Iron Workers, Riggers & Machinery Movers Local 405 Annuity Fund — Form 5500 plan (Iron Workers, Riggers & Machinery Movers Local 405 Annuity 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, Riggers & Machinery Movers Local 405 Annuity Fund is a benefit plan reported by Iron Workers, Riggers & Machinery Movers Local 405 Annuity Fund under EIN 23-2041188 and plan number 001. The latest loaded filing year is 2023. The filing reports 549 participants and $27,657,818 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Iron Workers, Riggers & Machinery Movers Local 405 Annuity Fund
- EIN
- 23-2041188
- Plan number
- 001
- Plan type
- 1
- Location
- Philadelphia, PA
- Latest filing year
- 2023
- Participants
- 549
- End-of-year plan assets
- $27,657,818
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 549 | H, C | 20250401080120NAL0007721473001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,657,818
- Total liabilities (EOY)
- $9,125
- Net assets (EOY)
- $27,648,693
- Net assets (BOY)
- $27,356,910
Income & contributions
- Employer contributions
- $1,666,615
- Total contributions
- $1,666,615
- Total income / additions
- $3,661,105
Expenses & distributions
- Benefits paid
- $2,979,472
- Administrative expenses
- $281,741
- Total expenses
- $3,369,322
- Net increase / (decrease)
- $291,783
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Iornworkers Local Union 399 | LOCAL UNION | $86,269 | not reported in the loaded dataset | 2023 |
| Loretta Mitsos-Pavini | EMPLOYEE | $52,000 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies | NONE | $26,786 | not reported in the loaded dataset | 2023 |
| Fischer Dorwart, P.C. | NONE | $22,105 | not reported in the loaded dataset | 2023 |
| Aristotle | NONE | $14,328 | not reported in the loaded dataset | 2023 |
| Weaver Barksdale | NONE | $11,973 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Consulting Group | NONE | $11,158 | not reported in the loaded dataset | 2023 |
| Lazard Asset Management | NONE | $10,826 | not reported in the loaded dataset | 2023 |
| Cleary, Josem & Trigiani, Llp | NONE | $5,625 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Iron Workers, Riggers & Machinery Movers Local 405 Annuity Fund
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Philadelphia, PA
- Iornworkers Local Union 399 — Schedule C compensation
- Loretta Mitsos-Pavini — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- Fischer Dorwart, P.C. — Schedule C compensation
- Aristotle — Schedule C compensation
- Weaver Barksdale — Schedule C compensation
- Morgan Stanley Consulting Group — Schedule C compensation
- Lazard Asset Management — Schedule C compensation
- Cleary, Josem & Trigiani, Llp — Schedule C compensation