2023 Form 5500 filing — Mid-South Iron Workers Direct Contribution 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 20241015102722NAL0016143715001) for Mid-South Iron Workers Direct Contribution Fund, reported by Trustees - Mid-South Iron Workers Direct Contribution Fund under EIN 72-1303411 and plan number 001. It reports 1,870 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015102722NAL0016143715001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees - Mid-South Iron Workers Direct Contribution Fund
- EIN
- 72-1303411
- Plan number
- 001
- Location
- Sugar Land, TX
- Participants
- 1,870
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,155,079
- Total liabilities (EOY)
- $43,921
- Net assets (EOY)
- $21,111,158
- Employer contributions
- $1,874,173
- Total income / additions
- $4,712,336
- Benefits paid
- $884,621
- Administrative expenses
- $200,865
- Total expenses
- $1,085,486
- Net increase / (decrease)
- $3,626,850
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Retirement Plan Servic | NONE | $104,886 | $0 |
| Needles & Associates, LLC | NONE | $17,679 | not reported in the loaded dataset |
| Robein, Urann, Spencer, Et Al. | NONE | $5,580 | not reported in the loaded dataset |