2023 Form 5500 filing — Iron Workers' Mid-America 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 20241009100809NAL0037436418001) for Iron Workers' Mid-America Pension Plan, reported by Board Of Trustees Of Iw Mid-America Pension Plan under EIN 36-6488227 and plan number 001. It reports 9,787 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009100809NAL0037436418001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Iw Mid-America Pension Plan
- EIN
- 36-6488227
- Plan number
- 001
- Location
- Lansing, IL
- Participants
- 9,787
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $928,460,614
- Total liabilities (EOY)
- $1,170,133
- Net assets (EOY)
- $927,290,481
- Employer contributions
- $56,857,332
- Total income / additions
- $156,177,301
- Benefits paid
- $67,538,059
- Administrative expenses
- $4,695,684
- Total expenses
- $72,233,743
- Net increase / (decrease)
- $83,943,558
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ullico Investment Advisors Inc. | NONE | $257,935 | not reported in the loaded dataset |
| Fiducient Advisors LLC | NONE | $231,599 | not reported in the loaded dataset |
| The Segal Company (Midwest), Inc. | NONE | $161,347 | not reported in the loaded dataset |
| First Light Prism Feeder Fund Ltd | NONE | $154,713 | $0 |
| Asb Capital Management, LLC | NONE | $153,444 | not reported in the loaded dataset |
| P. Flasch | EMPLOYEE | $144,250 | not reported in the loaded dataset |
| Legacy Professionals Llp | NONE | $141,349 | not reported in the loaded dataset |
| Baum Sigman Auerbach & Neuman, Ltd | NONE | $100,952 | not reported in the loaded dataset |
| L. Gillund | EMPLOYEE | $86,456 | not reported in the loaded dataset |
| Comerica | NONE | $83,098 | $0 |
| J.P. Morgan Investment Management | NONE | $79,420 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies, LLC | NONE | $79,068 | not reported in the loaded dataset |
| S. Monahan | EMPLOYEE | $68,859 | 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 | $46,718 | 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 |
| Amalgamated Bank Of Chicago | NONE | $33,443 | $0 |
| Northern Trust Corporation | NONE | $29,998 | $0 |
| Datamation Imaging Services | NONE | $8,643 | not reported in the loaded dataset |