2023 Form 5500 filing — Iron Workers' Mid-America Supplemental Monthly Annuity (Sma) Fund
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240617140741NAL0002107456001) for Iron Workers' Mid-America Supplemental Monthly Annuity (Sma) Fund, reported by Trustees Of Iron Wkers' Mid-America Supplemental under EIN 36-4108124 and plan number 002. It reports 6,687 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240617140741NAL0002107456001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Iron Wkers' Mid-America Supplemental
- EIN
- 36-4108124
- Plan number
- 002
- Location
- Lansing, IL
- Participants
- 6,687
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $689,396,604
- Total liabilities (EOY)
- $2,868,261
- Net assets (EOY)
- $686,528,343
- Employer contributions
- $36,485,225
- Total income / additions
- $136,731,105
- Benefits paid
- $31,905,430
- Administrative expenses
- $1,606,600
- Total expenses
- $33,512,030
- Net increase / (decrease)
- $103,219,075
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock | NONE | $262,004 | $0 |
| Legacy Professionals Llp | NONE | $114,520 | not reported in the loaded dataset |
| P. E. Flasch | EMPLOYEE | $96,393 | not reported in the loaded dataset |
| L. Gillund | EMPLOYEE | $86,456 | not reported in the loaded dataset |
| Baum Sigman Auerbach & Neuman Ltd | NONE | $82,462 | not reported in the loaded dataset |
| Fiducient Advisors LLC | NONE | $75,521 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies, LLC | NONE | $68,632 | not reported in the loaded dataset |
| S. Monahan | EMPLOYEE | $62,193 | not reported in the loaded dataset |
| K. Williamson | EMPLOYEE | $58,924 | not reported in the loaded dataset |
| E. Ferree | EMPLOYEE | $56,741 | not reported in the loaded dataset |
| R. Tripamer | EMPLOYEE | $46,731 | not reported in the loaded dataset |
| J. P. Burke | EMPLOYEE | $46,438 | not reported in the loaded dataset |
| J. Faught | EMPLOYEE | $43,955 | not reported in the loaded dataset |
| A. Reyes | EMPLOYEE | $43,947 | not reported in the loaded dataset |
| A. Herrndobler | EMPLOYEE | $43,818 | not reported in the loaded dataset |
| T. Johnson | EMPLOYEE | $43,586 | not reported in the loaded dataset |
| The Segal Company | NONE | $31,831 | not reported in the loaded dataset |
| Datamation | NONE | $7,882 | not reported in the loaded dataset |