Iron Workers Defined Contribution Pension Fund Plan — Form 5500 plan (Board Of Trustees, Iron Workers Local No. 25)
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 Defined Contribution Pension Fund Plan is a benefit plan reported by Board Of Trustees, Iron Workers Local No. 25 under EIN 27-2392474 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,736 participants and $195,550,237 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Iron Workers Local No. 25
- EIN
- 27-2392474
- Plan number
- 001
- Plan type
- 1
- Location
- Troy, MI
- Latest filing year
- 2023
- Participants
- 4,736
- End-of-year plan assets
- $195,550,237
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,736 | H, C | 20250218170347NAL0003120785001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $195,550,237
- Total liabilities (EOY)
- $463,878
- Net assets (EOY)
- $195,086,359
- Net assets (BOY)
- $155,939,178
Income & contributions
- Employer contributions
- $26,238,381
- Total contributions
- $26,238,381
- Total income / additions
- $46,879,256
Expenses & distributions
- Benefits paid
- $6,806,139
- Administrative expenses
- $925,936
- Total expenses
- $7,732,075
- Net increase / (decrease)
- $39,147,181
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins Co Of America | NONE KNOWN | $773,715 | $0 | 2023 |
| Benesys, Inc. | NONE KNOWN | $32,493 | not reported in the loaded dataset | 2023 |
| Plante & Moran, Pllc | NONE KNOWN | $23,050 | not reported in the loaded dataset | 2023 |
| Nepc, LLC | NONE KNOWN | $21,667 | not reported in the loaded dataset | 2023 |
| Littler Mendelson Pc | NONE KNOWN | $19,102 | not reported in the loaded dataset | 2023 |
| Hessian & Mckasy, P.A. | NONE KNOWN | $10,470 | not reported in the loaded dataset | 2023 |
| Comerica Bank | NONE KNOWN | $6,324 | not reported in the loaded dataset | 2023 |
| Taft Stettinius & Hollister Llp | NONE KNOWN | $5,295 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Iron Workers Local No. 25
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Troy, MI
- Empower Annuity Ins Co Of America — Schedule C compensation
- Benesys, Inc. — Schedule C compensation
- Plante & Moran, Pllc — Schedule C compensation
- Nepc, LLC — Schedule C compensation
- Littler Mendelson Pc — Schedule C compensation
- Hessian & Mckasy, P.A. — Schedule C compensation
- Comerica Bank — Schedule C compensation
- Taft Stettinius & Hollister Llp — Schedule C compensation