2023 Form 5500 filing — Ironworkers 340 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 20241014155855NAL0013583747003) for Ironworkers 340 Retirement Plan, reported by Ironworkers 340 Retirement Plan under EIN 38-6233975 and plan number 001. It reports 865 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241014155855NAL0013583747003
Filing year
2023
Form type
1
Plan sponsor
Ironworkers 340 Retirement Plan
EIN
38-6233975
Plan number
001
Location
Oak Brook, IL
Participants
865
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$32,426,302
Total liabilities (EOY)
$322,320
Net assets (EOY)
$32,103,982
Employer contributions
$5,715,642
Total income / additions
$9,062,045
Benefits paid
$7,406,086
Administrative expenses
$302,916
Total expenses
$7,709,002
Net increase / (decrease)
$1,353,043
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Benefits Management Group, Inc.NONE$61,074not reported in the loaded dataset
Cap TrustNONE$50,000not reported in the loaded dataset
Cuni, Rust & StrenkNONE$43,375not reported in the loaded dataset
Macala & Piatt L.L.C.NONE$34,274not reported in the loaded dataset
Comerica BankPARTY IN INTEREST$32,994not reported in the loaded dataset
Wrubel, Wesley And Company CpasNONE$17,900not reported in the loaded dataset

Related Form 5500 pages