Annuity Fd Of The Iuoe Local Union 94, 94a, 94b Afl-Cio — Form 5500 plan (Bd Of Trustees Annuity Fund Of The Iuoe Lcl Union 94, 94a, 94b Afl-Cio)
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, Annuity Fd Of The Iuoe Local Union 94, 94a, 94b Afl-Cio is a benefit plan reported by Bd Of Trustees Annuity Fund Of The Iuoe Lcl Union 94, 94a, 94b Afl-Cio under EIN 13-6817367 and plan number 001. The latest loaded filing year is 2023. The filing reports 7,842 participants and $1,660,408,686 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bd Of Trustees Annuity Fund Of The Iuoe Lcl Union 94, 94a, 94b Afl-Cio
- EIN
- 13-6817367
- Plan number
- 001
- Plan type
- 1
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 7,842
- End-of-year plan assets
- $1,660,408,686
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7,842 | H, C | 20241011172804NAL0011227043001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,660,408,686
- Total liabilities (EOY)
- $520,246
- Net assets (EOY)
- $1,659,888,440
- Net assets (BOY)
- $1,458,388,102
Income & contributions
- Employer contributions
- $68,499,245
- Total contributions
- $69,156,167
- Total income / additions
- $289,351,648
Expenses & distributions
- Benefits paid
- $84,031,438
- Administrative expenses
- $2,834,731
- Total expenses
- $87,851,310
- Net increase / (decrease)
- $201,500,338
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Eagle Capital Management, LLC | NONE | $340,139 | $0 | 2023 |
| Wcm Investment Management, LLC | NONE | $336,053 | $0 | 2023 |
| Proskauer Rose, Llp | NONE | $326,302 | not reported in the loaded dataset | 2023 |
| Madison Investment Advisors, LLC | NONE | $187,704 | $0 | 2023 |
| M. O'Connor | EMPLOYEE | $173,942 | not reported in the loaded dataset | 2023 |
| Schultheis & Panettieri, Llp | AUDITOR | $129,833 | not reported in the loaded dataset | 2023 |
| Mackay Shields, LLC | NONE | $128,520 | not reported in the loaded dataset | 2023 |
| Stacey Braun Associates Inc. | INVESTMENT MANAGER | $124,313 | $0 | 2023 |
| C. Baffuto | NONE | $123,080 | not reported in the loaded dataset | 2023 |
| K. Antonaccio | EMPLOYEE | $102,680 | not reported in the loaded dataset | 2023 |
| T. Siebor | NONE | $98,503 | not reported in the loaded dataset | 2023 |
| Pitta, Llp | ATTORNEY | $92,796 | not reported in the loaded dataset | 2023 |
| Jw Thompson Investments, LLC | NONE | $78,750 | not reported in the loaded dataset | 2023 |
| Collins Building Services Inc. | NONE | $68,249 | not reported in the loaded dataset | 2023 |
| Congress Asset Management Co. | NONE | $64,499 | not reported in the loaded dataset | 2023 |
| Jp Morgan Chase Bank | NONE | $63,093 | $0 | 2023 |
| Morgan Stanley Smith Barney, LLC | NONE | $45,000 | not reported in the loaded dataset | 2023 |
| Slc Management | NONE | $31,297 | not reported in the loaded dataset | 2023 |
| The Segal Company (Eastern States) | NONE | $25,633 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Services Inc | NONE | $0 | $21,297 | 2023 |
| Cogent Waste Solutions | NONE | $11,277 | not reported in the loaded dataset | 2023 |
| Beacon Protection Group, LLC | NONE | $10,264 | not reported in the loaded dataset | 2023 |
| Kurita America Inc. | NONE | $7,149 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bd Of Trustees Annuity Fund Of The Iuoe Lcl Union 94, 94a, 94b Afl-Cio
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Eagle Capital Management, LLC — Schedule C compensation
- Wcm Investment Management, LLC — Schedule C compensation
- Proskauer Rose, Llp — Schedule C compensation
- Madison Investment Advisors, LLC — Schedule C compensation
- M. O'Connor — Schedule C compensation
- Schultheis & Panettieri, Llp — Schedule C compensation
- Mackay Shields, LLC — Schedule C compensation
- Stacey Braun Associates Inc. — Schedule C compensation
- C. Baffuto — Schedule C compensation
- K. Antonaccio — Schedule C compensation
- T. Siebor — Schedule C compensation
- Pitta, Llp — Schedule C compensation
- Jw Thompson Investments, LLC — Schedule C compensation
- Collins Building Services Inc. — Schedule C compensation
- Congress Asset Management Co. — Schedule C compensation
- Jp Morgan Chase Bank — Schedule C compensation
- Morgan Stanley Smith Barney, LLC — Schedule C compensation
- Slc Management — Schedule C compensation
- The Segal Company (Eastern States) — Schedule C compensation
- Segal Select Insurance Services Inc — Schedule C compensation
- Cogent Waste Solutions — Schedule C compensation
- Beacon Protection Group, LLC — Schedule C compensation
- Kurita America Inc. — Schedule C compensation