Iron Workers Local 498 Defined Benefit Plan — Form 5500 plan (Trustees Of The Iron Workers Local 498 Defined Benefit 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, Iron Workers Local 498 Defined Benefit Plan is a benefit plan reported by Trustees Of The Iron Workers Local 498 Defined Benefit Plan under EIN 36-3119818 and plan number 003. The latest loaded filing year is 2023. The filing reports 509 participants and $30,384,605 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of The Iron Workers Local 498 Defined Benefit Plan
- EIN
- 36-3119818
- Plan number
- 003
- Plan type
- 1
- Location
- Oak Brook, IL
- Latest filing year
- 2023
- Participants
- 509
- End-of-year plan assets
- $30,384,605
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 509 | H, C | 20241001104408NAL0006621681002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $30,384,605
- Total liabilities (EOY)
- $122,292
- Net assets (EOY)
- $30,262,313
- Net assets (BOY)
- $27,676,467
Income & contributions
- Employer contributions
- $3,974,246
- Total contributions
- $3,974,246
- Total income / additions
- $7,156,597
Expenses & distributions
- Benefits paid
- $4,243,219
- Administrative expenses
- $327,532
- Total expenses
- $4,570,751
- Net increase / (decrease)
- $2,585,846
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Zenith American Solutions | NONE | $56,264 | not reported in the loaded dataset | 2023 |
| Benefit Management Group, Inc | NONE | $37,500 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group, Pllc | NONE | $28,232 | not reported in the loaded dataset | 2023 |
| American Realty Advisors | NONE | $27,913 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | NONE | $25,000 | not reported in the loaded dataset | 2023 |
| Marco, Mcguire & Arreola | NONE | $24,510 | not reported in the loaded dataset | 2023 |
| Ted Windsor & Associates | NONE | $24,250 | not reported in the loaded dataset | 2023 |
| Comerica Bank | NONE | $19,039 | $0 | 2023 |
| Legacy Professionals | NONE | $18,720 | not reported in the loaded dataset | 2023 |
| Northern Trust Company | NONE | $3,441 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of The Iron Workers Local 498 Defined Benefit Plan
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Oak Brook, IL
- Zenith American Solutions — Schedule C compensation
- Benefit Management Group, Inc — Schedule C compensation
- Calibre Cpa Group, Pllc — Schedule C compensation
- American Realty Advisors — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Marco, Mcguire & Arreola — Schedule C compensation
- Ted Windsor & Associates — Schedule C compensation
- Comerica Bank — Schedule C compensation
- Legacy Professionals — Schedule C compensation
- Northern Trust Company — Schedule C compensation