Iron Workers District Council Of Tennessee Valley And Vicinity Annuity Plan — Form 5500 plan (Iron Workers District Council Of Tn & Vicinity Annuity 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 Tennessee Valley And Vicinity Annuity Plan is a benefit plan reported by Iron Workers District Council Of Tn & Vicinity Annuity Plan under EIN 62-1747853 and plan number 002. The latest loaded filing year is 2023. The filing reports 4,222 participants and $40,190,293 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Iron Workers District Council Of Tn & Vicinity Annuity Plan
- EIN
- 62-1747853
- Plan number
- 002
- Plan type
- 1
- Location
- Goodlettsville, TN
- Latest filing year
- 2023
- Participants
- 4,222
- End-of-year plan assets
- $40,190,293
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,222 | H, C | 20241013111506NAL0014021971003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $40,190,293
- Total liabilities (EOY)
- $180,676
- Net assets (EOY)
- $40,009,617
- Net assets (BOY)
- $32,991,951
Income & contributions
- Employer contributions
- $5,386,885
- Total contributions
- $5,386,885
- Total income / additions
- $9,516,330
Expenses & distributions
- Benefits paid
- $2,298,335
- Administrative expenses
- $200,329
- Total expenses
- $2,498,664
- Net increase / (decrease)
- $7,017,666
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Southern Benefit Administrators | NONE | $65,443 | not reported in the loaded dataset | 2023 |
| Morgan Stanley | NONE | $29,228 | not reported in the loaded dataset | 2023 |
| Stranch, Jennings & Garvey Pllc | NONE | $20,968 | not reported in the loaded dataset | 2023 |
| Daniels, Irwin & Aylor Cpas | NONE | $13,800 | not reported in the loaded dataset | 2023 |
| The Union Labor Life Insurance Co | NONE | $9,796 | not reported in the loaded dataset | 2023 |
| Money Market, Mutual & Etfs | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Iron Workers District Council Of Tn & Vicinity Annuity Plan
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Goodlettsville, TN
- Southern Benefit Administrators — Schedule C compensation
- Morgan Stanley — Schedule C compensation
- Stranch, Jennings & Garvey Pllc — Schedule C compensation
- Daniels, Irwin & Aylor Cpas — Schedule C compensation
- The Union Labor Life Insurance Co — Schedule C compensation
- Money Market, Mutual & Etfs — Schedule C compensation