2023 Form 5500 filing — Iron Workers Local 395 Trust 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 20241014143632NAL0015117875001) for Iron Workers Local 395 Trust Fund, reported by Board Of Trustees Of Iron Workers Local 395 Trust Fund under EIN 35-6327302 and plan number 501. It reports 1,189 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 1 · 2023
Filing snapshot
Net assets (EOY)$59MReported net assets$59,037,374
Participants1.2K1,189
Provider compensation$1.8M10 Schedule C row(s)$1,798,078
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014143632NAL0015117875001
- Plan sponsor
- Board Of Trustees Of Iron Workers Local 395 Trust Fund
- EIN
- 35-6327302
- Plan number
- 501
- Location
- Oak Brook, IL
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$61.8M total assets
Net assets$59MLiabilities$2.7M
Full reported line items
- Total assets (EOY)
- $61,785,446
- Total liabilities (EOY)
- $2,748,072
- Net assets (EOY)
- $59,037,374
- Employer contributions
- $15,915,091
- Participant contributions
- $2,214,732
- Total income / additions
- $24,140,676
- Benefits paid
- $20,215,370
- Administrative expenses
- $681,768
- Total expenses
- $20,897,138
- Net increase / (decrease)
- $3,243,538
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Zenith American Solutions Inc. | NONE | $497,543 | $61,535 |
| Anthem Insurance Companies Inc | NONE | $400,157 | $0 |
| Express Scripts, Inc. | NONE | $285,739 | not reported in the loaded dataset |
| Marathon Health | NONE | $241,083 | not reported in the loaded dataset |
| Union Eyes LLC | NONE | $116,459 | not reported in the loaded dataset |
| Foster And Foster Inc | NONE | $71,294 | not reported in the loaded dataset |
| Legacy Professionals Llp | NONE | $36,425 | not reported in the loaded dataset |
| Sav-Rx Prescription Services | NONE | $33,656 | not reported in the loaded dataset |
| Asher, Gittler & D'Alba, Ltd | NONE | $29,187 | not reported in the loaded dataset |
| Capfinancial Partners, LLC | NONE | $25,000 | not reported in the loaded dataset |