2023 Form 5500 filing — Iron Workers' Locals No. 15 & 424 Pension Plan
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 20250414160209NAL0003487216001) for Iron Workers' Locals No. 15 & 424 Pension Plan, reported by Board Of Trustees-Iron Workers' Locals No. 15 & 424 under EIN 06-6077019 and plan number 001. It reports 1,466 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250414160209NAL0003487216001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees-Iron Workers' Locals No. 15 & 424
- EIN
- 06-6077019
- Plan number
- 001
- Location
- Cromwell, CT
- Participants
- 1,466
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $81,526,608
- Total liabilities (EOY)
- $309,025
- Net assets (EOY)
- $81,217,583
- Employer contributions
- $10,841,321
- Total income / additions
- $19,432,278
- Benefits paid
- $11,778,883
- Administrative expenses
- $682,100
- Total expenses
- $12,460,983
- Net increase / (decrease)
- $6,971,295
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Segal Advisors, Inc. | NONE | $105,000 | not reported in the loaded dataset |
| Reid & Riege P.C. | NONE | $64,956 | not reported in the loaded dataset |
| The Segal Company | NONE | $63,493 | not reported in the loaded dataset |
| Employee X | EMPLOYEE | $44,853 | not reported in the loaded dataset |
| Novak Francella LLC | NONE | $43,752 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies | NONE | $43,560 | not reported in the loaded dataset |
| Entrust Global Partners Ofshore Lp | NONE | $39,715 | not reported in the loaded dataset |
| Ullico Investment Advisors Inc. | NONE | $29,095 | not reported in the loaded dataset |
| Employee W | EMPLOYEE | $26,905 | not reported in the loaded dataset |
| Principal Custody Solutions | NONE | $21,040 | not reported in the loaded dataset |
| Kayne Anderson Capital Advisors Lp | NONE | $15,626 | $0 |
| R.M. Cheverie & Associates P.C. | NONE | $10,002 | not reported in the loaded dataset |