I.U.O.E. Local #132 Apprenticeship Fund — Form 5500 plan (I.U.O.E. #132 Apprenticeship 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, I.U.O.E. Local #132 Apprenticeship Fund is a benefit plan reported by I.U.O.E. #132 Apprenticeship Fund under EIN 55-0523152 and plan number 501. The latest loaded filing year is 2023. The filing reports 2,564 participants and $41,671,731 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- I.U.O.E. #132 Apprenticeship Fund
- EIN
- 55-0523152
- Plan number
- 501
- Plan type
- 1
- Location
- Huntington, WV
- Latest filing year
- 2023
- Participants
- 2,564
- End-of-year plan assets
- $41,671,731
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,564 | H, C | 20250115071201NAL0021333073003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $41,671,731
- Total liabilities (EOY)
- $224,706
- Net assets (EOY)
- $41,447,025
- Net assets (BOY)
- $35,501,604
Income & contributions
- Employer contributions
- $2,604,826
- Total contributions
- $3,181,738
- Total income / additions
- $8,140,571
Expenses & distributions
- Administrative expenses
- $2,195,150
- Total expenses
- $2,195,150
- Net increase / (decrease)
- $5,945,421
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Harris, Hardin & Company, A.C. | NONE | $45,122 | not reported in the loaded dataset | 2023 |
| Steel Oaks Investment Advisors | NONE | $23,424 | not reported in the loaded dataset | 2023 |
| Standard Valuations, Inc. | NONE | $19,250 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for I.U.O.E. #132 Apprenticeship Fund
- 2023 Form 5500 filing
- Form 5500 filings in WV
- 401(k) and benefit plan filings in Huntington, WV
- Harris, Hardin & Company, A.C. — Schedule C compensation
- Steel Oaks Investment Advisors — Schedule C compensation
- Standard Valuations, Inc. — Schedule C compensation