Iron Workers District Council Of So Oh & Vicinity Annuity 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 Annuity Trust is a benefit plan reported by Iron Workers District Council Of Southern Ohio & Vicinity under EIN 31-6108920 and plan number 001. The latest loaded filing year is 2023. The filing reports 7,673 participants and $476,163,733 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
- 31-6108920
- Plan number
- 001
- Plan type
- 1
- Location
- Vandalia, OH
- Latest filing year
- 2023
- Participants
- 7,673
- End-of-year plan assets
- $476,163,733
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7,673 | H, C | 20241114062530NAL0011104387001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $476,163,733
- Total liabilities (EOY)
- $456,788
- Net assets (EOY)
- $475,706,945
- Net assets (BOY)
- $440,911,679
Income & contributions
- Employer contributions
- $33,766,759
- Total contributions
- $33,978,499
- Total income / additions
- $63,143,727
Expenses & distributions
- Benefits paid
- $27,152,330
- Administrative expenses
- $1,196,131
- Total expenses
- $28,348,461
- Net increase / (decrease)
- $34,795,266
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Iwdc Of So Oh Benefit Trust | RELATED FUND | $525,623 | $0 | 2023 |
| Prudential Insurance Co. Of America | NONE | $345,825 | not reported in the loaded dataset | 2023 |
| Overmyer Hall Associates | NONE | $85,613 | not reported in the loaded dataset | 2023 |
| Faulkner, Hoffman & Phillips, Llp | NONE | $59,279 | not reported in the loaded dataset | 2023 |
| Clark, Schaefer, Hackett & Co. | NONE | $58,828 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | NONE | $53,937 | not reported in the loaded dataset | 2023 |
| Pro Staff Graphics | NONE | $47,504 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies | NONE | $30,247 | not reported in the loaded dataset | 2023 |
| Iwdc Of So Oh Pension Trust | RELATED FUND | $20,328 | not reported in the loaded dataset | 2023 |
| Prudential Retirement Insurance | NONE | $20,120 | not reported in the loaded dataset | 2023 |
| Datamation Imaging Services | NONE | $12,577 | 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 So Oh Benefit Trust — Schedule C compensation
- Prudential Insurance Co. Of America — Schedule C compensation
- Overmyer Hall Associates — Schedule C compensation
- Faulkner, Hoffman & Phillips, Llp — Schedule C compensation
- Clark, Schaefer, Hackett & Co. — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Pro Staff Graphics — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- Iwdc Of So Oh Pension Trust — Schedule C compensation
- Prudential Retirement Insurance — Schedule C compensation
- Datamation Imaging Services — Schedule C compensation