2023 Form 5500 filing — Shopmen'S Iron Workers Health And Welfare Trust 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 20250207080201NAL0022648128001) for Shopmen'S Iron Workers Health And Welfare Trust Fund, reported by Joint Board Of Trustees, Shopmen'S Ironworkers Health Trust Fund under EIN 23-7252041 and plan number 501. It reports 442 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250207080201NAL0022648128001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Joint Board Of Trustees, Shopmen'S Ironworkers Health Trust Fund
- EIN
- 23-7252041
- Plan number
- 501
- Location
- Pasadena, CA
- Participants
- 442
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,553,671
- Total liabilities (EOY)
- $669,723
- Net assets (EOY)
- $2,883,948
- Employer contributions
- $6,019,149
- Participant contributions
- $920,486
- Total income / additions
- $7,175,970
- Benefits paid
- $7,133,947
- Administrative expenses
- $188,676
- Total expenses
- $7,322,623
- Net increase / (decrease)
- -$146,653
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Rael And Letson | NONE | $46,260 | not reported in the loaded dataset |
| Ironworkers Employees Benefit Corp | NONE | $38,620 | not reported in the loaded dataset |
| Mc Menomy & Associates Cpas Llp | NONE | $16,800 | not reported in the loaded dataset |
| Strategic Capital Invest Advisors | NONE | $16,090 | not reported in the loaded dataset |
| Kraw Law Group | NONE | $14,472 | not reported in the loaded dataset |
| U.S. Bank | NONE | $8,420 | not reported in the loaded dataset |