2023 Form 5500 filing — Iron Workers St. Louis District Council Annuity 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 20260325150350NAL0005444355002) for Iron Workers St. Louis District Council Annuity Trust Fund, reported by Board Of Trustees Of Iron Workers St. Louis District Council Annuity under EIN 43-1267550 and plan number 004. It reports 5,069 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20260325150350NAL0005444355002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Iron Workers St. Louis District Council Annuity
- EIN
- 43-1267550
- Plan number
- 004
- Location
- Maryland Heights, MO
- Participants
- 5,069
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $363,398,354
- Total liabilities (EOY)
- $1,044,474
- Net assets (EOY)
- $362,353,880
- Employer contributions
- $28,729,702
- Total income / additions
- $88,285,954
- Benefits paid
- $25,630,215
- Administrative expenses
- $1,369,123
- Total expenses
- $26,999,338
- Net increase / (decrease)
- $61,286,616
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $321,090 | not reported in the loaded dataset |
| Benesys, Inc | NONE | $274,720 | not reported in the loaded dataset |
| Johnson & Krol, LLC | NONE | $180,173 | not reported in the loaded dataset |
| Commerce Bank | NONE | $122,753 | $2,686 |
| Anders Cpas + Advisors | NONE | $114,372 | not reported in the loaded dataset |
| Segall Bryant & Hamill, LLC | NONE | $58,383 | not reported in the loaded dataset |
| Marquette Associates, Inc. | NONE | $46,383 | not reported in the loaded dataset |
| National Investment Services | NONE | $42,822 | not reported in the loaded dataset |
| Atlanta Sosnoff Capital, LLC | NONE | $42,594 | not reported in the loaded dataset |
| Aloha Print & Copy | NONE | $8,387 | not reported in the loaded dataset |