Opeiu Benefits Fund — Form 5500 plan (Board Of Trustees Opeiu 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, Opeiu Benefits Fund is a benefit plan reported by Board Of Trustees Opeiu Benefits Fund under EIN 13-6110088 and plan number 501. The latest loaded filing year is 2023. The filing reports 548 participants and $7,069,834 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Opeiu Benefits Fund
- EIN
- 13-6110088
- Plan number
- 501
- Plan type
- 1
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 548
- End-of-year plan assets
- $7,069,834
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 548 | H, C | 20241213110025NAL0008553011001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,069,834
- Total liabilities (EOY)
- $160,080
- Net assets (EOY)
- $6,909,754
- Net assets (BOY)
- $6,853,432
Income & contributions
- Employer contributions
- $237,991
- Total contributions
- $237,991
- Total income / additions
- $584,498
Expenses & distributions
- Benefits paid
- $207,157
- Administrative expenses
- $321,019
- Total expenses
- $528,176
- Net increase / (decrease)
- $56,322
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Segal Company | NONE | $47,406 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group Pllc | AUDITOR | $38,000 | not reported in the loaded dataset | 2023 |
| Innovative Software Solutions | NONE | $37,459 | not reported in the loaded dataset | 2023 |
| Fusco Gallagher Porcaro & Monroe | NONE | $31,241 | not reported in the loaded dataset | 2023 |
| Marshall & Moss Admin. Services | NONE | $23,920 | not reported in the loaded dataset | 2023 |
| Jasmin Estevez | EMPLOYEE | $18,160 | not reported in the loaded dataset | 2023 |
| Quan Vest Investment Advisors | NONE | $6,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Opeiu Benefits Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- The Segal Company — Schedule C compensation
- Calibre Cpa Group Pllc — Schedule C compensation
- Innovative Software Solutions — Schedule C compensation
- Fusco Gallagher Porcaro & Monroe — Schedule C compensation
- Marshall & Moss Admin. Services — Schedule C compensation
- Jasmin Estevez — Schedule C compensation
- Quan Vest Investment Advisors — Schedule C compensation