Iron Workers St. Louis District Council Annuity Trust Fund — Form 5500 plan (Board Of Trustees Of Iron Workers St. Louis District Council Annuity)
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 St. Louis District Council Annuity Trust Fund is a benefit plan reported by Board Of Trustees Of Iron Workers St. Louis District Council Annuity under EIN 43-1267550 and plan number 004. The latest loaded filing year is 2023. The filing reports 5,069 participants and $363,398,354 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Iron Workers St. Louis District Council Annuity
- EIN
- 43-1267550
- Plan number
- 004
- Plan type
- 1
- Location
- Maryland Heights, MO
- Latest filing year
- 2023
- Participants
- 5,069
- End-of-year plan assets
- $363,398,354
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,069 | H, C | 20260325150350NAL0005444355002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $363,398,354
- Total liabilities (EOY)
- $1,044,474
- Net assets (EOY)
- $362,353,880
- Net assets (BOY)
- $301,067,264
Income & contributions
- Employer contributions
- $28,729,702
- Total contributions
- $28,729,702
- Total income / additions
- $88,285,954
Expenses & distributions
- Benefits paid
- $25,630,215
- Administrative expenses
- $1,369,123
- Total expenses
- $26,999,338
- Net increase / (decrease)
- $61,286,616
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $321,090 | not reported in the loaded dataset | 2023 |
| Benesys, Inc | NONE | $274,720 | not reported in the loaded dataset | 2023 |
| Johnson & Krol, LLC | NONE | $180,173 | not reported in the loaded dataset | 2023 |
| Commerce Bank | NONE | $122,753 | $2,686 | 2023 |
| Anders Cpas + Advisors | NONE | $114,372 | not reported in the loaded dataset | 2023 |
| Segall Bryant & Hamill, LLC | NONE | $58,383 | not reported in the loaded dataset | 2023 |
| Marquette Associates, Inc. | NONE | $46,383 | not reported in the loaded dataset | 2023 |
| National Investment Services | NONE | $42,822 | not reported in the loaded dataset | 2023 |
| Atlanta Sosnoff Capital, LLC | NONE | $42,594 | not reported in the loaded dataset | 2023 |
| Aloha Print & Copy | NONE | $8,387 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Iron Workers St. Louis District Council Annuity
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Maryland Heights, MO
- Empower Annuity Insurance Company — Schedule C compensation
- Benesys, Inc — Schedule C compensation
- Johnson & Krol, LLC — Schedule C compensation
- Commerce Bank — Schedule C compensation
- Anders Cpas + Advisors — Schedule C compensation
- Segall Bryant & Hamill, LLC — Schedule C compensation
- Marquette Associates, Inc. — Schedule C compensation
- National Investment Services — Schedule C compensation
- Atlanta Sosnoff Capital, LLC — Schedule C compensation
- Aloha Print & Copy — Schedule C compensation