Irish Davis-Bacon Pension Plan And Trust — Form 5500 plan (Irish Construction)
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, Irish Davis-Bacon Pension Plan And Trust is a benefit plan reported by Irish Construction under EIN 95-1529901 and plan number 004. The latest loaded filing year is 2023. The filing reports 376 participants and $5,459,739 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Irish Construction
- EIN
- 95-1529901
- Plan number
- 004
- Plan type
- 2
- Location
- Rosemead, CA
- Latest filing year
- 2023
- Participants
- 376
- End-of-year plan assets
- $5,459,739
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 376 | H, C | 20240702170130NAL0003795107001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,459,739
- Total liabilities (EOY)
- $18
- Net assets (EOY)
- $5,459,721
- Net assets (BOY)
- $4,846,208
Income & contributions
- Employer contributions
- $544,550
- Participant contributions
- $0
- Total contributions
- $544,550
- Total income / additions
- $1,313,446
Expenses & distributions
- Benefits paid
- $624,798
- Administrative expenses
- $75,135
- Total expenses
- $699,933
- Net increase / (decrease)
- $613,513
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| M Group Investment Advisors LLC | SERVICE PROVIDER | $27,231 | not reported in the loaded dataset | 2023 |
| Davis Bacon Penison Plans, Inc | SERVICE PROVIDER | $21,072 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance | SERVICE PROVIDER | $17,007 | not reported in the loaded dataset | 2023 |
| Empower Retirement Advisory Service | SERVICE PROVIDER | $8,090 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Irish Construction
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Rosemead, CA
- M Group Investment Advisors LLC — Schedule C compensation
- Davis Bacon Penison Plans, Inc — Schedule C compensation
- Empower Annuity Insurance — Schedule C compensation
- Empower Retirement Advisory Service — Schedule C compensation