2023 Form 5500 filing — Ironworkers Local 808 Annuity 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 20250626175303NAL0008797169001) for Ironworkers Local 808 Annuity Fund, reported by Trustees Of Ironworkers Local 808 Annuity Fund under EIN 59-3096458 and plan number 002. It reports 2,421 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)$41.7MReported net assets$41,693,051
Participants2.4K2,421
Provider compensation$249.4K4 Schedule C row(s)$249,396
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250626175303NAL0008797169001
- Plan sponsor
- Trustees Of Ironworkers Local 808 Annuity Fund
- EIN
- 59-3096458
- Plan number
- 002
- Location
- Goodlettesville, TN
- 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)$41.8M total assets
Net assets$41.7MLiabilities$60.3K
Full reported line items
- Total assets (EOY)
- $41,753,302
- Total liabilities (EOY)
- $60,251
- Net assets (EOY)
- $41,693,051
- Employer contributions
- $5,102,010
- Total income / additions
- $7,980,114
- Benefits paid
- $2,797,840
- Administrative expenses
- $270,128
- Total expenses
- $3,067,968
- Net increase / (decrease)
- $4,912,146
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Smith Barney | INVESTMENT MANAGEMENT | $163,964 | $0 |
| Zenith American Solutions | CONTRACT ADMINISTRATION | $60,744 | not reported in the loaded dataset |
| Steven D Eisenberg Cpa, Pa | AUDITOR | $16,224 | not reported in the loaded dataset |
| Mierzwa & Floyd P.A. | ATTORNEY | $8,464 | not reported in the loaded dataset |