Iron Workers Local #397 Pension Fund — Form 5500 plan (Iron Workers Local #397 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 Local #397 Pension Fund is a benefit plan reported by Iron Workers Local #397 Pension Fund under EIN 59-6168650 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,198 participants and $90,053,522 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Iron Workers Local #397 Pension Fund
- EIN
- 59-6168650
- Plan number
- 001
- Plan type
- 1
- Location
- Goodlettsville, TN
- Latest filing year
- 2023
- Participants
- 1,198
- End-of-year plan assets
- $90,053,522
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,198 | H, C | 20250222150246NAL0005859107001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $90,053,522
- Net assets (EOY)
- $90,053,522
- Net assets (BOY)
- $82,704,430
Income & contributions
- Employer contributions
- $3,012,136
- Total contributions
- $3,012,136
- Total income / additions
- $13,290,628
Expenses & distributions
- Benefits paid
- $5,469,359
- Administrative expenses
- $472,177
- Total expenses
- $5,941,536
- Net increase / (decrease)
- $7,349,092
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Jp Morgan Chase | INVESTMENT MANAGER | $92,631 | not reported in the loaded dataset | 2023 |
| Southern Benefit Administrators Inc | THIRD PARTY ADMINISTRATOR | $58,156 | not reported in the loaded dataset | 2023 |
| Cooke & Bieler | INVESTMENT MANAGER | $54,445 | $0 | 2023 |
| Horizon Actuarial | ACTUARIAL | $50,133 | not reported in the loaded dataset | 2023 |
| Asb Allegiance Real Estate Fund | INVESTMENT MANAGER | $40,084 | not reported in the loaded dataset | 2023 |
| Venable Law Firm | ATTORNEY | $37,606 | not reported in the loaded dataset | 2023 |
| Andco Consulting | INVESTMENT MONITOR | $26,000 | not reported in the loaded dataset | 2023 |
| Steven D Eisenberg Cpa Pa | AUDITOR | $14,650 | not reported in the loaded dataset | 2023 |
| Salem Trust | CUSTODIAN | $10,811 | not reported in the loaded dataset | 2023 |
| Ironworkers Local Union #397 | LOCAL UNION | $10,800 | not reported in the loaded dataset | 2023 |
| Rhumbline Advisors | INVESTMENT MANAGER | $7,254 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Iron Workers Local #397 Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Goodlettsville, TN
- Jp Morgan Chase — Schedule C compensation
- Southern Benefit Administrators Inc — Schedule C compensation
- Cooke & Bieler — Schedule C compensation
- Horizon Actuarial — Schedule C compensation
- Asb Allegiance Real Estate Fund — Schedule C compensation
- Venable Law Firm — Schedule C compensation
- Andco Consulting — Schedule C compensation
- Steven D Eisenberg Cpa Pa — Schedule C compensation
- Salem Trust — Schedule C compensation
- Ironworkers Local Union #397 — Schedule C compensation
- Rhumbline Advisors — Schedule C compensation