International Union Of Operating Engineers Local 841 Qualified Savings Plan — Form 5500 plan (Trustees Of The International Union Of Operating Engineers)
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 841 Qualified Savings Plan is a benefit plan reported by Trustees Of The International Union Of Operating Engineers under EIN 35-0416012 and plan number 001. The latest loaded filing year is 2023. The filing reports 6,370 participants and $143,693,194 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of The International Union Of Operating Engineers
- EIN
- 35-0416012
- Plan number
- 001
- Plan type
- 1
- Location
- Terre Haute, IN
- Latest filing year
- 2023
- Participants
- 6,370
- End-of-year plan assets
- $143,693,194
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6,370 | H, C | 20250115082235NAL0012566547002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $143,693,194
- Total liabilities (EOY)
- $490,020
- Net assets (EOY)
- $143,203,174
- Net assets (BOY)
- $127,593,154
Income & contributions
- Employer contributions
- $11,822,654
- Total contributions
- $11,822,654
- Total income / additions
- $24,320,534
Expenses & distributions
- Benefits paid
- $7,675,584
- Administrative expenses
- $1,034,930
- Total expenses
- $8,710,514
- Net increase / (decrease)
- $15,610,020
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | NONE | $252,812 | $0 | 2023 |
| Tonya Kincaid | EMPLOYEE | $122,493 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies | NONE | $86,124 | not reported in the loaded dataset | 2023 |
| Laken Allen | EMPLOYEE | $71,032 | not reported in the loaded dataset | 2023 |
| Alexis Sutliff | EMPLOYEE | $71,032 | not reported in the loaded dataset | 2023 |
| Sackrider & Co., Inc. | NONE | $59,970 | not reported in the loaded dataset | 2023 |
| First State Trust Co. | NONE | $33,634 | not reported in the loaded dataset | 2023 |
| Diana Boyd | EMPLOYEE | $25,584 | not reported in the loaded dataset | 2023 |
| United Actuarial Services | NONE | $9,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of The International Union Of Operating Engineers
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Terre Haute, IN
- Morgan Stanley Smith Barney — Schedule C compensation
- Tonya Kincaid — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- Laken Allen — Schedule C compensation
- Alexis Sutliff — Schedule C compensation
- Sackrider & Co., Inc. — Schedule C compensation
- First State Trust Co. — Schedule C compensation
- Diana Boyd — Schedule C compensation
- United Actuarial Services — Schedule C compensation