Colorado Iron Workers Defined Contribution Fund — Form 5500 plan (Trustees - Colorado Iron Workers Defined Contribution 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, Colorado Iron Workers Defined Contribution Fund is a benefit plan reported by Trustees - Colorado Iron Workers Defined Contribution Fund under EIN 26-2458073 and plan number 001. The latest loaded filing year is 2023. The filing reports 567 participants and $17,422,243 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees - Colorado Iron Workers Defined Contribution Fund
- EIN
- 26-2458073
- Plan number
- 001
- Plan type
- 1
- Location
- Arvada, CO
- Latest filing year
- 2023
- Participants
- 567
- End-of-year plan assets
- $17,422,243
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 567 | H, C | 20250613135505NAL0050392786001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,422,243
- Total liabilities (EOY)
- $12,490
- Net assets (EOY)
- $17,409,753
- Net assets (BOY)
- $14,876,780
Income & contributions
- Employer contributions
- $1,402,728
- Total contributions
- $1,402,728
- Total income / additions
- $3,138,134
Expenses & distributions
- Benefits paid
- $467,020
- Administrative expenses
- $138,141
- Total expenses
- $605,161
- Net increase / (decrease)
- $2,532,973
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Zenith American Solutions | NONE | $62,304 | not reported in the loaded dataset | 2023 |
| Needles & Associates, LLC | NONE | $22,316 | not reported in the loaded dataset | 2023 |
| Us Bank | NONE | $15,650 | $2,231 | 2023 |
| Segal Marco Advisors | NONE | $15,000 | not reported in the loaded dataset | 2023 |
| Spencer Fane LLC | NONE | $6,549 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees - Colorado Iron Workers Defined Contribution Fund
- 2023 Form 5500 filing
- Form 5500 filings in CO
- 401(k) and benefit plan filings in Arvada, CO
- Zenith American Solutions — Schedule C compensation
- Needles & Associates, LLC — Schedule C compensation
- Us Bank — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Spencer Fane LLC — Schedule C compensation