2023 Form 5500 filing — Iron Workers' Locals No. 15 & 424 Extended Benefit 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 20250414160209NAL0003487216002) for Iron Workers' Locals No. 15 & 424 Extended Benefit Plan, reported by Board Of Trustees Iron Workers' Loc No. 15 & 424 under EIN 06-6078910 and plan number 501. It reports 583 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250414160209NAL0003487216002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Iron Workers' Loc No. 15 & 424
- EIN
- 06-6078910
- Plan number
- 501
- Location
- Cromwell, CT
- Participants
- 583
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,702,528
- Total liabilities (EOY)
- $1,119,112
- Net assets (EOY)
- $16,583,416
- Employer contributions
- $8,505,922
- Participant contributions
- $1,117,306
- Total income / additions
- $11,665,901
- Benefits paid
- $8,745,007
- Administrative expenses
- $739,737
- Total expenses
- $9,484,744
- Net increase / (decrease)
- $2,181,157
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Anthem | NONE | $226,399 | not reported in the loaded dataset |
| Segal Company | NONE | $77,626 | not reported in the loaded dataset |
| Labor First LLC | not reported in the loaded dataset | $70,622 | not reported in the loaded dataset |
| Reid & Reige Pc | NONE | $60,719 | not reported in the loaded dataset |
| Employee X | EMPLOYEE | $52,542 | not reported in the loaded dataset |
| Employee Z | EMPLOYEE | $47,516 | not reported in the loaded dataset |
| Novak Francella LLC | NONE | $45,099 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies | NONE | $36,062 | not reported in the loaded dataset |
| Employee W | EMPLOYEE | $31,517 | not reported in the loaded dataset |
| Boston Trust & Investment | NONE | $19,399 | $0 |
| Delta Dental | NONE | $15,872 | not reported in the loaded dataset |
| R.M. Cheverie & Assoc | NONE | $13,224 | not reported in the loaded dataset |
| Tri-State Eap | NONE | $10,634 | not reported in the loaded dataset |
| Segal Marco Advisors, Inc. | NONE | $10,100 | not reported in the loaded dataset |
| Wells Fargo | NONE | $5,647 | not reported in the loaded dataset |