Iron Workers Welfare Plan — Form 5500 plan (Board Of Trustees - Iron Workers Welfare Fund)
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 Welfare Plan is a benefit plan reported by Board Of Trustees - Iron Workers Welfare Fund under EIN 72-0506999 and plan number 501. The latest loaded filing year is 2023. The filing reports 758 participants and $13,911,237 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees - Iron Workers Welfare Fund
- EIN
- 72-0506999
- Plan number
- 501
- Plan type
- 1
- Location
- Sugar Land, TX
- Latest filing year
- 2023
- Participants
- 758
- End-of-year plan assets
- $13,911,237
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 758 | H, C | 20250514173019NAL0019007249001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,911,237
- Total liabilities (EOY)
- $2,370,886
- Net assets (EOY)
- $11,540,351
- Net assets (BOY)
- $8,903,548
Income & contributions
- Employer contributions
- $6,546,508
- Participant contributions
- $53,767
- Total contributions
- $6,600,275
- Total income / additions
- $7,633,227
Expenses & distributions
- Benefits paid
- $4,312,724
- Administrative expenses
- $683,700
- Total expenses
- $4,996,424
- Net increase / (decrease)
- $2,636,803
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Zenith American Solutions | NONE | $256,463 | $1,910 | 2023 |
| Cigna | NONE | $159,014 | not reported in the loaded dataset | 2023 |
| Hancock Whitney Bank | NONE | $42,771 | not reported in the loaded dataset | 2023 |
| Segal Company (Western States), Inc | NONE | $40,640 | not reported in the loaded dataset | 2023 |
| Robein, Urann, Spencer, Picard & Ca | NONE | $39,624 | not reported in the loaded dataset | 2023 |
| Needles & Associates, LLC | NONE | $36,567 | not reported in the loaded dataset | 2023 |
| Monarch Printing | NONE | $13,317 | not reported in the loaded dataset | 2023 |
| Sav-Rx Prescription Services | NONE | $13,035 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees - Iron Workers Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Sugar Land, TX
- Zenith American Solutions — Schedule C compensation
- Cigna — Schedule C compensation
- Hancock Whitney Bank — Schedule C compensation
- Segal Company (Western States), Inc — Schedule C compensation
- Robein, Urann, Spencer, Picard & Ca — Schedule C compensation
- Needles & Associates, LLC — Schedule C compensation
- Monarch Printing — Schedule C compensation
- Sav-Rx Prescription Services — Schedule C compensation