2023 Form 5500 filing — Iowa Carpenters Heavy Highway/Teamsters Jt. Council #45 Pension Plan
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 20241008182232NAL0029458992001) for Iowa Carpenters Heavy Highway/Teamsters Jt. Council #45 Pension Plan, reported by Iowa Carpenters Heavy Highway/Teamsters Jt. Council #45 Pension Plan under EIN 36-2967835 and plan number 001. It reports 307 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008182232NAL0029458992001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Iowa Carpenters Heavy Highway/Teamsters Jt. Council #45 Pension Plan
- EIN
- 36-2967835
- Plan number
- 001
- Location
- Des Moines, IA
- Participants
- 307
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,170,569
- Total liabilities (EOY)
- $6,492
- Net assets (EOY)
- $22,164,077
- Employer contributions
- $726,880
- Total income / additions
- $3,755,572
- Benefits paid
- $1,336,688
- Administrative expenses
- $185,680
- Total expenses
- $1,522,368
- Net increase / (decrease)
- $2,233,204
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benefits Management Group, Inc | NONE | $36,000 | not reported in the loaded dataset |
| Dimeo Schneider | NONE | $28,200 | not reported in the loaded dataset |
| Milliman | NONE | $27,178 | not reported in the loaded dataset |
| Uhy, Llp | NONE | $25,000 | not reported in the loaded dataset |
| James V Gallery And Associates | NONE | $9,600 | not reported in the loaded dataset |
| Douglas Reed | NONE | $9,600 | not reported in the loaded dataset |
| Cedar Rapids Bank & Trust | NONE | $9,543 | not reported in the loaded dataset |