Retiree Plan Of The Iuoe Local 137 Welfare Fund — Form 5500 plan (Bd Of Trustees Retiree Plan Of The Iuoe Local 137 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, Retiree Plan Of The Iuoe Local 137 Welfare Fund is a benefit plan reported by Bd Of Trustees Retiree Plan Of The Iuoe Local 137 Welfare Fund under EIN 13-1739714 and plan number 502. The latest loaded filing year is 2023. The filing reports 246 participants and $11,772 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bd Of Trustees Retiree Plan Of The Iuoe Local 137 Welfare Fund
EIN
13-1739714
Plan number
502
Plan type
1
Location
Briarcliff Manor, NY
Latest filing year
2023
Participants
246
End-of-year plan assets
$11,772

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023246H, C20240627070702NAL0006093635001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,772
Total liabilities (EOY)
$11,772
Net assets (EOY)
$0
Net assets (BOY)
$0

Income & contributions

Employer contributions
$1,724,681
Total contributions
$1,724,681
Total income / additions
$1,724,681

Expenses & distributions

Benefits paid
$1,666,606
Administrative expenses
$58,075
Total expenses
$1,724,681
Net increase / (decrease)
$0

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Schultheis & Panettieri, LlpAUDITOR$10,000not reported in the loaded dataset2023

Related Form 5500 pages