Plan5500

International Union Of Operating Engineers Local 95, 95a, 950 401k Plan — Form 5500 plan (International Union Of Operating Engineers Local 95, 95a, 950)

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 Local 95, 95a, 950 401k Plan is a benefit plan reported by International Union Of Operating Engineers Local 95, 95a, 950 under EIN 25-0568547 and plan number 001. The latest loaded filing year is 2023. The filing reports 561 participants and $8,949,799 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$8.9MPlan net assets, end of year$8,949,799
Participants561Covered participants reported
Assets / participant$16KComputed: assets ÷ participants$15,953 (computed)
Provider compensation$38K1 Schedule C provider row(s)$38,025
Plan sponsor
International Union Of Operating Engineers Local 95, 95a, 950
EIN
25-0568547
Plan number
001
Plan type
1
Location
Pittsburgh, PA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023561H, C20240830110902NAL0007104867001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$8.9M total assets
Net assets$8.9MLiabilities$0
Money in vs. money out
Total income / additions$1.8M
Total expenses$576.3K
Benefits paid / distributions$538.3K
Contributions
Employer$28.8K
Participant$353.7K
Full reported line items

Net assets

Total assets (EOY)
$8,949,799
Total liabilities (EOY)
$0
Net assets (EOY)
$8,949,799
Net assets (BOY)
$7,698,159

Income & contributions

Employer contributions
$28,827
Participant contributions
$353,700
Total contributions
$382,527
Total income / additions
$1,827,939

Expenses & distributions

Benefits paid
$538,274
Administrative expenses
$38,025
Total expenses
$576,299
Net increase / (decrease)
$1,251,640
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 8%Participant 92%
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income29%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ameriserv Trust & Financial ServiceINVESTMENT MANAGER$38,025not reported in the loaded dataset2023

Related Form 5500 pages