Mo-Kan Iron Workers Welfare Fund — Form 5500 plan (Mo-Kan Iron Workers Welfare 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, Mo-Kan Iron Workers Welfare Fund is a benefit plan reported by Mo-Kan Iron Workers Welfare Fund under EIN 43-6051454 and plan number 501. The latest loaded filing year is 2023. The filing reports 919 participants and $33,709,634 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mo-Kan Iron Workers Welfare Fund
- EIN
- 43-6051454
- Plan number
- 501
- Plan type
- 1
- Location
- Kansas City, MO
- Latest filing year
- 2023
- Participants
- 919
- End-of-year plan assets
- $33,709,634
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 919 | H, C | 20241105093954NAL0007670417002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $33,709,634
- Total liabilities (EOY)
- $2,666,627
- Net assets (EOY)
- $31,043,007
- Net assets (BOY)
- $26,913,028
Income & contributions
- Employer contributions
- $18,336,952
- Participant contributions
- $1,117,099
- Total contributions
- $19,454,051
- Total income / additions
- $22,090,453
Expenses & distributions
- Benefits paid
- $16,697,334
- Administrative expenses
- $1,263,140
- Total expenses
- $17,960,474
- Net increase / (decrease)
- $4,129,979
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wilson Mcshane Corporation | NONE | $301,349 | not reported in the loaded dataset | 2023 |
| Cigna | NONE | $264,384 | $0 | 2023 |
| The Segal Company | NONE | $226,530 | not reported in the loaded dataset | 2023 |
| Arnold, Newbold, Sollars & Hollins | NONE | $91,286 | not reported in the loaded dataset | 2023 |
| Ziegler Capital Management, LLC | NONE | $85,804 | not reported in the loaded dataset | 2023 |
| Construction Benefits Audit Corp | NONE | $37,232 | not reported in the loaded dataset | 2023 |
| Anders Minkler Huber Helm Llp | NONE | $30,630 | not reported in the loaded dataset | 2023 |
| Bmo Harris Bank N.A. | NONE | $27,896 | $0 | 2023 |
| Blue Cross Blue Shield | NONE | $18,538 | not reported in the loaded dataset | 2023 |
| Truhearing | NONE | $14,477 | not reported in the loaded dataset | 2023 |
| Fiducient Advisors | NONE | $6,117 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mo-Kan Iron Workers Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Kansas City, MO
- Wilson Mcshane Corporation — Schedule C compensation
- Cigna — Schedule C compensation
- The Segal Company — Schedule C compensation
- Arnold, Newbold, Sollars & Hollins — Schedule C compensation
- Ziegler Capital Management, LLC — Schedule C compensation
- Construction Benefits Audit Corp — Schedule C compensation
- Anders Minkler Huber Helm Llp — Schedule C compensation
- Bmo Harris Bank N.A. — Schedule C compensation
- Blue Cross Blue Shield — Schedule C compensation
- Truhearing — Schedule C compensation
- Fiducient Advisors — Schedule C compensation