Southeastern Ironworkers Annuity Plan — Form 5500 plan (Board Of Trustees Of Southeastern Ironworkers Annuity 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, Southeastern Ironworkers Annuity Plan is a benefit plan reported by Board Of Trustees Of Southeastern Ironworkers Annuity Plan under EIN 58-6319526 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,640 participants and $36,714,804 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Southeastern Ironworkers Annuity Plan
- EIN
- 58-6319526
- Plan number
- 001
- Plan type
- 1
- Location
- Mobile, AL
- Latest filing year
- 2023
- Participants
- 3,640
- End-of-year plan assets
- $36,714,804
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,640 | H, C | 20251128143600NAL0003835475001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $36,714,804
- Total liabilities (EOY)
- $63,863
- Net assets (EOY)
- $36,650,941
- Net assets (BOY)
- $32,655,059
Income & contributions
- Employer contributions
- $3,139,528
- Total contributions
- $3,139,528
- Total income / additions
- $6,571,235
Expenses & distributions
- Benefits paid
- $2,336,255
- Administrative expenses
- $239,098
- Total expenses
- $2,575,353
- Net increase / (decrease)
- $3,995,882
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Compusys Of Utah Inc. | CONTRACT ADMINISTRAT | $38,591 | not reported in the loaded dataset | 2023 |
| Investment Performance Services | INVESTMENT MONITOR | $32,299 | not reported in the loaded dataset | 2023 |
| Blackrock Institutional Trust Co | INVESTMENT MANAGEMENT | $28,592 | not reported in the loaded dataset | 2023 |
| Wedge Capital Management | INVESTMENT MANAGEMENT | $23,008 | $0 | 2023 |
| Quinn,Conner,Weaver,Davies & Rouco | ATTORNEY | $21,523 | not reported in the loaded dataset | 2023 |
| Steven D Eisenberg Cpa, P.A. | AUDITOR | $12,854 | not reported in the loaded dataset | 2023 |
| Us Bank | CUSTODIAL | $8,780 | $0 | 2023 |
| Segall, Bryant , & Hamill | INVESTMENT MANAGEMENT | $8,445 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Southeastern Ironworkers Annuity Plan
- 2023 Form 5500 filing
- Form 5500 filings in AL
- 401(k) and benefit plan filings in Mobile, AL
- Compusys Of Utah Inc. — Schedule C compensation
- Investment Performance Services — Schedule C compensation
- Blackrock Institutional Trust Co — Schedule C compensation
- Wedge Capital Management — Schedule C compensation
- Quinn,Conner,Weaver,Davies & Rouco — Schedule C compensation
- Steven D Eisenberg Cpa, P.A. — Schedule C compensation
- Us Bank — Schedule C compensation
- Segall, Bryant , & Hamill — Schedule C compensation