Texas Iron Workers' Pension Plan — Form 5500 plan (Board Of Trustees, Texas Iron Workers' 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, Texas Iron Workers' Pension Plan is a benefit plan reported by Board Of Trustees, Texas Iron Workers' Pension Plan under EIN 74-1905198 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,582 participants and $262,557,587 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Texas Iron Workers' Pension Plan
- EIN
- 74-1905198
- Plan number
- 001
- Plan type
- 1
- Location
- Sugar Land, TX
- Latest filing year
- 2023
- Participants
- 4,582
- End-of-year plan assets
- $262,557,587
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,582 | H, C | 20241029150754NAL0002843955001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $262,557,587
- Total liabilities (EOY)
- $121,957
- Net assets (EOY)
- $262,435,630
- Net assets (BOY)
- $236,733,257
Income & contributions
- Employer contributions
- $8,959,922
- Total contributions
- $10,390,416
- Total income / additions
- $46,666,397
Expenses & distributions
- Benefits paid
- $19,445,876
- Administrative expenses
- $1,518,148
- Total expenses
- $20,964,024
- Net increase / (decrease)
- $25,702,373
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Zenith American Solutions | ADMINISTRATOR | $335,685 | not reported in the loaded dataset | 2023 |
| Segal Advisors | INVEST. ADVISOR | $240,000 | not reported in the loaded dataset | 2023 |
| Barrow Hanley | INVEST. MANAGER | $167,514 | not reported in the loaded dataset | 2023 |
| The Segal Company | ACTUARY | $106,510 | not reported in the loaded dataset | 2023 |
| Conner & Winters, Lp | ATTORNEY | $94,687 | not reported in the loaded dataset | 2023 |
| Harper & Pearson Cpa'S | PAYROLL AUDITOR | $59,600 | not reported in the loaded dataset | 2023 |
| Loomis Sayles | INVEST. MANAGER | $50,982 | not reported in the loaded dataset | 2023 |
| State Street Global | INVEST. MANAGER | $42,961 | not reported in the loaded dataset | 2023 |
| Brandywine Global | INVEST. MANAGER | $41,324 | not reported in the loaded dataset | 2023 |
| Us Bank | CUSTODIAL | $31,923 | not reported in the loaded dataset | 2023 |
| Edwards And Leathers, P.C. | AUDITOR | $26,000 | not reported in the loaded dataset | 2023 |
| Chartwell Investment Partners | INVEST. MANAGER | $20,191 | not reported in the loaded dataset | 2023 |
| Sage Advisory | INVEST. MANAGER | $15,524 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Texas Iron Workers' Pension Plan
- 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
- Segal Advisors — Schedule C compensation
- Barrow Hanley — Schedule C compensation
- The Segal Company — Schedule C compensation
- Conner & Winters, Lp — Schedule C compensation
- Harper & Pearson Cpa'S — Schedule C compensation
- Loomis Sayles — Schedule C compensation
- State Street Global — Schedule C compensation
- Brandywine Global — Schedule C compensation
- Us Bank — Schedule C compensation
- Edwards And Leathers, P.C. — Schedule C compensation
- Chartwell Investment Partners — Schedule C compensation
- Sage Advisory — Schedule C compensation