I.U.O.E. Local 132 Pension Fund — Form 5500 plan (I.U.O.E. Local 132 Pension 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 Pension Fund is a benefit plan reported by I.U.O.E. Local 132 Pension Fund under EIN 55-6015364 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,010 participants and $548,257,437 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- I.U.O.E. Local 132 Pension Fund
- EIN
- 55-6015364
- Plan number
- 001
- Plan type
- 1
- Location
- Huntington, WV
- Latest filing year
- 2023
- Participants
- 4,010
- End-of-year plan assets
- $548,257,437
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,010 | H, C | 20250115071201NAL0021333073004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $548,257,437
- Total liabilities (EOY)
- $872,111
- Net assets (EOY)
- $547,385,326
- Net assets (BOY)
- $491,322,994
Income & contributions
- Employer contributions
- $23,921,452
- Total contributions
- $23,921,452
- Total income / additions
- $86,650,909
Expenses & distributions
- Benefits paid
- $27,868,839
- Administrative expenses
- $2,719,738
- Total expenses
- $30,588,577
- Net increase / (decrease)
- $56,062,332
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Zack'S Investment Management | NONE | $0 | $283,802 | 2023 |
| Boston Partners | NONE | $0 | $254,099 | 2023 |
| New Tower Trust Company | NONE | $0 | $247,563 | 2023 |
| Asb Capital | NONE | $0 | $225,173 | 2023 |
| Manning & Napier | NONE | $0 | $181,129 | 2023 |
| United National Bank | NONE | $0 | $161,734 | 2023 |
| Steel Oaks | NONE | $0 | $97,340 | 2023 |
| Standard Valuations | NONE | $0 | $71,250 | 2023 |
| Chartwell Investments | NONE | $0 | $61,863 | 2023 |
| United Actuarial Services, Inc. | NONE | $0 | $60,400 | 2023 |
| Harris, Hardin & Company, A.C. | NONE | $0 | $57,221 | 2023 |
| Deprince, Race & Zollo | NONE | $0 | $57,193 | 2023 |
| Penn Capital Management | NONE | $0 | $52,831 | 2023 |
| C. S. Mckee Asset Management | NONE | $0 | $50,131 | 2023 |
| Jp Morgan | NONE | $0 | $43,752 | 2023 |
| Blackstone Partners | NONE | $29,732 | $0 | 2023 |
| Ledbetter Parisi LLC | NONE | $0 | $28,270 | 2023 |
| Boyd Wattterson Asset Mgmt | NONE | $0 | $27,621 | 2023 |
| Adams Street | NONE | $26,863 | $0 | 2023 |
| American Benefit Corporation | NONE | $0 | $14,400 | 2023 |
| John F Dascoli, Pllc | NONE | $0 | $5,449 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for I.U.O.E. Local 132 Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in WV
- 401(k) and benefit plan filings in Huntington, WV
- Zack'S Investment Management — Schedule C compensation
- Boston Partners — Schedule C compensation
- New Tower Trust Company — Schedule C compensation
- Asb Capital — Schedule C compensation
- Manning & Napier — Schedule C compensation
- United National Bank — Schedule C compensation
- Steel Oaks — Schedule C compensation
- Standard Valuations — Schedule C compensation
- Chartwell Investments — Schedule C compensation
- United Actuarial Services, Inc. — Schedule C compensation
- Harris, Hardin & Company, A.C. — Schedule C compensation
- Deprince, Race & Zollo — Schedule C compensation
- Penn Capital Management — Schedule C compensation
- C. S. Mckee Asset Management — Schedule C compensation
- Jp Morgan — Schedule C compensation
- Blackstone Partners — Schedule C compensation
- Ledbetter Parisi LLC — Schedule C compensation
- Boyd Wattterson Asset Mgmt — Schedule C compensation
- Adams Street — Schedule C compensation
- American Benefit Corporation — Schedule C compensation
- John F Dascoli, Pllc — Schedule C compensation