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 295 & 295c Employees Annuity Plan is a benefit plan reported by Board Of Trustees, Iuoe Local 295 & 295c Employees Annuity Plan under EIN 26-1420360 and plan number 001. The latest loaded filing year is 2023. The filing reports 438 participants and $3,162,917 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,162,917
- Total liabilities (EOY)
- $20,581
- Net assets (EOY)
- $3,142,336
- Net assets (BOY)
- $2,364,049
Income & contributions
- Employer contributions
- $482,627
- Total contributions
- $482,627
- Total income / additions
- $880,728
Expenses & distributions
- Benefits paid
- $56,832
- Administrative expenses
- $45,609
- Total expenses
- $102,441
- Net increase / (decrease)
- $778,287