Ironworkers Local 207 Voluntary Employee Benefit Association — Form 5500 plan (Ironworkers Local 207 Voluntary Employee Benefit Association)
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, Ironworkers Local 207 Voluntary Employee Benefit Association is a benefit plan reported by Ironworkers Local 207 Voluntary Employee Benefit Association under EIN 34-1939180 and plan number 501. The latest loaded filing year is 2023. The filing reports 698 participants and $6,226,570 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ironworkers Local 207 Voluntary Employee Benefit Association
- EIN
- 34-1939180
- Plan number
- 501
- Plan type
- 1
- Location
- Canfield, OH
- Latest filing year
- 2023
- Participants
- 698
- End-of-year plan assets
- $6,226,570
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 698 | H, C | 20250405060008NAL0021895120001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,226,570
- Net assets (EOY)
- $6,226,570
- Net assets (BOY)
- $5,288,051
Income & contributions
- Employer contributions
- $1,352,384
- Total contributions
- $1,352,384
- Total income / additions
- $1,789,765
Expenses & distributions
- Benefits paid
- $751,457
- Administrative expenses
- $99,789
- Total expenses
- $851,246
- Net increase / (decrease)
- $938,519
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benesys, Inc. | THIRD PARTY ADMINISTRATOR | $29,522 | not reported in the loaded dataset | 2023 |
| Ancora Advisors | INVESTMENT ADVISOR | $14,000 | not reported in the loaded dataset | 2023 |
| Faulkner, Hoffman & Phillips | ATTORNEY | $13,129 | not reported in the loaded dataset | 2023 |
| Pnc Institutional Asset Management | INVESTMENT CUSTODIAN | $12,225 | not reported in the loaded dataset | 2023 |
| Yurchyk & Davis Cpa'S, Inc. | AUDITOR | $6,100 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ironworkers Local 207 Voluntary Employee Benefit Association
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Canfield, OH
- Benesys, Inc. — Schedule C compensation
- Ancora Advisors — Schedule C compensation
- Faulkner, Hoffman & Phillips — Schedule C compensation
- Pnc Institutional Asset Management — Schedule C compensation
- Yurchyk & Davis Cpa'S, Inc. — Schedule C compensation