Southern Ironworkers Pension Fund — Form 5500 plan (Board Of Trustees Southern Ironworkers 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, Southern Ironworkers Pension Fund is a benefit plan reported by Board Of Trustees Southern Ironworkers Pension Fund under EIN 59-6227091 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,903 participants and $179,086,302 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Southern Ironworkers Pension Fund
- EIN
- 59-6227091
- Plan number
- 001
- Plan type
- 1
- Location
- Pittsburgh, PA
- Latest filing year
- 2023
- Participants
- 1,903
- End-of-year plan assets
- $179,086,302
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,903 | H, C | 20250306191512NAL0010863137002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $179,086,302
- Total liabilities (EOY)
- $2,209,652
- Net assets (EOY)
- $176,876,650
- Net assets (BOY)
- $168,068,782
Income & contributions
- Employer contributions
- $8,548,252
- Total contributions
- $8,548,252
- Total income / additions
- $21,503,761
Expenses & distributions
- Benefits paid
- $11,702,775
- Administrative expenses
- $993,118
- Total expenses
- $12,695,893
- Net increase / (decrease)
- $8,807,868
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Brown Advisory LLC | INVESTMENT ADVISOR | $141,658 | $0 | 2023 |
| Wedge Capital Management | INVESTMENT MANAGEMENT | $102,833 | $0 | 2023 |
| Bha Consulting | ACTUARIAL | $81,485 | not reported in the loaded dataset | 2023 |
| Investment Performance Services | INVESTMENT ADVISOR | $81,123 | not reported in the loaded dataset | 2023 |
| Zenith-American Solutions | CONTRACT ADMINISTRATOR | $77,434 | not reported in the loaded dataset | 2023 |
| Abs Allegiance Real Estate | INVESTMENT MANAGEMENT | $73,312 | not reported in the loaded dataset | 2023 |
| Us Bank | CUSTODIAN | $63,618 | $0 | 2023 |
| Segall, Bryant Hamill | INVESTMENT MANAGEMENT | $63,017 | not reported in the loaded dataset | 2023 |
| Steven D. Eisenberg Cpa,P.A. | AUDITOR | $29,878 | not reported in the loaded dataset | 2023 |
| Quinn, Conner, Weaver, Davies & | LEGAL | $28,815 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Southern Ironworkers Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Pittsburgh, PA
- Brown Advisory LLC — Schedule C compensation
- Wedge Capital Management — Schedule C compensation
- Bha Consulting — Schedule C compensation
- Investment Performance Services — Schedule C compensation
- Zenith-American Solutions — Schedule C compensation
- Abs Allegiance Real Estate — Schedule C compensation
- Us Bank — Schedule C compensation
- Segall, Bryant Hamill — Schedule C compensation
- Steven D. Eisenberg Cpa,P.A. — Schedule C compensation
- Quinn, Conner, Weaver, Davies & — Schedule C compensation