2023 Form 5500 filing — Mo-Kan Iron Workers Welfare 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 20241105093954NAL0007670417002) for Mo-Kan Iron Workers Welfare Fund, reported by Mo-Kan Iron Workers Welfare Fund under EIN 43-6051454 and plan number 501. It reports 919 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241105093954NAL0007670417002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Mo-Kan Iron Workers Welfare Fund
- EIN
- 43-6051454
- Plan number
- 501
- Location
- Kansas City, MO
- Participants
- 919
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $33,709,634
- Total liabilities (EOY)
- $2,666,627
- Net assets (EOY)
- $31,043,007
- Employer contributions
- $18,336,952
- Participant contributions
- $1,117,099
- Total income / additions
- $22,090,453
- Benefits paid
- $16,697,334
- Administrative expenses
- $1,263,140
- Total expenses
- $17,960,474
- Net increase / (decrease)
- $4,129,979
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wilson Mcshane Corporation | NONE | $301,349 | not reported in the loaded dataset |
| Cigna | NONE | $264,384 | $0 |
| The Segal Company | NONE | $226,530 | not reported in the loaded dataset |
| Arnold, Newbold, Sollars & Hollins | NONE | $91,286 | not reported in the loaded dataset |
| Ziegler Capital Management, LLC | NONE | $85,804 | not reported in the loaded dataset |
| Construction Benefits Audit Corp | NONE | $37,232 | not reported in the loaded dataset |
| Anders Minkler Huber Helm Llp | NONE | $30,630 | not reported in the loaded dataset |
| Bmo Harris Bank N.A. | NONE | $27,896 | $0 |
| Blue Cross Blue Shield | NONE | $18,538 | not reported in the loaded dataset |
| Truhearing | NONE | $14,477 | not reported in the loaded dataset |
| Fiducient Advisors | NONE | $6,117 | not reported in the loaded dataset |