Iron Workers Local Union 60 Annuity Pension Plan — Form 5500 plan (Iron Workers Local Union 60 Annuity Pension Fund Board Of Trustees)
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 Local Union 60 Annuity Pension Plan is a benefit plan reported by Iron Workers Local Union 60 Annuity Pension Fund Board Of Trustees under EIN 16-1136534 and plan number 001. The latest loaded filing year is 2023. The filing reports 482 participants and $38,453,109 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Iron Workers Local Union 60 Annuity Pension Fund Board Of Trustees
- EIN
- 16-1136534
- Plan number
- 001
- Plan type
- 1
- Location
- Syracuse, NY
- Latest filing year
- 2023
- Participants
- 482
- End-of-year plan assets
- $38,453,109
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 482 | H, C | 20250414114317NAL0001702801001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $38,453,109
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $38,453,109
- Net assets (BOY)
- $34,279,884
Income & contributions
- Employer contributions
- $1,418,739
- Total contributions
- $1,479,126
- Total income / additions
- $6,331,191
Expenses & distributions
- Benefits paid
- $1,994,661
- Administrative expenses
- $146,016
- Total expenses
- $2,157,966
- Net increase / (decrease)
- $4,173,225
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock Retirement Plan Srvcs | RETAINED BY EMPLOYER | $40,155 | $0 | 2023 |
| Blitman & King | RETAINED BY EMPLOYER | $36,115 | not reported in the loaded dataset | 2023 |
| Iron Workers Local 60 | RETAINED BY EMPLOYER | $28,046 | not reported in the loaded dataset | 2023 |
| Upstate Advisors, Inc. | RETAINED BY EMPLOYER | $18,000 | not reported in the loaded dataset | 2023 |
| Dermody, Burke & Brown, Cpas LLC | RETAINED BY EMPLOYER | $11,500 | not reported in the loaded dataset | 2023 |
| Masterpole And Murphy Agency | RETAINED BY EMPLOYER | $10,807 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Iron Workers Local Union 60 Annuity Pension Fund Board Of Trustees
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Syracuse, NY
- John Hancock Retirement Plan Srvcs — Schedule C compensation
- Blitman & King — Schedule C compensation
- Iron Workers Local 60 — Schedule C compensation
- Upstate Advisors, Inc. — Schedule C compensation
- Dermody, Burke & Brown, Cpas LLC — Schedule C compensation
- Masterpole And Murphy Agency — Schedule C compensation