2023 Form 5500 filing — Ironworkers Local 380 Retirement And Severance 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 20241206130532NAL0006301153001) for Ironworkers Local 380 Retirement And Severance Plan, reported by Ironworkers Local 380 Retirement And Sev Fund under EIN 37-6122834 and plan number 001. It reports 1,140 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241206130532NAL0006301153001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Ironworkers Local 380 Retirement And Sev Fund
- EIN
- 37-6122834
- Plan number
- 001
- Location
- Urbana, IL
- Participants
- 1,140
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $33,555,794
- Total liabilities (EOY)
- $61,664
- Net assets (EOY)
- $33,494,130
- Employer contributions
- $2,746,650
- Total income / additions
- $6,043,005
- Benefits paid
- $2,908,409
- Administrative expenses
- $200,825
- Total expenses
- $3,109,234
- Net increase / (decrease)
- $2,933,771
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wells Fargo Advisors | NONE | $75,759 | not reported in the loaded dataset |
| Cliftonlarsonallen | NONE | $61,236 | not reported in the loaded dataset |
| Macnell Accounting & Consulting,Llp | NONE | $34,225 | not reported in the loaded dataset |
| Erisa Services | NONE | $31,076 | not reported in the loaded dataset |
| Charles Black | TRUSTEE | $18,898 | not reported in the loaded dataset |
| John Hancock Retirement Plan Svcs | NONE | $13,951 | $0 |
| Ironworkers Local Union 380 | SHARED MEMBERSHIP | $10,399 | not reported in the loaded dataset |
| Hunt Insurance Agency, Inc. | NONE | $8,094 | not reported in the loaded dataset |
| Jeremy Ochs | TRUSTEE | $6,639 | not reported in the loaded dataset |