2023 Form 5500 filing — Iron Workers Mid-South Pension 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 20250915162004NAL0001325361001) for Iron Workers Mid-South Pension Fund, reported by Trustees - Iron Workers Mid-South Pension Fund under EIN 72-6032179 and plan number 001. It reports 3,048 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250915162004NAL0001325361001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees - Iron Workers Mid-South Pension Fund
- EIN
- 72-6032179
- Plan number
- 001
- Location
- Sugar Land, TX
- Participants
- 3,048
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $156,273,623
- Total liabilities (EOY)
- $1,155,375
- Net assets (EOY)
- $155,118,248
- Employer contributions
- $7,612,619
- Total income / additions
- $29,472,742
- Benefits paid
- $13,994,029
- Administrative expenses
- $1,882,419
- Total expenses
- $15,876,448
- Net increase / (decrease)
- $13,596,294
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Zenith American Solutions, Inc. | NONE | $380,735 | not reported in the loaded dataset |
| Wasatch Advisors, Inc. | NONE | $0 | $89,266 |
| Needles & Associates, LLC | NONE | $58,528 | not reported in the loaded dataset |
| Robein, Urann, Spencer, Et Al | NONE | $44,126 | not reported in the loaded dataset |
| Hancock Whitney Bank | NONE | $13,626 | $14,403 |
| Amalgamated Bank | NONE | $22,590 | $0 |