2023 Form 5500 filing — Des Moines Iron Workers Welfare 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 20250415161509NAL0006769394001) for Des Moines Iron Workers Welfare Fund, reported by Des Moines Iron Workers Welfare Fund under EIN 42-0842882 and plan number 501. It reports 440 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415161509NAL0006769394001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Des Moines Iron Workers Welfare Fund
- EIN
- 42-0842882
- Plan number
- 501
- Location
- Des Moines, IA
- Participants
- 440
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,863,120
- Total liabilities (EOY)
- $1,638,808
- Net assets (EOY)
- $14,224,312
- Employer contributions
- $3,629,882
- Participant contributions
- $253,651
- Total income / additions
- $5,756,735
- Benefits paid
- $3,636,968
- Administrative expenses
- $200,392
- Total expenses
- $3,837,360
- Net increase / (decrease)
- $1,919,375
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Segal Company | not reported in the loaded dataset | $56,000 | not reported in the loaded dataset |
| Melissa Bailey | not reported in the loaded dataset | $37,064 | not reported in the loaded dataset |
| Deboer & Associates, Pc | not reported in the loaded dataset | $32,172 | not reported in the loaded dataset |
| Blake & Uhlig | not reported in the loaded dataset | $11,053 | not reported in the loaded dataset |
| Community State Bank | not reported in the loaded dataset | $10,791 | not reported in the loaded dataset |
| Fiducient Advisors LLC | not reported in the loaded dataset | $7,860 | not reported in the loaded dataset |
| Cedar Rapids Bank & Trust | not reported in the loaded dataset | $5,009 | not reported in the loaded dataset |