2023 Form 5500 filing — Greater South Florida Ironworkers Annuity Trust Fu
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 20250402143948NAL0009881617002) for Greater South Florida Ironworkers Annuity Trust Fu, reported by Trustees Of Ironworkers Local Union No. 402 Annuity Trust Fund under EIN 54-2189207 and plan number 001. It reports 737 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)$9.2MReported net assets$9,165,849
Participants737
Provider compensation$81.5K4 Schedule C row(s)$81,485
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250402143948NAL0009881617002
- Plan sponsor
- Trustees Of Ironworkers Local Union No. 402 Annuity Trust Fund
- EIN
- 54-2189207
- Plan number
- 001
- Location
- Pittsburgh, PA
- 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)$9.2M total assets
Net assets$9.2MLiabilities$14.1K
Full reported line items
- Total assets (EOY)
- $9,179,922
- Total liabilities (EOY)
- $14,073
- Net assets (EOY)
- $9,165,849
- Employer contributions
- $1,923,492
- Total income / additions
- $2,671,808
- Benefits paid
- $574,317
- Administrative expenses
- $96,483
- Total expenses
- $670,800
- Net increase / (decrease)
- $2,001,008
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Zenith American Solutions | CONTRACT ADMINISTRATION | $40,482 | not reported in the loaded dataset |
| Morgan Stanley Smith Barney | INVESTMENT MANAGEMENT | $24,172 | not reported in the loaded dataset |
| Steven D Eisenberg Cpa, Pa | AUDITOR | $10,831 | not reported in the loaded dataset |
| National Employee Benefit Administr | COLLECTION AGENT | $6,000 | not reported in the loaded dataset |