Ironworkers Local Union No. 402 Pension Fund — Form 5500 plan (Trustees Of Ironworkers Local Union No. 402 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, Ironworkers Local Union No. 402 Pension Fund is a benefit plan reported by Trustees Of Ironworkers Local Union No. 402 Pension Fund under EIN 59-6227518 and plan number 001. The latest loaded filing year is 2023. The filing reports 409 participants and $16,050,942 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Ironworkers Local Union No. 402 Pension Fund
- EIN
- 59-6227518
- Plan number
- 001
- Plan type
- 1
- Location
- Pittsburgh, PA
- Latest filing year
- 2023
- Participants
- 409
- End-of-year plan assets
- $16,050,942
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 409 | H, C | 20250305192511NAL0014423104001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,050,942
- Total liabilities (EOY)
- $61,739
- Net assets (EOY)
- $15,989,203
- Net assets (BOY)
- $15,282,576
Income & contributions
- Employer contributions
- $929,196
- Total contributions
- $929,196
- Total income / additions
- $2,910,872
Expenses & distributions
- Benefits paid
- $1,947,928
- Administrative expenses
- $256,317
- Total expenses
- $2,204,245
- Net increase / (decrease)
- $706,627
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | INVESTMENT MANAGEMENT | $66,355 | $0 | 2023 |
| Zenith American Solutions | CONTRACT ADMINISTRATION | $56,520 | not reported in the loaded dataset | 2023 |
| Bha Consulting LLC | ACTUARIAL | $53,554 | not reported in the loaded dataset | 2023 |
| Steven D Eisenberg Cpa,P.A. | AUDITOR | $20,707 | not reported in the loaded dataset | 2023 |
| Mierzwa And Floyd P.A. | LEGAL | $14,240 | not reported in the loaded dataset | 2023 |
| Ironworkers Local #402 | BENEFIT SUPPORT | $12,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Ironworkers Local Union No. 402 Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Pittsburgh, PA
- Morgan Stanley Smith Barney — Schedule C compensation
- Zenith American Solutions — Schedule C compensation
- Bha Consulting LLC — Schedule C compensation
- Steven D Eisenberg Cpa,P.A. — Schedule C compensation
- Mierzwa And Floyd P.A. — Schedule C compensation
- Ironworkers Local #402 — Schedule C compensation