2023 Form 5500 filing — Ironworkers Local Union No. 167 Pension 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 20241014174507NAL0045533856004) for Ironworkers Local Union No. 167 Pension Plan, reported by Board Of Trustees - Ironworkers Local Union No. 167 Pension Plan under EIN 62-0787578 and plan number 001. It reports 582 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014174507NAL0045533856004
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees - Ironworkers Local Union No. 167 Pension Plan
- EIN
- 62-0787578
- Plan number
- 001
- Location
- Goodlettsville, TN
- Participants
- 582
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $61,500,762
- Total liabilities (EOY)
- $531,636
- Net assets (EOY)
- $60,969,126
- Employer contributions
- $4,014,094
- Total income / additions
- $11,508,241
- Benefits paid
- $4,428,859
- Administrative expenses
- $301,212
- Total expenses
- $4,730,071
- Net increase / (decrease)
- $6,778,170
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Burch, Porter & Johnson, Pllc | NONE | $78,038 | not reported in the loaded dataset |
| Southern Benefit Administrators | NONE | $68,595 | not reported in the loaded dataset |
| Boyd Watterson | NONE | $0 | $40,354 |
| New Tower Trust Company | NONE | $0 | $34,614 |
| Reynolds Consulting Services, LLC | NONE | $30,495 | not reported in the loaded dataset |
| Cca Black, Lp | NONE | $15,886 | $12,663 |
| Godwin Morris Laurenzi & Bloomfield | NONE | $26,200 | not reported in the loaded dataset |
| Daniels Irwin & Aylor | NONE | $17,800 | not reported in the loaded dataset |
| Amalgamated Bank | NONE | $16,497 | $141 |
| Regions Bank | NONE | $7,739 | not reported in the loaded dataset |
| United Actuarial Services | NONE | $5,900 | not reported in the loaded dataset |
| Money Market And Mutual Funds | NONE | $0 | $0 |
| Invesco Trust Company | NONE | $0 | $0 |