Iuoe Local 30 Annuity Fund — Form 5500 plan (Bd Of Trustees Iuoe Local 30 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, Iuoe Local 30 Annuity Fund is a benefit plan reported by Bd Of Trustees Iuoe Local 30 Annuity Fund under EIN 13-6595417 and plan number 001. The latest loaded filing year is 2023. The filing reports 5,077 participants and $482,780,079 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bd Of Trustees Iuoe Local 30 Annuity Fund
- EIN
- 13-6595417
- Plan number
- 001
- Plan type
- 1
- Location
- Whitestone, NY
- Latest filing year
- 2023
- Participants
- 5,077
- End-of-year plan assets
- $482,780,079
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,077 | H, C | 20240724104951NAL0012508353003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $482,780,079
- Total liabilities (EOY)
- $881,576
- Net assets (EOY)
- $481,898,503
- Net assets (BOY)
- $423,913,550
Income & contributions
- Employer contributions
- $23,782,283
- Total contributions
- $24,416,088
- Total income / additions
- $90,785,541
Expenses & distributions
- Benefits paid
- $31,201,674
- Administrative expenses
- $1,380,601
- Total expenses
- $32,800,588
- Net increase / (decrease)
- $57,984,953
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investment Institutional | NONE | $399,489 | $0 | 2023 |
| Colleen Brindisi | EMPLOYEE | $179,033 | not reported in the loaded dataset | 2023 |
| Marshall & Moss Payroll Compliance | NONE | $122,745 | not reported in the loaded dataset | 2023 |
| Darren Turton | EMPLOYEE | $77,048 | not reported in the loaded dataset | 2023 |
| Segal Advisors Inc | NONE | $58,000 | not reported in the loaded dataset | 2023 |
| Novak Francella LLC | NONE | $43,000 | not reported in the loaded dataset | 2023 |
| Frank Greenberg | EMPLOYEE | $40,026 | not reported in the loaded dataset | 2023 |
| Gail Disalvo | EMPLOYEE | $33,422 | not reported in the loaded dataset | 2023 |
| Barnes,Iaccarino,& Shepherd LLC | NONE | $25,000 | not reported in the loaded dataset | 2023 |
| Marshall & Moss,LLC | NONE | $20,459 | not reported in the loaded dataset | 2023 |
| Health Plan Systems Inc. | NONE | $10,931 | not reported in the loaded dataset | 2023 |
| Northeastern Operating Engnrs Fcu | RELATED ORGANIZATION | $7,983 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $7,750 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bd Of Trustees Iuoe Local 30 Annuity Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Whitestone, NY
- Fidelity Investment Institutional — Schedule C compensation
- Colleen Brindisi — Schedule C compensation
- Marshall & Moss Payroll Compliance — Schedule C compensation
- Darren Turton — Schedule C compensation
- Segal Advisors Inc — Schedule C compensation
- Novak Francella LLC — Schedule C compensation
- Frank Greenberg — Schedule C compensation
- Gail Disalvo — Schedule C compensation
- Barnes,Iaccarino,& Shepherd LLC — Schedule C compensation
- Marshall & Moss,LLC — Schedule C compensation
- Health Plan Systems Inc. — Schedule C compensation
- Northeastern Operating Engnrs Fcu — Schedule C compensation
- The Segal Company — Schedule C compensation