2023 Form 5500 filing — Ironworkers Local Union No. 402 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 20250305192511NAL0014423104001) for Ironworkers Local Union No. 402 Pension Fund, reported by Trustees Of Ironworkers Local Union No. 402 Pension Fund under EIN 59-6227518 and plan number 001. It reports 409 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250305192511NAL0014423104001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Ironworkers Local Union No. 402 Pension Fund
- EIN
- 59-6227518
- Plan number
- 001
- Location
- Pittsburgh, PA
- Participants
- 409
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,050,942
- Total liabilities (EOY)
- $61,739
- Net assets (EOY)
- $15,989,203
- Employer contributions
- $929,196
- Total income / additions
- $2,910,872
- Benefits paid
- $1,947,928
- Administrative expenses
- $256,317
- Total expenses
- $2,204,245
- Net increase / (decrease)
- $706,627
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Smith Barney | INVESTMENT MANAGEMENT | $66,355 | $0 |
| Zenith American Solutions | CONTRACT ADMINISTRATION | $56,520 | not reported in the loaded dataset |
| Bha Consulting LLC | ACTUARIAL | $53,554 | not reported in the loaded dataset |
| Steven D Eisenberg Cpa,P.A. | AUDITOR | $20,707 | not reported in the loaded dataset |
| Mierzwa And Floyd P.A. | LEGAL | $14,240 | not reported in the loaded dataset |
| Ironworkers Local #402 | BENEFIT SUPPORT | $12,000 | not reported in the loaded dataset |