Iron Workers District Council Of Tn Valley & Vicinity Welfare Plan — Form 5500 plan (Iron Workers District Council Of Tn Valley & Vicinity Welfare 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, Iron Workers District Council Of Tn Valley & Vicinity Welfare Plan is a benefit plan reported by Iron Workers District Council Of Tn Valley & Vicinity Welfare Plan under EIN 62-0588259 and plan number 501. The latest loaded filing year is 2023. The filing reports 964 participants and $52,530,696 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Iron Workers District Council Of Tn Valley & Vicinity Welfare Plan
- EIN
- 62-0588259
- Plan number
- 501
- Plan type
- 1
- Location
- Goodlettsville, TN
- Latest filing year
- 2023
- Participants
- 964
- End-of-year plan assets
- $52,530,696
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 964 | H, C | 20241013121506NAL0043689616001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $52,530,696
- Total liabilities (EOY)
- $1,446,796
- Net assets (EOY)
- $51,083,900
- Net assets (BOY)
- $40,735,620
Income & contributions
- Employer contributions
- $13,676,728
- Participant contributions
- $50,608
- Total contributions
- $13,727,336
- Total income / additions
- $19,774,208
Expenses & distributions
- Benefits paid
- $7,843,709
- Administrative expenses
- $1,582,219
- Total expenses
- $9,425,928
- Net increase / (decrease)
- $10,348,280
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| United Healthcare | NONE | $451,599 | not reported in the loaded dataset | 2023 |
| Southern Benefit Administrators | NONE | $361,500 | not reported in the loaded dataset | 2023 |
| Stranch, Jennings & Garvey Pllc | NONE | $33,006 | not reported in the loaded dataset | 2023 |
| The Union Labor Life Insurance Co | NONE | $23,046 | not reported in the loaded dataset | 2023 |
| Daniels, Irwin & Aylor Cpas | NONE | $22,575 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Global Banking | NONE | $20,542 | not reported in the loaded dataset | 2023 |
| Money Market/Mutual Funds/Etf'S | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Iron Workers District Council Of Tn Valley & Vicinity Welfare Plan
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Goodlettsville, TN
- United Healthcare — Schedule C compensation
- Southern Benefit Administrators — Schedule C compensation
- Stranch, Jennings & Garvey Pllc — Schedule C compensation
- The Union Labor Life Insurance Co — Schedule C compensation
- Daniels, Irwin & Aylor Cpas — Schedule C compensation
- Morgan Stanley Global Banking — Schedule C compensation
- Money Market/Mutual Funds/Etf'S — Schedule C compensation