Iron Workers District Council Of So Oh & Vicinity Benefit Trust — Form 5500 plan (Iron Workers District Council Of Southern Ohio & Vicinity)
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 District Council Of So Oh & Vicinity Benefit Trust is a benefit plan reported by Iron Workers District Council Of Southern Ohio & Vicinity under EIN 31-0557391 and plan number 501. The latest loaded filing year is 2023. The filing reports 4,964 participants and $54,872,326 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Iron Workers District Council Of Southern Ohio & Vicinity
- EIN
- 31-0557391
- Plan number
- 501
- Plan type
- 1
- Location
- Vandalia, OH
- Latest filing year
- 2023
- Participants
- 4,964
- End-of-year plan assets
- $54,872,326
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,964 | H, C | 20241114062432NAL0011104131001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $54,872,326
- Total liabilities (EOY)
- $8,297,043
- Net assets (EOY)
- $46,575,283
- Net assets (BOY)
- $38,556,516
Income & contributions
- Employer contributions
- $57,737,482
- Participant contributions
- $8,539,320
- Total contributions
- $66,276,802
- Total income / additions
- $68,904,899
Expenses & distributions
- Benefits paid
- $57,192,118
- Administrative expenses
- $3,694,014
- Total expenses
- $60,886,132
- Net increase / (decrease)
- $8,018,767
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Community Insurance Company | NONE | $1,296,065 | not reported in the loaded dataset | 2023 |
| Prudent Rx | NONE | $197,905 | not reported in the loaded dataset | 2023 |
| Penny Brown | EMPLOYEE | $170,127 | not reported in the loaded dataset | 2023 |
| Faulkner, Hoffman & Phillips, Llp | NONE | $147,468 | not reported in the loaded dataset | 2023 |
| Aetna | NONE | $132,465 | not reported in the loaded dataset | 2023 |
| Peggy Gotthardt | EMPLOYEE | $107,197 | not reported in the loaded dataset | 2023 |
| Delta Dental | NONE | $96,280 | not reported in the loaded dataset | 2023 |
| Nathan Daniels | EMPLOYEE | $87,677 | not reported in the loaded dataset | 2023 |
| Idwc Of So Pension Trust | NONE | $79,054 | not reported in the loaded dataset | 2023 |
| Taylor Communications, Inc. | NONE | $73,621 | not reported in the loaded dataset | 2023 |
| Prostaff Graphics | NONE | $73,149 | not reported in the loaded dataset | 2023 |
| Tim Sedlack | EMPLOYEE | $72,346 | not reported in the loaded dataset | 2023 |
| Clark, Schaefer, Hackett & Co. | NONE | $67,137 | not reported in the loaded dataset | 2023 |
| Cindy Millhouse | EMPLOYEE | $61,134 | not reported in the loaded dataset | 2023 |
| Cvs/Caremark | NONE | $59,673 | not reported in the loaded dataset | 2023 |
| Pamela Calvert | EMPLOYEE | $59,070 | not reported in the loaded dataset | 2023 |
| Megan Woods | EMPLOYEE | $56,742 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies, LLC | NONE | $55,194 | not reported in the loaded dataset | 2023 |
| Brigid Duncan | EMPLOYEE | $50,091 | not reported in the loaded dataset | 2023 |
| Midwest Painting | NONE | $39,850 | not reported in the loaded dataset | 2023 |
| Browse Mcdowell, Lpa | NONE | $34,558 | not reported in the loaded dataset | 2023 |
| Ruthan Blackmore | EMPLOYEE | $29,541 | not reported in the loaded dataset | 2023 |
| Pitney Bowes Global Financial | NONE | $28,166 | not reported in the loaded dataset | 2023 |
| Waste Management Of Ohio, Inc. | NONE | $24,349 | not reported in the loaded dataset | 2023 |
| Olivia Overmeyer | EMPLOYEE | $13,494 | not reported in the loaded dataset | 2023 |
| Aes Ohio/Dp&L Inc. | NONE | $13,396 | not reported in the loaded dataset | 2023 |
| Datamation Imaging Services | NONE | $12,577 | not reported in the loaded dataset | 2023 |
| Overmyer Hall Associates | NONE | $12,234 | not reported in the loaded dataset | 2023 |
| Carrier Corporation | NONE | $10,298 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | NONE | $10,000 | not reported in the loaded dataset | 2023 |
| Verizon Wireless | NONE | $7,996 | not reported in the loaded dataset | 2023 |
| Johnson Controls Security Solutions | NONE | $7,412 | not reported in the loaded dataset | 2023 |
| Friends Office | NONE | $7,276 | not reported in the loaded dataset | 2023 |
| Adp | NONE | $6,613 | not reported in the loaded dataset | 2023 |
| Docusign Inc. | NONE | $6,127 | not reported in the loaded dataset | 2023 |
| Nextivia | NONE | $6,071 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Iron Workers District Council Of Southern Ohio & Vicinity
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Vandalia, OH
- Community Insurance Company — Schedule C compensation
- Prudent Rx — Schedule C compensation
- Penny Brown — Schedule C compensation
- Faulkner, Hoffman & Phillips, Llp — Schedule C compensation
- Aetna — Schedule C compensation
- Peggy Gotthardt — Schedule C compensation
- Delta Dental — Schedule C compensation
- Nathan Daniels — Schedule C compensation
- Idwc Of So Pension Trust — Schedule C compensation
- Taylor Communications, Inc. — Schedule C compensation
- Prostaff Graphics — Schedule C compensation
- Tim Sedlack — Schedule C compensation
- Clark, Schaefer, Hackett & Co. — Schedule C compensation
- Cindy Millhouse — Schedule C compensation
- Cvs/Caremark — Schedule C compensation
- Pamela Calvert — Schedule C compensation
- Megan Woods — Schedule C compensation
- Bridgeway Benefit Technologies, LLC — Schedule C compensation
- Brigid Duncan — Schedule C compensation
- Midwest Painting — Schedule C compensation
- Browse Mcdowell, Lpa — Schedule C compensation
- Ruthan Blackmore — Schedule C compensation
- Pitney Bowes Global Financial — Schedule C compensation
- Waste Management Of Ohio, Inc. — Schedule C compensation
- Olivia Overmeyer — Schedule C compensation
- Aes Ohio/Dp&L Inc. — Schedule C compensation
- Datamation Imaging Services — Schedule C compensation
- Overmyer Hall Associates — Schedule C compensation
- Carrier Corporation — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Verizon Wireless — Schedule C compensation
- Johnson Controls Security Solutions — Schedule C compensation
- Friends Office — Schedule C compensation
- Adp — Schedule C compensation
- Docusign Inc. — Schedule C compensation
- Nextivia — Schedule C compensation