Plan5500

Iuoe Local 30 Benefits Fund — Form 5500 plan (Bd Of Trustees Iuoe Local 30 Benefits 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, Iuoe Local 30 Benefits Fund is a benefit plan reported by Bd Of Trustees Iuoe Local 30 Benefits Fund under EIN 13-2873303 and plan number 501. The latest loaded filing year is 2023. The filing reports 2,797 participants and $116,026,776 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$105.2MPlan net assets, end of year$105,217,004
Participants2.8KCovered participants reported2,797
Assets / participant$41.5KComputed: assets ÷ participants$41,483 (computed)
Provider compensation$18.6M33 Schedule C provider row(s)$18,632,946
Plan sponsor
Bd Of Trustees Iuoe Local 30 Benefits Fund
EIN
13-2873303
Plan number
501
Plan type
1
Location
Whitestone, NY
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    2,797 participants · 1Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$116M total assets
Net assets$105.2MLiabilities$10.8M
Money in vs. money out
Total income / additions$90M
Total expenses$79.2M
Benefits paid / distributions$77M
Contributions
Employer$77.5M
Participant$407.8K
Full reported line items

Net assets

Total assets (EOY)
$116,026,776
Total liabilities (EOY)
$10,809,772
Net assets (EOY)
$105,217,004
Net assets (BOY)
$94,385,019

Income & contributions

Employer contributions
$77,540,521
Participant contributions
$407,816
Total contributions
$77,948,337
Total income / additions
$90,012,337

Expenses & distributions

Benefits paid
$76,999,320
Administrative expenses
$2,181,032
Total expenses
$79,180,352
Net increase / (decrease)
$10,831,985
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 99%Participant 1%
Total expenses ÷ net assets75%Computed ratio
Benefits paid ÷ total income86%Computed ratio
Provider comp. ÷ net assets18%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Optumrx, Inc.$14.7M
    NONE · Direct $14.6M · Indirect $30.7K
  2. 2
    Empire Healthchoice Assurance Inc$1.7M
    NONE · Direct $1.7M
  3. 3
    James O'Hare$209.1K
    EMPLOYEE · Direct $209.1K
  4. 4
    Davis Vision Inc$204K
    NONE · Direct $204K
  5. 5
    Marshall & Moss Payroll Compliance$186.1K
    NONE · Direct $186.1K
  6. 6
    The Segal Company$177.8K
    NONE · Direct $84.5K · Indirect $93.3K
  7. 7
    Donna Owens$159.8K
    EMPLOYEE · Direct $159.8K
  8. 8
    Comprehensive Professional Sys. Inc$135.5K
    NONE · Direct $135.5K
  9. 9
    Gail Disalvo$110.8K
    EMPLOYEE · Direct $110.8K
  10. 10
    Starfire Printing$99.5K
    NONE · Direct $99.5K
  11. 11
    Taylor Morosky$96.9K
    EMPLOYEE · Direct $96.9K
  12. 12
    Darren Turton$92.5K
    EMPLOYEE · Direct $92.5K
  13. 13
    Stella Gatanas$90.6K
    EMPLOYEE · Direct $90.6K
  14. 14
    Barnes,Iaccarino & Shepherd, LLC$81.2K
    NONE · Direct $81.2K
  15. 15
    Dana Mantakis$66.1K
    EMPLOYEE · Direct $66.1K
  16. 16
    Northwell Health$64.9K
    NONE · Direct $64.9K
  17. 17
    Novak Francella LLC$55.5K
    NONE · Direct $55.5K
  18. 18
    Brigid Ahern$49.2K
    NONE · Direct $49.2K
  19. 19
    Frank Greenberg$41.6K
    EMPLOYEE · Direct $41.6K
  20. 20
    Health Plan Systems, Inc.$38.4K
    NONE · Direct $38.4K
  21. 21
    Christine Callahan$37.2K
    EMPLOYEE · Direct $37.2K
  22. 22
    Marshall & Moss, Llp$35.6K
    NONE · Direct $35.6K
  23. 23
    Whitestar Advisors LLC$31.2K
    NONE · Direct $31.2K
  24. 24
    Segal Marco Advisors Inc$30K
    NONE · Direct $30K
  25. 25
    Inner Imaging, Pc$27K
    NONE · Direct $27K
  26. 26
    Agnes Downes$26.7K
    EMPLOYEE · Direct $26.7K
  27. 27
    Vision Screening Inc.$26.5K
    NONE · Direct $26.5K
  28. 28
    Anthony Dedentro$25.7K
    EMPLOYEE · Direct $25.7K
  29. 29
    Healthplex$23.8K
    NONE · Direct $23.8K
  30. 30
    General Vision Services, LLC$21.1K
    NONE · Direct $21.1K
  31. 31
    Amalgamated Bank$9.6K
    NONE · Direct $9.6K
  32. 32
    Dynamix Group, Inc.$7.8K
    NONE · Direct $7.8K
  33. 33
    Dds, Inc.$5.1K
    NONE · Direct $5.1K

What to inspect next

Frequently asked questions

Who sponsors the Iuoe Local 30 Benefits Fund?
Iuoe Local 30 Benefits Fund is reported as sponsored by Bd Of Trustees Iuoe Local 30 Benefits Fund (EIN 13-2873303, plan number 501) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Iuoe Local 30 Benefits Fund?
The latest Form 5500 filing year loaded for Iuoe Local 30 Benefits Fund is 2023.
How many participants does Iuoe Local 30 Benefits Fund report?
Iuoe Local 30 Benefits Fund reports 2,797 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Iuoe Local 30 Benefits Fund?
Iuoe Local 30 Benefits Fund reports $116,026,776 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages