The Welfare Plan Of The Iuoe Local 137,137a,137b,137r Iuoe, Afl-Cio DB Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: The Welfare Plan Of The Iuoe Local 137,137a,137b,137r Iuoe, Afl-Cio
  • Sponsor EIN: 131739714
  • Sponsor Address: 1360 PLEASANTVILLE ROAD, BRIARCLIFF MANOR, NY, 10510
  • Plan Type: DB
  • Total Participants: 7
  • Total Assets: $6.5M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20247$6.5M$300,000$0
20235$5.8M$300,000$0
20228$5.2M$250,000$0

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