I.U.O.E. Local 14-14b Annuity Fund — Form 5500 plan (Board Of Trustees I.U.O.E. Local 14-14b Annuity 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, I.U.O.E. Local 14-14b Annuity Fund is a benefit plan reported by Board Of Trustees I.U.O.E. Local 14-14b Annuity Fund under EIN 13-6321935 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,726 participants and $834,640,348 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees I.U.O.E. Local 14-14b Annuity Fund
- EIN
- 13-6321935
- Plan number
- 001
- Plan type
- 1
- Location
- Flushing, NY
- Latest filing year
- 2023
- Participants
- 1,726
- End-of-year plan assets
- $834,640,348
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,726 | H, C | 20241014145404NAL0015148755001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $834,640,348
- Total liabilities (EOY)
- $437,033
- Net assets (EOY)
- $834,203,315
- Net assets (BOY)
- $790,920,845
Income & contributions
- Employer contributions
- $20,313,608
- Participant contributions
- $862,842
- Total contributions
- $21,176,450
- Total income / additions
- $99,067,634
Expenses & distributions
- Benefits paid
- $54,594,811
- Administrative expenses
- $769,898
- Total expenses
- $55,785,164
- Net increase / (decrease)
- $43,282,470
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| T. Gordon | NONE | $265,398 | not reported in the loaded dataset | 2023 |
| M. Monterroso | NONE | $260,421 | not reported in the loaded dataset | 2023 |
| R. Streeter | NONE | $255,787 | not reported in the loaded dataset | 2023 |
| Schultheis & Panettieri, Llp | AUDITOR | $227,120 | not reported in the loaded dataset | 2023 |
| M. Dunn | NONE | $211,584 | not reported in the loaded dataset | 2023 |
| D. Brown | NONE | $204,750 | not reported in the loaded dataset | 2023 |
| A. Davis | NONE | $79,965 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | NONE | $73,500 | not reported in the loaded dataset | 2023 |
| L. Lupfer | NONE | $71,125 | not reported in the loaded dataset | 2023 |
| E. Magallenes | NONE | $60,931 | not reported in the loaded dataset | 2023 |
| E. Rabot | NONE | $60,774 | not reported in the loaded dataset | 2023 |
| Brady, Mcguire, & Steinberg, Pc | ATTORNEY | $49,295 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $43,837 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies | NONE | $22,729 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Services Inc | NONE | $0 | $15,109 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees I.U.O.E. Local 14-14b Annuity Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Flushing, NY
- T. Gordon — Schedule C compensation
- M. Monterroso — Schedule C compensation
- R. Streeter — Schedule C compensation
- Schultheis & Panettieri, Llp — Schedule C compensation
- M. Dunn — Schedule C compensation
- D. Brown — Schedule C compensation
- A. Davis — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- L. Lupfer — Schedule C compensation
- E. Magallenes — Schedule C compensation
- E. Rabot — Schedule C compensation
- Brady, Mcguire, & Steinberg, Pc — Schedule C compensation
- The Segal Company — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- Segal Select Insurance Services Inc — Schedule C compensation