-of-year plan assets
- $33,102,444
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,823 | H, C | 20250407095255NAL0009228163001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $33,102,444
- Total liabilities (EOY)
- $14,347,645
- Net assets (EOY)
- $18,754,799
- Net assets (BOY)
- $17,794,830
Income & contributions
- Employer contributions
- $34,984,570
- Participant contributions
- $9,082,180
- Total contributions
- $44,066,750
- Total income / additions
- $45,291,089
Expenses & distributions
- Benefits paid
- $43,098,078
- Administrative expenses
- $1,233,042
- Total expenses
- $44,331,120
- Net increase / (decrease)
- $959,969
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Citrin Cooperman & Company Llp | NONE | $502,511 | not reported in the loaded dataset | 2023 |
| Iuoe Local 138 Apprentice Training | AFFILIATED BENEFIT FUND | $341,534 | not reported in the loaded dataset | 2023 |
| Magnacare | NONE | $307,159 | $0 | 2023 |
| Cst Designs | NONE | $305,741 | not reported in the loaded dataset | 2023 |
| Lisa Harden | EMPLOYEE | $107,782 | not reported in the loaded dataset | 2023 |
| Anne Mccdonnaugh | EMPLOYEE | $103,904 | not reported in the loaded dataset | 2023 |
| 138 Boulevard Building Corp | AFFILIATED BUILDING | $101,800 | not reported in the loaded dataset | 2023 |
| Iuoe Local 138 | AFFILIATED LOCAL UNION | $100,003 | not reported in the loaded dataset | 2023 |
| Pitta Llp | NONE | $85,680 | not reported in the loaded dataset | 2023 |
| Archer Byington Glennon & Levine | NONE | $66,000 | not reported in the loaded dataset | 2023 |
| Dds Services, Inc. | NONE | $60,473 | not reported in the loaded dataset | 2023 |
| Tina Siragusa | NONE | $58,792 | not reported in the loaded dataset | 2023 |
| Iuoe Local 138 Annuity Fund | AFFILIATED BENEFIT FUND | $51,856 | not reported in the loaded dataset | 2023 |
| Optum Rx | NONE | $42,252 | $0 | 2023 |
| Kmr Systems Corp | NONE | $32,500 | not reported in the loaded dataset | 2023 |
| Ubs Financial Services Inc | NONE | $29,941 | $0 | 2023 |
| Summit Actuarial Consulting | NONE | $29,875 | not reported in the loaded dataset | 2023 |
| Labor Systems Services LLC | NONE | $20,000 | not reported in the loaded dataset | 2023 |
| Li Voice | NONE | $14,614 | not reported in the loaded dataset | 2023 |
| Island Digital Reprographics | NONE | $10,184 | not reported in the loaded dataset | 2023 |
| Appriver, LLC | NONE | $7,538 | not reported in the loaded dataset | 2023 |
| Stacey Braun Associates, Inc. | NONE | $5,831 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Iuoe Local 138 Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Farmingdale, NY
- Citrin Cooperman & Company Llp — Schedule C compensation
- Iuoe Local 138 Apprentice Training — Schedule C compensation
- Magnacare — Schedule C compensation
- Cst Designs — Schedule C compensation
- Lisa Harden — Schedule C compensation
- Anne Mccdonnaugh — Schedule C compensation
- 138 Boulevard Building Corp — Schedule C compensation
- Iuoe Local 138 — Schedule C compensation
- Pitta Llp — Schedule C compensation
- Archer Byington Glennon & Levine — Schedule C compensation
- Dds Services, Inc. — Schedule C compensation
- Tina Siragusa — Schedule C compensation
- Iuoe Local 138 Annuity Fund — Schedule C compensation
- Optum Rx — Schedule C compensation
- Kmr Systems Corp — Schedule C compensation
- Ubs Financial Services Inc — Schedule C compensation
- Summit Actuarial Consulting — Schedule C compensation
- Labor Systems Services LLC — Schedule C compensation
- Li Voice — Schedule C compensation
- Island Digital Reprographics — Schedule C compensation
- Appriver, LLC — Schedule C compensation
- Stacey Braun Associates, Inc. — Schedule C compensation