2023 Form 5500 filing — Iron Workers No 28 Pension 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 20241010093058NAL0009858579002) for Iron Workers No 28 Pension Fund, reported by Iron Workers No 28 Pension Fund under EIN 54-6112218 and plan number 001. It reports 672 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010093058NAL0009858579002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Iron Workers No 28 Pension Fund
- EIN
- 54-6112218
- Plan number
- 001
- Location
- Roanoke, VA
- Participants
- 672
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $54,300,849
- Total liabilities (EOY)
- $46,183
- Net assets (EOY)
- $54,254,666
- Employer contributions
- $2,900,695
- Total income / additions
- $9,101,349
- Benefits paid
- $3,140,063
- Administrative expenses
- $248,868
- Total expenses
- $3,388,931
- Net increase / (decrease)
- $5,712,418
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| L.C Musgrove Associates | NONE | $96,569 | not reported in the loaded dataset |
| Bha Consulting, LLC | NONE | $32,975 | not reported in the loaded dataset |
| Segal Select | NONE | $23,906 | not reported in the loaded dataset |
| O'Donoghue & O'Donoghue | NONE | $20,224 | not reported in the loaded dataset |
| Calibre Cpa Group, Pllc | NONE | $20,210 | not reported in the loaded dataset |
| Merill Lynch | NONE | $18,000 | not reported in the loaded dataset |