2023 Form 5500 filing — Southeastern Ironworkers Annuity 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 20251128143600NAL0003835475001) for Southeastern Ironworkers Annuity Plan, reported by Board Of Trustees Of Southeastern Ironworkers Annuity Plan under EIN 58-6319526 and plan number 001. It reports 3,640 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20251128143600NAL0003835475001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Southeastern Ironworkers Annuity Plan
- EIN
- 58-6319526
- Plan number
- 001
- Location
- Mobile, AL
- Participants
- 3,640
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $36,714,804
- Total liabilities (EOY)
- $63,863
- Net assets (EOY)
- $36,650,941
- Employer contributions
- $3,139,528
- Total income / additions
- $6,571,235
- Benefits paid
- $2,336,255
- Administrative expenses
- $239,098
- Total expenses
- $2,575,353
- Net increase / (decrease)
- $3,995,882
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Compusys Of Utah Inc. | CONTRACT ADMINISTRAT | $38,591 | not reported in the loaded dataset |
| Investment Performance Services | INVESTMENT MONITOR | $32,299 | not reported in the loaded dataset |
| Blackrock Institutional Trust Co | INVESTMENT MANAGEMENT | $28,592 | not reported in the loaded dataset |
| Wedge Capital Management | INVESTMENT MANAGEMENT | $23,008 | $0 |
| Quinn,Conner,Weaver,Davies & Rouco | ATTORNEY | $21,523 | not reported in the loaded dataset |
| Steven D Eisenberg Cpa, P.A. | AUDITOR | $12,854 | not reported in the loaded dataset |
| Us Bank | CUSTODIAL | $8,780 | $0 |
| Segall, Bryant , & Hamill | INVESTMENT MANAGEMENT | $8,445 | not reported in the loaded dataset |