Iron Workers Mid-South Pension Fund — Form 5500 plan (Trustees - Iron Workers Mid-South Pension 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 Mid-South Pension Fund is a benefit plan reported by Trustees - Iron Workers Mid-South Pension Fund under EIN 72-6032179 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,048 participants and $156,273,623 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees - Iron Workers Mid-South Pension Fund
- EIN
- 72-6032179
- Plan number
- 001
- Plan type
- 1
- Location
- Sugar Land, TX
- Latest filing year
- 2023
- Participants
- 3,048
- End-of-year plan assets
- $156,273,623
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,048 | H, C | 20250915162004NAL0001325361001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $156,273,623
- Total liabilities (EOY)
- $1,155,375
- Net assets (EOY)
- $155,118,248
- Net assets (BOY)
- $141,521,954
Income & contributions
- Employer contributions
- $7,612,619
- Total contributions
- $7,612,619
- Total income / additions
- $29,472,742
Expenses & distributions
- Benefits paid
- $13,994,029
- Administrative expenses
- $1,882,419
- Total expenses
- $15,876,448
- Net increase / (decrease)
- $13,596,294
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Zenith American Solutions, Inc. | NONE | $380,735 | not reported in the loaded dataset | 2023 |
| Wasatch Advisors, Inc. | NONE | $0 | $89,266 | 2023 |
| Needles & Associates, LLC | NONE | $58,528 | not reported in the loaded dataset | 2023 |
| Robein, Urann, Spencer, Et Al | NONE | $44,126 | not reported in the loaded dataset | 2023 |
| Hancock Whitney Bank | NONE | $13,626 | $14,403 | 2023 |
| Amalgamated Bank | NONE | $22,590 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees - Iron Workers Mid-South Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Sugar Land, TX
- Zenith American Solutions, Inc. — Schedule C compensation
- Wasatch Advisors, Inc. — Schedule C compensation
- Needles & Associates, LLC — Schedule C compensation
- Robein, Urann, Spencer, Et Al — Schedule C compensation
- Hancock Whitney Bank — Schedule C compensation
- Amalgamated Bank — Schedule C compensation