Iron Workers Local 451 Annuity Fund — Form 5500 plan (Iron Workers Local 451 Joint Board Of Trustees)
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 451 Annuity Fund is a benefit plan reported by Iron Workers Local 451 Joint Board Of Trustees under EIN 51-0264123 and plan number 001. The latest loaded filing year is 2023. The filing reports 804 participants and $35,011,843 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Iron Workers Local 451 Joint Board Of Trustees
- EIN
- 51-0264123
- Plan number
- 001
- Plan type
- 1
- Location
- Wilmington, DE
- Latest filing year
- 2023
- Participants
- 804
- End-of-year plan assets
- $35,011,843
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 804 | H, C | 20250403143815NAL0006477235001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $35,011,843
- Total liabilities (EOY)
- $15,888
- Net assets (EOY)
- $34,995,955
- Net assets (BOY)
- $31,569,305
Income & contributions
- Employer contributions
- $1,486,483
- Total contributions
- $1,486,483
- Total income / additions
- $6,788,220
Expenses & distributions
- Benefits paid
- $3,008,083
- Administrative expenses
- $353,487
- Total expenses
- $3,361,570
- Net increase / (decrease)
- $3,426,650
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stacey Braun Associates | NONE | $142,709 | not reported in the loaded dataset | 2023 |
| Zenith American Solutions | NONE | $101,640 | not reported in the loaded dataset | 2023 |
| Pnc Bank, N.A. | NONE | $20,827 | $0 | 2023 |
| Markowitz & Richman | NONE | $18,565 | not reported in the loaded dataset | 2023 |
| Fischer Dorwart, P.C. | NONE | $13,000 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $6,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Iron Workers Local 451 Joint Board Of Trustees
- 2023 Form 5500 filing
- Form 5500 filings in DE
- 401(k) and benefit plan filings in Wilmington, DE
- Stacey Braun Associates — Schedule C compensation
- Zenith American Solutions — Schedule C compensation
- Pnc Bank, N.A. — Schedule C compensation
- Markowitz & Richman — Schedule C compensation
- Fischer Dorwart, P.C. — Schedule C compensation
- The Segal Company — Schedule C compensation