Ironworkers Local Union No. 167 Pension Plan — Form 5500 plan (Board Of Trustees - Ironworkers Local Union No. 167 Pension 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, Ironworkers Local Union No. 167 Pension Plan is a benefit plan reported by Board Of Trustees - Ironworkers Local Union No. 167 Pension Plan under EIN 62-0787578 and plan number 001. The latest loaded filing year is 2023. The filing reports 582 participants and $61,500,762 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees - Ironworkers Local Union No. 167 Pension Plan
- EIN
- 62-0787578
- Plan number
- 001
- Plan type
- 1
- Location
- Goodlettsville, TN
- Latest filing year
- 2023
- Participants
- 582
- End-of-year plan assets
- $61,500,762
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 582 | H, C | 20241014174507NAL0045533856004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $61,500,762
- Total liabilities (EOY)
- $531,636
- Net assets (EOY)
- $60,969,126
- Net assets (BOY)
- $54,190,956
Income & contributions
- Employer contributions
- $4,014,094
- Total contributions
- $4,014,094
- Total income / additions
- $11,508,241
Expenses & distributions
- Benefits paid
- $4,428,859
- Administrative expenses
- $301,212
- Total expenses
- $4,730,071
- Net increase / (decrease)
- $6,778,170
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Burch, Porter & Johnson, Pllc | NONE | $78,038 | not reported in the loaded dataset | 2023 |
| Southern Benefit Administrators | NONE | $68,595 | not reported in the loaded dataset | 2023 |
| Boyd Watterson | NONE | $0 | $40,354 | 2023 |
| New Tower Trust Company | NONE | $0 | $34,614 | 2023 |
| Reynolds Consulting Services, LLC | NONE | $30,495 | not reported in the loaded dataset | 2023 |
| Cca Black, Lp | NONE | $15,886 | $12,663 | 2023 |
| Godwin Morris Laurenzi & Bloomfield | NONE | $26,200 | not reported in the loaded dataset | 2023 |
| Daniels Irwin & Aylor | NONE | $17,800 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank | NONE | $16,497 | $141 | 2023 |
| Regions Bank | NONE | $7,739 | not reported in the loaded dataset | 2023 |
| United Actuarial Services | NONE | $5,900 | not reported in the loaded dataset | 2023 |
| Money Market And Mutual Funds | NONE | $0 | $0 | 2023 |
| Invesco Trust Company | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees - Ironworkers Local Union No. 167 Pension Plan
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Goodlettsville, TN
- Burch, Porter & Johnson, Pllc — Schedule C compensation
- Southern Benefit Administrators — Schedule C compensation
- Boyd Watterson — Schedule C compensation
- New Tower Trust Company — Schedule C compensation
- Reynolds Consulting Services, LLC — Schedule C compensation
- Cca Black, Lp — Schedule C compensation
- Godwin Morris Laurenzi & Bloomfield — Schedule C compensation
- Daniels Irwin & Aylor — Schedule C compensation
- Amalgamated Bank — Schedule C compensation
- Regions Bank — Schedule C compensation
- United Actuarial Services — Schedule C compensation
- Money Market And Mutual Funds — Schedule C compensation
- Invesco Trust Company — Schedule C compensation