Iron Workers District Council Of Tn Valley & Vicinity Pension Plan — Form 5500 plan (Iron Workers District Council Of Tn Valley & Vicinity 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, Iron Workers District Council Of Tn Valley & Vicinity Pension Plan is a benefit plan reported by Iron Workers District Council Of Tn Valley & Vicinity Pension Plan under EIN 62-6098036 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,224 participants and $166,847,438 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 Pension Plan
- EIN
- 62-6098036
- Plan number
- 001
- Plan type
- 1
- Location
- Goodlettsville, TN
- Latest filing year
- 2023
- Participants
- 3,224
- End-of-year plan assets
- $166,847,438
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,224 | H, C | 20241014200010NAL0013807075002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $166,847,438
- Total liabilities (EOY)
- $231,012
- Net assets (EOY)
- $166,616,426
- Net assets (BOY)
- $146,885,761
Income & contributions
- Employer contributions
- $15,413,147
- Total contributions
- $15,413,147
- Total income / additions
- $36,788,566
Expenses & distributions
- Benefits paid
- $16,370,165
- Administrative expenses
- $687,736
- Total expenses
- $17,057,901
- Net increase / (decrease)
- $19,730,665
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Southern Benefit Administrators | NONE | $111,643 | not reported in the loaded dataset | 2023 |
| Bha Consulting | NONE | $71,541 | not reported in the loaded dataset | 2023 |
| Boyd Watterson Asset Management | NONE | $0 | $62,340 | 2023 |
| Morgan Stanley | NONE | $60,119 | not reported in the loaded dataset | 2023 |
| Stranch, Jennings & Garvey Pllc | NONE | $35,698 | not reported in the loaded dataset | 2023 |
| Daniels, Irwin & Aylor Cpas | NONE | $32,375 | not reported in the loaded dataset | 2023 |
| Aristotle Capital Management | NONE | $20,498 | not reported in the loaded dataset | 2023 |
| Loomis Sayles & Company | NONE | $19,615 | not reported in the loaded dataset | 2023 |
| Earnest Partners | NONE | $16,079 | 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 Valley & Vicinity Pension 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
- Bha Consulting — Schedule C compensation
- Boyd Watterson Asset Management — Schedule C compensation
- Morgan Stanley — Schedule C compensation
- Stranch, Jennings & Garvey Pllc — Schedule C compensation
- Daniels, Irwin & Aylor Cpas — Schedule C compensation
- Aristotle Capital Management — Schedule C compensation
- Loomis Sayles & Company — Schedule C compensation
- Earnest Partners — Schedule C compensation
- Money Market, Mutual & Etfs — Schedule C compensation