International Union Of Operating Engineers Local 324 Retirement Trust Fund — Form 5500 plan (Board Of Trustees Iuoe Local 324 Retirement Trust 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, International Union Of Operating Engineers Local 324 Retirement Trust Fund is a benefit plan reported by Board Of Trustees Iuoe Local 324 Retirement Trust Fund under EIN 38-3685356 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,707 participants and $60,017,116 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Iuoe Local 324 Retirement Trust Fund
- EIN
- 38-3685356
- Plan number
- 001
- Plan type
- 1
- Location
- Troy, MI
- Latest filing year
- 2023
- Participants
- 1,707
- End-of-year plan assets
- $60,017,116
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,707 | H, C | 20241015080847NAL0027802593001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $60,017,116
- Total liabilities (EOY)
- $140,972
- Net assets (EOY)
- $59,876,144
- Net assets (BOY)
- $48,412,993
Income & contributions
- Employer contributions
- $5,047,384
- Participant contributions
- $1,464,843
- Total contributions
- $6,920,345
- Total income / additions
- $15,422,829
Expenses & distributions
- Benefits paid
- $3,582,079
- Administrative expenses
- $373,558
- Total expenses
- $3,959,678
- Net increase / (decrease)
- $11,463,151
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lincoln National Corporation | NONE KNOWN | $109,415 | $0 | 2023 |
| Plante & Moran, Pllc | NONE KNOWN | $75,250 | not reported in the loaded dataset | 2023 |
| Nepc, LLC | NONE KNOWN | $55,246 | not reported in the loaded dataset | 2023 |
| Tic International Corporation | NONE KNOWN | $44,737 | not reported in the loaded dataset | 2023 |
| Weisman, Young & Ruemenapp, P.C. | NONE KNOWN | $33,026 | not reported in the loaded dataset | 2023 |
| Stefansky, Holloway & Nichols, Inc. | NONE KNOWN | $16,902 | not reported in the loaded dataset | 2023 |
| Asherkelly | NONE KNOWN | $7,626 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Iuoe Local 324 Retirement Trust Fund
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Troy, MI
- Lincoln National Corporation — Schedule C compensation
- Plante & Moran, Pllc — Schedule C compensation
- Nepc, LLC — Schedule C compensation
- Tic International Corporation — Schedule C compensation
- Weisman, Young & Ruemenapp, P.C. — Schedule C compensation
- Stefansky, Holloway & Nichols, Inc. — Schedule C compensation
- Asherkelly — Schedule C compensation