2023 Form 5500 filing — Ironworkers Local 207 Voluntary Employee Benefit Association
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 20250405060008NAL0021895120001) for Ironworkers Local 207 Voluntary Employee Benefit Association, reported by Ironworkers Local 207 Voluntary Employee Benefit Association under EIN 34-1939180 and plan number 501. It reports 698 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250405060008NAL0021895120001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Ironworkers Local 207 Voluntary Employee Benefit Association
- EIN
- 34-1939180
- Plan number
- 501
- Location
- Canfield, OH
- Participants
- 698
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,226,570
- Net assets (EOY)
- $6,226,570
- Employer contributions
- $1,352,384
- Total income / additions
- $1,789,765
- Benefits paid
- $751,457
- Administrative expenses
- $99,789
- Total expenses
- $851,246
- Net increase / (decrease)
- $938,519
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benesys, Inc. | THIRD PARTY ADMINISTRATOR | $29,522 | not reported in the loaded dataset |
| Ancora Advisors | INVESTMENT ADVISOR | $14,000 | not reported in the loaded dataset |
| Faulkner, Hoffman & Phillips | ATTORNEY | $13,129 | not reported in the loaded dataset |
| Pnc Institutional Asset Management | INVESTMENT CUSTODIAN | $12,225 | not reported in the loaded dataset |
| Yurchyk & Davis Cpa'S, Inc. | AUDITOR | $6,100 | not reported in the loaded dataset |