Iowa Carpenters Heavy Highway/Teamsters Jt. Council #45 Pension Plan — Form 5500 plan (Iowa Carpenters Heavy Highway/Teamsters Jt. Council #45 Pension Plan)
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, Iowa Carpenters Heavy Highway/Teamsters Jt. Council #45 Pension Plan is a benefit plan reported by Iowa Carpenters Heavy Highway/Teamsters Jt. Council #45 Pension Plan under EIN 36-2967835 and plan number 001. The latest loaded filing year is 2023. The filing reports 307 participants and $22,170,569 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Iowa Carpenters Heavy Highway/Teamsters Jt. Council #45 Pension Plan
- EIN
- 36-2967835
- Plan number
- 001
- Plan type
- 1
- Location
- Des Moines, IA
- Latest filing year
- 2023
- Participants
- 307
- End-of-year plan assets
- $22,170,569
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 307 | H, C | 20241008182232NAL0029458992001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,170,569
- Total liabilities (EOY)
- $6,492
- Net assets (EOY)
- $22,164,077
- Net assets (BOY)
- $19,930,873
Income & contributions
- Employer contributions
- $726,880
- Total contributions
- $726,880
- Total income / additions
- $3,755,572
Expenses & distributions
- Benefits paid
- $1,336,688
- Administrative expenses
- $185,680
- Total expenses
- $1,522,368
- Net increase / (decrease)
- $2,233,204
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benefits Management Group, Inc | NONE | $36,000 | not reported in the loaded dataset | 2023 |
| Dimeo Schneider | NONE | $28,200 | not reported in the loaded dataset | 2023 |
| Milliman | NONE | $27,178 | not reported in the loaded dataset | 2023 |
| Uhy, Llp | NONE | $25,000 | not reported in the loaded dataset | 2023 |
| James V Gallery And Associates | NONE | $9,600 | not reported in the loaded dataset | 2023 |
| Douglas Reed | NONE | $9,600 | not reported in the loaded dataset | 2023 |
| Cedar Rapids Bank & Trust | NONE | $9,543 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Iowa Carpenters Heavy Highway/Teamsters Jt. Council #45 Pension Plan
- 2023 Form 5500 filing
- Form 5500 filings in IA
- 401(k) and benefit plan filings in Des Moines, IA
- Benefits Management Group, Inc — Schedule C compensation
- Dimeo Schneider — Schedule C compensation
- Milliman — Schedule C compensation
- Uhy, Llp — Schedule C compensation
- James V Gallery And Associates — Schedule C compensation
- Douglas Reed — Schedule C compensation
- Cedar Rapids Bank & Trust — Schedule C compensation