Opeiu Locals 30 & 537 Retirement Fund — Form 5500 plan (Board Of Trustees, Opeiu Locals 30 & 537)
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, Opeiu Locals 30 & 537 Retirement Fund is a benefit plan reported by Board Of Trustees, Opeiu Locals 30 & 537 under EIN 95-6072309 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,366 participants and $137,091,664 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Opeiu Locals 30 & 537
- EIN
- 95-6072309
- Plan number
- 001
- Plan type
- 1
- Location
- Los Angeles, CA
- Latest filing year
- 2023
- Participants
- 1,366
- End-of-year plan assets
- $137,091,664
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,366 | H, C | 20241108155503NAL0011737281001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $137,091,664
- Total liabilities (EOY)
- $54,259
- Net assets (EOY)
- $137,037,405
- Net assets (BOY)
- $133,041,353
Income & contributions
- Employer contributions
- $6,151,204
- Total contributions
- $6,151,204
- Total income / additions
- $13,953,871
Expenses & distributions
- Benefits paid
- $9,344,031
- Administrative expenses
- $613,788
- Total expenses
- $9,957,819
- Net increase / (decrease)
- $3,996,052
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Rael & Letson | NONE | $191,384 | not reported in the loaded dataset | 2023 |
| Benefit Programs Administration | NONE | $122,679 | not reported in the loaded dataset | 2023 |
| Loomis Sayles Trust Company | NONE | $72,057 | not reported in the loaded dataset | 2023 |
| Us Bank | NONE | $51,388 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | NONE | $45,400 | not reported in the loaded dataset | 2023 |
| Miller Kaplan Arase Llp | NONE | $31,600 | not reported in the loaded dataset | 2023 |
| Gilbert & Sackman, A Law Corp. | NONE | $24,413 | not reported in the loaded dataset | 2023 |
| Jp Morgan Investment Management | NONE | $22,399 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Opeiu Locals 30 & 537
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Los Angeles, CA
- Rael & Letson — Schedule C compensation
- Benefit Programs Administration — Schedule C compensation
- Loomis Sayles Trust Company — Schedule C compensation
- Us Bank — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- Gilbert & Sackman, A Law Corp. — Schedule C compensation
- Jp Morgan Investment Management — Schedule C compensation