2023 Form 5500 filing — Iron Workers' Local No. 25 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 20250218170459NAL0003121313001) for Iron Workers' Local No. 25 Pension Fund, reported by Board Of Trustees, Iron Workers Local No. 25 under EIN 38-6056780 and plan number 001. It reports 5,264 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250218170459NAL0003121313001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Iron Workers Local No. 25
- EIN
- 38-6056780
- Plan number
- 001
- Location
- Troy, MI
- Participants
- 5,264
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $555,279,532
- Total liabilities (EOY)
- $2,327,542
- Net assets (EOY)
- $552,951,990
- Employer contributions
- $58,516,891
- Total income / additions
- $86,304,970
- Benefits paid
- $75,259,529
- Administrative expenses
- $3,290,958
- Total expenses
- $78,550,487
- Net increase / (decrease)
- $7,754,483
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bank Of New York Mellon | NONE KNOWN | $619,918 | $0 |
| Benesys, Inc. | NONE KNOWN | $478,924 | not reported in the loaded dataset |
| National Investment Services Of Ame | NONE KNOWN | $259,029 | not reported in the loaded dataset |
| Loomis Sayles Trust Company | NONE KNOWN | $250,468 | not reported in the loaded dataset |
| Plante & Moran, Pllc | NONE KNOWN | $209,850 | not reported in the loaded dataset |
| Blackrock Inst. Trust Co. N.A. | NONE KNOWN | $206,500 | $0 |
| Nepc, LLC | NONE KNOWN | $167,083 | not reported in the loaded dataset |
| Littler Mendelson Pc | NONE KNOWN | $149,457 | not reported in the loaded dataset |
| Iron Workers Local No. 25 | PLAN ADMINISTRATOR | $124,847 | not reported in the loaded dataset |
| Crescent Mezzanine Partners Viib Lp | NONE KNOWN | $0 | $88,257 |
| Boyd Watterson Asset Management, Ll | NONE KNOWN | $74,534 | not reported in the loaded dataset |
| Horizon Actuarial Services, LLC | NONE KNOWN | $72,158 | not reported in the loaded dataset |
| Taft Stettinius & Hollister Llp | NONE KNOWN | $58,366 | not reported in the loaded dataset |
| American Graphics Printing Co. | NONE KNOWN | $43,427 | not reported in the loaded dataset |
| Marsh & Mclennan Agency, LLC | NONE KNOWN | $0 | $38,508 |
| Dovenmuehle Mortgage, Inc. | NONE KNOWN | $34,676 | not reported in the loaded dataset |
| Stefansky, Holloway & Nichols, Inc. | NONE KNOWN | $19,862 | not reported in the loaded dataset |
| Hessian & Mckasy, P.A. | NONE KNOWN | $8,377 | not reported in the loaded dataset |
| Crescent Mezzanine Partners Vib Lp | NONE KNOWN | $0 | $7,127 |
| Principal Life Insurance Company | NONE KNOWN | $0 | $0 |