2023 Form 5500 filing — Iron Workers Local 395 Annuity 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 20240724100631NAL0020091648001) for Iron Workers Local 395 Annuity Fund, reported by Board Of Trustees Of Iron Workers Local 395 Annuity Fund under EIN 35-1959984 and plan number 001. It reports 1,007 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240724100631NAL0020091648001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Iron Workers Local 395 Annuity Fund
- EIN
- 35-1959984
- Plan number
- 001
- Location
- Oak Brook, IL
- Participants
- 1,007
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $61,957,543
- Total liabilities (EOY)
- $157,399
- Net assets (EOY)
- $61,800,144
- Employer contributions
- $6,642,956
- Total income / additions
- $15,171,504
- Benefits paid
- $4,752,013
- Administrative expenses
- $270,054
- Total expenses
- $5,022,067
- Net increase / (decrease)
- $10,149,437
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Zenith American Solutions | NONE | $125,752 | not reported in the loaded dataset |
| Capfinancial Partners, LLC | NONE | $57,500 | not reported in the loaded dataset |
| Asher, Gittler & D'Alba, Ltd. | NONE | $29,262 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $26,940 | $0 |
| Legacy Professionals Llp | NONE | $18,023 | not reported in the loaded dataset |
| Jpmorgan Chase Bank, N.A. | NONE | $2,211 | $0 |