Iron Workers Regional Shop Local Union 855 Individual Account Retirement Plan — Form 5500 plan (Iron Workers Regional Shop Local Union 855)
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 855 Individual Account Retirement Plan is a benefit plan reported by Iron Workers Regional Shop Local Union 855 under EIN 94-0012049 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,102 participants and $29,011,410 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Iron Workers Regional Shop Local Union 855
- EIN
- 94-0012049
- Plan number
- 002
- Plan type
- 1
- Location
- Pasadena, CA
- Latest filing year
- 2023
- Participants
- 2,102
- End-of-year plan assets
- $29,011,410
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,102 | H, C | 20241216090203NAL0002105424001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $29,011,410
- Total liabilities (EOY)
- $15,671
- Net assets (EOY)
- $28,995,739
- Net assets (BOY)
- $26,979,760
Income & contributions
- Employer contributions
- $401,412
- Participant contributions
- $158,431
- Total contributions
- $560,706
- Total income / additions
- $4,094,733
Expenses & distributions
- Benefits paid
- $1,704,527
- Administrative expenses
- $374,227
- Total expenses
- $2,078,754
- Net increase / (decrease)
- $2,015,979
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | NONE | $247,687 | not reported in the loaded dataset | 2023 |
| Alan D. Biller & Associates | NONE | $41,375 | not reported in the loaded dataset | 2023 |
| Ironworkers Employee Benefit Corp | NONE | $30,000 | not reported in the loaded dataset | 2023 |
| Saltzman & Johnson | NONE | $11,535 | not reported in the loaded dataset | 2023 |
| Mcmenomy & Associates Cpas Llp | NONE | $9,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Iron Workers Regional Shop Local Union 855
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Pasadena, CA
- Transamerica Retirement Solutions — Schedule C compensation
- Alan D. Biller & Associates — Schedule C compensation
- Ironworkers Employee Benefit Corp — Schedule C compensation
- Saltzman & Johnson — Schedule C compensation
- Mcmenomy & Associates Cpas Llp — Schedule C compensation