Iron Workers Regional Shop Local 855 Welfare Trust — Form 5500 plan (Iron Workers Regional Shop Local 855 Welfare 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 855 Welfare Trust is a benefit plan reported by Iron Workers Regional Shop Local 855 Welfare Trust under EIN 94-6104154 and plan number 501. The latest loaded filing year is 2023. The filing reports 598 participants and $8,152,654 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Iron Workers Regional Shop Local 855 Welfare Trust
- EIN
- 94-6104154
- Plan number
- 501
- Plan type
- 1
- Location
- Pasadena, CA
- Latest filing year
- 2023
- Participants
- 598
- End-of-year plan assets
- $8,152,654
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 598 | H, C | 20241216090203NAL0002105424002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,152,654
- Total liabilities (EOY)
- $2,763,974
- Net assets (EOY)
- $5,388,680
- Net assets (BOY)
- $5,660,546
Income & contributions
- Employer contributions
- $8,241,015
- Participant contributions
- $119,762
- Total contributions
- $8,367,488
- Total income / additions
- $8,684,404
Expenses & distributions
- Benefits paid
- $8,664,666
- Administrative expenses
- $291,604
- Total expenses
- $8,956,270
- Net increase / (decrease)
- -$271,866
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ironworkers Employees Benefit Corp | NONE | $140,034 | not reported in the loaded dataset | 2023 |
| Rael Letson | NONE | $64,470 | not reported in the loaded dataset | 2023 |
| Saltzman & Johnson | NONE | $24,912 | not reported in the loaded dataset | 2023 |
| Mcmenomy & Associates Cpas Llp | NONE | $16,000 | not reported in the loaded dataset | 2023 |
| U.S. Bank | NONE | $9,288 | not reported in the loaded dataset | 2023 |
| Alan D. Biller & Associates | NONE | $7,000 | not reported in the loaded dataset | 2023 |
| U.S. Bank | NONE | $6,630 | not reported in the loaded dataset | 2023 |
| Vision Service Plan | NONE | $5,828 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Iron Workers Regional Shop Local 855 Welfare 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
- Saltzman & Johnson — Schedule C compensation
- Mcmenomy & Associates Cpas Llp — Schedule C compensation
- U.S. Bank — Schedule C compensation
- Alan D. Biller & Associates — Schedule C compensation
- Vision Service Plan — Schedule C compensation