Board Of Trustees I.U.O.E. Local 98 Annuity Fund DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Board Of Trustees I.U.O.E. Local 98 Annuity Fund (EIN 043030313)
  • Plan Type: DC
  • Total Participants: 1,361
  • Total Assets: $93.7M
  • Sponsor State: MA

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20241,361$93.7M$3.4M$0
20231,259$86.5M$3.4M$0
20221,326$75.5M$3.4M$0

Service Providers

  • SCHULTHEIS & PANETTIERI, LLP — Accountant / Independent Qualified Public Accountant ($29,000)

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