Iron Workers Local 17 Pension Fund — Form 5500 plan (Iron Workers Local 17 Pension 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, Iron Workers Local 17 Pension Fund is a benefit plan reported by Iron Workers Local 17 Pension Fund under EIN 51-0161467 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,931 participants and $157,966,855 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Iron Workers Local 17 Pension Fund
- EIN
- 51-0161467
- Plan number
- 001
- Plan type
- 1
- Location
- Troy, MI
- Latest filing year
- 2023
- Participants
- 1,931
- End-of-year plan assets
- $157,966,855
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,931 | H, C | 20250318083145NAL0005307456001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $157,966,855
- Total liabilities (EOY)
- $219,958
- Net assets (EOY)
- $157,746,897
- Net assets (BOY)
- $153,129,349
Income & contributions
- Employer contributions
- $12,948,857
- Total contributions
- $12,948,857
- Total income / additions
- $24,326,458
Expenses & distributions
- Benefits paid
- $19,013,858
- Administrative expenses
- $695,052
- Total expenses
- $19,708,910
- Net increase / (decrease)
- $4,617,548
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Solxsys Administrative Solutions | NONE | $136,800 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $105,046 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | NONE | $103,871 | not reported in the loaded dataset | 2023 |
| Asb Capital Management | NONE | $67,681 | not reported in the loaded dataset | 2023 |
| Iron Workers Local 17 Benefits Fund | RELATED FUND | $40,426 | not reported in the loaded dataset | 2023 |
| Loomis Sayles | NONE | $32,064 | not reported in the loaded dataset | 2023 |
| Mellon Capital Management Corp | NONE | $21,059 | not reported in the loaded dataset | 2023 |
| Pofok Crampton LLC | NONE | $20,385 | not reported in the loaded dataset | 2023 |
| Boyd Watterson Asset Management | NONE | $18,961 | not reported in the loaded dataset | 2023 |
| J Schaefer & Company LLC | NONE | $16,500 | not reported in the loaded dataset | 2023 |
| Tucker Arensberg | NONE | $14,860 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Iron Workers Local 17 Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Troy, MI
- Solxsys Administrative Solutions — Schedule C compensation
- The Segal Company — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Asb Capital Management — Schedule C compensation
- Iron Workers Local 17 Benefits Fund — Schedule C compensation
- Loomis Sayles — Schedule C compensation
- Mellon Capital Management Corp — Schedule C compensation
- Pofok Crampton LLC — Schedule C compensation
- Boyd Watterson Asset Management — Schedule C compensation
- J Schaefer & Company LLC — Schedule C compensation
- Tucker Arensberg — Schedule C compensation