2023 Form 5500 filing — Iron Workers Defined Contribution Pension Fund 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 20250218170347NAL0003120785001) for Iron Workers Defined Contribution Pension Fund Plan, reported by Board Of Trustees, Iron Workers Local No. 25 under EIN 27-2392474 and plan number 001. It reports 4,736 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250218170347NAL0003120785001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Iron Workers Local No. 25
- EIN
- 27-2392474
- Plan number
- 001
- Location
- Troy, MI
- Participants
- 4,736
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $195,550,237
- Total liabilities (EOY)
- $463,878
- Net assets (EOY)
- $195,086,359
- Employer contributions
- $26,238,381
- Total income / additions
- $46,879,256
- Benefits paid
- $6,806,139
- Administrative expenses
- $925,936
- Total expenses
- $7,732,075
- Net increase / (decrease)
- $39,147,181
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins Co Of America | NONE KNOWN | $773,715 | $0 |
| Benesys, Inc. | NONE KNOWN | $32,493 | not reported in the loaded dataset |
| Plante & Moran, Pllc | NONE KNOWN | $23,050 | not reported in the loaded dataset |
| Nepc, LLC | NONE KNOWN | $21,667 | not reported in the loaded dataset |
| Littler Mendelson Pc | NONE KNOWN | $19,102 | not reported in the loaded dataset |
| Hessian & Mckasy, P.A. | NONE KNOWN | $10,470 | not reported in the loaded dataset |
| Comerica Bank | NONE KNOWN | $6,324 | not reported in the loaded dataset |
| Taft Stettinius & Hollister Llp | NONE KNOWN | $5,295 | not reported in the loaded dataset |