Texas Iron Workers' Defined Contribution Retirement Plan — Form 5500 plan (Trustees Of Texas Iron Workers' Defined Contribution Retirement 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' Defined Contribution Retirement Plan is a benefit plan reported by Trustees Of Texas Iron Workers' Defined Contribution Retirement Plan under EIN 74-1905198 and plan number 002. The latest loaded filing year is 2023. The filing reports 7,256 participants and $62,529,892 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Texas Iron Workers' Defined Contribution Retirement Plan
- EIN
- 74-1905198
- Plan number
- 002
- Plan type
- 1
- Location
- Sugar Land, TX
- Latest filing year
- 2023
- Participants
- 7,256
- End-of-year plan assets
- $62,529,892
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7,256 | H, C | 20241009113958NAL0032550928001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $62,529,892
- Total liabilities (EOY)
- $28,714
- Net assets (EOY)
- $62,501,178
- Net assets (BOY)
- $53,023,674
Income & contributions
- Employer contributions
- $4,854,108
- Total contributions
- $5,700,085
- Total income / additions
- $13,415,022
Expenses & distributions
- Benefits paid
- $3,580,730
- Administrative expenses
- $356,788
- Total expenses
- $3,937,518
- Net increase / (decrease)
- $9,477,504
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock | INVEST. MGMT. | $267,251 | not reported in the loaded dataset | 2023 |
| Zenith American Solutions | TPA | $24,480 | not reported in the loaded dataset | 2023 |
| Conner & Winters | ATTORNEY | $22,081 | not reported in the loaded dataset | 2023 |
| Segal Advisors | INVEST. ADVISOR | $20,833 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Texas Iron Workers' Defined Contribution Retirement Plan
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Sugar Land, TX
- John Hancock — Schedule C compensation
- Zenith American Solutions — Schedule C compensation
- Conner & Winters — Schedule C compensation
- Segal Advisors — Schedule C compensation