Ironworkers 340 Retirement Plan — Form 5500 plan (Ironworkers 340 Retirement 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, Ironworkers 340 Retirement Plan is a benefit plan reported by Ironworkers 340 Retirement Plan under EIN 38-6233975 and plan number 001. The latest loaded filing year is 2023. The filing reports 865 participants and $32,426,302 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ironworkers 340 Retirement Plan
- EIN
- 38-6233975
- Plan number
- 001
- Plan type
- 1
- Location
- Oak Brook, IL
- Latest filing year
- 2023
- Participants
- 865
- End-of-year plan assets
- $32,426,302
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 865 | H, C | 20241014155855NAL0013583747003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $32,426,302
- Total liabilities (EOY)
- $322,320
- Net assets (EOY)
- $32,103,982
- Net assets (BOY)
- $30,750,939
Income & contributions
- Employer contributions
- $5,715,642
- Total contributions
- $5,715,642
- Total income / additions
- $9,062,045
Expenses & distributions
- Benefits paid
- $7,406,086
- Administrative expenses
- $302,916
- Total expenses
- $7,709,002
- Net increase / (decrease)
- $1,353,043
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benefits Management Group, Inc. | NONE | $61,074 | not reported in the loaded dataset | 2023 |
| Cap Trust | NONE | $50,000 | not reported in the loaded dataset | 2023 |
| Cuni, Rust & Strenk | NONE | $43,375 | not reported in the loaded dataset | 2023 |
| Macala & Piatt L.L.C. | NONE | $34,274 | not reported in the loaded dataset | 2023 |
| Comerica Bank | PARTY IN INTEREST | $32,994 | not reported in the loaded dataset | 2023 |
| Wrubel, Wesley And Company Cpas | NONE | $17,900 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ironworkers 340 Retirement Plan
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Oak Brook, IL
- Benefits Management Group, Inc. — Schedule C compensation
- Cap Trust — Schedule C compensation
- Cuni, Rust & Strenk — Schedule C compensation
- Macala & Piatt L.L.C. — Schedule C compensation
- Comerica Bank — Schedule C compensation
- Wrubel, Wesley And Company Cpas — Schedule C compensation