2023 Form 5500 filing — Irish Davis-Bacon Pension Plan And Trust
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 20240702170130NAL0003795107001) for Irish Davis-Bacon Pension Plan And Trust, reported by Irish Construction under EIN 95-1529901 and plan number 004. It reports 376 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240702170130NAL0003795107001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Irish Construction
- EIN
- 95-1529901
- Plan number
- 004
- Location
- Rosemead, CA
- Participants
- 376
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,459,739
- Total liabilities (EOY)
- $18
- Net assets (EOY)
- $5,459,721
- Employer contributions
- $544,550
- Participant contributions
- $0
- Total income / additions
- $1,313,446
- Benefits paid
- $624,798
- Administrative expenses
- $75,135
- Total expenses
- $699,933
- Net increase / (decrease)
- $613,513
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| M Group Investment Advisors LLC | SERVICE PROVIDER | $27,231 | not reported in the loaded dataset |
| Davis Bacon Penison Plans, Inc | SERVICE PROVIDER | $21,072 | not reported in the loaded dataset |
| Empower Annuity Insurance | SERVICE PROVIDER | $17,007 | not reported in the loaded dataset |
| Empower Retirement Advisory Service | SERVICE PROVIDER | $8,090 | not reported in the loaded dataset |