2023 Form 5500 filing — International Association Of Bridge, Structural, Ornamental & Reinforcing Ironworkers L.U. No. 79 Pension 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 20250218144509NAL0003284641001) for International Association Of Bridge, Structural, Ornamental & Reinforcing Ironworkers L.U. No. 79 Pension Fund, reported by Board Of Trustees - International Association Of Bridge, Structural, under EIN 54-6071250 and plan number 001. It reports 393 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250218144509NAL0003284641001
Filing year
2023
Form type
1
Plan sponsor
Board Of Trustees - International Association Of Bridge, Structural,
EIN
54-6071250
Plan number
001
Location
Norfolk, VA
Participants
393
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$5,643,508
Total liabilities (EOY)
$39,351
Net assets (EOY)
$5,604,157
Employer contributions
$1,314,120
Total income / additions
$1,805,221
Benefits paid
$2,379,379
Administrative expenses
$225,290
Total expenses
$2,604,669
Net increase / (decrease)
-$799,448
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Bha ConsultingNONE$77,519not reported in the loaded dataset
Southern Benefit AdministratorsNONE$68,360not reported in the loaded dataset
Morgan StanleyNONE$25,206$0
Daniels, Irwin & AylorNONE$18,675not reported in the loaded dataset
O'Donoghue & O'Donoghue LlpNONE$2,590not reported in the loaded dataset
Mutual & Exchange Traded FundsNONE$0$0

Related Form 5500 pages