I.U.O.E. Local #132 Annuity & Savings Fund — Form 5500 plan (I.U.O.E. #132 Annuity & Savings Fd)
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 Annuity & Savings Fund is a benefit plan reported by I.U.O.E. #132 Annuity & Savings Fd under EIN 55-0712315 and plan number 001. The latest loaded filing year is 2023. The filing reports 9,799 participants and $100,212,407 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- I.U.O.E. #132 Annuity & Savings Fd
- EIN
- 55-0712315
- Plan number
- 001
- Plan type
- 1
- Location
- Huntington, WV
- Latest filing year
- 2023
- Participants
- 9,799
- End-of-year plan assets
- $100,212,407
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 9,799 | H, C | 20250310132258NAL0016193761002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $100,212,407
- Total liabilities (EOY)
- $27,161
- Net assets (EOY)
- $100,185,246
- Net assets (BOY)
- $85,871,485
Income & contributions
- Employer contributions
- $11,337,577
- Total contributions
- $11,337,577
- Total income / additions
- $22,142,497
Expenses & distributions
- Benefits paid
- $7,341,294
- Administrative expenses
- $487,442
- Total expenses
- $7,828,736
- Net increase / (decrease)
- $14,313,761
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Prudential Insurance Company | NONE | $273,586 | $0 | 2023 |
| Empower | NONE | $102,663 | $0 | 2023 |
| Standard Valuations | NONE | $26,000 | not reported in the loaded dataset | 2023 |
| Harris, Hardin & Company, A.C. | NONE | $17,797 | not reported in the loaded dataset | 2023 |
| Ledbetter Parisi LLC | NONE | $16,427 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for I.U.O.E. #132 Annuity & Savings Fd
- 2023 Form 5500 filing
- Form 5500 filings in WV
- 401(k) and benefit plan filings in Huntington, WV
- Prudential Insurance Company — Schedule C compensation
- Empower — Schedule C compensation
- Standard Valuations — Schedule C compensation
- Harris, Hardin & Company, A.C. — Schedule C compensation
- Ledbetter Parisi LLC — Schedule C compensation