International Union Of Operating Engineers Marine Division Local 25 Vacation Plan — Form 5500 plan (Jt Bd Of Ttees Of The Iuoe Marine Engineers Local 25 Marine Division M)
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 Marine Division Local 25 Vacation Plan is a benefit plan reported by Jt Bd Of Ttees Of The Iuoe Marine Engineers Local 25 Marine Division M under EIN 13-6112548 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,549 participants and $4,530,235 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jt Bd Of Ttees Of The Iuoe Marine Engineers Local 25 Marine Division M
- EIN
- 13-6112548
- Plan number
- 501
- Plan type
- 1
- Location
- Millstone Township, NJ
- Latest filing year
- 2023
- Participants
- 1,549
- End-of-year plan assets
- $4,530,235
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,549 | H, C | 20241016111813NAL0015747347001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,530,235
- Total liabilities (EOY)
- $2,127,019
- Net assets (EOY)
- $2,403,216
- Net assets (BOY)
- $2,912,670
Income & contributions
- Employer contributions
- $4,837,990
- Total contributions
- $4,837,990
- Total income / additions
- $5,141,522
Expenses & distributions
- Benefits paid
- $5,457,888
- Administrative expenses
- $193,088
- Total expenses
- $5,650,976
- Net increase / (decrease)
- -$509,454
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Weaver And Tidwell Llp | SERVICES RELATED PLANS | $26,500 | not reported in the loaded dataset | 2023 |
| Cohen, Weiss And Simon Llp | SERVICES RELATED PLANS | $12,886 | not reported in the loaded dataset | 2023 |
| Segal Company | SERVICES RELATED PLANS | $11,667 | not reported in the loaded dataset | 2023 |
| Investment Consulting Services, Llp | SERVICES RELATED PLAN | $5,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Jt Bd Of Ttees Of The Iuoe Marine Engineers Local 25 Marine Division M
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Millstone Township, NJ
- Weaver And Tidwell Llp — Schedule C compensation
- Cohen, Weiss And Simon Llp — Schedule C compensation
- Segal Company — Schedule C compensation
- Investment Consulting Services, Llp — Schedule C compensation