Iron Workers District Council Of So Oh & Vicinity Pension 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 Pension Trust is a benefit plan reported by Iron Workers District Council Of Southern Ohio & Vicinity under EIN 31-6038516 and plan number 001. The latest loaded filing year is 2023. The filing reports 8,113 participants and $1,013,070,097 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
- 31-6038516
- Plan number
- 001
- Plan type
- 1
- Location
- Vandalia, OH
- Latest filing year
- 2023
- Participants
- 8,113
- End-of-year plan assets
- $1,013,070,097
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 8,113 | H, C | 20241113120435NAL0017241105001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,013,070,097
- Total liabilities (EOY)
- $1,618,969
- Net assets (EOY)
- $1,011,451,128
- Net assets (BOY)
- $950,276,819
Income & contributions
- Employer contributions
- $60,899,335
- Total contributions
- $60,899,335
- Total income / additions
- $153,569,669
Expenses & distributions
- Benefits paid
- $90,030,860
- Administrative expenses
- $2,364,500
- Total expenses
- $92,395,360
- Net increase / (decrease)
- $61,174,309
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Iwdc Of Sw Oh Benefit Trust | RELATED FUND | $536,204 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | NONE | $253,750 | not reported in the loaded dataset | 2023 |
| Fidelity Investment Asset Mgmt | NONE | $239,693 | not reported in the loaded dataset | 2023 |
| Segal Company Midwest | NONE | $201,088 | not reported in the loaded dataset | 2023 |
| Overmyer Hall Associates | NONE | $194,802 | not reported in the loaded dataset | 2023 |
| Amalgatrust | NONE | $128,780 | not reported in the loaded dataset | 2023 |
| Tributary Capital | NONE | $127,545 | not reported in the loaded dataset | 2023 |
| Clark, Schaefer, Hackett & Co. | NONE | $74,787 | not reported in the loaded dataset | 2023 |
| Innovative Software Solutions, Inc. | NONE | $71,944 | not reported in the loaded dataset | 2023 |
| Northern Trust Collective Invst Tr | NONE | $56,084 | not reported in the loaded dataset | 2023 |
| Faulkner, Hoffman & Phillips, Llp | NONE | $48,106 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies | NONE | $46,708 | not reported in the loaded dataset | 2023 |
| Life Status 360, LLC | NONE | $24,501 | not reported in the loaded dataset | 2023 |
| U.S. Bank | NONE | $24,393 | not reported in the loaded dataset | 2023 |
| Prostaff Graphics | NONE | $23,095 | not reported in the loaded dataset | 2023 |
| Cincinnati Insurance | NONE | $15,677 | not reported in the loaded dataset | 2023 |
| Datamation Imaging Services | NONE | $12,577 | not reported in the loaded dataset | 2023 |
| State Street - Russell 2000 | NONE | $12,331 | 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
- Iwdc Of Sw Oh Benefit Trust — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Fidelity Investment Asset Mgmt — Schedule C compensation
- Segal Company Midwest — Schedule C compensation
- Overmyer Hall Associates — Schedule C compensation
- Amalgatrust — Schedule C compensation
- Tributary Capital — Schedule C compensation
- Clark, Schaefer, Hackett & Co. — Schedule C compensation
- Innovative Software Solutions, Inc. — Schedule C compensation
- Northern Trust Collective Invst Tr — Schedule C compensation
- Faulkner, Hoffman & Phillips, Llp — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- Life Status 360, LLC — Schedule C compensation
- U.S. Bank — Schedule C compensation
- Prostaff Graphics — Schedule C compensation
- Cincinnati Insurance — Schedule C compensation
- Datamation Imaging Services — Schedule C compensation
- State Street - Russell 2000 — Schedule C compensation