Iron Workers Local 395 Trust Fund — Form 5500 plan (Board Of Trustees Of Iron Workers Local 395 Trust 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, Iron Workers Local 395 Trust Fund is a benefit plan reported by Board Of Trustees Of Iron Workers Local 395 Trust Fund under EIN 35-6327302 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,189 participants and $61,785,446 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Iron Workers Local 395 Trust Fund
- EIN
- 35-6327302
- Plan number
- 501
- Plan type
- 1
- Location
- Oak Brook, IL
- Latest filing year
- 2023
- Participants
- 1,189
- End-of-year plan assets
- $61,785,446
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,189 | H, C | 20241014143632NAL0015117875001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $61,785,446
- Total liabilities (EOY)
- $2,748,072
- Net assets (EOY)
- $59,037,374
- Net assets (BOY)
- $55,793,836
Income & contributions
- Employer contributions
- $15,915,091
- Participant contributions
- $2,214,732
- Total contributions
- $18,129,823
- Total income / additions
- $24,140,676
Expenses & distributions
- Benefits paid
- $20,215,370
- Administrative expenses
- $681,768
- Total expenses
- $20,897,138
- Net increase / (decrease)
- $3,243,538
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Zenith American Solutions Inc. | NONE | $497,543 | $61,535 | 2023 |
| Anthem Insurance Companies Inc | NONE | $400,157 | $0 | 2023 |
| Express Scripts, Inc. | NONE | $285,739 | not reported in the loaded dataset | 2023 |
| Marathon Health | NONE | $241,083 | not reported in the loaded dataset | 2023 |
| Union Eyes LLC | NONE | $116,459 | not reported in the loaded dataset | 2023 |
| Foster And Foster Inc | NONE | $71,294 | not reported in the loaded dataset | 2023 |
| Legacy Professionals Llp | NONE | $36,425 | not reported in the loaded dataset | 2023 |
| Sav-Rx Prescription Services | NONE | $33,656 | not reported in the loaded dataset | 2023 |
| Asher, Gittler & D'Alba, Ltd | NONE | $29,187 | not reported in the loaded dataset | 2023 |
| Capfinancial Partners, LLC | NONE | $25,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Iron Workers Local 395 Trust Fund
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Oak Brook, IL
- Zenith American Solutions Inc. — Schedule C compensation
- Anthem Insurance Companies Inc — Schedule C compensation
- Express Scripts, Inc. — Schedule C compensation
- Marathon Health — Schedule C compensation
- Union Eyes LLC — Schedule C compensation
- Foster And Foster Inc — Schedule C compensation
- Legacy Professionals Llp — Schedule C compensation
- Sav-Rx Prescription Services — Schedule C compensation
- Asher, Gittler & D'Alba, Ltd — Schedule C compensation
- Capfinancial Partners, LLC — Schedule C compensation