2023 Form 5500 filing — Ironworkers Local Union 549 And 550 Security 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 20250113140744NAL0030240560001) for Ironworkers Local Union 549 And 550 Security Plan, reported by Ironworkers Local 549/550 Security Plan Board Of Trustees under EIN 34-1399439 and plan number 001. It reports 3,711 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250113140744NAL0030240560001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Ironworkers Local 549/550 Security Plan Board Of Trustees
- EIN
- 34-1399439
- Plan number
- 001
- Location
- Ona, WV
- Participants
- 3,711
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $52,763,280
- Total liabilities (EOY)
- $20,143
- Net assets (EOY)
- $52,743,137
- Employer contributions
- $5,011,806
- Total income / additions
- $12,726,177
- Benefits paid
- $3,855,712
- Administrative expenses
- $115,206
- Total expenses
- $3,970,918
- Net increase / (decrease)
- $8,755,259
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| American Benefit Corporation | PARTY-IN-INTEREST | $50,953 | not reported in the loaded dataset |
| Alan Biller And Associates | PARTY-IN-INTEREST | $19,792 | not reported in the loaded dataset |
| Macala & Piatt, LLC | PARTY-IN-INTEREST | $16,356 | not reported in the loaded dataset |
| Kozicki Hughes Tickerhoof, Pllc | PARTY-IN-INTEREST | $14,260 | not reported in the loaded dataset |