2023 Form 5500 filing — Iron Workers Of Western Pa Welfare Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240913122605NAL0005069603001) for Iron Workers Of Western Pa Welfare Plan, reported by Board Of Trustees Iron Workers Welfare Plan Of Western Pa under EIN 25-6181473 and plan number 501. It reports 1,359 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240913122605NAL0005069603001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Iron Workers Welfare Plan Of Western Pa
- EIN
- 25-6181473
- Plan number
- 501
- Location
- Pittsburgh, PA
- Participants
- 1,359
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $61,761,645
- Total liabilities (EOY)
- $2,089,123
- Net assets (EOY)
- $59,672,522
- Employer contributions
- $24,378,084
- Participant contributions
- $824,556
- Total income / additions
- $30,431,612
- Benefits paid
- $23,978,819
- Administrative expenses
- $808,381
- Total expenses
- $24,787,200
- Net increase / (decrease)
- $5,644,412
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Segal Company | NONE | $110,000 | not reported in the loaded dataset |
| Tucker Arensberg, Et Al | NONE | $35,998 | not reported in the loaded dataset |
| Diclaudio & Kramer, LLC | NONE | $28,500 | not reported in the loaded dataset |
| Loomis Sayles Trust Company, LLC | NONE | $18,598 | not reported in the loaded dataset |
| Meyer, Unkovic & Scott | NONE | $18,024 | not reported in the loaded dataset |
| Marquette Associates | NONE | $14,583 | not reported in the loaded dataset |
| Meketa Investment Group | NONE | $13,750 | not reported in the loaded dataset |
| Investors Diversified Realty, LLC | NONE | $11,005 | not reported in the loaded dataset |
| Allan Bates & Associates | NONE | $10,217 | not reported in the loaded dataset |
| State Street Global Advisors | NONE | $9,311 | $0 |