2023 Form 5500 filing — Texas Iron Workers' Defined Contribution Retirement 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 20241009113958NAL0032550928001) for Texas Iron Workers' Defined Contribution Retirement Plan, reported by Trustees Of Texas Iron Workers' Defined Contribution Retirement Plan under EIN 74-1905198 and plan number 002. It reports 7,256 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009113958NAL0032550928001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Texas Iron Workers' Defined Contribution Retirement Plan
- EIN
- 74-1905198
- Plan number
- 002
- Location
- Sugar Land, TX
- Participants
- 7,256
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $62,529,892
- Total liabilities (EOY)
- $28,714
- Net assets (EOY)
- $62,501,178
- Employer contributions
- $4,854,108
- Total income / additions
- $13,415,022
- Benefits paid
- $3,580,730
- Administrative expenses
- $356,788
- Total expenses
- $3,937,518
- Net increase / (decrease)
- $9,477,504
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock | INVEST. MGMT. | $267,251 | not reported in the loaded dataset |
| Zenith American Solutions | TPA | $24,480 | not reported in the loaded dataset |
| Conner & Winters | ATTORNEY | $22,081 | not reported in the loaded dataset |
| Segal Advisors | INVEST. ADVISOR | $20,833 | not reported in the loaded dataset |