Iuoe Stationary Engineers Local 39 Pension Plan — Form 5500 plan (Bot Of Iuoe Stationary Engineers Local 39 Pension Plan)
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, Iuoe Stationary Engineers Local 39 Pension Plan is a benefit plan reported by Bot Of Iuoe Stationary Engineers Local 39 Pension Plan under EIN 94-6118939 and plan number 001. The latest loaded filing year is 2023. The filing reports 10,252 participants and $1,791,924,041 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bot Of Iuoe Stationary Engineers Local 39 Pension Plan
- EIN
- 94-6118939
- Plan number
- 001
- Plan type
- 1
- Location
- Dublin, CA
- Latest filing year
- 2023
- Participants
- 10,252
- End-of-year plan assets
- $1,791,924,041
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 10,252 | H, C | 20241013095018NAL0024682561001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,791,924,041
- Total liabilities (EOY)
- $18,875,550
- Net assets (EOY)
- $1,773,048,491
- Net assets (BOY)
- $1,601,998,721
Income & contributions
- Employer contributions
- $116,981,410
- Total contributions
- $119,994,961
- Total income / additions
- $303,110,932
Expenses & distributions
- Benefits paid
- $123,311,611
- Administrative expenses
- $8,749,551
- Total expenses
- $132,061,162
- Net increase / (decrease)
- $171,049,770
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Graystone Consulting/Morgan Stanley | NONE | $1,329,952 | not reported in the loaded dataset | 2023 |
| Foundry Partners LLC | NONE | $1,147,178 | not reported in the loaded dataset | 2023 |
| Benesys | NONE | $783,490 | not reported in the loaded dataset | 2023 |
| Polen Capital Management LLC | NONE | $650,788 | not reported in the loaded dataset | 2023 |
| Washington Capital Management, Inc. | NONE | $546,578 | not reported in the loaded dataset | 2023 |
| Newtower Trust Company | NONE | $532,017 | $0 | 2023 |
| Apogem Capital, LLC | NONE | $486,750 | $0 | 2023 |
| Mcmorgan & Company, LLC | NONE | $470,052 | not reported in the loaded dataset | 2023 |
| Aristotle Capital Management, LLC | NONE | $418,368 | not reported in the loaded dataset | 2023 |
| The Northern Trust Company | NONE | $393,518 | $0 | 2023 |
| Withumsmith+Brown, Pc | NONE | $311,647 | not reported in the loaded dataset | 2023 |
| Weinberg, Roger & Rosenfeld | NONE | $303,556 | not reported in the loaded dataset | 2023 |
| Cambiar Investors LLC | NONE | $272,515 | not reported in the loaded dataset | 2023 |
| Fiera Capital, Inc. | NONE | $250,729 | not reported in the loaded dataset | 2023 |
| Mackay Shields LLC | NONE | $2,300 | $234,756 | 2023 |
| Cheiron, Inc. | NONE | $199,005 | not reported in the loaded dataset | 2023 |
| Team St. Inc. | NONE | $28,857 | not reported in the loaded dataset | 2023 |
| Goldman Sachs Asset Management, Lp | NONE | $24,204 | $0 | 2023 |
| Smart Source LLC | NONE | $21,984 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Services Inc | NONE | $0 | $18,375 | 2023 |
| Proxyvote Plus Holdings Inc. | NONE | $12,000 | not reported in the loaded dataset | 2023 |
| Fremont Bank | NONE | $8,143 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bot Of Iuoe Stationary Engineers Local 39 Pension Plan
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Dublin, CA
- Graystone Consulting/Morgan Stanley — Schedule C compensation
- Foundry Partners LLC — Schedule C compensation
- Benesys — Schedule C compensation
- Polen Capital Management LLC — Schedule C compensation
- Washington Capital Management, Inc. — Schedule C compensation
- Newtower Trust Company — Schedule C compensation
- Apogem Capital, LLC — Schedule C compensation
- Mcmorgan & Company, LLC — Schedule C compensation
- Aristotle Capital Management, LLC — Schedule C compensation
- The Northern Trust Company — Schedule C compensation
- Withumsmith+Brown, Pc — Schedule C compensation
- Weinberg, Roger & Rosenfeld — Schedule C compensation
- Cambiar Investors LLC — Schedule C compensation
- Fiera Capital, Inc. — Schedule C compensation
- Mackay Shields LLC — Schedule C compensation
- Cheiron, Inc. — Schedule C compensation
- Team St. Inc. — Schedule C compensation
- Goldman Sachs Asset Management, Lp — Schedule C compensation
- Smart Source LLC — Schedule C compensation
- Segal Select Insurance Services Inc — Schedule C compensation
- Proxyvote Plus Holdings Inc. — Schedule C compensation
- Fremont Bank — Schedule C compensation