2023 Form 5500 filing — Bridge, Structural & Ornamental Ironworkers Local 207 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 20241010134507NAL0021076817002) for Bridge, Structural & Ornamental Ironworkers Local 207 Pension Fund, reported by Bridge, Structural & Ornamental Ironworkers Local 207 Pension Fund under EIN 34-6720162 and plan number 001. It reports 639 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010134507NAL0021076817002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Bridge, Structural & Ornamental Ironworkers Local 207 Pension Fund
- EIN
- 34-6720162
- Plan number
- 001
- Location
- Boardman, OH
- Participants
- 639
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $70,235,555
- Total liabilities (EOY)
- $109,213
- Net assets (EOY)
- $70,126,342
- Employer contributions
- $5,434,556
- Total income / additions
- $14,272,431
- Benefits paid
- $3,456,950
- Administrative expenses
- $499,110
- Total expenses
- $3,956,060
- Net increase / (decrease)
- $10,316,371
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Patricia Raffety | EMPLOYEE | $71,683 | not reported in the loaded dataset |
| John Hancock Retirement Services | RECORDKEEPER | $53,791 | not reported in the loaded dataset |
| Cuni, Rust & Strenk | ACTUARY | $35,150 | not reported in the loaded dataset |
| American Realty Advisors | INVESTMENT MANAGER | $32,478 | not reported in the loaded dataset |
| Yurchyk & Davis Cpa'S, Inc. | AUDITOR | $31,390 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies | SOFTWARE PROVIDER | $29,163 | not reported in the loaded dataset |
| Fidelity Investments | INVESTMENT MANAGER | $26,718 | not reported in the loaded dataset |
| Asb Real Estate Investments | INVESTMENT MANAGER | $24,158 | not reported in the loaded dataset |
| Andco Consulting | INVESTMENT ADVISOR | $23,500 | not reported in the loaded dataset |
| Pbgc Premium | NONE | $22,365 | not reported in the loaded dataset |
| Northern Trust | INVESTMENT MANAGER | $18,715 | not reported in the loaded dataset |
| Michelle Baechly | EMPLOYEE | $11,451 | not reported in the loaded dataset |
| Ironworkers Local Union No. 207 | LANDLORD | $10,189 | not reported in the loaded dataset |
| Macala & Piatt, LLC | ATTORNEY | $8,654 | not reported in the loaded dataset |
| Huntington National Bank | BANK SERVICE CHARGES | $5,042 | not reported in the loaded dataset |