Iron Workers No 28 Pension Fund — Form 5500 plan (Iron Workers No 28 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 No 28 Pension Fund is a benefit plan reported by Iron Workers No 28 Pension Fund under EIN 54-6112218 and plan number 001. The latest loaded filing year is 2023. The filing reports 672 participants and $54,300,849 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Iron Workers No 28 Pension Fund
- EIN
- 54-6112218
- Plan number
- 001
- Plan type
- 1
- Location
- Roanoke, VA
- Latest filing year
- 2023
- Participants
- 672
- End-of-year plan assets
- $54,300,849
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 672 | H, C | 20241010093058NAL0009858579002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $54,300,849
- Total liabilities (EOY)
- $46,183
- Net assets (EOY)
- $54,254,666
- Net assets (BOY)
- $48,542,248
Income & contributions
- Employer contributions
- $2,900,695
- Total contributions
- $2,900,695
- Total income / additions
- $9,101,349
Expenses & distributions
- Benefits paid
- $3,140,063
- Administrative expenses
- $248,868
- Total expenses
- $3,388,931
- Net increase / (decrease)
- $5,712,418
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| L.C Musgrove Associates | NONE | $96,569 | not reported in the loaded dataset | 2023 |
| Bha Consulting, LLC | NONE | $32,975 | not reported in the loaded dataset | 2023 |
| Segal Select | NONE | $23,906 | not reported in the loaded dataset | 2023 |
| O'Donoghue & O'Donoghue | NONE | $20,224 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group, Pllc | NONE | $20,210 | not reported in the loaded dataset | 2023 |
| Merill Lynch | NONE | $18,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Iron Workers No 28 Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Roanoke, VA
- L.C Musgrove Associates — Schedule C compensation
- Bha Consulting, LLC — Schedule C compensation
- Segal Select — Schedule C compensation
- O'Donoghue & O'Donoghue — Schedule C compensation
- Calibre Cpa Group, Pllc — Schedule C compensation
- Merill Lynch — Schedule C compensation