2023 Form 5500 filing — Bridge, Structural & Ornamental Ironworkers Local 207 Annuity Fund
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 20241010133006NAL0020145953002) for Bridge, Structural & Ornamental Ironworkers Local 207 Annuity Fund, reported by Bridge, Structural & Ornamental Ironworkers Local 207 Annuity Fund under EIN 34-1372820 and plan number 002. It reports 444 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010133006NAL0020145953002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Bridge, Structural & Ornamental Ironworkers Local 207 Annuity Fund
- EIN
- 34-1372820
- Plan number
- 002
- Location
- Boardman, OH
- Participants
- 444
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $62,759,119
- Total liabilities (EOY)
- $121,533
- Net assets (EOY)
- $62,637,586
- Employer contributions
- $3,172,502
- Total income / additions
- $12,405,575
- Benefits paid
- $2,171,601
- Administrative expenses
- $131,215
- Total expenses
- $2,302,816
- Net increase / (decrease)
- $10,102,759
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ironworkers Local 207 Pension Fund | EXPENSE REIMBURSEMENT | $72,677 | not reported in the loaded dataset |
| The Vanguard Group, Inc. | INVESTMENT MANAGEMENT | $22,305 | not reported in the loaded dataset |
| Yurchyk & Davis Cpa'S, Inc. | AUDITOR | $12,207 | not reported in the loaded dataset |
| Macala & Piatt, LLC | ATTORNEY | $6,713 | not reported in the loaded dataset |