2023 Form 5500 filing — Intermountain Ironworkers' Tax Deferral 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 20241015150200NAL0048537024003) for Intermountain Ironworkers' Tax Deferral Plan, reported by Intermountain Ironworkers Tax Deferral Plan under EIN 62-1473489 and plan number 002. It reports 3,572 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015150200NAL0048537024003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Intermountain Ironworkers Tax Deferral Plan
- EIN
- 62-1473489
- Plan number
- 002
- Location
- Murray, UT
- Participants
- 3,572
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $103,856,477
- Total liabilities (EOY)
- $168,127
- Net assets (EOY)
- $103,688,350
- Employer contributions
- $9,863,494
- Total income / additions
- $23,267,506
- Benefits paid
- $6,995,633
- Administrative expenses
- $522,868
- Total expenses
- $7,518,501
- Net increase / (decrease)
- $15,749,005
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Compusys Of Utah | not reported in the loaded dataset | $166,132 | not reported in the loaded dataset |
| Mondress Monaco Parr Lockwood | not reported in the loaded dataset | $58,468 | not reported in the loaded dataset |
| Haynie & Company | not reported in the loaded dataset | $54,102 | not reported in the loaded dataset |
| Rael & Letson | not reported in the loaded dataset | $27,787 | not reported in the loaded dataset |
| Nepc, LLC | not reported in the loaded dataset | $12,766 | not reported in the loaded dataset |
| Deboer & Associates, P.C. | not reported in the loaded dataset | $6,705 | not reported in the loaded dataset |