2023 Form 5500 filing — Miami Ironworkers Local #272 Pension Trust 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 20250724160302NAL0005074097001) for Miami Ironworkers Local #272 Pension Trust Fund, reported by Trustees Of Miami Ironworkers Local #272 Pension Trust Fund under EIN 59-6486074 and plan number 015. It reports 1,362 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250724160302NAL0005074097001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Miami Ironworkers Local #272 Pension Trust Fund
- EIN
- 59-6486074
- Plan number
- 015
- Location
- Pembroke Pines, FL
- Participants
- 1,362
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $85,619,709
- Total liabilities (EOY)
- $97,640
- Net assets (EOY)
- $85,522,069
- Employer contributions
- $4,343,409
- Total income / additions
- $17,232,013
- Benefits paid
- $4,461,823
- Administrative expenses
- $732,399
- Total expenses
- $5,194,222
- Net increase / (decrease)
- $12,037,791
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Smith Barney | INVESTMENT ADVISORY | $356,619 | $0 |
| National Employee Benefit Admin | CONTRACT ADMINISTRATION | $133,550 | not reported in the loaded dataset |
| Horizon Actuarial Service | ACTUARIAL | $54,158 | not reported in the loaded dataset |
| Steven D. Eisenberg Cpa, Pa | AUDITOR | $26,473 | not reported in the loaded dataset |
| Cap Trust Advisors | INVESTMENT ADVISORY | $25,335 | not reported in the loaded dataset |
| W. Eric Venable P.A. | ATTORNEY | $23,849 | not reported in the loaded dataset |
| Union Labor Life Insurance Co | INVESTMENT MANAGEMENT | $18,951 | $0 |