2023 Form 5500 filing — Iron Workers Local 399 Annuity 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 20250402083926NAL0013995104001) for Iron Workers Local 399 Annuity Fund, reported by Iron Workers Local 399 Annuity Fund under EIN 22-2563067 and plan number 001. It reports 2,830 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250402083926NAL0013995104001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Iron Workers Local 399 Annuity Fund
- EIN
- 22-2563067
- Plan number
- 001
- Location
- Hammonton, NJ
- Participants
- 2,830
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $122,281,050
- Total liabilities (EOY)
- $309,620
- Net assets (EOY)
- $121,971,430
- Employer contributions
- $5,905,485
- Total income / additions
- $17,512,323
- Benefits paid
- $11,222,198
- Administrative expenses
- $721,816
- Total expenses
- $11,944,014
- Net increase / (decrease)
- $5,568,309
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Michele Foy | EMPLOYEE | $120,053 | not reported in the loaded dataset |
| Emilia Mattson | NONE | $112,044 | not reported in the loaded dataset |
| Anita Sakowski | NONE | $91,284 | not reported in the loaded dataset |
| Benefit Plan Administrators, Inc. | NONE | $74,095 | $0 |
| Cleary, Josem & Trigiani, Llp | NONE | $18,301 | not reported in the loaded dataset |
| Guy Biscardi | NONE | $16,431 | not reported in the loaded dataset |
| Fischer Dorwart, P.C. | NONE | $16,000 | not reported in the loaded dataset |