2023 Form 5500 filing — Iron Workers Local #397 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 20250222150246NAL0005859107001) for Iron Workers Local #397 Pension Fund, reported by Iron Workers Local #397 Pension Fund under EIN 59-6168650 and plan number 001. It reports 1,198 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 1 · 2023
Filing snapshot
Net assets (EOY)$90.1MReported net assets$90,053,522
Participants1.2K1,198
Provider compensation$402.6K11 Schedule C row(s)$402,570
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250222150246NAL0005859107001
- Plan sponsor
- Iron Workers Local #397 Pension Fund
- EIN
- 59-6168650
- Plan number
- 001
- Location
- Goodlettsville, TN
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$90.1M total assets
Net assets$90.1MLiabilities—
Full reported line items
- Total assets (EOY)
- $90,053,522
- Net assets (EOY)
- $90,053,522
- Employer contributions
- $3,012,136
- Total income / additions
- $13,290,628
- Benefits paid
- $5,469,359
- Administrative expenses
- $472,177
- Total expenses
- $5,941,536
- Net increase / (decrease)
- $7,349,092
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Jp Morgan Chase | INVESTMENT MANAGER | $92,631 | not reported in the loaded dataset |
| Southern Benefit Administrators Inc | THIRD PARTY ADMINISTRATOR | $58,156 | not reported in the loaded dataset |
| Cooke & Bieler | INVESTMENT MANAGER | $54,445 | $0 |
| Horizon Actuarial | ACTUARIAL | $50,133 | not reported in the loaded dataset |
| Asb Allegiance Real Estate Fund | INVESTMENT MANAGER | $40,084 | not reported in the loaded dataset |
| Venable Law Firm | ATTORNEY | $37,606 | not reported in the loaded dataset |
| Andco Consulting | INVESTMENT MONITOR | $26,000 | not reported in the loaded dataset |
| Steven D Eisenberg Cpa Pa | AUDITOR | $14,650 | not reported in the loaded dataset |
| Salem Trust | CUSTODIAN | $10,811 | not reported in the loaded dataset |
| Ironworkers Local Union #397 | LOCAL UNION | $10,800 | not reported in the loaded dataset |
| Rhumbline Advisors | INVESTMENT MANAGER | $7,254 | not reported in the loaded dataset |