Iron Workers Local Union No. 92 Money Purchase Pension Plan — Form 5500 plan (Iron Workers Local Union No. 92)
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 Local Union No. 92 Money Purchase Pension Plan is a benefit plan reported by Iron Workers Local Union No. 92 under EIN 63-0880818 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,049 participants and $51,543,920 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Iron Workers Local Union No. 92
- EIN
- 63-0880818
- Plan number
- 002
- Plan type
- 1
- Location
- Birmingham, AL
- Latest filing year
- 2023
- Participants
- 1,049
- End-of-year plan assets
- $51,543,920
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,049 | H, C | 20241014181506NAL0028064209002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $51,543,920
- Total liabilities (EOY)
- $42,840
- Net assets (EOY)
- $51,501,080
- Net assets (BOY)
- $47,551,925
Income & contributions
- Employer contributions
- $3,767,919
- Total contributions
- $3,767,919
- Total income / additions
- $9,000,615
Expenses & distributions
- Benefits paid
- $4,845,572
- Administrative expenses
- $205,888
- Total expenses
- $5,051,460
- Net increase / (decrease)
- $3,949,155
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock Retirement Plan | NONE | $65,884 | $0 | 2023 |
| Investment Performance Services LLC | NONE | $48,750 | not reported in the loaded dataset | 2023 |
| Compusys Of Utah, Inc. | NONE | $43,520 | not reported in the loaded dataset | 2023 |
| Daniels Irwin & Aylor | NONE | $12,500 | not reported in the loaded dataset | 2023 |
| Quinn, Connor, Weaver, Davis Llp | NONE | $7,920 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Iron Workers Local Union No. 92
- 2023 Form 5500 filing
- Form 5500 filings in AL
- 401(k) and benefit plan filings in Birmingham, AL
- John Hancock Retirement Plan — Schedule C compensation
- Investment Performance Services LLC — Schedule C compensation
- Compusys Of Utah, Inc. — Schedule C compensation
- Daniels Irwin & Aylor — Schedule C compensation
- Quinn, Connor, Weaver, Davis Llp — Schedule C compensation