Pension Plan For Employees Of Local 137,137a, 137b,137c,137r Iuoe, Afl-Cio — Form 5500 plan (Iuoe Local 137, 137a, 137b, 137c, 137r, Afl-Cio)
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, Pension Plan For Employees Of Local 137,137a, 137b,137c,137r Iuoe, Afl-Cio is a benefit plan reported by Iuoe Local 137, 137a, 137b, 137c, 137r, Afl-Cio under EIN 13-1739715 and plan number 001. The latest loaded filing year is 2023. The filing reports 19 participants and $6,226,555 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Iuoe Local 137, 137a, 137b, 137c, 137r, Afl-Cio
- EIN
- 13-1739715
- Plan number
- 001
- Plan type
- 2
- Location
- Briarcliff Manor, NY
- Latest filing year
- 2023
- Participants
- 19
- End-of-year plan assets
- $6,226,555
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 19 | I | 20240628072154NAL0000118019001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $6,226,555
- Total liabilities (EOY)
- $14,683
- Net assets (EOY)
- $6,211,872
- Net assets (BOY)
- $5,531,901
Income & contributions
- Employer contributions
- $250,000
- Total income / additions
- $1,026,896
Expenses & distributions
- Benefits paid
- $284,721
- Administrative expenses
- $58,887
- Total expenses
- $346,925
- Net increase / (decrease)
- $679,971
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.