International Association Of Bridge, Structural, Ornamental & Reinforcing Ironworkers L.U. No. 79 Pension Fund — Form 5500 plan (Board Of Trustees - International Association Of Bridge, Structural,)

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, International Association Of Bridge, Structural, Ornamental & Reinforcing Ironworkers L.U. No. 79 Pension Fund is a benefit plan reported by Board Of Trustees - International Association Of Bridge, Structural, under EIN 54-6071250 and plan number 001. The latest loaded filing year is 2023. The filing reports 393 participants and $5,643,508 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Board Of Trustees - International Association Of Bridge, Structural,
EIN
54-6071250
Plan number
001
Plan type
1
Location
Norfolk, VA
Latest filing year
2023
Participants
393
End-of-year plan assets
$5,643,508

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023393H, C20250218144509NAL0003284641001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,643,508
Total liabilities (EOY)
$39,351
Net assets (EOY)
$5,604,157
Net assets (BOY)
$6,403,605

Income & contributions

Employer contributions
$1,314,120
Total contributions
$1,314,120
Total income / additions
$1,805,221

Expenses & distributions

Benefits paid
$2,379,379
Administrative expenses
$225,290
Total expenses
$2,604,669
Net increase / (decrease)
-$799,448

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Bha ConsultingNONE$77,519not reported in the loaded dataset2023
Southern Benefit AdministratorsNONE$68,360not reported in the loaded dataset2023
Morgan StanleyNONE$25,206$02023
Daniels, Irwin & AylorNONE$18,675not reported in the loaded dataset2023
O'Donoghue & O'Donoghue LlpNONE$2,590not reported in the loaded dataset2023
Mutual & Exchange Traded FundsNONE$0$02023

Related Form 5500 pages