Iron Workers L. No.12 Pension Fund — Form 5500 plan (Iron Workers Local No. 12 Pension Fund)
Plain-English plan 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, Iron Workers L. No.12 Pension Fund is a benefit plan reported by Iron Workers Local No. 12 Pension Fund under EIN 14-1512731 and plan number 001. The latest loaded filing year is 2023. The filing reports 656 participants and $30,844,020 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Iron Workers Local No. 12 Pension Fund
- EIN
- 14-1512731
- Plan number
- 001
- Plan type
- 1
- Location
- Wallingford, CT
- Latest filing year
- 2023
- Participants
- 656
- End-of-year plan assets
- $30,844,020
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 656 | H, C | 20250412144441NAL0013521267002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $30,844,020
- Total liabilities (EOY)
- $86,605
- Net assets (EOY)
- $30,757,415
- Net assets (BOY)
- $30,712,964
Income & contributions
- Employer contributions
- $3,843,689
- Total contributions
- $3,843,689
- Total income / additions
- $6,001,123
Expenses & distributions
- Benefits paid
- $5,420,978
- Administrative expenses
- $535,694
- Total expenses
- $5,956,672
- Net increase / (decrease)
- $44,451
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Blitman & King Llp | THIRD PARTY | $87,646 | not reported in the loaded dataset | 2023 |
| Zenith American Solutions | NONE | $85,000 | not reported in the loaded dataset | 2023 |
| United Actuarial Services, Inc | THIRD PARTY | $80,109 | not reported in the loaded dataset | 2023 |
| Segal Advisors, Inc | THIRD PARTY | $36,213 | not reported in the loaded dataset | 2023 |
| Mccullough, Bernice | EMPLOYEE | $34,167 | not reported in the loaded dataset | 2023 |
| Prudential Insurance Co. | THIRD PARTY | $25,532 | $0 | 2023 |
| Wellington Trust Company, Na | NONE | $19,471 | $0 | 2023 |
| Aberdeen Emerging Markets | THIRD PARTY | $16,505 | not reported in the loaded dataset | 2023 |
| Manning & Napier Advisors, LLC | THIRD PARTY | $15,993 | $0 | 2023 |
| Principal | THIRD PARTY | $14,508 | not reported in the loaded dataset | 2023 |
| Loomis Sayles | THIRD PARTY | $13,603 | $0 | 2023 |
| D'Arcangelo & Co. | THIRD PARTY | $13,100 | not reported in the loaded dataset | 2023 |
| Arcara Zucarelli Lenda & Associates | THIRD PARTY | $12,102 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Iron Workers Local No. 12 Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Wallingford, CT
- Blitman & King Llp — Schedule C compensation
- Zenith American Solutions — Schedule C compensation
- United Actuarial Services, Inc — Schedule C compensation
- Segal Advisors, Inc — Schedule C compensation
- Mccullough, Bernice — Schedule C compensation
- Prudential Insurance Co. — Schedule C compensation
- Wellington Trust Company, Na — Schedule C compensation
- Aberdeen Emerging Markets — Schedule C compensation
- Manning & Napier Advisors, LLC — Schedule C compensation
- Principal — Schedule C compensation
- Loomis Sayles — Schedule C compensation
- D'Arcangelo & Co. — Schedule C compensation
- Arcara Zucarelli Lenda & Associates — Schedule C compensation