2023 Form 5500 filing — Iron Workers Local 401 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 20241010080023NAL0020671873001) for Iron Workers Local 401 Annuity Fund, reported by Board Of Trustees Iron Workers Local 401 Annuity Fund under EIN 23-2191989 and plan number 001. It reports 2,103 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010080023NAL0020671873001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Iron Workers Local 401 Annuity Fund
- EIN
- 23-2191989
- Plan number
- 001
- Location
- Philadelphia, PA
- Participants
- 2,103
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $129,413,149
- Total liabilities (EOY)
- $53,878
- Net assets (EOY)
- $129,359,271
- Employer contributions
- $7,770,750
- Total income / additions
- $22,693,664
- Benefits paid
- $13,310,932
- Administrative expenses
- $875,673
- Total expenses
- $14,186,605
- Net increase / (decrease)
- $8,507,059
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Iron Workers Local 401 | LOCAL UNION | $199,525 | not reported in the loaded dataset |
| Merrill Lynch | NONE | $163,879 | not reported in the loaded dataset |
| Intercontinentl Enhanced Core Us | NONE | $121,560 | not reported in the loaded dataset |
| Atalanta Sosnoff Capital | NONE | $110,640 | not reported in the loaded dataset |
| Eaton Vance | NONE | $77,896 | not reported in the loaded dataset |
| Loomis Sayles | NONE | $69,689 | not reported in the loaded dataset |
| Pnc Bank, N.A. | NONE | $30,976 | $0 |
| Lazard Asset Management | NONE | $21,096 | not reported in the loaded dataset |
| Fischer Dorwart, P.C. | NONE | $19,000 | not reported in the loaded dataset |
| Cleary, Josem & Trigiani | NONE | $10,840 | not reported in the loaded dataset |