Iron Workers District Council Of Western New York And Vicinity Pension Plan — Form 5500 plan (Board Of Trustees Of Iwdc Of Wny And Vicinity Pension 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, Iron Workers District Council Of Western New York And Vicinity Pension Plan is a benefit plan reported by Board Of Trustees Of Iwdc Of Wny And Vicinity Pension Plan under EIN 51-6077088 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,288 participants and $172,093,063 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Iwdc Of Wny And Vicinity Pension Plan
- EIN
- 51-6077088
- Plan number
- 001
- Plan type
- 1
- Location
- Rochester, NY
- Latest filing year
- 2023
- Participants
- 2,288
- End-of-year plan assets
- $172,093,063
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,288 | H, C | 20250311101507NAL0010634435003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $172,093,063
- Total liabilities (EOY)
- $5,006,070
- Net assets (EOY)
- $167,086,993
- Net assets (BOY)
- $167,903,297
Income & contributions
- Employer contributions
- $8,098,610
- Total contributions
- $8,098,610
- Total income / additions
- $16,258,680
Expenses & distributions
- Benefits paid
- $16,006,219
- Administrative expenses
- $1,068,765
- Total expenses
- $17,074,984
- Net increase / (decrease)
- -$816,304
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Manning & Napier Advisors, LLC | NONE | $275,478 | $0 | 2023 |
| Segal Company | NONE | $155,050 | $392 | 2023 |
| Iwdc Of Wny & Vicinity Welfare Fund | AFFILIATED BENEFIT FUND | $133,073 | not reported in the loaded dataset | 2023 |
| Invesco Balanced-Risk Alloc. Trust | NONE | $102,660 | not reported in the loaded dataset | 2023 |
| Loomis Sayles & Company L.P. | NONE | $94,136 | not reported in the loaded dataset | 2023 |
| Prudential Insurance Co. Of America | NONE | $93,548 | $0 | 2023 |
| Invesco Core Real Estate | NONE | $90,459 | $0 | 2023 |
| Blitman And King Llp | NONE | $84,071 | $188 | 2023 |
| Segal Marco | NONE | $67,833 | $670 | 2023 |
| Arcara Lenda Eusanio & Stacey Cpas | NONE | $67,498 | $118 | 2023 |
| Wellington Mgmt Company LLC | NONE | $52,687 | not reported in the loaded dataset | 2023 |
| Wilmington Trust, N.A. | NONE | $15,502 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Iwdc Of Wny And Vicinity Pension Plan
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Rochester, NY
- Manning & Napier Advisors, LLC — Schedule C compensation
- Segal Company — Schedule C compensation
- Iwdc Of Wny & Vicinity Welfare Fund — Schedule C compensation
- Invesco Balanced-Risk Alloc. Trust — Schedule C compensation
- Loomis Sayles & Company L.P. — Schedule C compensation
- Prudential Insurance Co. Of America — Schedule C compensation
- Invesco Core Real Estate — Schedule C compensation
- Blitman And King Llp — Schedule C compensation
- Segal Marco — Schedule C compensation
- Arcara Lenda Eusanio & Stacey Cpas — Schedule C compensation
- Wellington Mgmt Company LLC — Schedule C compensation
- Wilmington Trust, N.A. — Schedule C compensation