2023 Form 5500 filing — Iron Workers District Council Of New England Annuity 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 20241015151215NAL0050106992001) for Iron Workers District Council Of New England Annuity Fund, reported by Board Of Trustees Iron Workers under EIN 04-2647320 and plan number 001. It reports 9,417 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015151215NAL0050106992001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Iron Workers
- EIN
- 04-2647320
- Plan number
- 001
- Location
- Dorchester, MA
- Participants
- 9,417
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $566,828,471
- Total liabilities (EOY)
- $430,353
- Net assets (EOY)
- $566,398,118
- Employer contributions
- $50,794,716
- Participant contributions
- $167,712
- Total income / additions
- $133,975,205
- Benefits paid
- $65,875,078
- Administrative expenses
- $809,010
- Total expenses
- $66,794,355
- Net increase / (decrease)
- $67,180,850
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock | NONE | $285,301 | $0 |
| Meketa Investment Group | NONE | $68,849 | not reported in the loaded dataset |
| Manzi & Associates L.L.C. | NONE | $51,264 | not reported in the loaded dataset |
| Mickey Long, Esq. | NONE | $39,822 | not reported in the loaded dataset |
| William Hurley | EMPLOYEE | $31,671 | not reported in the loaded dataset |
| Langan & Dempsey | NONE | $24,157 | not reported in the loaded dataset |
| Segal Consulting | NONE | $22,491 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies | NONE | $21,428 | not reported in the loaded dataset |
| Heather Romeri | EMPLOYEE | $20,515 | not reported in the loaded dataset |
| Lya Bermudez | EMPLOYEE | $15,001 | not reported in the loaded dataset |
| Segal Roitman Llp | NONE | $14,712 | not reported in the loaded dataset |
| Maureen Flaherty | EMPLOYEE | $11,723 | not reported in the loaded dataset |
| Kara Lally | EMPLOYEE | $10,304 | not reported in the loaded dataset |
| Nicole Murphy | EMPLOYEE | $10,091 | not reported in the loaded dataset |
| Marisa Hannigan | EMPLOYEE | $8,853 | not reported in the loaded dataset |
| Jaime Jarboe | EMPLOYEE | $7,087 | not reported in the loaded dataset |
| Ann O'Meara | EMPLOYEE | $5,974 | not reported in the loaded dataset |