Iron Workers Regional Shop Local Union No 855 Pension Trust — Form 5500 plan (Iron Workers Regional Shop Local Union 855 Pension Trust)
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 Regional Shop Local Union No 855 Pension Trust is a benefit plan reported by Iron Workers Regional Shop Local Union 855 Pension Trust under EIN 94-0012049 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,058 participants and $74,889,318 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Iron Workers Regional Shop Local Union 855 Pension Trust
- EIN
- 94-0012049
- Plan number
- 001
- Plan type
- 1
- Location
- Pasadena, CA
- Latest filing year
- 2023
- Participants
- 2,058
- End-of-year plan assets
- $74,889,318
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,058 | H, C | 20250328090902NAL0000934017001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $74,889,318
- Total liabilities (EOY)
- $281,630
- Net assets (EOY)
- $74,607,688
- Net assets (BOY)
- $73,595,105
Income & contributions
- Employer contributions
- $2,079,188
- Total contributions
- $2,081,904
- Total income / additions
- $8,586,907
Expenses & distributions
- Benefits paid
- $6,910,158
- Administrative expenses
- $664,166
- Total expenses
- $7,574,324
- Net increase / (decrease)
- $1,012,583
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ironworkers Employees Benefit Corp | NONE | $89,000 | not reported in the loaded dataset | 2023 |
| Rael & Letson | NONE | $86,585 | not reported in the loaded dataset | 2023 |
| Alan D Biller & Associates | NONE | $76,000 | not reported in the loaded dataset | 2023 |
| Saltzman & Johnson | NONE | $62,660 | not reported in the loaded dataset | 2023 |
| Ifm Global Infrastructure | NONE | $53,152 | not reported in the loaded dataset | 2023 |
| Rreef American Ii Reit | NONE | $40,354 | not reported in the loaded dataset | 2023 |
| U.S. Bank | NONE | $39,370 | not reported in the loaded dataset | 2023 |
| U.S. Bank | NONE | $32,178 | not reported in the loaded dataset | 2023 |
| White Oak Summit Fund Lp | NONE | $31,748 | not reported in the loaded dataset | 2023 |
| Mcmenomy & Associates Cpas Llp | NONE | $16,000 | not reported in the loaded dataset | 2023 |
| Jp Morgan Chase Na | NONE | $15,224 | not reported in the loaded dataset | 2023 |
| Blackrock Inc. | NONE | $6,246 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Iron Workers Regional Shop Local Union 855 Pension Trust
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Pasadena, CA
- Ironworkers Employees Benefit Corp — Schedule C compensation
- Rael & Letson — Schedule C compensation
- Alan D Biller & Associates — Schedule C compensation
- Saltzman & Johnson — Schedule C compensation
- Ifm Global Infrastructure — Schedule C compensation
- Rreef American Ii Reit — Schedule C compensation
- U.S. Bank — Schedule C compensation
- White Oak Summit Fund Lp — Schedule C compensation
- Mcmenomy & Associates Cpas Llp — Schedule C compensation
- Jp Morgan Chase Na — Schedule C compensation
- Blackrock Inc. — Schedule C compensation