Bridge, Structural & Ornamental Ironworkers Local 207 Pension Fund — Form 5500 plan (Bridge, Structural & Ornamental Ironworkers Local 207 Pension Fund)
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, Bridge, Structural & Ornamental Ironworkers Local 207 Pension Fund is a benefit plan reported by Bridge, Structural & Ornamental Ironworkers Local 207 Pension Fund under EIN 34-6720162 and plan number 001. The latest loaded filing year is 2023. The filing reports 639 participants and $70,235,555 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bridge, Structural & Ornamental Ironworkers Local 207 Pension Fund
- EIN
- 34-6720162
- Plan number
- 001
- Plan type
- 1
- Location
- Boardman, OH
- Latest filing year
- 2023
- Participants
- 639
- End-of-year plan assets
- $70,235,555
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 639 | H, C | 20241010134507NAL0021076817002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $70,235,555
- Total liabilities (EOY)
- $109,213
- Net assets (EOY)
- $70,126,342
- Net assets (BOY)
- $59,809,971
Income & contributions
- Employer contributions
- $5,434,556
- Total contributions
- $5,434,556
- Total income / additions
- $14,272,431
Expenses & distributions
- Benefits paid
- $3,456,950
- Administrative expenses
- $499,110
- Total expenses
- $3,956,060
- Net increase / (decrease)
- $10,316,371
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Patricia Raffety | EMPLOYEE | $71,683 | not reported in the loaded dataset | 2023 |
| John Hancock Retirement Services | RECORDKEEPER | $53,791 | not reported in the loaded dataset | 2023 |
| Cuni, Rust & Strenk | ACTUARY | $35,150 | not reported in the loaded dataset | 2023 |
| American Realty Advisors | INVESTMENT MANAGER | $32,478 | not reported in the loaded dataset | 2023 |
| Yurchyk & Davis Cpa'S, Inc. | AUDITOR | $31,390 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies | SOFTWARE PROVIDER | $29,163 | not reported in the loaded dataset | 2023 |
| Fidelity Investments | INVESTMENT MANAGER | $26,718 | not reported in the loaded dataset | 2023 |
| Asb Real Estate Investments | INVESTMENT MANAGER | $24,158 | not reported in the loaded dataset | 2023 |
| Andco Consulting | INVESTMENT ADVISOR | $23,500 | not reported in the loaded dataset | 2023 |
| Pbgc Premium | NONE | $22,365 | not reported in the loaded dataset | 2023 |
| Northern Trust | INVESTMENT MANAGER | $18,715 | not reported in the loaded dataset | 2023 |
| Michelle Baechly | EMPLOYEE | $11,451 | not reported in the loaded dataset | 2023 |
| Ironworkers Local Union No. 207 | LANDLORD | $10,189 | not reported in the loaded dataset | 2023 |
| Macala & Piatt, LLC | ATTORNEY | $8,654 | not reported in the loaded dataset | 2023 |
| Huntington National Bank | BANK SERVICE CHARGES | $5,042 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bridge, Structural & Ornamental Ironworkers Local 207 Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Boardman, OH
- Patricia Raffety — Schedule C compensation
- John Hancock Retirement Services — Schedule C compensation
- Cuni, Rust & Strenk — Schedule C compensation
- American Realty Advisors — Schedule C compensation
- Yurchyk & Davis Cpa'S, Inc. — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- Fidelity Investments — Schedule C compensation
- Asb Real Estate Investments — Schedule C compensation
- Andco Consulting — Schedule C compensation
- Pbgc Premium — Schedule C compensation
- Northern Trust — Schedule C compensation
- Michelle Baechly — Schedule C compensation
- Ironworkers Local Union No. 207 — Schedule C compensation
- Macala & Piatt, LLC — Schedule C compensation
- Huntington National Bank — Schedule C compensation