International Union Of Operating Engineers Local 14-14b Pension Fd — Form 5500 plan (Board Of Trustees I.U.O.E. Local 14-14b Pension 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 14-14b Pension Fd is a benefit plan reported by Board Of Trustees I.U.O.E. Local 14-14b Pension Fund under EIN 11-2392157 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,739 participants and $328,231,441 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 14-14b Pension Fund
- EIN
- 11-2392157
- Plan number
- 001
- Plan type
- 1
- Location
- Flushing, NY
- Latest filing year
- 2023
- Participants
- 1,739
- End-of-year plan assets
- $328,231,441
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,739 | H, C | 20250410120248NAL0021540177001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $328,231,441
- Total liabilities (EOY)
- $5,070,094
- Net assets (EOY)
- $323,161,347
- Net assets (BOY)
- $299,416,441
Income & contributions
- Employer contributions
- $10,185,480
- Total contributions
- $10,185,480
- Total income / additions
- $40,791,270
Expenses & distributions
- Benefits paid
- $15,851,555
- Administrative expenses
- $1,194,809
- Total expenses
- $17,046,364
- Net increase / (decrease)
- $23,744,906
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wellington Trust Company, Na | NONE | $179,940 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | NONE | $177,912 | not reported in the loaded dataset | 2023 |
| Allspring Global Investments | NONE | $135,670 | not reported in the loaded dataset | 2023 |
| Loomis Sayles Trust Company | NONE | $129,430 | not reported in the loaded dataset | 2023 |
| Schultheis & Panettieri, Llp | AUDITOR | $110,013 | not reported in the loaded dataset | 2023 |
| The Segal Company (Eastern States) | NONE | $86,096 | not reported in the loaded dataset | 2023 |
| Brady, Mcguire & Steinberg, Pc | ATTORNEY | $34,374 | not reported in the loaded dataset | 2023 |
| Wilmington Trust | CUSTODIAN | $29,436 | $0 | 2023 |
| Bridgeway Benefit Technologies | NONE | $20,379 | not reported in the loaded dataset | 2023 |
| Cunningham & Cunningham Llp | NONE | $13,943 | not reported in the loaded dataset | 2023 |
| Kauff, Mcguire & Margolis, Llp | NONE | $13,943 | not reported in the loaded dataset | 2023 |
| Bank Of New York Mellon | CUSTODIAN | $8,937 | $0 | 2023 |
| Segal Select Insurance Services Inc | NONE | $0 | $5,844 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees I.U.O.E. Local 14-14b Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Flushing, NY
- Wellington Trust Company, Na — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Allspring Global Investments — Schedule C compensation
- Loomis Sayles Trust Company — Schedule C compensation
- Schultheis & Panettieri, Llp — Schedule C compensation
- The Segal Company (Eastern States) — Schedule C compensation
- Brady, Mcguire & Steinberg, Pc — Schedule C compensation
- Wilmington Trust — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- Cunningham & Cunningham Llp — Schedule C compensation
- Kauff, Mcguire & Margolis, Llp — Schedule C compensation
- Bank Of New York Mellon — Schedule C compensation
- Segal Select Insurance Services Inc — Schedule C compensation