2023 Form 5500 filing — Iron Workers Local Union No. 92 Money Purchase 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 20241014181506NAL0028064209002) for Iron Workers Local Union No. 92 Money Purchase Pension Plan, reported by Iron Workers Local Union No. 92 under EIN 63-0880818 and plan number 002. It reports 1,049 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014181506NAL0028064209002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Iron Workers Local Union No. 92
- EIN
- 63-0880818
- Plan number
- 002
- Location
- Birmingham, AL
- Participants
- 1,049
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $51,543,920
- Total liabilities (EOY)
- $42,840
- Net assets (EOY)
- $51,501,080
- Employer contributions
- $3,767,919
- Total income / additions
- $9,000,615
- Benefits paid
- $4,845,572
- Administrative expenses
- $205,888
- Total expenses
- $5,051,460
- Net increase / (decrease)
- $3,949,155
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Retirement Plan | NONE | $65,884 | $0 |
| Investment Performance Services LLC | NONE | $48,750 | not reported in the loaded dataset |
| Compusys Of Utah, Inc. | NONE | $43,520 | not reported in the loaded dataset |
| Daniels Irwin & Aylor | NONE | $12,500 | not reported in the loaded dataset |
| Quinn, Connor, Weaver, Davis Llp | NONE | $7,920 | not reported in the loaded dataset |