Ironworkers Local 808 Annuity Fund — Form 5500 plan (Trustees Of Ironworkers Local 808 Annuity 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, Ironworkers Local 808 Annuity Fund is a benefit plan reported by Trustees Of Ironworkers Local 808 Annuity Fund under EIN 59-3096458 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,421 participants and $41,753,302 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Ironworkers Local 808 Annuity Fund
- EIN
- 59-3096458
- Plan number
- 002
- Plan type
- 1
- Location
- Goodlettesville, TN
- Latest filing year
- 2023
- Participants
- 2,421
- End-of-year plan assets
- $41,753,302
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,421 | H, C | 20250626175303NAL0008797169001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $41,753,302
- Total liabilities (EOY)
- $60,251
- Net assets (EOY)
- $41,693,051
- Net assets (BOY)
- $36,780,905
Income & contributions
- Employer contributions
- $5,102,010
- Total contributions
- $5,102,010
- Total income / additions
- $7,980,114
Expenses & distributions
- Benefits paid
- $2,797,840
- Administrative expenses
- $270,128
- Total expenses
- $3,067,968
- Net increase / (decrease)
- $4,912,146
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | INVESTMENT MANAGEMENT | $163,964 | $0 | 2023 |
| Zenith American Solutions | CONTRACT ADMINISTRATION | $60,744 | not reported in the loaded dataset | 2023 |
| Steven D Eisenberg Cpa, Pa | AUDITOR | $16,224 | not reported in the loaded dataset | 2023 |
| Mierzwa & Floyd P.A. | ATTORNEY | $8,464 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Ironworkers Local 808 Annuity Fund
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Goodlettesville, TN
- Morgan Stanley Smith Barney — Schedule C compensation
- Zenith American Solutions — Schedule C compensation
- Steven D Eisenberg Cpa, Pa — Schedule C compensation
- Mierzwa & Floyd P.A. — Schedule C compensation