2023 Form 5500 filing — Iron Workers Regional Shop Local Union 855 Individual Account Retirement 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 20241216090203NAL0002105424001) for Iron Workers Regional Shop Local Union 855 Individual Account Retirement Plan, reported by Iron Workers Regional Shop Local Union 855 under EIN 94-0012049 and plan number 002. It reports 2,102 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241216090203NAL0002105424001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Iron Workers Regional Shop Local Union 855
- EIN
- 94-0012049
- Plan number
- 002
- Location
- Pasadena, CA
- Participants
- 2,102
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $29,011,410
- Total liabilities (EOY)
- $15,671
- Net assets (EOY)
- $28,995,739
- Employer contributions
- $401,412
- Participant contributions
- $158,431
- Total income / additions
- $4,094,733
- Benefits paid
- $1,704,527
- Administrative expenses
- $374,227
- Total expenses
- $2,078,754
- Net increase / (decrease)
- $2,015,979
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | NONE | $247,687 | not reported in the loaded dataset |
| Alan D. Biller & Associates | NONE | $41,375 | not reported in the loaded dataset |
| Ironworkers Employee Benefit Corp | NONE | $30,000 | not reported in the loaded dataset |
| Saltzman & Johnson | NONE | $11,535 | not reported in the loaded dataset |
| Mcmenomy & Associates Cpas Llp | NONE | $9,000 | not reported in the loaded dataset |